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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: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Read Answer Asked by Don on March 11, 2025
Q: I am a holder of HBM for over 5 years in my non-registered account. Can you please give me your read on the latest news, especially regarding the weak guidance. Is the stock currently oversold or will there be further downside. I know you have long favoured CS over BHM, is that still the case after the correction in HBM and do you feel a switch would be a good idea going forward. BTW, I would like to remain invested in copper.

Much appreciated,

Francisco
Read Answer Asked by Francisco on February 21, 2025
Q: I have no exposure in any of these companies. Would you suggest I buy a basket of a small amount of each or could you recommend one or two for a non registered portfolio.
Appreciate your advice.
Dorothy
Read Answer Asked by Dorothy on April 30, 2024
Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?
Read Answer Asked by Alfred on April 19, 2024
Q: I own a modest position in Hudbay Minerals (HBM). I was underwater on the stock but now I am up nearly 40 per cent with the recent run inculind today April 9. I have owned this one in the past and I have always sold it when it goes on a run and then I buy it back when it slides a few months later. Unfortunatley I did not add to my HBM position when it was badly beaten down in 2023. I don't want to add to this one but I am thinking of selling since that has served me well in the past. But this time I think it may be different since the "copper is the metal needed for the electrification of the world theme" might actually taking hold. HBM also produces a sizeable about of gold so I am not sure if that is driving the recent surge in the share price. What do the 5i guys think and would you buy, sell, or hold HBM without just shy of $11 per share?
Read Answer Asked by Paul on April 11, 2024
Q: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?
Read Answer Asked by Ken on April 13, 2023
Q: Hi 5i
With significant pullback in copper stocks, how would you rank these for best rebound potential? Any others? Would you be willing to start buying now or wait?
Thanks again.
Read Answer Asked by Greg on August 08, 2022
Q: Hi, I currently have shares in HBM but I am considering selling and replacing with something else and wonder your thoughts on that. I am considering LUN or LAC or a bit for both. This is new to me so open to suggestions. Thanks for this service
Read Answer Asked by Theresa on October 12, 2021
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
Read Answer Asked by Raoul on May 14, 2021
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
Read Answer Asked by Jason on May 04, 2021
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