Investment Q&A

Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: Hello,

Any thoughts on the recent pull back with Capstone Mining? Is this company specific, and do you think copper has reached its limit? Just wondering if I should continue holding or get out. The news out of China isn't helping, just hope this is a blip.

Thanks,
Raj

Q: i am down around 20% on CS .... based on all this recovery chatter ..... should I add more
also,
if there is an increase in inflation, fed says transitory, does owning hard assets like copper producers a good idea... if not then what would you suggest ..thx

Q: i seem to have an overload of miners. can you suggest what i should trim or do i hold everyone for the economic expansion yet to come and hope cooper will remain as valuable as experts seem to say for the pending electrification of the vehicle and infrastructure ...thx much

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Capstone has had a wonderful quarter or two. I've never owned a mining stock before, and frankly, I have no idea what to expect as a top out price. I could sell now and do well, but I would hate to do so and be watching the stock continue to climb. Not to be greedy, just looking for a little stock parameter guidance, please.

Q: Do you still like CS? It’s 52 week high and copper is in demand, time to take profits or continue to hold? What do you think of CS earnings? Many thanks

Q: Can i get your top 3 picks in small and midcap stocks in the copper sector -thanks harris

Q: Hi 5i,
'Pop' quiz - I've got a bit of cash burning a hole in my TFSA pocket. Which one (if any) of the above for a quick pop?
Thanks and Happy Holidays,
Peter

Q: Hi,

I'd like to take some positions in copper producers. I have read some of your recent comments on mid cap producers and will be taking positions in 3 of them. I'd also like to get your thoughts on these smaller producers from an article I read recently.
Aura Minerals, Capstone Mining, Copper Mountain, Taseko, Marimaca Copper (note Marimaca symbol would not come up.)
Looking out at each companies FY20 and FY21 potential earnings, Capstone offers the highest earnings potential (from your Companies page data).
I also see that these collectively have had pretty good % moves in the last 3-5 years. I assume this is because of perhaps mines coming onstream/newly developed.
Which of these above companies are most investable? Or do you prefer other juniors to add to this list you? Please list in order of investing preference.
I think I'll get the most torque (albeit risk) by adding mid cap and juniors. My objective is to add 5 copper miners total...3 mid, 2 junior.

Cheers,
SteveMc

Q: Please update status on CS, I got in at $1.50 a few years ago, now close to $2., time to sell or continue to hold? Many thanks

Q: Could I please have your opinion on CS? It just got back to the price that I bought a few years ago in my Tfsa, is it a hold or sell? Many thanks

Q: Would you average down on CS? Would it go back up to $1.50 in January.? What do you think of copper for next year? Many thanks

Q: I am considering buying a small basket of jr. copper producers. This is based on the recovery of copper prices up to the $3.50 to 4.00 dollar level in the next 2 years. Would you buy any of the aforementioned stocks and in what order?
Thanks

Q: Can you please provide your analysis for copper and Capstone Mining, is this a buy based on future opportunity at this stage in business cycle.
Also, Intertape was recommended this morning, is this a buy with decent growth prospects? Thank you!

Q: Greetings,
What do you think of sale of their Minto mine? I’ve owned this stock for a long time and thinking this might be about the right time to exit. Or, could this sale mean they are preparing for some possibly value enhancing acquisition?

Q: What is your outlook for CS (2-3 years). Small portion of my portfolio and I am down. Trying to do some portfolio cleaning early in the year. Should I sell, hold or add ? I don t need the money and have other liquidity in the portfolio. Thanks.

Q: what is your thought of Capstone Mining 4th quarter? I am thinking of selling this stock and using the cash to increase my position in TV? My current position in TV is 3% and would increase it to 5%.
Thanks

Q: Between LUN and CS, which one has better grow?which one is your favorite? Thanks