Investment Q&A

Q: Hi,
Your opinion on GIB.A, CNR, LAC and FB Please.
Thank you.

Q: Hi 5i -

What is your view of the growth prospects for Lithium Americas over the next few years, now that the Record of Decision for Thacker Pass has been approved (and the company is raising $400M to commence operations)?

Thanks,
Tom

Q: Hello 5i
LAC has been doing rather well lately and I've managed to let it run. I expect an increase in volatility and am wondering just how long and how far the market will take LAC. Would you like to hazard a guess ?
Any opinion on taking a little off the table or holding for a while longer? The position is growing but obviously that's not a bad thing !
Thanks
Mike

Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL

Q: Hi 5i. I am interested in the lithium space. I have listed three stocks that I have found. Would you recommend this space and if so what would be your favourite? It doesn't have to be from my list.

Thanks again for your reasoned advice.

Cathy

Q: Hi 5i team, do you have any recommendations on EV Canadian companies?

Q: Hello,
Would you consider this stock a buy with the recent drop in the stock from its highs of $22.47 to today’s price $ 15.50.
Thank you

Q: Good day Team with automotive swinging over to the the electric era Ford just announced Oakville converting over what Lithium plays would you suggest or anything related to this electrification world Thank you Norm

Q: I see the price of lithium is rising, and day after day many lithium stocks are making gains. Is there a lithium shortage, is the price in a bubble or sustainable do you think? If one wanted to join the party, where would you put your money?

Q: As the demand for electric vehicles inevitably grows over the coming years the demand for certain metals will stretch the supply from current mines. Given how long it normally takes years to get new mines approved and operational I suspect that there are some mining companies with existing assets could be well placed to take advantage of this probable market gap. Do you have any thoughts or suggestions? Thanks.
Alan

Q: I wanted some exposure to these sectors. Can you recommend some companies to look at. It would be a long term hold and I have medium to high risk tolerance. Also what do you think if their current valuations?

Q: Hello 5i team, do you like lithium as an investment? What would your favourite stock(s) or etf be? Thank you.

Q: Bought above 2 companies on spec
Greenlane because in same space as xebec and i hAve a double
And lithium because it keeps appearing on 52 week high list
Your thoughts
Dave

Q: Hi guys
From what i have been reading (Tony Siba) next year is the tipping point for purely economic reasons, it won't make any sense economically to buy a gasoline powered vehicle. From his point of view Batteries are going to be a huge disruptive technology in the future in both, transportation and energy (natural gas) as they become cheaper, and much more powerful.
Have you guys been looking for any investment opportunities in this sector.?
Thanks Gord

Q: My Husband and I have some funds to add to our TFSA's. We have a basket of solid dividend paying stocks between us. My husband has a small position in LAC and has been following it closely. He says they are executing their development plans in Argentina and Nevada and the stock is starting to move.. Would you agree? What's your take on LAC for a 4-5 year hold to participate in the EV boom?

Thank you for the great work. We've done well by your advice.

Q: Can you comment on lithium space generally? All companies are well of highs experienced 2 years ago. Lac specifically has dropped 25% in the last 3 months is there anything specific that has occurred to cause drop?

Q: I want to invest in a small cap lithium mining company. Looking at tmi.t, wmi.v, and lith.v Which one do you think is the best choice or do you have an alternative suggestion? thanks

Q: With regards to cobalt prices, its difficult to get a handle on the scarcity/abundance of the metal. It was supposed to be scarce 2-3 years ago, now it seems every region has some and the prices have drifted off. Co $40-$14 yoy.
So is it scarce like quality gold mines, or abundant like cannibis grow ops (all of us can grow four plants)?
Conversely, lithium prices have gone up historically.
First, since its hard to get accurate info, have I got the price movement right? Then, is it better to invest in lithium companies or cobalt companies going forward with a view of increased electric car sales in the future?
May I have your insight on the space?

Q: Good Evening,
Is LAC safe to continue to hold,it has gone down a lot close to an yearly low and a big loss for the year. Any particular reason for the huge recent sell off?
Thanks,
George

Q: Hello 5i

In a recent reply you mentioned LAC (among others) has been crushed - is there any company specific reason for LAC or just the lithium theme tanking after the frenzy?

Thanks