Investment Q&A

Q: I would appreciate your thoughts on CMMC's quarter. Thanks.

Q: Good morning,

Could you please pass along your best blue chip stock picks for exposure to copper.

Thank you.

Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?

Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.

Q: Looking to add to my Ivn copper exposure with one of these companies. Could you compare these companies and make a recommendation for. 2 to 3 year hold? Also,any thoughts on Horizons new Copp etf? Thank you.

Q: My holding in CMMC is down almost 30%, in a taxable account. It was a small position before, and even smaller now. I am thinking of selling it and taking the tax loss;

1. Would you stay in materials? To me. an outlook for inflation says yes, and outlook for recession says no; which way do you lean?

2. If staying in materials, what would you buy in place? And do you prefer whatever you might be thinking of or would you go back to CMMC after 30 days?

Many thanks,

Q: I was thinking about buying some of this company but with such a diaster of a first quarter I am having second thoughts. Or should I be contrarian and think that everything that could go wrong went wrong (lower grade combined with lower production because of machinery problem, which is now fixed). Or should I just buy some more ARG Amerigo and get the juicy diviidend? I am long term bullish on copper (re: electrifiaction of the world) but I tend to trade my base metal holders due to excessive volitiliity.

Q: Copper Mountain is taking a hit today due to disappointing earnings, however it seems the loss was due in large part to reduced production attributable to a damaged crusher. Their future forecast looks fairly promising. What do you think?

Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.

Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF

Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.

Q: Thank you for your note. I see from your other comments that CMMC has a very long life deposit but I did not find any reference to the corresponding output and profit growth. Could you respond to those issues please and provide some indication of the outlook for the metal pricing.

Q: what is your 2 best ideas for a small to mid cap stock in the commodity space that is not oil and gas or gold. dave

Q: You thoughts on CMMC results reported today.

Thanks

Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?

Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?

Q: good morning - i have a position in LUN which has wandered of late. I do want copper exposure and wonder if LUN is the best company in canada or whether there is a better company at present. So, is it buy, sell or hold my current LUN and what other companies would you suggest? thanks al

Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Q: Hello i currently own CIA and was thinking about swapping it out for CMMC(i already own CS) but think there is possibly more torque in copper than iron ore could you give me your thoughts on a possible switch,,,thanks