Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?
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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.
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ero Copper Corp. (ERO)
Q: What are the best stocks to look at now for exposure to copper?
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ero Copper Corp. (ERO)
Q: Given the upcoming green technologies, what might be the most promising Canadian copper companies to invest in for medium term growth?
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ero Copper Corp. (ERO)
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Q: is this a good time to buy after the drop
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ero Copper Corp. (ERO)
Q: I have a small holding in copper but would like to increase that. What companies, any country, would you invest in for the next 5 - 10 years?
Crystal ball time; what materials would you invest in and any companies you would choose?
Take as many questions as necessary.
Thanks
Mike
Crystal ball time; what materials would you invest in and any companies you would choose?
Take as many questions as necessary.
Thanks
Mike
Q: Your thoughts on ERO's Q3/22 results, please, including the ongoing strength of their balance sheet.
Thanks!
Tom
Thanks!
Tom
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ero Copper Corp. (ERO)
Q: If copper is believed to be strongly in demand in the future ,for various reasons,what Cies would be the safest investment ,at least in CDA ,or even elsewhere if possible as suggestion ?
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ivanhoe Mines Ltd. (IVN)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
- Horizons Copper Producers Index ETF (COPP)
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.
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ero Copper Corp. (ERO)
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.
(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.
- Cameco Corporation (CCO)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ero Copper Corp. (ERO)
- Nutrien Ltd. (NTR)
- Invesco DB Commodity Index Tracking Fund (DBC)
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.
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.
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
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.
- FirstService Corporation (FSV)
- Superior Plus Corp. (SPB)
- Thomson Reuters Corporation (TRI)
- K-Bro Linen Inc. (KBL)
- goeasy Ltd. (GSY)
- Ero Copper Corp. (ERO)
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...
- Capstone Copper Corp. (CS)
- Taseko Mines Limited (TKO)
- Copper Mountain Mining Corporation (CMMC)
- Ero Copper Corp. (ERO)
Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Ero Copper Corp. (ERO)
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.
Q: Hi,
With the huge infrastructure bill passed in the USA, would Copper be a beneficiary? If so , what are your thoughts on Ero Copper?
Thanks,
With the huge infrastructure bill passed in the USA, would Copper be a beneficiary? If so , what are your thoughts on Ero Copper?
Thanks,
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.
Q: I am considering Taseko Mining and ERO Copper as possible purchases. Which would you prefer? Is there another company of similar size that you would prefer to these two?
With appreciation,
Ed
With appreciation,
Ed
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Capstone Copper Corp. (CS)
- K92 Mining Inc. (KNT)
- Marathon Gold Corporation (MOZ)
- Fiore Gold Ltd. (F)
- Ero Copper Corp. (ERO)
- Aura Minerals Inc. (ORA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
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?
Q: Why the dip? Seems like all the copper stocks took a blow this week. Is it a good time to buy? Do you see much upside in the next 6 months? Thanks