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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: Hi,
I am seeing what appears to be a surge in copper and wondering if this might be an opportunity to invest in either an ETF or individual stock. Given the current market, which would you prefer? Risk tolerance is fairly high, but I have little diversification in the materials sector other than GDX and SLX. Most of my available cash is in US dollars, within tax sheltered accounts. Thanks in advance for your sage advice!
Dawn
Read Answer Asked by Dawn on March 08, 2022
Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.
Read Answer Asked by Peter on March 08, 2022
Q: In today's Wall Street Journal (Heard on the Street column), it suggested that one of the consequences of the blocking of Russian Central Bank reserves is that governments may rethink their position that US dollar or all money as an asset and will likely increase their gold holdings in a material way as the only true store of value.
If this is a trend then gold and gold shares should make great investments.
Read Answer Asked by Murray on March 07, 2022
Q: How would you rank these 1) for overall growth prospects over the next few years, and 2) for leverage to silver prices?
Read Answer Asked by Rick on March 07, 2022
Q: Hi 5i,

Thank you for the great work. What are your top names in mining/materials today?

I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.
Read Answer Asked by Greg on March 07, 2022
Q: I'm loaded up on AEM and am looking at adding to other positions. I've got BTO, GCM, OR and MMX and thinking to add to BTO or GCM as I like the P/E's and yield.

How do you rate these? Are there any others to consider?

*I may have accidentally submitted this question before finishing writing it?

Thanks!
Read Answer Asked by Robert on March 07, 2022
Q: I have been tracking the iron ore price since July 2021 when it was $213 and LIF share price was $49.61. Iron Ore hit a low in December below $95 and has since been steadily tracking higher (above $150 for a couple of days in Feb) and was $146 yesterday. On Feb 23 Rio Tinto reported record financial results and declared a dividend of $10.40 (79% payout). LIF will receive a significant dividend and royalty from Rio Tinto and they usually pass this through to shareholders. LIF shares closed at $48.61 today the highest they have traded at since July 2021. Your thoughts on the amount of the dividend LIF will pay out to shareholders and the future of iron ore prices. Thank you
Read Answer Asked by Gordon on March 04, 2022
Q: With the embargoes against Russian, do you feel the US will exempt their uranium exports?
Google suggests that Russian and its surrounding countries account for 46% of their purchases, would this be a good time to purchase shares in Cameco?
If yes, would you suggest any difference between owning US or CDN stock?
Read Answer Asked by Ted on March 04, 2022
Q: Hello Peter,

I have 6% of my portfolio in Gold and Silver stocks with PAAS as the lone silver holding. The rest are in gold distributed between large (AEM,FNV) and small (MMX,KRR,WDO).
I am considering selling PAAS to harvest a tax loss. I could replace it with another Silver stock(MAG) or replace with increasing a Gold producer or let my portfolio weight drop.
Given the current geo political situation, what would be your suggestion?
Regards
Rajiv
Read Answer Asked by Rajiv on March 03, 2022
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