Q: if you had to pick only one small cap to mid cap gold and copper company for growth, for the next 6-12 months which would they be.dave
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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.
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
Q: Can you give me the names of the 3 biggest copper producers in Canada. Which would be your buy,
- Freeport-McMoRan Inc. (FCX)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Amerigo Resources Ltd. (ARG)
- Hudbay Minerals Inc. (Canada) (HBM)
Q: My third question today!! Hope you don't mind the blitz of questions! What's up with copper miners. The share price of the copper miners I own have moved up substantially in 2023 although copper is not up that much. I have ARG for their debt free balance sheet and juicy dividend, Lundin for a large miner with a good dividend and HBM which i tend to trade since it appears to me to be irrationally volitile. I like the copper mining space long term but I do trade portions of positions because of the extreme volitility. I am thinking of taking some profits in HBM (virtually no dividend) and keeping LUN and ARG. What do you think of this strategy? Who do you like in copper miners and why?
Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?
Q: I see for various reasons you favour these two copper companies. Considering the setback First Quantum has had in Panama, how would you rate country risk for LUN and CS? Thanks
Q: I've noted a couple of articles on the expected rise in copper prices over the next 12 months. Is this something you agree with? What one large and one small copper producer would you select for capital return over this period.
Q: Hi Guys
I have noticed that there has been heavy insider selling on Capstone over the last 12 months, looks like they have collectively sold more than 20 million shares. Shares they could have accumulated around .55cent a few years ago. Insiders now only own around 5%, have we not missed the boat here?
Thanks Gord
I have noticed that there has been heavy insider selling on Capstone over the last 12 months, looks like they have collectively sold more than 20 million shares. Shares they could have accumulated around .55cent a few years ago. Insiders now only own around 5%, have we not missed the boat here?
Thanks Gord
- Air Canada Voting and Variable Voting Shares (AC)
- Advantage Energy Ltd. (AAV)
- Agnico Eagle Mines Limited (AEM)
- Sierra Wireless Inc. (SW)
- Capstone Copper Corp. (CS)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Q: Hi team,
Can you provide your latest thoughts on this company as an investment?
Thanks!
Can you provide your latest thoughts on this company as an investment?
Thanks!
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
Q: Good morning,
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ivanhoe Mines Ltd. (IVN)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
- Horizons Copper Producers Index ETF (COPP)
Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
- Horizons Copper Producers Index ETF (COPP)
Q: Looking to add to my Ivn copper exposure with one of these companies. Could you compare these companies and make a recommendation for. 2 to 3 year hold? Also,any thoughts on Horizons new Copp etf? Thank you.
Q: Would appreciate if you could provide comments on their latest quarterly report.
Thanks
Thanks
Q: Would you please comment upon the arrangement between CS and Mantos. Do you prefer CMMC as a copper play? I would appreciate your reasons for preferring one company or the other.
Q: Can you please comment on the recent price action on the two copper stocks above? Is the 18%+ jump in FM over the past 5 days strictly due to the price of copper or is there another catalyst? Also would appreciate your thoughts on both stocks going forward.
Thanks
Reg
Thanks
Reg
- EMX Royalty Corporation (EMX)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?
- Capstone Copper Corp. (CS)
- Taseko Mines Limited (TKO)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Copper Mountain Mining Corporation (CMMC)
Q: good morning - i have a position in LUN which has wandered of late. I do want copper exposure and wonder if LUN is the best company in canada or whether there is a better company at present. So, is it buy, sell or hold my current LUN and what other companies would you suggest? thanks al
Q: I am thinking of taking a position in CS. May I have your assessment of this company?. If you prefer another stock in this space, please advice. Thank you. Cheers