Q: I purchased a small position on the last dip with a short term hold in mind. I’m currently sitting on the fence whether to add to my position or to sell and move elsewhere. If I sell I’m considering LUN. Thoughts?
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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 group why do you continue to recommend LUN I bought it 3 mths ago for the copper play and so far is is not performing well as copper continues to rise. looks like a sell to me
Also can you shed any light on lumber prices it has been dropping like a stone is the sector consolidating or is the drop the real deal. WEF has been hit particularly hard any idea why Thanks for your guidance
Also can you shed any light on lumber prices it has been dropping like a stone is the sector consolidating or is the drop the real deal. WEF has been hit particularly hard any idea why Thanks for your guidance
- Freeport-McMoRan Inc. (FCX)
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Kirkland Lake Gold Ltd. (KL)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
Q: I am rebalancing and need to add Material equities to my portfolio. Currently my only holding in that sector is MX:CA. Materials will represent 13% of the portfolio equal to my energy allotment. Generally speaking should I dispose of MX (because it is more or less energy focused)and start from scratch for sector investment? Can you provide some guidance on companies to check out? I have a 3-5 year horizon and like dividends.
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.
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.
- Avanti Helium Corp. (AVN)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- NioCorp Developments Ltd. (NB)
- Nevada Copper Corp. (NCU)
- Maverix Metals Inc. (MMX)
- Desert Mountain Energy Corp. (DME)
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
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Hudbay Minerals Inc. (HBM)
- Copper Mountain Mining Corporation (CMMC)
Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf
Q: Any idea why these 2 have diverged in May?
Thanks
Thanks
Q: Copper prices have been on a tear. What is your opinion on how long this copper market and the extended prices are likely to last? What would be your favorites in the space at this time, large, mid & small cap?
Thanks. Great to have the resource you provide to bounce ideas off.
Gary
Thanks. Great to have the resource you provide to bounce ideas off.
Gary
- First Quantum Minerals Ltd. (FM)
- Lundin Mining Corporation (LUN)
- Hudbay Minerals Inc. (HBM)
- Nutrien Ltd. (NTR)
Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?
Thanks,
Jason
Thanks,
Jason
Q: Wondering about your reaction to the most recent quarter. Any suggestions for other miners especially silver or copper with room to run? Thank you, Cal
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
- Kirkland Lake Gold Ltd. (KL)
- Nutrien Ltd. (NTR)
- Teck Resources Ltd (TECK)
Q: What would you invest in when inflation is a problem?
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
Q: I have never been a fan of timing the commodity cycle. However, I am looking at taking positions in one or more of LUN, LIF and TECK.B. While TECK has been higher the other two are at new or near their all time highs. In your estimation, do these stocks (all company specific issues aside) just keep going higher while the global environment is positive? Can you please rank them on overall gains on the one hand and relative safety on the other? But do you think they will all just be pummeled (as per usual) during the next global recession and/or first signs of overcapacity? Thank-you.
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Stelco Holdings Inc. (STLC)
- Ero Copper Corp. (ERO)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- Invesco DB Commodity Index Tracking Fund (DBC)
- West Fraser Timber Co. Ltd. (WFG)
Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?
- Freeport-McMoRan Inc. (FCX)
- Suncor Energy Inc. (SU)
- Lundin Mining Corporation (LUN)
- Canadian Natural Resources Limited (CNQ)
- Franco-Nevada Corporation (FNV)
Q: I have 5.5% of my net worth invested in FNV, CNQ, and SU. Is this good enough to participate in the coming "commodity super cycle" that may, or may not, happen? Also own lots of pipelines which probably would also benefit. Thanks Ron
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
- Agnico Eagle Mines Limited (AEM)
- Fortuna Silver Mines Inc. (FVI)
- Nutrien Ltd. (NTR)
Q: Hi 5i Team
I'm considering inserting a materials sector in portfolio as I am suspecting they are undervalued. Looking at 5 stocks for 1.5% each. 1 each for Gold, Silver, Copper, Steel and Agriculture. Would the 5 names submitted be the best in your opinion or would you change any. Looking for reasonable safety and growth.
Thanks. Gilles
I'm considering inserting a materials sector in portfolio as I am suspecting they are undervalued. Looking at 5 stocks for 1.5% each. 1 each for Gold, Silver, Copper, Steel and Agriculture. Would the 5 names submitted be the best in your opinion or would you change any. Looking for reasonable safety and growth.
Thanks. Gilles
Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.
Q: I have roughly equal positions in the above and am thinking of selling GSG, which is doing ok but no dividend, and increasing my positions in NTR and LUN. Your thoughts, please? Any downside to this? Is the upside of the dividend worth it? Thanks
al
al
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Nutrien Ltd. (NTR)
Q: If I wanted exposure to the growth in commodities can you suggest your top 3 picks
Q: Which of these 2 miners do you like for exposure to copper - Thanks...
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
- Ero Copper Corp. (ERO)
Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?
Thank you!
Thank you!