Q: What are your expectations for this company? What would be a good entry point?
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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.
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Cameco Corporation (CCO $169.80)
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AeroVironment Inc. (AVAV $199.00)
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5N Plus Inc. (VNP $33.27)
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Arista Networks Inc. (ANET $175.90)
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Neo Performance Materials Inc. (NEO $25.25)
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Vertiv Holdings LLC Class A (VRT $322.30)
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Ondas Inc (ONDS $10.25)
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MDA Space Ltd. (MDA $44.70)
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Telesat Corporation Common and Variable Voting Shares (TSAT $67.00)
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CoreWeave Inc. (CRWV $115.93)
Q: Good morning 5i,
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Q: This has dropped back a fair bit and am looking for your current thoughts on adding to a position at the $20 level. Thank you
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5N Plus Inc. (VNP $33.27)
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Albemarle Corporation (ALB $187.42)
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Neo Performance Materials Inc. (NEO $25.25)
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VanEck Rare Earth/Strategic Metals ETF (REMX $98.72)
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Alliance Mining Corp. (ALM $0.25)
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MP Materials Corp. (MP $63.59)
Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve
Thanks
Steve
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Hemisphere Energy Corporation (HME $2.84)
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Suncor Energy Inc. (SU $87.60)
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Enbridge Inc. (ENB $72.44)
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Canadian Natural Resources Limited (CNQ $61.40)
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Wheaton Precious Metals Corp. (WPM $193.07)
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Tourmaline Oil Corp. (TOU $59.56)
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Kelt Exploration Ltd. (KEL $8.39)
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Agnico Eagle Mines Limited (AEM $273.38)
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Capstone Copper Corp. (CS $11.78)
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Tamarack Valley Energy Ltd. (TVE $11.98)
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Denison Mines Corp. (DML $5.36)
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5N Plus Inc. (VNP $33.27)
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TerraVest Industries Inc. (TVK $138.40)
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Silvercorp Metals Inc. (SVM $16.73)
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Lundin Gold Inc. (LUG $101.98)
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Neo Performance Materials Inc. (NEO $25.25)
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G Mining Ventures Corp. (GMIN $50.12)
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Q: Hi 5i,
NEO has been going down for some time.Do you know why? Would you be comfortable buying it here?
Thanks. Cheers
NEO has been going down for some time.Do you know why? Would you be comfortable buying it here?
Thanks. Cheers
Q: Is there a Canadian Traded rare metals ETF and/or couple of companies that you see as interesting? Thankyou
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $264.60)
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Neo Performance Materials Inc. (NEO $25.25)
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Vitalhub Corp. (VHI $7.86)
Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.
Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?
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OR Royalties Inc. (OR $55.25)
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Exchange Income Corporation (EIF $102.64)
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Neo Performance Materials Inc. (NEO $25.25)
Q: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you
Q: Which might you recommend of these 2 for a 2 to 3 year hold and an entry price? Thanx.
Q: What rare earth stocks would you invest in…US and Canadian. Thank you.
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Alphabet Inc. (GOOG $337.39)
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NVIDIA Corporation (NVDA $202.13)
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Neo Performance Materials Inc. (NEO $25.25)
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MP Materials Corp. (MP $63.59)
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IonQ Inc. (IONQ $42.47)
Q: Hello,
I am thinking of investing in the rare earths segment. If i had to invest, would you suggest half and half or is Neo better than MP? Also, do you think i have missed the boat on investing in this area ? With regards to quantum computing, is IONQ considered one of the better companies to invest in? My concern is NVDA could get into this space as well. Thanks very much
I am thinking of investing in the rare earths segment. If i had to invest, would you suggest half and half or is Neo better than MP? Also, do you think i have missed the boat on investing in this area ? With regards to quantum computing, is IONQ considered one of the better companies to invest in? My concern is NVDA could get into this space as well. Thanks very much
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Alcoa Corporation (AA $64.84)
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Labrador Iron Ore Royalty Corporation (LIF $28.19)
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Neo Performance Materials Inc. (NEO $25.25)
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Century Aluminum Company (CENX $59.72)
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Cleveland-Cliffs Inc. (CLF $9.25)
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MP Materials Corp. (MP $63.59)
Q: Good morning,
May I have your top “2 to 4” stocks (Canadian or American) for each please? (If such exist.)
- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth
Thank you very much.
May I have your top “2 to 4” stocks (Canadian or American) for each please? (If such exist.)
- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth
Thank you very much.
Q: Peter and His Wonder Team
They just got a new contract of 50M for next year. I know they are up 80%+ for the year. Do you think this good news is already baked into the price. There new high already exceeds analysts forecast for next year. Your thoughts please. Thank you!
They just got a new contract of 50M for next year. I know they are up 80%+ for the year. Do you think this good news is already baked into the price. There new high already exceeds analysts forecast for next year. Your thoughts please. Thank you!
Q: I note the question and your response on this today but was wondering if you might add a comment on the current valuation and whether it is reaching fair value or not.
Thanks
Thanks
Q: Peter and His Wonder Team
Neo is up 12% on high volume. Why do you think? What is the good news?
Thanks...your insights are always helpful
Neo is up 12% on high volume. Why do you think? What is the good news?
Thanks...your insights are always helpful
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NextEra Energy Inc. (NEE $95.54)
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Tesla Inc. (TSLA $380.95)
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Albemarle Corporation (ALB $187.42)
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Neo Performance Materials Inc. (NEO $25.25)
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Enphase Energy Inc. (ENPH $36.01)
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MP Materials Corp. (MP $63.59)
Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
Q: Could you provide update on MP. Would you buy it?
Thanks,
Milan
Thanks,
Milan
Q: Hi looking at two small caps at the moment. What are your thoughts on the news of the conclusion of the strategic review for NEO and news put out today on GIP's sale of its water, waste and recycling facilities and lead equity partner agreement for the Future Energy Park? thanks