Investment Q&A

Q: This company appears to be doing well (recent results and dividend increase) and the stock has climbed significantly in the last number of months. It makes up about 4% of my overall portfolio (which is significantly overweight in technology). Would this continue to be a strong candidate for accumulation in its sector or would you prefer others?

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Q: What companies are best to invest in copper right now. Is there an ETF?

Q: Recently initiated positions in ECN-.98%;
LUN -1.93% and TCN-1.35%. I’m looking to add to each of them . Not all at once. What would be your choices. First best,

Roy

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.

Q: Hello all, I am hoping you can compare these two companies in terms of the different metals they are exposed to (if you have the percentages at your disposal so much the better). Also, could you provide a mini-risk assessment of the two? I know their are differences as to royalty versus operator, market cap, geography and valuation, and I’m sure many other things, but I’m having trouble assessing it all.

Thank you!

Q: Looking for growth companies to increase returns on my portfolio. I have chosen these four companies knowing fully well they can be volatile. Are there any reasons you wouldn't buy any one of them at these levels? My intention is to buy them as a 'growth basket'. If you think others might have more potential, please feel free to suggest them.

Q: Hi 5i ,
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help

Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.

Q: Good morning, as a relatively young retired investor I'm still leaning vs growth. As a portfolio year end adjustment I would like to hike my exposure to materials by approx 1%. Having said that my gold exposure has suffered and now sits at less that 3%. I own LUN at 2%. Where would you add ? In real estate I have a 2% in DIR and 1% in TCN.. Would like to add to maybe 5% of portfolio. Dividends are welcome but not a necessity since I can buy in either my Cash or in my RIFF account. New suggestions are welcome since your expertise gave me handsome results since I've subscribed to your services.

Stay safe,

Yves

Q: Are there any metals/minerals stocks that you like which have some growth and a dividend?. I have no positions in this area and would like to diversify a bit, without sacrificing safety. And I think this area should benefit from the recovery after covid - do you agree? Can you give me 2 or 3?

Q: What do you think of the company's update today and the analyst's revisions. The stock was nailed. Do you think this is a good time to add to a small position or wait till the dust settles. Do you still believe in Lundin mining as a safe basic material play?

Thanks

Yves

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Copper seems like a good place to be right now so I am looking at the above mines
Do you agree it is a good time to get in and if so which 2 would you chose?
Or do you have another choice?
Thanks
Peter
ORA-NDM-TKO-MARI-CS-CMMC

Q: Own following securities. AQN,BNS,BCE,BYD,BAM.A,BEPC,CAE,CAR.UN,DOC,DSG, ENB,EIF,KXS,LSPD,MG,NFI,NPI,REAL,SHOP,SLF,TFII,VFV,VIG,VGG,VEEV,WELL WSP.
I have practically nothing in the materials sector. Not a fan of gold. Right now for me it doesn’t meet the circumstances under which it would be a time to buy precious metals.Am I wrong.?
I’ve looked at LUN.TO. Haven’t been able to pull the trigger. Price of copper up. Would you buy at current levels.? Concerns also with workers and geographical location. Or are there other opportunities that you would suggest that may be undervalued and good growth opportunities going forward.
Thanks for your outstanding service. I subscribe to your Tracking and Analysis.
Roy

Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou

Q: I have taken a position in LUN given the recent "weaknesses" and was wondering if you could comment on both LUN and LUG looking forward as growth plays?
Thank-you.
Calvin

Q: Can you list your favourite copper/metals/rare earth miners (excluding gold,silver miners)?

Q: can you please name a good copper etc and some companies thanks