Investment Q&A

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.16)
  • $46.16 P/E (TTM): 78.19X Cap: $22.72B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $30.54)
  • $30.54 P/E (TTM): 103.9X Cap: $268M
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• Rio Tinto Plc (RIO $62.33)
  • $62.33 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
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• BHP Group Ltd. (BHP $55.77)
  • $55.77 P/E (TTM): 15.24X Cap: $141.03B
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Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom

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Read Answer Asked by Tom on September 06, 2023

• Largo Inc. (LGO $2.05)
  • $2.05 Cap: $134M
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Q: Peter and His Dream Team
Recently, you stated there was no compelling reason to continue holding LGO..."moving on" was probably the best option. I am a share holder and of course under water. Now there is a new development...a strategic review. Do you think this has any real potential benefit?Also over a million shares sold near the close...is this just panic selling or has the ship hit an iceberg? Ha!Ha! Thank you for your information and insights...they are always valuable as us little guys try to compete with the big boys! Ha!Ha!

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Read Answer Asked by Ernest on September 01, 2023

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Fortuna Mining Corp. (FVI $10.37)
  • $10.37 P/E (TTM): 14.84X Cap: $3.20B
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Q: Your thoughts on FVI ? Analysts do not seem to like it that much. However, it did much better than FR. Hold or replace with something else? Thanks.

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Read Answer Asked by Denise on September 01, 2023

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Capstone Copper Corp. (CS $9.65)
  • $9.65 P/E (TTM): 67.52X Cap: $7.36B
  • View CS Profile
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Q: I am interested in placing an investment in the near future in a base metal producer; preferring a copper focus. I'd appreciate your take first, on the timing of such an investment given where we are in the economic cycle and second, your selection of a "top 3" to invest in. Thanks for the insights.

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Read Answer Asked by Dave on August 31, 2023

• Orezone Gold Corporation (ORE $1.25)
  • $1.25 P/E (TTM): 6.51X Cap: $747M
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Q: What are your thoughts on this company going forward 6 mths, 1 yr, +3 yr? Looks like an increase in insider public market buying.
Thx

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Read Answer Asked by Robert on August 30, 2023

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
  • View FCX Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.16)
  • $46.16 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Capstone Copper Corp. (CS $9.65)
  • $9.65 P/E (TTM): 67.52X Cap: $7.36B
  • View CS Profile
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• Global X Copper Miners ETF (COPX $48.22)
  • $48.22 P/E (TTM): 45.81X Cap: $1.99B
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Q: best way to play cooper ??? for rewards of future electrification

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Read Answer Asked by JOSEPH on August 30, 2023

• Sigma Lithium Corporation (SGML $8.40)
  • $8.40 Cap: $935M
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Q: When I see a headline like : Sigma Lithium Sues Ex-CEO As Messy Divorce Complicates Firm’s Buyout Outlook . Should I worry about how this will effect the business?

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Read Answer Asked by Bryan on August 29, 2023

• E3 Lithium Ltd. (ETL $1.46)
  • $1.46 Cap: $110M
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Q: Hi Team,

What are your current thoughts on this company? I feel like I have seen this before and the next thing is a large share offering to come...

Thanks

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Read Answer Asked by David on August 29, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.95)
  • $21.95 P/E (TTM): 40.08X Cap: $244M
  • View XBM Profile
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• Global X Lithium & Battery Tech ETF (LIT $46.40)
  • $46.40 P/E (TTM): 122.7X Cap: $1.06B
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• Sprott Uranium Miners ETF (URNM $48.52)
  • $48.52 P/E (TTM): 20.28X Cap: $1.61B
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Q: Are there ETF's that cover Canadian mining in cobalt, copper, graphite, nickel and uranium, possibly also lithium and magnesium?

