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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: 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.

Read Answer Asked by Steve on June 02, 2022

Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.

(1) Why does FM trade at such a high multiple compared to the others?

(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.

Read Answer Asked by Dan on March 09, 2022

Q: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.

Read Answer Asked by TOM on March 08, 2022

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.

Read Answer Asked by Peter on March 08, 2022

Q: could you please rank these from screaming buy to stay away...looking at starting small positions in some of these at current prices...many thanks...

Read Answer Asked by adam on January 10, 2022

Q: At present my only position in materials is a 2.5 % weight in FNV, and am looking at adding one position. I am considering one of these 4. I have heard that Lun had some issues in Chile and am a bit concerned that Teck.B might have a bit of a drag from coal being out of favour with ESG considerations;. Do you think these concerns are meaningful? In any event, of the 4, which one would you want to choose, and why? Thanks for your excellent service.

Read Answer Asked by Leonard on November 09, 2021

Q: I own a small position in TKO as part of a basket of copper stocks. It appears to be underperforming the others. My question is whether you see potential for it so as to maintain or add to the position or whether you would sell and transfer the proceeds to stocks I also own such as CS and ERO? Thank you for your advice.

Read Answer Asked by Peter on July 22, 2021

Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?

Read Answer Asked by David on July 06, 2021

Q: Hi team,
Much is said about the rising demand for copper from Europe and Asia over the next few months due to technology and electric cars.For now the price of copper seems to have paused .What is your outlook for copper demand ,the price ,and which companies would best benefit from the rise in demand?
Many thanks,
Jean

Read Answer Asked by Jean on June 11, 2021

Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation
Ed

Read Answer Asked by Ed on May 18, 2021

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Read Answer Asked by Ronnie on April 20, 2021

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Read Answer Asked by Robert on February 26, 2021