Investment Q&A

Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately

Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

Q: I am looking to start a position in copper mining within my TFSA. What company would you suggest based upon prospects for future growth? I am currently 62 years old and I am investing money I will not need for a long while. I prefer to invest in companies that are making money or are about to start making money. Thanks in advance.

Q: YTD Lundin's stock price has significantly out performed Capstone. Are there fundamental reasons for that and what are your expectations going forward?

Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Q: What is a good copper company to invest in?

Q: Peter; I’m overweight in the above copper stocks and would like to trim/sell and end up with just one . What would be your suggestions? Thanks.
Rod

Q: hello
I only have a small position in TECK
looking to add to copper in my portfolio

HBM and CS has both pulled back due to metal weakness, gold etc
please give me an entry point for HBM /CS
and if you have a preference
many thanks
Michael

Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?

Q: Steep decline today. Any reason? Any concerns?

Thanks Dave

Q: Hi there,

What’s your top five Copper stocks right now and rated from 1-10 thank you!

Q: I have owned ERO and CS for a while and both have appreciated in value. At what weight would you start trimming if owned ?

Thanks

Q: Peter; Thanks very much for the CS assay comment. I keep track of any news on it but did not see the large sale- in Australia - did it get reported in Canada. Thanks.
Rod

Q: Peter; Could you, with your old mining hat on, decipher the latest results from their drilling program un Chile? Thanks.
Rod

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott

Q: Capstone was up 11% yesterday. Do you have any details why?
Would it be a good idea to sell half of my position in CS and buy
Lundin mining. (LUN) for diversification.

Thanks

Dave.

Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?

Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.

Q: with the tariffs coming up shortly on copper do you suggest i reduce my position on capstone copper.

I have done quite well in this stock and currently have a 5% position in my portfolio.

Thanks for your opinion

Q: Hello Peter / 5i Team,

NDM has been on quite a run lately. I previously held this name back in 2016 for a short-term trade, during a time when there was renewed optimism around exploration and the potential development of the Pebble Project.

I’d appreciate hearing your current insights and outlook on NDM. How do you view its valuation and broader expectations moving forward? I understand that some of the recent movement may be linked to the “Trump trade” narrative—do you see any real merit to this as a viable trade or longer-term hold? Do you have any updated price targets?

Also, are there any other names in this space that you currently prefer?

Thanks in advance.