Investment Q&A

• Freeport-McMoRan Inc. (FCX $44.84)
  • $44.84 P/E (TTM): 37.54X Cap: $64.39B
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• Wheaton Precious Metals Corp. (WPM $129.09)
  • $129.09 P/E (TTM): 69.38X Cap: $58.60B
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• Barrick Mining Corporation (ABX $29.40)
  • $29.40 P/E (TTM): 16.24X Cap: $50.55B
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• Agnico Eagle Mines Limited (AEM $172.92)
  • $172.92 P/E (TTM): 27.19X Cap: $86.92B
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• Pan American Silver Corp. (PAAS $40.16)
  • $40.16 P/E (TTM): 34.42X Cap: $14.63B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• Newmont Corporation (NGT $83.49)
  • $83.49 P/E (TTM): 13.87X Cap: $93.48B
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Q: Hello 5i team,

For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.

I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you

Upvote 3

Read Answer Asked by Nhung on October 30, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $52.49)
  • $52.49 P/E (TTM): 62.31X Cap: $26.14B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $53.60)
  • $53.60 P/E (TTM): 62.31X Cap: $26.69B
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Q: Hi there, can you please advise on which of the Teck stocks is the right vehicle for Canadian investors? Thank you

Upvote 1

Read Answer Asked by Menaka on June 24, 2024

• Capstone Copper Corp. (CS $8.15)
  • $8.15 P/E (TTM): 54.32X Cap: $6.21B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: There haven't been a lot of questions on Teck in the past few month, and I see you recommended it as a long term hold. It's had a good run up - does It still have legs for 2+ years, or is it clearly a 5+ year hold? I own Capstone - is there too much overlap here?

Upvote 4

Read Answer Asked by Kim on June 19, 2024

• Freeport-McMoRan Inc. (FCX $44.84)
  • $44.84 P/E (TTM): 37.54X Cap: $64.39B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: Do you think the copper trade has legs for those looking to get in at this time? Thanks,

Jason

Upvote 5

Read Answer Asked by Jason on April 29, 2024

• Canadian Natural Resources Limited (CNQ $42.68)
  • $42.68 P/E (TTM): 11.89X Cap: $89.34B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: Been thinking of exchanging TECK for CNQ. Thoughts ?

Upvote 0

Read Answer Asked by Dennis on September 06, 2023

• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: is the reason teck is down because the price of copper is weak, or the price of coking coal is weak, or some other reason. if someone re glencore is willing to pay 8.2 billion cash for the coal business thats nothing to sneeze at and tecks already a very cheap stock.yet teck stock is going down not up. help me understand. dave

Upvote 0

Read Answer Asked by david on June 13, 2023

• Starbucks Corporation (SBUX $95.92)
  • $95.92 P/E (TTM): 35.12X Cap: $109B
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• CVS Health Corporation (CVS $61.85)
  • $61.85 P/E (TTM): 14.58X Cap: $78.24B
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• Enbridge Inc. (ENB $61.84)
  • $61.84 P/E (TTM): 22.74X Cap: $134.81B
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• TFI International Inc. (TFII $122.43)
  • $122.43 P/E (TTM): 19.71X Cap: $10.28B
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• goeasy Ltd. (GSY $179.65)
  • $179.65 P/E (TTM): 11.57X Cap: $2.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $75.01)
  • $75.01 P/E (TTM): 37.2X Cap: $8.48B
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• VanEck Gold Miners ETF (GDX $53.84)
  • $53.84 P/E (TTM): 44.3X Cap: $16.13B
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• ECN Capital Corp. (ECN $3.10)
  • $3.10 P/E (TTM): 113.53X Cap: $875M
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• VanEck Junior Gold Miners ETF (GDXJ $69.07)
  • $69.07 P/E (TTM): 32.61X Cap: $5.37B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Lantheus Holdings Inc. (LNTH $73.31)
  • $73.31 P/E (TTM): 20.61X Cap: $5B
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Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

