Investment Q&A

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?

Q: Could you please comment on their most recent news on acquiring projects from Rio Tinto. Big News? or just everyday stuff? Why would they buy and Rio Tinto sell?

Q: If you could only hold one company in the materials sector for long-term what would that company be?

Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

Q: Looking at adding Rio Tinto or BHP Group. Would you consider them buyable right now or should I wait until Chinas picture becomes a bit more clear? Thanks

Q: I am low on materials stocks, with only FNV in my current portfolio. I am wondering about adding either BHP (about to become a significant potash producer) or NTR. Do you have a preference, or is there another choice that you think would be even better?

Q: Currently I hold both of these diversified metals companies (3.72% position in RIO and 1% position in BHP). BHP is a fairly recent addition. I have held RIO since 2019 and have added over time. I am questioning the wisdom of holding both companies and thinking of selling BHP (small gain) I consider RIO the best choice for a long term hold. Would appreciate your comments please.

Q: Please comment on each of these companies. Would like to add to RIF account. Interested in the material sector. Do you have another suggestion if neither of these are stable in your view. Thank you.

Q: What copper producer would be your recommended vehicle for a five year hold?

Q: I'm thinking of taking some positions in base metals companies. I'm especially interested in copper plays as it seems to be needed to support the drive to electrification. Do you think this is and opportune time to initate positions? In any case, I would appreciate it if you would share some of your favorite companies in this sector and it would help if you would present them in order of most upside to least going forward. I'm open to metals. other than copper as well.

Q: A number of precious metals companies have exposure to copper as well. Which ones in your opinion (large cap, mid-cap & small cap) are best positioned to benefit from a rise in copper demand?