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Read Answer Asked by James on August 29, 2023

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
  • View FCX Profile
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• Rio Tinto Plc (RIO $62.33)
  • $62.33 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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• Agnico Eagle Mines Limited (AEM $136.62)
  • $136.62 P/E (TTM): 28.3X Cap: $68.68B
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• Alamos Gold Inc. Class A (AGI $28.39)
  • $28.39 P/E (TTM): 34.35X Cap: $11.93B
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• ATI Inc. (ATI $73.17)
  • $73.17 P/E (TTM): 24.93X Cap: $9.83B
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• Franco-Nevada Corporation (FNV $182.60)
  • $182.60 P/E (TTM): 45.64X Cap: $35.18B
  • View FNV Profile
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• Methanex Corporation (MEOH $35.40)
  • $35.40 P/E (TTM): 10.08X Cap: $2.42B
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• Reliance Inc. (RS $294.33)
  • $294.33 P/E (TTM): 20.93X Cap: $15.47B
  • View RS Profile
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• Ryerson Holding Corporation (RYI $22.92)
  • $22.92 Cap: $734M
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• B2Gold Corp (Canada) (BTG $3.95)
  • $3.95 Cap: $5.15B
  • View BTG Profile
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Q: Hi team,

Can you please list your:

1. Top 3 material stocks that trade on a usa exchange?

2. Top 3 gold/silver that trade on a usa exchange?

I’m looking for mid cap (mid risk with mid growth)

Thanks!

Upvote 1

Read Answer Asked by David on August 28, 2023

• Canada Nickel Company Inc. (CNC $0.79)
  • $0.79 Cap: $174M
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Q: Any update on CNC? Is it still a speculative buy? Any news of interest at all?

Upvote 1

Read Answer Asked by Alex on August 28, 2023

• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
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• Newmont Corporation (NGT $98.61)
  • $98.61 P/E (TTM): 12.73X Cap: $108.31B
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Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.

Upvote 1

Read Answer Asked by Francisco on August 25, 2023

• GSP Resource Corp. (GSPR $0.09)
  • $0.09 Cap: $4M
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Q: Are there signs that this company is turning it around? Any good points that you like? Do you like the area that they are mining in and what they are mining for? Thanks

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Read Answer Asked by James on August 25, 2023

• Glencore plc (GLCNF $3.94)
  • $3.94 Cap: $46.85B
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• Rio Tinto Plc (RIO $62.33)
  • $62.33 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
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• BHP Group Ltd. (BHP $55.77)
  • $55.77 P/E (TTM): 15.24X Cap: $141.03B
  • View BHP Profile
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Q: Any comments on reliability of dividends for these commodity giants? Which do you prefer?

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Read Answer Asked by Peter on August 24, 2023

• Global X Uranium Index ETF (HURA $45.28)
  • $45.28 P/E (TTM): 141.24X Cap: $114M
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Q: What are your thoughts on HURA, it looks like it wants to go? Thx James

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Read Answer Asked by JAMES on August 24, 2023

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
  • View FCX Profile
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
  • View LUN Profile
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Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx

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Read Answer Asked by Tony on August 23, 2023

• Rio Tinto Plc (RIO $62.33)
  • $62.33 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
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• Uranium Energy Corp. (UEC $10.40)
  • $10.40 Cap: $4.67B
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Q: Could you please comment on their most recent news on acquiring projects from Rio Tinto. Big News? or just everyday stuff? Why would they buy and Rio Tinto sell?

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Read Answer Asked by James on August 22, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.95)
  • $21.95 P/E (TTM): 40.08X Cap: $244M
  • View XBM Profile
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• Sentry Select Primary Metals Corp. Class A Shares (PME $3.28)
  • $3.28 P/E (TTM): 104.87X Cap: $23M
  • View PME Profile
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Q: Have a -36% small position in an RRSP. Thoughts on possible replacement.
Thank you.

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Read Answer Asked by Carlos on August 22, 2023

• Steppe Gold Ltd. (STGO $1.48)
  • $1.48 P/E (TTM): 5.68X Cap: $366M
  • View STGO Profile
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Q: What is your current view of Steppe and their future potential ?

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Read Answer Asked by Richard on August 21, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.16)
  • $46.16 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.56)
  • $46.56 P/E (TTM): 78.19X Cap: $22.92B
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Q: Would you hold or sell?

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Read Answer Asked by Brian on August 21, 2023