Q: Can I get your 5 favourite basic materials stocks and reason why?
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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 have been considering a small position in TV at around the present price. I hesitate though, after reading what is perhaps frustration with this stock's last 8 quarters and the company's management as well.
Could you provide some clarity. No matter the market or the business, nothing can destroy potential like management .
Thank You
Could you provide some clarity. No matter the market or the business, nothing can destroy potential like management .
Thank You
Q: Why the big hit today?
Q: Please comment on the results from these two. Thanks
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.36)
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Trevali Mining Corporation (TV $0.21)
Q: Peter and team:
I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.
Thanks as always for you terrific site.
Phil
I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.
Thanks as always for you terrific site.
Phil
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Roxgold Inc. (ROXG $1.90)
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Trevali Mining Corporation (TV $0.21)
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Wesdome Gold Mines Ltd. (WDO $21.34)
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Osisko Mining Inc. (OSK $4.90)
Q: A portion of the fun part of my portfolio has been directed towards speculative mining stocks. I have employed a basket approach which involves taking relatively small initial positions. Some have worked out, but as a result I am left with a number of stocks that are insignificant in value. I would like to clear these out and consolidate the proceeds. Do you have one or two small cap names to suggest that show promise. Thank you.
Q: My position in TV has fallen to about 1%. Should I add to the position and bring it back up to 3-4%.
Q: In answer to Mohammed's question yesterday about 10 - 15 top solid small cap stocks, you listed TV under materials. I have done well with your recommendations, especially in the small cap sector. This is the first I have noticed you recommending TV as a top small cap stock. Can you explain your thesis on this company please. Thanks for your great service.
Q: FYI Nesbitt Burns starts cover of TSGI with Outperform & $55 TP. R James dropped TP of TV to $1.75 from $2
Q: Hello 5i Team;
The significant drop in Zinc process is causing some anxiety. Would you please offer your opinion on the root causes, and any positive outlook for the future? Thank you!
The significant drop in Zinc process is causing some anxiety. Would you please offer your opinion on the root causes, and any positive outlook for the future? Thank you!
Q: Trevali was down about 8% today on about three times its normal trading volume. Do you know of any particular reason for this. Also do you think there is still downside to the stock. Thank you.
Q: I notice this is down a fair amount from your initial position in the Growth Portfolio. Has anything changed (NAFTA, the metals market, etc) in your reasoning for holding this company? Or could this be a good time to step in to a position?
Thank You as always
Thank You as always
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First Quantum Minerals Ltd. (FM $30.22)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.36)
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Lundin Mining Corporation (LUN $25.72)
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Hudbay Minerals Inc. (HBM $23.61)
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Trevali Mining Corporation (TV $0.21)
Q: Of the 5 mining Co's, which one would you say is most globally diversified with best growth prospects, if the world doesnt hiccup too badly with current trade rhetoric ? Or maybe, a Co. not mentioned, I know Teck is the largest-diversified, but maybe another has more torque to the upside of a particular metal, maybe gold/ lithium miner ? I'm seeking Cdn competitive advantage with U.S dollar revenues.
Q: Well again getting into a mining stock is killing my portfolio. I bought TV ONLY ABOUT THREE WEEKS AGO AT $1.11 only to see it now at .81. Down almost five grand in that short a period of time. Very frustrating. I don’t want to hold for three years HOPING to get back to even. If YOU owned running a portfolio would you take the rest of the money that is left and RUN somewhere else. It is in my RRSP so no tax implication.
Q: Hi, Trevali is very close to it’s 52 week low. I’m wondering if there is something wrong with the stock? Has it just fallen out of favour or is there good reason for the downturn? If you are still recommending it I am thinking of taking a full position. If not, can you recommend another mining stock with good growth prospects. Your thoughts would be greatly appreciated.
Q: TV is under $1.00! Your thoughts, buy?
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Knight Therapeutics Inc. (GUD $6.05)
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Trevali Mining Corporation (TV $0.21)
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Pioneering Technology Corp. (PTE $0.02)
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ECN Capital Corp. (ECN $2.74)
Q: Hi Peter,
The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:
In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).
If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.
Please deduct as many credits as appropriate. Thanks as always.
The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:
In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).
If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.
Please deduct as many credits as appropriate. Thanks as always.
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Nemaska Lithium Inc. (NMX $0.17)
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Mason Resources Inc. (LLG $0.10)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.36)
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Russel Metals Inc. (RUS $39.99)
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Trevali Mining Corporation (TV $0.21)
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iShares S&P/TSX Global Base Metals Index ETF (XBM $26.40)
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Albemarle Corporation (ALB $103.58)
Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.
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Tinka Resources Limited (TK $0.48)
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Hudbay Minerals Inc. (HBM $23.61)
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Trevali Mining Corporation (TV $0.21)
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Copper Mountain Mining Corporation (CMMC $2.49)
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.
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: Could you tell me to sell or hold these two stocks.. Trevali I am down 1500. Thanx Cliff