Upvote 0

Read Answer Asked by Terence on May 29, 2023

• Apple Inc. (AAPL $214.15)
  • $214.15 P/E (TTM): 33.4X Cap: $3.19T
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• Amazon.com Inc. (AMZN $228.29)
  • $228.29 P/E (TTM): 37.05X Cap: $2.42T
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• Costco Wholesale Corporation (COST $941.19)
  • $941.19 P/E (TTM): 55.0X Cap: $417.39B
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• Alphabet Inc. (GOOG $191.51)
  • $191.51 P/E (TTM): 21.44X Cap: $2.32T
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• Microsoft Corporation (MSFT $505.87)
  • $505.87 P/E (TTM): 39.08X Cap: $3.75T
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• NVIDIA Corporation (NVDA $170.78)
  • $170.78 P/E (TTM): 53.88X Cap: $4.16T
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• Starbucks Corporation (SBUX $95.92)
  • $95.92 P/E (TTM): 35.12X Cap: $109B
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• Enbridge Inc. (ENB $61.84)
  • $61.84 P/E (TTM): 22.74X Cap: $134.81B
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• Loblaw Companies Limited (L $217.51)
  • $217.51 P/E (TTM): 30.22X Cap: $65.63B
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• Constellation Software Inc. (CSU $4,844.17)
  • $4,844.17 P/E (TTM): 101.29X Cap: $102.65B
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• Fortis Inc. (FTS $66.30)
  • $66.30 P/E (TTM): 20.16X Cap: $33.25B
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• TFI International Inc. (TFII $122.43)
  • $122.43 P/E (TTM): 19.71X Cap: $10.28B
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• Kinaxis Inc. (KXS $203.19)
  • $203.19 P/E (TTM): 427.81X Cap: $5.70B
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• goeasy Ltd. (GSY $179.65)
  • $179.65 P/E (TTM): 11.57X Cap: $2.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $75.01)
  • $75.01 P/E (TTM): 37.2X Cap: $8.48B
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• VanEck Gold Miners ETF (GDX $53.84)
  • $53.84 P/E (TTM): 44.3X Cap: $16.13B
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• INVESCO QQQ Trust (QQQ $563.81)
  • $563.81 P/E (TTM): 59.46X Cap: $359.48B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• Boyd Group Services Inc. (BYD $210.57)
  • $210.57 P/E (TTM): 249.18X Cap: $4.54B
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• VanEck Junior Gold Miners ETF (GDXJ $69.07)
  • $69.07 P/E (TTM): 32.61X Cap: $5.37B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
  • $92.12 P/E (TTM): 235.71X Cap: $148.93B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.86)
  • $84.86 P/E (TTM): 43.41X Cap: $136.84B
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Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Upvote 0

Read Answer Asked by Terence on May 25, 2023

• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: Trying to decide to hold or sell, what is your opinion?

Upvote 0

Read Answer Asked by Brian on April 12, 2023

• Suncor Energy Inc. (SU $53.96)
  • $53.96 P/E (TTM): 10.75X Cap: $66.23B
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• Cameco Corporation (CCO $107.59)
  • $107.59 P/E (TTM): 185.96X Cap: $46.83B
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• ATS Corporation (ATS $42.57)
  • $42.57 Cap: $4.15B
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• BRP Inc. Subordinate Voting Shares (DOO $70.44)
  • $70.44 Cap: $5.15B
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• Magna International Inc. (MG $59.27)
  • $59.27 P/E (TTM): 10.44X Cap: $16.98B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
  • $166.06 P/E (TTM): 100.81X Cap: $215.44B
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• Tamarack Valley Energy Ltd. (TVE $5.16)
  • $5.16 P/E (TTM): 10.83X Cap: $2.61B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $20.71)
  • $20.71 P/E (TTM): 27.29X Cap: $2B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff

Upvote 0

Read Answer Asked by JEFF on March 09, 2022

• Williams Companies Inc. (The) (WMB $57.71)
  • $57.71 P/E (TTM): 30.84X Cap: $70.46B
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• Rio Tinto Plc (RIO $64.62)
  • $64.62 P/E (TTM): 9.1X Cap: $80.67B
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• Cameco Corporation (CCJ $79.15)
  • $79.15 P/E (TTM): 185.96X Cap: $34.45B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• West Fraser Timber Co. Ltd (WFG $75.44)
  • $75.44 Cap: $5.87B
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Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.

My thanks.

Upvote 0

Read Answer Asked by David C. on February 15, 2022

• Nucor Corporation (NUE $145.00)
  • $145.00 P/E (TTM): 25.36X Cap: $33.45B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: I know Nucor and Teck are different, but for growth, which would you choose now...or would you own both?

Upvote 0

Read Answer Asked by Gregory on February 01, 2022

• Freeport-McMoRan Inc. (FCX $44.84)
  • $44.84 P/E (TTM): 37.54X Cap: $64.39B
  • View FCX Profile
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• Agnico Eagle Mines Limited (AEM $172.92)
  • $172.92 P/E (TTM): 27.19X Cap: $86.92B
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• Rio Tinto Plc (RIO $64.62)
  • $64.62 P/E (TTM): 9.1X Cap: $80.67B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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• BHP Group Ltd. (BHP $55.31)
  • $55.31 P/E (TTM): 17.46X Cap: $136.09B
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Q: What companies mine both gold and copper? Which ones are recommended?

