Q: Hi 5i,
I'm looking at a small investment in the graphene space (batteries, auto parts etc.). 2 companies that I have found are GRA (nanoxplore) and ZEN (zen graphene solutions).
Are there any others to consider?
Would it be possible to provide a bit of background information on these 2 (and others you may like) and give your thoughts?
Of these 2 do you have a preference or would you split 50/50?
Thanks!!
Q: I've seen your team recommend ABBV a few times recently, why do you find this company appealing at this time especially compared to the other pharma cos.
Q: Can you please compare and contrast BFT (Paysafe) and Nuvei? I have started to see a lot of buzz on BFT ahead of it's transaction and wonder if you would consider it a buy? Picking between BFT and Nuvei would you favour one or the other? The numbers seem impressive. Who are their other competitors and what is the potential total addressable market?
Q: With copper prices rising, I am starting to wonder about when recycling of copper will become more profitable than mining. A copper-porphyry geologist friend mentioned $4 CA being the price when it is more economical to recycle copper than mine it. Are there copper recycling companies in Canada or elsewhere that you are aware of and that you may recommend?
Q: Looking for feedback on a couple Fidelity Funds. Fidelity Canadian Growth Company & Fidelity Global Innovators. Notice there are some redundancies between them in holdings but each has been recommended to me by my Sun life Advisor.
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: hello again - my portfolio analysis is suggesting i add industrials and a bit of consumer defensive. What companies would you suggest? I am a long term holder and dividends are nice but not a deal breaker. Many thanks
Q: STLA Read a rather positive article in the Globe on this new company a few days ago. Is this one to consider or should one wait to see how it performs before taking even a small position?.