Q: I have noticed that when asked for recommendations for mining stocks, you rarely include IVN. Is this due to geographic risk or do you also have other reservations?
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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.
- Broadcom Inc. (AVGO)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Freeport-McMoRan Inc. (FCX)
- Ivanhoe Mines Ltd. (IVN)
- Copper Mountain Mining Corporation (CMMC)
- SPDR Semiconductors ETF (XSD)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Aura Minerals Inc. (ORA)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- VanEck Vectors Semiconductor ETF (SMH)
- Global X Copper Miners ETF (COPX)
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.
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.
- Lundin Mining Corporation (LUN)
- Ivanhoe Mines Ltd. (IVN)
- Champion Iron Limited Ordinary Shares (CIA)
Q: Good morning, looking for your input on the mining sector and in particular the companies listed above, any cause for concern with the recent stock price retreat?
Q: Copper production@Kamoa mine to start shortly 1st phase @ 200000tonnes a year and next phase will double production. Your comments please.Jim
Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord
Q: Can you please explain why the issuance of convertible senior notes has resulted in such a large drop in share price. Thanks
- Ivanhoe Mines Ltd. (IVN)
- Platinum Group Metals Ltd. (PTM)
- Sprott Physical Platinum and Palladium Trust (SPPP)
Q: Do you have a recommendation for stocks or etfs that have a palladium play that are on the tax? Thank you.
- Freeport-McMoRan Inc. (FCX)
- Lundin Mining Corporation (LUN)
- Hudbay Minerals Inc. (HBM)
- Ivanhoe Mines Ltd. (IVN)
- Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
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.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Lundin Mining Corporation (LUN)
- iShares S&P/TSX Global Gold Index ETF (XGD)
- Ivanhoe Mines Ltd. (IVN)
- Neo Performance Materials Inc. (NEO)
- Ero Copper Corp. (ERO)
- Kirkland Lake Gold Ltd. (KL)
- Reliance Inc. (RS)
- Nutrien Ltd. (NTR)
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.
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.
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.
Q:
Metals generally and more so copper seem to be on a roll. Your thoughts on this continuing and a few stocks with good growth. cheers. Great service
Metals generally and more so copper seem to be on a roll. Your thoughts on this continuing and a few stocks with good growth. cheers. Great service
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ivanhoe Mines Ltd. (IVN)
- Ero Copper Corp. (ERO)
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.
Q: Ivn just completed east and west tunnels into one tunnel and increase its capacity to be one of the largest producer of copper in the world according to Robert Friedland.Your comments please.
Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou
Can you suggest some copper stocks and etf's.
Thankyou
Q: Hi Peter,
I notice Palladium price starts rising. Can you please recommend few names that will benefiting from it?
thanks,
I notice Palladium price starts rising. Can you please recommend few names that will benefiting from it?
thanks,
Q: Hello team ,
Which platinum mining mining stocks would you recommend and why?
Which platinum mining mining stocks would you recommend and why?
Q: Your comments would be .Thanks for your outstanding service.
- First Quantum Minerals Ltd. (FM)
- Turquoise Hill Resources Ltd. (TRQ)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- Ivanhoe Mines Ltd. (IVN)
- Copper Mountain Mining Corporation (CMMC)
- Trilogy Metals Inc. (TMQ)
- Ero Copper Corp. (ERO)
Q: can you please name a good copper etc and some companies thanks
Q: Good morning,
What is your view of IVN, is it a good time to buy it?
Thanks,
George
What is your view of IVN, is it a good time to buy it?
Thanks,
George
Q: Hi Peter,
I hold a little bit IVN and currently under the water. Usually the season strength for metal is from January to April but stock keeps going down and no sign on turning around. Can you please comment your view on the stock? Would you hold or sell it at this level?
Thank you,
Shawn
I hold a little bit IVN and currently under the water. Usually the season strength for metal is from January to April but stock keeps going down and no sign on turning around. Can you please comment your view on the stock? Would you hold or sell it at this level?
Thank you,
Shawn