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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: I am rebalancing and need to add Material equities to my portfolio. Currently my only holding in that sector is MX:CA. Materials will represent 13% of the portfolio equal to my energy allotment. Generally speaking should I dispose of MX (because it is more or less energy focused)and start from scratch for sector investment? Can you provide some guidance on companies to check out? I have a 3-5 year horizon and like dividends.
Read Answer Asked by Robert on May 18, 2021
Q: What Canadian biotech companies would you recommend?
Read Answer Asked by James on May 18, 2021
Q: Hi Peter...I believe SQM mines most of it's Lithium in Chile. Possibly the company is domiciled in Chile which may protect it. Do you know if the legislators intend to revise the royalties on all mineral extraction, including Lithium, besides targeting the gold / copper producers? If production of any material is reduced then higher prices might be expected. Of course too high prices may put an end to the demand side of the party generally. Maybe the internal combustion engine will hang around a bit longer than expected!
Thanks,
Jim
Read Answer Asked by James on May 18, 2021
Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
Read Answer Asked by James on May 18, 2021
Q: For ETFs with smaller AUM (like some Canadian ESG/SRI etfs) what is the most you would invest in that fund. For example would you be comfortable investing $100K in a fund with $10M AUM? Would you look at some other metric or just stay away from smaller funds all together?

Thanks!

Read Answer Asked by Dennis on May 18, 2021
Q: Hi Peter...You have noted FM's high debt load. I once owned Inmet Mining which was taken over by FM, primarily to take control of Inmet's Panama copper claims. (The Panama claims were not mine at the time. Not even sure it was an ore body). The mine development was, I think, a big bite for FM. However they did develop those Panaama "copper ore claims" into a working mine. I believe the mine has now been operating for about 18 months. Does the mine seem to be producing copper at the cost and quantity anticipated? In other words is the mine as profitable as it was hoped for? If so do you know if FM has started to pay off the loans?
Thanks,
Jim
Read Answer Asked by James on May 18, 2021
Q: Hello, I have followed DYA for a while. Technology looks interesting yet the market is indicating the technology is disappointing. Please provide a recent update. Also, In a earlier answer for DYA, you indicted that "we have coments in the Q&A on DYA". Where is the Q&A? I have looked for it and cannot find it. I just see questions. Thanks

Mark
Read Answer Asked by Mark on May 18, 2021
Q: Hello to all

As I read the Q&A this morning and learned about the problems in Chile, I understood why Lundin was down yesterday and was so out of line with its sector. I just opened a position, bad timing. What is its weight in Chile exactly and do you still trust this company for the short, medium or long term (with its current valuation). Maybe it would be better to liquidate the position. What do you think about it?

Thank you very much.
Read Answer Asked by Charles on May 18, 2021
Q: What is your opinion of BNTX as a 3 year plus hold. Do you believe there is evidence to show there technology is transferable to cancer and flu vaccines. Do you see any potential downside to purchasing the stock at this time or are there other companies that you would prefer in this sector. Thanks
Read Answer Asked by Ian on May 18, 2021
Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?

Thanks for everything you do.
Read Answer Asked by Leo on May 18, 2021
Q: Forgetting about the KSU acquisition, which would you prefer today. A 5-year chart shows that in 2016 CP was trading at about $26 CAD and CNR @ $80 CAD. CNR's Dividend is a full 1% higher.
Thanks as always!
Read Answer Asked by Austin on May 18, 2021
Q: Further to my Q yesterday,is it time to add to ENGH and start new position in DSG.Please suggest good price to enter for both.Txs for u usual great services & view.
Read Answer Asked by Peter on May 18, 2021
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