Investment Q&A

Q: Hi,

I am looking at investing new cash and at this time wish to purchase non-US and non-Canadian companies. I know you don’t typically cover the non-North American markets but you have frequently commented on GRMN, NBIS and ASML.

Would you have any other suggestions for outside NA equities, regardless of sector, that represent good long-term potential total returns?

Thank you, Michael

Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph

Q: in diversifying away from American companies, What would be your top international companies (excluding China and Russia)

Q: Could you comment on Rio Tinto's potential merger with Glencore, and the market's negative reaction on RIO stock?
Thanks
Chris M

Q: I am interested in RIO. Which one would you recommend ?
Cdr at $3.40 and 0 yield or Adr at $80.00 and 4.7% yield. It would be for TSFA.

Q: I'm looking for a metals company (either US or CD) that has exposure to several presently desirable metals for a long term hold. Which of these three would you prefer and if you have a better choice, please list it?

Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.

Q: Gold is acting very nicely. Do you feel it will continue to rise. I am looking for a small/medium size gold company. Please recommend 5 of your favorite small to medium size gold companies.

Q: Hold both, at a loss.
1) sell RIO, buy back in a month.
2) sell RIO, plow proceeds into FCX.
3) do nothing.
4)?
Your advice'd be appreciated.
jerry

Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Q: Which of these two have more copper and they both pay high dividends,Are the dividends sustainable and do you have a preference between the two

Q: Would you buy Rio Tinto at current levels primarily for copper exposure? It seems cheap at ~10x earnings with a 6.4% dividend yield.

On a technical basis the chart seems to have a wedge pattern formed over the last 4 years that looks like it is about to resolve. With copper prices close to all time highs, in my opinion it seems more likely to resolve to the upside than downside. Would you agree?

Thanks!

Q: Peter; I’ve gone over your previous answers on AA and obviously it’s not your fav- but I’m just looking at the 5 year chart and see it maybe bottomed- 5 year high up in the $90’s - won’t it participate with a declining USD ? Your thoughts please. Just a small flyer .

Thanks.
Rod

Q: Is this still a good company to hold in this environment? Are Rio, BHP better options?

Q: I know you're positive on RIO and I'm tempted to buy. But their main game is iron ore, China is their main customer and is not doing that well.
Would you say that the price (undervalued according to Morningstar) largely reflects this?
Thanks jerry

Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom

Q: Hi team,

Can you please list your:

1. Top 3 material stocks that trade on a usa exchange?

2. Top 3 gold/silver that trade on a usa exchange?

I’m looking for mid cap (mid risk with mid growth)

Thanks!

Q: Any comments on reliability of dividends for these commodity giants? Which do you prefer?