Investment Q&A

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
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• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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Q: Please compare these three stocks. What would be your preferred stock. Also what would be the reasonable entry price for these. Thanks

Upvote 4

Read Answer Asked by satish on April 02, 2026

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
  • View FCX Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.17)
  • $78.17 P/E (TTM): 27.72X Cap: $38.26B
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  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
  • View LUN Profile
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Ivanhoe Mines Ltd. (IVN $11.50)
  • $11.50 P/E (TTM): 44.5X Cap: $16.34B
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• Southern Copper Corporation (SCCO $192.56)
  • $192.56 P/E (TTM): 37.12X Cap: $157.72B
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Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave

Upvote 9

Read Answer Asked by David on March 30, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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• Aris Mining Corporation (ARIS $28.60)
  • $28.60 P/E (TTM): 115.25X Cap: $5.90B
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Q: Good day,

I bought in to this a month ago and have been building up to a full position on down days. Given the protracted Iran conflict, would you pause for some time before adding up to a full position? Initial buys are down 12-20%.

Thanks for everything,

James

Upvote 6

Read Answer Asked by James on March 20, 2026

• Kelt Exploration Ltd. (KEL $8.69)
  • $8.69 P/E (TTM): 28.97X Cap: $1.74B
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• Thomson Reuters Corporation (TRI $115.28)
  • $115.28 P/E (TTM): 25.45X Cap: $51.16B
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• Cipher Pharmaceuticals Inc. (CPH $18.65)
  • $18.65 P/E (TTM): 13.06X Cap: $471M
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.28X Cap: $520M
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.28B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
  • $215.66 P/E (TTM): 35.53X Cap: $2.56B
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• Kraken Robotics Inc. (PNG $8.16)
  • $8.16 P/E (TTM): 136.0X Cap: $2.50B
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• Silvercorp Metals Inc. (SVM $15.94)
  • $15.94 Cap: $3.51B
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• Vitalhub Corp. (VHI $6.97)
  • $6.97 P/E (TTM): 69.7X Cap: $440M
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• Tantalus Systems Holding Inc. (GRID $5.85)
  • $5.85 Cap: $327M
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• Propel Holdings Inc. (PRL $20.04)
  • $20.04 P/E (TTM): 10.38X Cap: $788M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $60.13)
  • $60.13 Cap: $2.17B
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 13

Read Answer Asked by Sylvia on March 18, 2026

• Canadian National Railway Company (CNR $152.26)
  • $152.26 P/E (TTM): 20.09X Cap: $92.99B
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• Suncor Energy Inc. (SU $89.29)
  • $89.29 P/E (TTM): 18.37X Cap: $105.97B
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• Enbridge Inc. (ENB $75.17)
  • $75.17 P/E (TTM): 22.92X Cap: $164.04B
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• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.41X Cap: $133.83B
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• Loblaw Companies Limited (L $63.21)
  • $63.21 P/E (TTM): 12.06X Cap: $74.28B
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• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.3X Cap: $48.25B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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• Cameco Corporation (CCO $160.73)
  • $160.73 P/E (TTM): 178.59X Cap: $70B
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• Wheaton Precious Metals Corp. (WPM $200.24)
  • $200.24 P/E (TTM): 45.44X Cap: $90.91B
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• Tourmaline Oil Corp. (TOU $61.20)
  • $61.20 P/E (TTM): 85.0X Cap: $23.69B
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• Kelt Exploration Ltd. (KEL $8.69)
  • $8.69 P/E (TTM): 28.97X Cap: $1.74B
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• Agnico Eagle Mines Limited (AEM $302.27)
  • $302.27 P/E (TTM): 25.05X Cap: $151.43B
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• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 20.81X Cap: $71.49B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.28B
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.55X Cap: $35.35B
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• TerraVest Industries Inc. (TVK $125.19)
  • $125.19 Cap: $2.71B
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• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 34.44X Cap: $49.36B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 22

Read Answer Asked by Alex on March 16, 2026

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
  • View FCX Profile
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• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
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• Global X Copper Miners ETF (COPX $83.52)
  • $83.52 P/E (TTM): 36.56X Cap: $7.64B
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Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks

Upvote 8

Read Answer Asked by Marco on March 13, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
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Q: Hi team,
Capstone has seen good momentum and a return of 125% over the last 18 months.However since I've purchased it a month ago,it is down over 25%.Thinking of dollar cost averaging,but waiting for the present volatility to abade.What signals would you be looking for before making a decision to add more.I am looking at a one to two year hold on this one.
Many thanks,
Jean

Upvote 7

Read Answer Asked by Jean on March 10, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
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Q: With the release of the 4th Q are you more or less comfortable with this being a part of your growth portfolio?
If comfortable... would you add, bringing it up to a full position?

Upvote 6

Read Answer Asked by Harry on March 03, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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Q: I've got a small position in CS and I am currently down 20%. Do you still feel good about this company and would this be an opportunity to average down?
If not, would you recommend a better option?

Thanks

Upvote 4

Read Answer Asked by Rob on February 24, 2026

• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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• Koryx Copper S.A. (KRY $3.31)
  • $3.31 Cap: $383M
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Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
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Q: How do you rate Capstone after some negative company releases?

