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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.

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!
Read Answer Asked by Chris on March 31, 2022
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.
Read Answer Asked by Terence on March 18, 2022
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
Read Answer Asked by Derek on February 15, 2022
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.
Read Answer Asked by umedali on January 19, 2022
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.
Read Answer Asked by Uli on June 28, 2021
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?
Read Answer Asked by Graeme on June 03, 2021
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
Read Answer Asked by Tamara on May 04, 2021
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
Read Answer Asked by Thomas on March 16, 2021
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.
Read Answer Asked by John on February 23, 2021
Q: Hi, what would be your choice please for a TSX listed metal weighting in a portfolio? Any better options than XBM or Teck? Thanks.
Read Answer Asked by Gary on February 08, 2021
Q: With the US plan to spend $1.9T on infrastructure, what would be your 3 best choices for base metal stocks (Cdn. or US) and 2 ETF's that should benefit well.
Read Answer Asked by Terry on January 21, 2021
Q: To follow up on your answer on GSG and DBC
Would you prefer these to ETF like XBM?
Read Answer Asked by JR on January 12, 2021
Q: I am looking for basic material exposure in either ZMT XBM XMA XLB or VAW. What would be your pick for a comeback in basic material.
Thanks
Read Answer Asked by James on July 16, 2020
Q: can you please name a good copper etc and some companies thanks
Read Answer Asked by andre on May 22, 2020
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