Investment Q&A

• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Agnico Eagle Mines Limited (AEM $258.47)
  • $258.47 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Nutrien Ltd. (NTR $82.93)
  • $82.93 P/E (TTM): 48.11X Cap: $40.08B
  • View NTR Profile
  • View Questions on NTR
• Eagle Materials Inc (EXP $220.95)
  • $220.95 P/E (TTM): 15.39X Cap: $7.08B
  • View EXP Profile
  • View Questions on EXP

Q: In the current market and beyond, knowing I currently own CS, what would be 1 or 2 good Materials diversification stocks to buy or are the markets currently overvalued ? Is LUN a good example for instance ?

Thanks

Upvote 8

Read Answer Asked by Roger on May 23, 2024

• Freeport-McMoRan Inc. (FCX $54.22)
  • $54.22 P/E (TTM): 38.81X Cap: $77.85B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Nutrien Ltd. (NTR $82.93)
  • $82.93 P/E (TTM): 48.11X Cap: $40.08B
  • View NTR Profile
  • View Questions on NTR
• Eagle Materials Inc (EXP $220.95)
  • $220.95 P/E (TTM): 15.39X Cap: $7.08B
  • View EXP Profile
  • View Questions on EXP

Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Upvote 6

Read Answer Asked by ralph on May 23, 2024

• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Hudbay Minerals Inc. (Canada) (HBM $21.11)
  • $21.11 P/E (TTM): 18.31X Cap: $8.36B
  • View HBM Profile
  • View Questions on HBM
• Ivanhoe Capital Acquisition Corp. Class A (IVAN)
  • P/E (TTM): -5.9X Cap: $270M
  • View IVAN Profile
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Q: How does HBM compare to the others ? Do you have a favourite ? Thank you.

Upvote 4

Read Answer Asked by Paul on May 21, 2024

• Dollarama Inc. (DOL $199.35)
  • $199.35 P/E (TTM): 42.04X Cap: $54.57B
  • View DOL Profile
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• BRP Inc. Subordinate Voting Shares (DOO $101.66)
  • $101.66 Cap: $7.45B
  • View DOO Profile
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  • View Reports on DOO
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.44)
  • $233.44 P/E (TTM): 146.74X Cap: $303.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.28)
  • $36.28 P/E (TTM): 20.68X Cap: $853M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.28)
  • $161.28 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• Propel Holdings Inc. (PRL $23.92)
  • $23.92 P/E (TTM): 11.06X Cap: $941M
  • View PRL Profile
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  • View Reports on PRL

Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.

Upvote 49

Read Answer Asked by Terrance on May 17, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 27.69X Cap: $33.44B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Upvote 5

Read Answer Asked by Claus on May 15, 2024

• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Kraken Robotics Inc. (PNG $7.96)
  • $7.96 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Do you think Kraken Robotics has a decent chance for some substantial upside before the end of this year? The same with Capstone Copper, thanks?

Upvote 4

Read Answer Asked by Pat on May 06, 2024

• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: What percentage of CS production will be Copper ? thank You RAK

Upvote 3

Read Answer Asked by bob on April 29, 2024

• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Kraken Robotics Inc. (PNG $7.96)
  • $7.96 P/E (TTM): 122.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Hudbay Minerals Inc. (HBM $29.27)
  • $29.27 P/E (TTM): 18.31X Cap: $11.59B
  • View HBM Profile
  • View Questions on HBM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Ero Copper Corp. (ERO $40.30)
  • $40.30 P/E (TTM): 21.92X Cap: $4.18B
  • View ERO Profile
  • View Questions on ERO

Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?

Upvote 3

Read Answer Asked by Alfred on April 19, 2024

• Celestica Inc. (CLS $399.90)
  • $399.90 P/E (TTM): 50.86X Cap: $46B
  • View CLS Profile
  • View Questions on CLS
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Vitalhub Corp. (VHI $9.05)
  • $9.05 P/E (TTM): 175.88X Cap: $571M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Docebo Inc. (DCBO $30.48)
  • $30.48 P/E (TTM): 29.98X Cap: $892M
  • View DCBO Profile
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  • View Reports on DCBO

Q: Can you please rank the above stocks in which you would purchase today? Thank you

Upvote 7

Read Answer Asked by Neil on April 18, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 27.69X Cap: $33.44B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: Hi 5i. Any thoughts on the copper market? What are your favorite copper oriented stocks/etf and why.

