Q: In light of the earnings report, can you please comment on whether or not the recent stock price drop was over-done. Can you also provide thoughts on payout ratio, its moat (if it has one) and its durability during past recessions? Is it now cheap compared to past metrics ?
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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.
- Air Products and Chemicals Inc. (APD)
- Freeport-McMoRan Inc. (FCX)
- Agnico Eagle Mines Limited (AEM)
- iShares Gold Bullion ETF (CGL.C)
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
- West Fraser Timber Co. Ltd. (WFG)
Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Q: Major negative reaction to APD's earning. Was it priced for perfection prior ? Your thoughts on this business going forward ?
- Royal Helium Ltd. (RHC)
- Avanti Helium Corp. (AVN)
- Air Products and Chemicals Inc. (APD)
- Linde plc (LIN)
- Desert Mountain Energy Corp. (DME)
Q: Can I get your views on hellium mining. What do you think of it as an investment?
Q: Hi Everyone at 5i!! I was considering adding the following to my dividend/growth retirement portfolio: APD, AOS, and GPL. I would value your thoughts on the suitability of these stocks for such a portfolio and the stability of these stocks in a recession. Cheers, Tamara
Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?
- Air Products and Chemicals Inc. (APD)
- Ivanhoe Mines Ltd. (IVN)
- Wallbridge Mining Company Limited (WM)
- Linde plc (LIN)
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
- Avanti Helium Corp. (AVN)
- Air Products and Chemicals Inc. (APD)
- Linde plc (LIN)
- Apyx Medical Corporation (APYX)
- Chart Industries Inc. (GTLS)
- Desert Mountain Energy Corp. (DME)
Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike
Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?
Thanks,
Jim
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?
Thanks,
Jim
Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?
- Air Products and Chemicals Inc. (APD)
- Cummins Inc. (CMI)
- Plug Power Inc. (PLUG)
- Bloom Energy Corporation Class A (BE)
- FuelCell Energy Inc. (FCEL)
Q: Hi 5i,
Could you rank these companies for their risk adjusted H2 potential over the next few years?
TIA!
Could you rank these companies for their risk adjusted H2 potential over the next few years?
TIA!
Q: Can you comment on their latest earnings release and company prospects? Would you recommend it or something else for US cyclic/Industrials exposure? Thanks
Q: Do you have an opinion on APD and its outlook considering their positioning in Hydrogen technology?
Many thanks
Many thanks
Q: Which of these two companies would you prefer now and why? Thanks for your service!
Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:
1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?
2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?
Many thanks! New subscriber this year and very satisfied!
1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?
2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?
Many thanks! New subscriber this year and very satisfied!
Q: Do you think Air Products raisingdebt to help finance their venture in Saudi Arabia is a positive for shareholders? Would you be comfortable holding this stock.? Thanks for your input
- Air Products and Chemicals Inc. (APD)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
Q: Hi, I'm looking to add another stock in the "Materials and Energy" category in which I already hold Methanex, Parkland and Chemtrade all at about 1%. I'm not keen on a pure energy (i.e no oil, Nat Gas or pipeline) play but have been watching the three mentioned stocks. Of these three, which would you prefer today and would you add any? Long term holder.
Thx.
Thx.
Q: do you have any helium related stocks that could be worth watching?
Q: APD, USA listed recommended by Odlum Brown in recent newsletter I received. I looked at the fundamentals available at CIBC Investors Edge and this stock looks expensive with high debt levels. Apparently activist involved, board changes etc that might move the stock? Your comments/suggestions please.