Investment Q&A

Q: Hi,
I was bit surprised by your answer to Kevin's question today about your sector preferences. You had chosen the following: XIT/XRE/XFN/XLY/XLV.

I thought given the current possible recession scenario lurking in the background and also from your own answers to others, you would have chosen XLP, soft or hard landing people need Staples to survive, XEG because of all the uncertainties, XBM/GLD as one expects demand to go up when China opens up. Plus as a hedge against the USD going down.

There must be a reason for your choice. I am curious to find what your rationale was/is.

Q: I believe in copper investments for long term for various reasons.What would be your choice concerning copper mining stocks ETF,I noticed that COPP holds mostly CDN stocks and COPX is quite diversified geographically.Any other copper mining stock ETFs suggested ?

Q: Do you know of a good Canadian and US mining or metals etf. Thx James

Q: Would you recommend a metals etf? If so which ones?
Roy

Q: Dear Peter et al:

I see a lot of chatter about rare metals in the media. Some columnists, especially Technical analysts seem to favor this sector. Your answer to a fellow subscriber few months ago seems to lean towards REMX. However, it's returns seem to lag ZMT/XBM.

Do you think there is a role for rare metals at this time in one's portfolio? If so, what is your favorite ETF and why?

Thanks in advance.
Mano.

Q: The Economist has a recent article on "seven metals (aluminium, cobalt, copper, lithium, nickel, silver and zinc) that are critical to building an electricity economy".

What would be your preferred method of gaining exposure to some or all of these--single stock (no fees but won't touch on all seven materials) or ETF (more diversified but high fees in Canada, eg XBM)? I would be interested in a single stock (not a basket of stocks) for this purpose, or an ETF. Would be grateful if you could please provide suggestions. Thanks!

Q: My question is on gold /silver / precious metals. Starting to look like gold / metals should be a full position in portfolios. (plese comment)

Can you comment on Etfs verses individual stocks +

Please give me some names I am thinking that some physical gold etf like PHYS should be held please comment also a good etf that covers all the metals c/w mix % suggestions. Thanks for your help with this.

Q: Would you prefer to buy XMA or XBM at these levels?

Q: Hi,

I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?

Many Thanks,
Derek

Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.

Q: Would you have a recommendation for an ETF that is similar to ZMT that has more volume?

Q: Currently under weight in metals what would recommend

Q: I have commodities exposure through PHYS and 5i stocks. And bitcoin/ether ETFs if that counts. Curious if you would add something like XBM or other more diversified ETF for an investor that wants more diversification. Long term hold. Thanks!

Q: I understand that mining stocks are good value right now. can you tell me which areas specifically are good value and can you recommend an ETF?
thanks

Q: Your thoughts on this ETF today and the near future would be appreciated.
Is there another ETF in this category you like better?
Thank you.

Q: I own XEI, ALA, and TOUr but little oil.

I'm hoping to buy base metals and oil in an CDN etf. Do you think this is a good idea and what would you recommend?
I'm hoping to buy base metals and oil in an US etf. Do you think this is a good idea and what would you recommend?

Q: Hi Everyone at 5i!!! I have heard it said that we are headed into a massive commodity supercycle. ( eg. Lumber). What are your thoughts on this?.??? And if so, how could one best position oneself to take advantage of this?
Cheers, Tamara

Q: What metals etfs do you like and why? (or why not)

Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom

Q: Hello 5i Team. First of all thanks for the report on MG. I bought a nice position and the next day saw it go up by >9%. Cheers to you for that!

I have a question for you about two metals stocks I held in December but sold to pursue a bigger stake in FCC which has paid off nicely. Now that I am adding more to RRSP for income tax purposes I am looking at getting back into some metals or mining stocks.

I sold XBM at 16.02 in December and now see it at 18.00, would you buy at this price? I sold KNT at $8.49 and now it's on sale for $6.56. Any recommendations to get back into either stock or alternatives in the metals sector? My investment timeframe is 20+ years and medium risk. Thanks.