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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello to all

As I read the Q&A this morning and learned about the problems in Chile, I understood why Lundin was down yesterday and was so out of line with its sector. I just opened a position, bad timing. What is its weight in Chile exactly and do you still trust this company for the short, medium or long term (with its current valuation). Maybe it would be better to liquidate the position. What do you think about it?

Thank you very much.
Read Answer Asked by Charles on May 18, 2021
Q: I happily sold June 18, 2021 calls today against my long XME position. Given that this yielded a, to me, amazing 4.47%, I anticipate a Summer of repeating (I hope) this process. Do you perceive that the metals "surge" is in my favor? (note: being assigned would not disturb me in the least) What is your position on the value of covered call writing for income purposes?
Read Answer Asked by David on May 18, 2021
Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation
Ed
Read Answer Asked by Ed on May 18, 2021
Q: Retired, dividend-income investor....normally. Assume I already have a balanced portfolio.

Considering topping up a 90% XIT position (my Technology weighting is 7.5%).....or...buying a small position in Copper Mtn (CMMC)....(my Materials weighting is 5.0)%. Reading prior copper questions indicates that you think there is much more room to run in Copper...for a while. Assume a roughly 1 year holding.

Second question = oil better than copper over the next year or so?

So, I guess the question is = please rank 1 year performance (best to worst) for Technology, Copper, Oil.

Thanks....Steve

The conservative side of me = XIT. The aggressive side of me = CMMC.
Read Answer Asked by Stephen on May 17, 2021
Q: i seem to have an overload of miners. can you suggest what i should trim or do i hold everyone for the economic expansion yet to come and hope cooper will remain as valuable as experts seem to say for the pending electrification of the vehicle and infrastructure ...thx much
Read Answer Asked by Bob on May 17, 2021
Q: have you heard of this co and if so what do you know
Read Answer Asked by Susan on May 17, 2021
Q: What would be your top 3 picks to benefit from the demand for copper given the focus on infrastructure in both China and the U.S.?
Read Answer Asked by JAMES on May 17, 2021
Q: Good morning ,
What is your view on Wallbridge mining, it keeps reporting good drilling results but the stock is down 50% in the last year. I am losing faith to hold it for the long term. The question is what is its true value as an exploration company with 800 million shares outstanding? It reached a billion MV last summer but its much lower now .
Thanks, George
Read Answer Asked by George on May 14, 2021
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