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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: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Read Answer Asked by Brad on July 12, 2021

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

Read Answer Asked by michael on January 26, 2021

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.

Read Answer Asked by Alexandra on January 19, 2021

Q: With copper prices moving higher and a good probability that demand will continue to increase due to economic recovery and possible infrastructure spending etc, what is the best way to position for an uptrending copper price? I think it makes sense to have a position in a mid or large cap producer for exposure. However, I'm also wondering if there are any companies on your radar that have "good" projects that are uneconomical at lower copper prices but could come online if we see copper above $4-$5. My understanding is that copper reserves are dwindling and demand could outpace supply into the near future or longer. So if we see new all time highs in the copper price, what companies could see the best returns in this scenario. I realize this situation has a few 'ifs' but would appreciate your insights. Thanks very much for your service.

Read Answer Asked by Dustin on December 07, 2020

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Read Answer Asked by Rob on November 26, 2020

Q: can you please name a good copper etc and some companies thanks

Read Answer Asked by andre on May 22, 2020