Investment Q&A

Q: Do you see the trade spat with China and USA having a large negative effect on copper and zinc prices, or small hiccup?
Would you favor HBM here for exposure to copper and zinc for the next 4-6 quarters, or spread money in a basket approach in the four names I mentioned? I know TK is small right now and TV has lots of shares.

Q: It seems that GMT Capital is selling shares of HBM almost daily,
Is there a story here ?

Q: Hi Peter,

Please list 5-6 mining stocks (other than gold) for growth. I own TV and TECK.B at 2% weighting each. Medium to high risk, short and long term.

Thanks.

Q: Hi. What do you think of HBM. ? In your opinion, is it a buy or sell. Thanks

Q: Hi 5i,

Why does Teck trade at much cheaper P/E multiple when compared to HBM (for example)?

Thanks!

Q: What do you thinks of HBM's recent news release:
* HUDBAY MINERALS INC - PRODUCTION OF COPPER FORECAST TO DECREASE BY APPROXIMATELY 15%, PRODUCTION OF ZINC IS FORECAST TO DECREASE BY APPROXIMATELY 13% and PRODUCTION OF PRECIOUS IS FORECAST TO INCREASE BY ABOUT 31% COMPARED TO 2017 PRODUCTION - SEES 2018 TOTAL CAPEX OF $245 MILLION
The market seems to be punishing them and I wondered if this is now dead money or if this is an over reaction. I have held HBM in a cash account for 2 years and have seen it grow 200%. I want to continue with exposure to the Basic Materials sector to ride the global growth theme (I also own a full position in TV) and wondered if I should HOLD or SELL HBM. If sell, what would you recommend replacing it with in the same sector,

Many Thanks
Scott

Q: Hello 5i,

I know you have a bullish view of zinc and recommend TV (which I currently own) for exposure to the metal. I'm wondering if you also have a bullish view on copper?
If so, what would be your recommended strategy for exposure to this base metal? Would you recommend owning a company that is exposed to both metals, or two separate companies that focus on each metal?

Thanks again and Merry Christmas!

Q: Hi, what is your outlook for base metals for the next 12 months?
Do you feel a need to have exposure?
If so, please rank the above three in terms of your preference. If you have a favourite outside of the list, please share. I own a bit of teck.b already.
Thank you
Karim

Q: Copper:- with the increase in electric vehicles --come s increase in copper use I realize that this will occur over time ---however which copper companies would be able to profit best ?
Thanks ---Don

Q: Please comment on the decline in HBM subsequent to their announced financing.

Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle

Q: Hi 5i, do you still prefer CS over HBM? would you recommend sell it at this good momentum? Thanks always.

Q: Hi Gang

Can you give me your take on Hudbay and copper and zinc at this time

Thanks Mike B.

Q: What are your thoughts on their earning release? Is this stock more of a trading stock rather than a long term stock? Would this stock be a buy at this price?

Thanks

Q: WEED and HBM are significantly down. What do you have to say? Buy, sell, hold or stay away? I have good deal of investment on both, I can invest more to average if worth.

Q: Currently have no materials stocks. In the recent past I have owned cco, teck.b and hbm but as short term holds on weakness/momentum. Looking to add a longterm hold in materials but I am having trouble falling in love with SJ mainly due to the past 12 month stock, relatively low div of 1% and the general high for the sector PE of 18. CCL isn't a classic "materials" stock although I like the look of the price movement.

Can you make your case for me to jump on the SJ and CCL 5i bandwagon and/or suggest a few other options.

Working on matching the balanced equity portfolio.

Q: If you believe that the fundamentals for zinc look good for the next 2 years, which 3 stocks hold the most potential to benefit, in order of preference and why.
Thanks
Derek

Q: I own 1300 shares of HBM in US dollar, my average price was $8.50. should I hold on or sell it when it go up to $9. and switch to US small caps stocks. Could you please recommend a couple of US small caps stocks that have good potential growth,thank you so much.

Q: I have no metals or minerals in my portfolio. I seem to be getting a late start on this sector but I was deterred by negative EPS in most of these companies. If you could suggest one company to start, what would you suggest. I am a balanced investor and have been looking at LIF because of its dividend and HBM and CS for growth and concentration in copper.

Q: Thoughts for on HBM for longer term hold (5+ yrs)? Is debt a concern here? What is the FCF and FPE?