Upvote 0

Read Answer Asked by James on January 21, 2022

• Apple Inc. (AAPL $214.15)
  • $214.15 P/E (TTM): 33.4X Cap: $3.19T
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• Starbucks Corporation (SBUX $95.92)
  • $95.92 P/E (TTM): 35.12X Cap: $109B
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• Verizon Communications Inc. (VZ $42.84)
  • $42.84 P/E (TTM): 10.23X Cap: $180.62B
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• Walmart Inc. (WMT $95.68)
  • $95.68 P/E (TTM): 40.96X Cap: $763.56B
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• BCE Inc. (BCE $33.42)
  • $33.42 P/E (TTM): 78.93X Cap: $30.48B
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• Loblaw Companies Limited (L $217.51)
  • $217.51 P/E (TTM): 30.22X Cap: $65.63B
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• lululemon athletica inc. (LULU $224.03)
  • $224.03 P/E (TTM): 15.23X Cap: $25.70B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $75.01)
  • $75.01 P/E (TTM): 37.2X Cap: $8.48B
  • View ATZ Profile
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

Upvote 0

Read Answer Asked by Les on November 01, 2021

• Starbucks Corporation (SBUX $95.92)
  • $95.92 P/E (TTM): 35.12X Cap: $109B
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• 3M Company (MMM $150.82)
  • $150.82 P/E (TTM): 19.09X Cap: $80.33B
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• Verizon Communications Inc. (VZ $42.84)
  • $42.84 P/E (TTM): 10.23X Cap: $180.62B
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• Walmart Inc. (WMT $95.68)
  • $95.68 P/E (TTM): 40.96X Cap: $763.56B
  • View WMT Profile
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• BCE Inc. (BCE $33.42)
  • $33.42 P/E (TTM): 78.93X Cap: $30.48B
  • View BCE Profile
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• CAE Inc. (CAE $39.00)
  • $39.00 P/E (TTM): 31.1X Cap: $12.49B
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• lululemon athletica inc. (LULU $224.03)
  • $224.03 P/E (TTM): 15.23X Cap: $25.70B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $75.01)
  • $75.01 P/E (TTM): 37.2X Cap: $8.48B
  • View ATZ Profile
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you

Upvote 0

Read Answer Asked by Michael on October 25, 2021

• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
  • View TECK Profile
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Q: What do you think about Teck at this time for a longer term hold? I see from filings that Stanley Druckenmiller bought shares in it last Q which got me interested. I don't have any mining companies in my portfolio. Thanks,

Jason

Upvote 0

Read Answer Asked by Jason on May 31, 2021

• Lundin Mining Corporation (LUN $14.23)
  • $14.23 Cap: $12.34B
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• Labrador Iron Ore Royalty Corporation (LIF $28.32)
  • $28.32 P/E (TTM): 13.22X Cap: $1.81B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Nutrien Ltd. (NTR $82.48)
  • $82.48 P/E (TTM): 55.75X Cap: $39.83B
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: What would you invest in when inflation is a problem?

Upvote 0

Read Answer Asked by John on April 28, 2021

• Lundin Mining Corporation (LUN $14.23)
  • $14.23 Cap: $12.34B
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• Ero Copper Corp. (ERO $20.23)
  • $20.23 P/E (TTM): 91.31X Cap: $2.07B
  • View ERO Profile
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
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Q: What companies are best to invest in copper right now. Is there an ETF?

Upvote 0

Read Answer Asked by Maria on February 09, 2021

• Hudbay Minerals Inc. (HBM $14.04)
  • $14.04 P/E (TTM): 26.15X Cap: $5.54B
  • View HBM Profile
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
  • View TECK Profile
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Q: I am interested in copper- is there still upside do you think, or has it had its' run? is the etf COPX a good way to play this, or is teck or hudbay maybe a better alternative? Thank you!

Upvote 0

Read Answer Asked by Elle on February 08, 2021

• Sociedad Quimica y Minera S.A. (SQM $39.55)
  • $39.55 P/E (TTM): 17.15X Cap: $11.29B
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• Compass Minerals Intl Inc (CMP $21.49)
  • $21.49 Cap: $854M
  • View CMP Profile
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• Teck Resources Ltd (TECK $38.59)
  • $38.59 P/E (TTM): 62.31X Cap: $19.31B
  • View TECK Profile
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Q: Hello -

Which of these three resource stocks is the better investment? Or do you prefer another? I would prefer that it would be a larger company with decent balance sheet and good management. It would be in my RRSP in USD.

Upvote 0

Read Answer Asked by James on September 02, 2020