Q: Has the outlook for lithium and ALB, in particular, changed from about 6 months ago that has led to decline? Thank you.
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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.
- NexGen Energy Ltd. (NXE)
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Sigma Lithium Corporation (SGML)
Q: Hi 5i,
After the dramatic rise and recent sizable pullback in all things lithium how would you rate the main players from an investment perspective today? Thank you.
After the dramatic rise and recent sizable pullback in all things lithium how would you rate the main players from an investment perspective today? Thank you.
Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.
Q: Even after the big jump in stock price yesterday and the investment news of GM, is LAC still your favourite in the lithium space and would you still consider it a buy? If not, which companies in the space would you recommend?
Thanks for everything,
Dave.
Thanks for everything,
Dave.
- Electrovaya Inc. (EFL)
- Albemarle Corporation (ALB)
- Lithium Americas Corp. (LAC)
- Livent Corporation (LTHM)
Q: Dear 5i,
I am interested in perhaps investing 2 to 4% of my TFSA in the Lithium area. Can you suggest some CDN and US listed stocks and ETF's that you like that I can do some further research on. Do you like the medium to long term prospects for Lithium?
thanks
I am interested in perhaps investing 2 to 4% of my TFSA in the Lithium area. Can you suggest some CDN and US listed stocks and ETF's that you like that I can do some further research on. Do you like the medium to long term prospects for Lithium?
thanks
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Albemarle Corporation (ALB)
- NV5 Global Inc. (NVEE)
- Reliance Inc. (RS)
- L3Harris Technologies Inc. (LHX)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- West Fraser Timber Co. Ltd. (WFG)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Sigma Lithium Corporation (SGML)
- Lithium Ionic Corp. (LTH)
Q: Hi there,
What are your thoughts on lithium going forward based on the shift towards EV and hybrid vehicles? Do you have any names in the lithium space that you'd recommend and what do you think of the ones listed?
Thanks!
What are your thoughts on lithium going forward based on the shift towards EV and hybrid vehicles? Do you have any names in the lithium space that you'd recommend and what do you think of the ones listed?
Thanks!
Q: Hi, Can I get your thoughts on the materials sector and some of these companies? With China potentially opening up in 23 and this industry taking a downturn with these companies down approx 20% . This would seem a good time to start nibbling on these companies.
- Avalon Advanced Materials Inc. (AVL)
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- MP Materials Corp. (MP)
Q: What do you think of AVL ( avalon advanced materials). Is it worth buying as a speculation on lithium? Also has other elements in it’s asset base. Ty
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- MP Materials Corp. (MP)
- Invesco Optimum Yield Diversified Commodity (PDBC)
Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- Atlas Cloud Enterprises Inc (AKE)
- Sigma Lithium Corporation (SGML)
Q: i have listed 3 lithium companies,it does not have to be one of these, but which is your favorite lithium company to buy today for a period of 6-12 months. dave
Q: What is your opinion of this company and what is there current PE and forward PE estimate. Would it be your top pick in the lithium sector. Thanks
- Freeport-McMoRan Inc. (FCX)
- Magna International Inc. (MG)
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- Blink Charging Co. (BLNK)
- MP Materials Corp. (MP)
- ChargePoint Holdings Inc. (CHPT)
- Invesco Optimum Yield Diversified Commodity (PDBC)
Q: With new electric vehicles coming I would be interested in looking at good investments which will be required for these vehicles. Would a mining stock be best, What stock would you recommend for Lithium, nickel, cobalt, manganese, and graphite? I am open to other suggestions for a good investment for our new electric vehicles going forward.
Thank you. Donna
Thank you. Donna
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- E3 Lithium Ltd. (ETL)
Q: Opinion on ETL lithium play or any others you would recommend
ERO a new Copper lay ? Thank You RAK
ERO a new Copper lay ? Thank You RAK
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- MP Materials Corp. (MP)
Q: Hi Team,
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak
Q: Good morning - I'm interested in looking at a few companies related to the production of lithium, like LAC. Just wondering which would be on your short list and why. Thanks.
- Lithium Americas Corp. (LAC)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- VanEck Rare Earth/Strategic Metals ETF (REMX)
- MP Materials Corp. (MP)
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!
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!
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- Nutrien Ltd. (NTR)
Q: Hi Peter, Ryan, and Team,
Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:
"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."
What is your view on the above statement?
Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?
Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?
Thanks in advance for your insight.
Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:
"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."
What is your view on the above statement?
Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?
Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?
Thanks in advance for your insight.
Q: I am reviewing Piedmont Lithium for a possible purchase. Would you please give me your top 3 or 4 North American lithium stocks in order of upside potential for a 5 yesr hold?
With appreciation,
Ed
With appreciation,
Ed
Q: CELH is due to report (date please)? The least little bit of a miss everything in this Market drops about 20% and so do you think it will have a bit of a miss? ALB - it had quite a drop, were the earnings that bad or another one to fall if everything isn't perfectly aligned? Your thoughts are appreciated.