Investment Q&A

Q: Good Morning Team 5i & Everyone,

I’m looking through the holdings for REMX:US. Of the etf’s current holdings, these are the ones listed on the US market:

LAC
MP
ALB
SQM
IPX
LAR
SGML
TROX

Fundamentally, do any look good enough that you would consider holding them directly?

I’ve been watching NEO:CA and I realize that the sector has a bit of excitement in it at the moment, and if that changes they would likely take a hit.

In general I’m holding some REMX and will likely wait for an opportunity to add. The thesis ultimately is that when A.I. reaches the point where robots start getting built years from now, in theory that will require rare earth and strategic metals and minerals. But, we shall see.

Thank you,

Sandra

Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?

Does anyone have moat like advantages within this area?

Or, is there a more subtle play here?

Thanks

Q: Q: Could you please provide update on ALB. What is their balance sheet? Would you buy it?

Thank you for great service,
Milan

Q: Please list in order your 3 top lithium stocks or efts

Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter

Q: I am wondering if it’s time to move money from some tech stocks into resource stocks. Do you like any of the following for a buy opportunity: Newmont/Kinross/Egnico, First Majestic/Fortuna, Albemarle, anything in nickle/platinum? If not, which resource stocks would you recommend?

Thank you so much,
Milan

Q: Any lithium stocks you prefer?

Q: What is your opinion right now on commodities gold copper oil metals
uranium. Appreciate if you comment individual sectors if different dynamics.
also stocks for these industries if sectors are a buy

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: Hello - what are your thoughts on Lithium investing and the best way to invest if it's a "good time". Specific company or ETF? Many thanks

Q: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.

Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Q: 4 disasters in my cash account these year. Each position down between 30-45%.

How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?

Please feel free to deduct credits as you deem fit.

Thank you.

Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.

Q: thinking we will be using many batteries in the next few years, any company you think might benefit from this?

Q: Can, you give me your view on this company, I have a shares and I was just wondering if I should hold or sell Avg cost [ $11.26]

Jim

Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.

Q: ALB-N,ICLN-N,REMAINING ALL TSE,RCI.B,FCR.UN,TCN,GOOS,NTR,TSU,NVEI
Which stocks need to sell or all of them.