Investment Q&A

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...

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

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,

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

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

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

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

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?

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

Thank you!

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Q: What companies are best to invest in copper right now. Is there an ETF?

Q: Can i get your top 3 picks in small and midcap stocks in the copper sector -thanks harris

Q: ERO copper released its 2021 guidance on Jan 21st, forecasted an increase in copper production and yet it has been tanking 14% since then. Do you see any reason for this drop?

Q: Followup to my question on materials that you answered today...My apologies....the ERO should have been the Canadian selection - I didn't notice it was showing the US one (Barclays). Would you add this to the selections you said you "lean to" or still keep the list as you stated in your answer. Thanks again.

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Copper seems like a good place to be right now so I am looking at the above mines
Do you agree it is a good time to get in and if so which 2 would you chose?
Or do you have another choice?
Thanks
Peter
ORA-NDM-TKO-MARI-CS-CMMC

Q: Hopefully when and not if a vaccine for Covid comes along, what is your view of a major move in copper. Pls name a fav mid cap copper play. Tks and keep up excellent work!! Stay Safe