Investment Q&A

Q: Do you have a recommendation for stocks or etfs that have a palladium play that are on the tax? Thank you.

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.

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.

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

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

Q: Hi Peter,

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?

Q: Your comments would be .Thanks for your outstanding service.

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

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

Q: Hi 5i - With the mining industry starting to ramp up could you suggest a few CDN stocks that would also ramp up soon. Thx!

Q: Hi guys,

What is your current opinion of IVN and what do you think of CITIC Metal Investing an additional $454 Million US at C$3.98 per share? Does this make IVN a more interesting investment?

Thanks

Q: Can I get your opinion on this co. thanks

Q: what are the metrics,risks and a 2-4yr outlook on buying both of these?many thanks

Q: Hi.

I want to invest in a Mining company that engages in copper mining as well as other minerals. I have been reading alot about the renewable energy market and I feel as though copper, aluminum, lithium, cobalt, as well as other minerals linked to renewable energy will be continuing to grow in demand. I know that as a commodity Copper is low right now. I was looking for a shorter term investment (1 to 3 years) as well as a longer term investment (5 to 10 years) in a good mining company that mines for minerals linked to renewable energy. Do you have any suggestions?

Thanks

Rob

Q: CITIC metals has agreed to take a 21% interest in IVN making this company the largest stock holder. Robert Friedland holds a similar position. What is the likely outcome of this investment in light of the DRC's contemplated legislation around increase in mining royalties. Will China's increasing influence in Africa have an impact?