Thanks so much!
Gary

Upvote 5

Read Answer Asked by Gary on April 13, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 27.69X Cap: $33.44B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: What are your best bets foe copper stocks

Upvote 4

Read Answer Asked by hal on April 11, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 27.69X Cap: $33.44B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Upvote 3

Read Answer Asked by Brian on April 04, 2024

• NexGen Energy Ltd. (NXE $14.94)
  • $14.94 Cap: $9.77B
  • View NXE Profile
  • View Questions on NXE
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Agnico Eagle Mines Limited (AEM $258.47)
  • $258.47 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Linde plc (LIN $439.69)
  • $439.69 P/E (TTM): 29.08X Cap: $205.31B
  • View LIN Profile
  • View Questions on LIN
• Eagle Materials Inc (EXP $220.95)
  • $220.95 P/E (TTM): 15.39X Cap: $7.08B
  • View EXP Profile
  • View Questions on EXP

Q: Can you please rank the above material stocks for purchasing right now? Thank you

Upvote 5

Read Answer Asked by Neil on April 03, 2024

• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS

Q: CS seems to be having some very nice momentum and positive Technical charts. I like you like buying at new alltime highs.

BUT this company is more dependent on commodity price movements.

In the past I have invested in miners, gold copper etc and can count on one hand how many times that has turned out poitively.

So my question is do you still feel very bullish on CS at this level and would you put new money into it now?

Thanks

Sheldon

Upvote 4

Read Answer Asked by Sheldon on March 28, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
  • $68.46 P/E (TTM): 27.69X Cap: $33.44B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• iShares S&P/TSX Global Base Metals Index ETF (XBM $31.95)
  • $31.95 P/E (TTM): 26.41X Cap: $377M
  • View XBM Profile
  • View Questions on XBM

Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Upvote 8

Read Answer Asked by Robert on March 28, 2024

• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Global X Copper Miners ETF (COPX $75.62)
  • $75.62 P/E (TTM): 34.02X Cap: $4.99B
  • View COPX Profile
  • View Questions on COPX

Q: Can you please give best advice for purchasing a Copper stock today and also a recommended etf with Copper exposure. Thanks

Upvote 4

Read Answer Asked by Dennis on March 15, 2024

• Freeport-McMoRan Inc. (FCX $54.22)
  • $54.22 P/E (TTM): 38.81X Cap: $77.85B
  • View FCX Profile
  • View Questions on FCX
• Agnico Eagle Mines Limited (AEM $258.47)
  • $258.47 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Eagle Materials Inc (EXP $220.95)
  • $220.95 P/E (TTM): 15.39X Cap: $7.08B
  • View EXP Profile
  • View Questions on EXP
• West Fraser Timber Co. Ltd. (WFG $86.35)
  • $86.35 Cap: $6.76B
  • View WFG Profile
  • View Questions on WFG

Q: Material Sector - I hold a full position in .LIN and starter positions in EXP CS FCX WFG AEM - all recommended by 5i. I prefer to have a full position in one of these for a long-term [3-5 years] hold. How would you evaluate them [or any other you prefer] and recommend your highest conviction.
Thanks

Upvote 5

Read Answer Asked by sam on February 21, 2024

• Freeport-McMoRan Inc. (FCX $54.22)
  • $54.22 P/E (TTM): 38.81X Cap: $77.85B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $31.15)
  • $31.15 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Agnico Eagle Mines Limited (AEM $258.47)
  • $258.47 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Nutrien Ltd. (NTR $82.93)
  • $82.93 P/E (TTM): 48.11X Cap: $40.08B
  • View NTR Profile
  • View Questions on NTR
• Eagle Materials Inc (EXP $220.95)
  • $220.95 P/E (TTM): 15.39X Cap: $7.08B
  • View EXP Profile
  • View Questions on EXP

Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?

Upvote 9

Read Answer Asked by Robert on February 20, 2024

• Freeport-McMoRan Inc. (FCX $54.22)
  • $54.22 P/E (TTM): 38.81X Cap: $77.85B
  • View FCX Profile
  • View Questions on FCX
• Cameco Corporation (CCO $146.57)
  • $146.57 P/E (TTM): 118.92X Cap: $63.81B
  • View CCO Profile
  • View Questions on CCO
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.37)
  • $88.37 P/E (TTM): 19.14X Cap: $15.34B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Methanex Corporation (MX $62.74)
  • $62.74 P/E (TTM): 15.09X Cap: $4.85B
  • View MX Profile
  • View Questions on MX
• Agnico Eagle Mines Limited (AEM $258.47)
  • $258.47 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $13.58)
  • $13.58 P/E (TTM): 24.95X Cap: $10.36B
  • View CS Profile
  • View Questions on CS
• Nutrien Ltd. (NTR $82.93)
  • $82.93 P/E (TTM): 48.11X Cap: $40.08B
  • View NTR Profile
  • View Questions on NTR
• West Fraser Timber Co. Ltd. (WFG $86.35)
  • $86.35 Cap: $6.76B
  • View WFG Profile
  • View Questions on WFG

Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you

Upvote 4

Read Answer Asked by Gervais on January 29, 2024