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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.

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!
Read Answer Asked by Saeed on May 04, 2021
Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill
Read Answer Asked by Bill on May 03, 2021
Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.
Read Answer Asked by Lotar on May 03, 2021
Q: Hi 5i,
I recently topped up Bam.a and want to crystallize a loss on one of Brookfield’s subsidiaries in a taxable account. Will the loss be disallowed by CRA if I do not wait 30 days from settlement of the recent BAM.a purchase?
Tia,
Read Answer Asked by Kat on May 03, 2021
Q: I have been watching Turquoise Hill for the few months and it seems to have made good progress in resolving past issues centered around financing. Based on the following factors, how would you rate TRQ as an investment in 2021? Are there other plays you would rate higher for potential returns with less risk?

* Rio Tinto has signed an agreement with Turquoise Hill Resources (TRQ) on an updated financing plan for the $2.3bn underground development of the Oyu Tolgoi copper-gold mine in Mongolia - supposedly the world’s largest new copper-gold mine.
* Their CFO has just been appointed as the new CFO with deep experience in the mines' financing. As a 34% stake holder, the Mongolian government's stake represents an important revenue generator to the Mongolian economy.
* After covid delays, shipping has resumed to China.
* Cooper and gold grades have been upgraded.

Thank you!
Read Answer Asked by Martin on May 03, 2021
Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.
Read Answer Asked by Paul on May 03, 2021
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