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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: 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.

Read Answer Asked by Leonard on November 09, 2021

Q: Hi 5i,
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!

Read Answer Asked by Mark on October 25, 2021

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? Öie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Read Answer Asked by Simon on October 05, 2021

Q: What are your top Canadian and US investment ideas foe times of rising inflation?

Read Answer Asked by Serei on October 04, 2021

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Read Answer Asked by Stephen on September 20, 2021

Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.

Read Answer Asked by Peter on September 17, 2021

Q: Hi Everyone at 5i!!! With Bidenís objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara

Read Answer Asked by Tamara on August 30, 2021

Q: Hi Peter, Ryan, and Team,

Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.

Thanks in advance for your assistance.

Read Answer Asked by Jerry on August 17, 2021

Q: Peter and crew; I am underwater on MP materials and not afraid to take a loss and move on but donít wish to leave a company that has reasonable recovery potential. I would appreciate your thoughts and if moving on is the way to go, do you have one or two suggestions for a medium risk portfolio?
PS, I enjoy your contributions in National Post.

Read Answer Asked by John on August 09, 2021

Q: My wife and I are in our mid-late 70's and only have investments in RRIFs.

We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.

I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.

Read Answer Asked by John on July 16, 2021

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Read Answer Asked by jacques on July 16, 2021

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Read Answer Asked by Brad on July 12, 2021

Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley

Read Answer Asked by Shirley on June 28, 2021

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.





Read Answer Asked by Jerry on June 28, 2021

Q: Hi Awesome 5i team, I have some cash to invest, in Canada, I am thinking of "AT", "GSY" &"CTS", some of these names are at all time high, could you please rank them from risk/growth perspective. Given recent volatility of the market, could you please provide a good entry point if you will.

For US, please also provide three names that are growth oriented, and three reflationary driven. All are for long term investment.

Thanks,

Read Answer Asked by Lin on June 24, 2021

Q: I see there was today (June 17) a rather substantial shift to Growth and away from Value which I did see you acknowledge in an answer today. Can you provide some insight as to why? I'm thinking Fed, but if so, what in their comments caused that? Should these gyrations be ignored in the medium/long run? After all, it was a pretty violent switch previously but from value to growth and for an extended period. Is there logic/fundamentals operating here? It was all fine with me as I am overweight growth/tech. As an additional question, I am playing copper with FCX but I see you suggesting other stocks for a copper play, and with the copper price downturn would you suggest switching FCX for another name? As always, thank you very very much for the service you provide.

Read Answer Asked by William on June 18, 2021

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

Read Answer Asked by Jean on June 11, 2021

Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

Read Answer Asked by Paul on June 10, 2021