Upvote 4

Read Answer Asked by Maurice on February 23, 2026

• OceanaGold Corporation (OGC $47.11)
  • $47.11 P/E (TTM): 12.73X Cap: $10.60B
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• Hudbay Minerals Inc. (HBM $33.67)
  • $33.67 P/E (TTM): 17.68X Cap: $13.36B
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• Pan American Silver Corp. (PAAS $79.78)
  • $79.78 P/E (TTM): 23.46X Cap: $33.65B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
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• Firan Technology Group Corporation (FTG $19.10)
  • $19.10 P/E (TTM): 42.44X Cap: $480M
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• Calian Group Ltd. (CGY $70.55)
  • $70.55 Cap: $805M
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• Kraken Robotics Inc. (PNG $8.16)
  • $8.16 P/E (TTM): 136.0X Cap: $2.50B
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• Silvercorp Metals Inc. (SVM $15.94)
  • $15.94 Cap: $3.51B
  • View SVM Profile
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• Aris Mining Corporation (ARIS $28.60)
  • $28.60 P/E (TTM): 115.25X Cap: $5.90B
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• MDA Space Ltd. (MDA $42.37)
  • $42.37 P/E (TTM): 50.44X Cap: $5.87B
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Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.

Upvote 10

Read Answer Asked by Dan on February 20, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
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Q: Any reason for the decline in Capstone while other copper producers are up.

Thanks

Dave

Upvote 4

Read Answer Asked by David on February 18, 2026

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
  • View FCX Profile
  • View Questions on FCX
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.17)
  • $78.17 P/E (TTM): 27.72X Cap: $38.26B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Ivanhoe Mines Ltd. (IVN $11.50)
  • $11.50 P/E (TTM): 44.5X Cap: $16.34B
  • View IVN Profile
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• Global X Copper Miners ETF (COPX $83.52)
  • $83.52 P/E (TTM): 36.56X Cap: $7.64B
  • View COPX Profile
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• Global X Copper Producers Index ETF (COPP $59.00)
  • $59.00 P/E (TTM): 0.51X Cap: $181M
  • View COPP Profile
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Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Upvote 8

Read Answer Asked by Andrew on February 17, 2026

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Ivanhoe Mines Ltd. (IVN $11.50)
  • $11.50 P/E (TTM): 44.5X Cap: $16.34B
  • View IVN Profile
  • View Questions on IVN

Q: I'm looking to get exposure to copper. What are your thoughts on IVN? Is this a good entry point? If not, what is your favorite copper name in this sector?

Upvote 7

Read Answer Asked by Rob on February 02, 2026

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $33.49B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Global X Copper Miners ETF (COPX $83.52)
  • $83.52 P/E (TTM): 36.56X Cap: $7.64B
  • View COPX Profile
  • View Questions on COPX

Q: Hi 5i,
With electrification of Industry etc. and the build out of data centres, would you consider this to be an okay time to invest in Copper given the recent run-up? Or wait for consolidation?
If so, what would be the best way (which stocks, etf's etc.) to invest?

Upvote 6

Read Answer Asked by Brian on February 02, 2026

• Dollarama Inc. (DOL $176.82)
  • $176.82 P/E (TTM): 37.3X Cap: $48.25B
  • View DOL Profile
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• Kelt Exploration Ltd. (KEL $8.69)
  • $8.69 P/E (TTM): 28.97X Cap: $1.74B
  • View KEL Profile
  • View Questions on KEL
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.28B
  • View TVE Profile
  • View Questions on TVE
• 5N Plus Inc. (VNP $35.47)
  • $35.47 P/E (TTM): 46.57X Cap: $3.19B
  • View VNP Profile
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• Silvercorp Metals Inc. (SVM $15.94)
  • $15.94 Cap: $3.51B
  • View SVM Profile
  • View Questions on SVM
• Tantalus Systems Holding Inc. (GRID $5.85)
  • $5.85 Cap: $327M
  • View GRID Profile
  • View Questions on GRID
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $88.50)
  • $88.50 P/E (TTM): 58.61X Cap: $9.71B
  • View GRGD Profile
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Q: What 3 would you add today. Please give rationale..

Upvote 9

Read Answer Asked by Stephen on January 30, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS

Q: Do you see further downside due to the strike creating a buying opportunity in CS?
With appreciation,
Ed

Upvote 6

Read Answer Asked by Ed on January 23, 2026

• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS

Q: I am looking for your thoughts, insight to investing in this company for mid to long term for my TFSA

Upvote 5

Read Answer Asked by Terry on January 16, 2026

• Hudbay Minerals Inc. (HBM $33.67)
  • $33.67 P/E (TTM): 17.68X Cap: $13.36B
  • View HBM Profile
  • View Questions on HBM
• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.79X Cap: $9.27B
  • View CS Profile
  • View Questions on CS
• Ero Copper Corp. (ERO $43.15)
  • $43.15 P/E (TTM): 12.49X Cap: $4.49B
  • View ERO Profile
  • View Questions on ERO
• Global X Copper Miners ETF (COPX $83.52)
  • $83.52 P/E (TTM): 36.56X Cap: $7.64B
  • View COPX Profile
  • View Questions on COPX

Q: Copper has shown a remarkable run, over past 6-9 months and Technical analysts like the move, and believe. it has lot more room to go, after almost a 10 year consolidation.

We took an exposure to Copper, through Hudbay Minerals, with an initial 1% position, during the pull back earlier this week.

What are your thoughts on the commodity/miners and what would be a reasonable weighting in a portfolio similar to 5i Balanced ?

Dou you like HBM ? Or, you would prefer to have Copper exposure through COPX, or any Large/Mid Cap Canadian names and why ?

Thank You

Upvote 9

Read Answer Asked by rajeev on January 15, 2026