Investment Q&A

Q: Would you hold or sell?

Q: Peter; After the Glencore announcement this am re just the coal biz do,you think the takeover rush is over- and time to move on? Thanks Rod

Q: On or about May 23rd, TECK.A shares dropped about 40% eliminating the premium to the non voting "B" shares. WHY? Which shares would you recommend buying now?

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: It looks like Teck.b share price has nowhere to go but up? Would you agree?

Q: Can you please give us your recommendations what will be minimum / maximum CDN dollar amount for Teck resource shares if someone gives offer. I just want to analyze if it is worth holding until offer comes or add more.

Thanks for the great service

Q: Peter; With our premier (Eby) sticking his nose in - and with the Liberals needing some good news- do you think it could be turned down on the
national interest clause ?
Thanks,
Rod

Q: If you were to buy Teck today would you buy series "A" of "B". Seems that the "A" series has more momentum and once the two are joined in a few years, will we be left with A or B series. Many tnx.

Q: Good Morning

Todays Globe and Mail watchlist chart showed a 53% increase in Teck a shares and very little change in Teck B shares yesterday. Would you kindly explain the difference in the share structure and why the difference in stock price. I understand they decided to spin out the coal business could you elaborate on the reason for this. ? Environment concerns ??

Thank you

Q: Hi Peter, Ryan and 5i team,
What do you think of the news that Teck resources want to spin out their coal division? The market seems to like it. I own some shares and wonder what effect that will have on my holdings.
Thank you for the info.

Q: Hi There,
Do you expect the energy and resources sectors to continue to do well in 2023? I'm contemplating selling SU and/or Teck and moving the money into a US mid cap ETF such as VO. Apple to Oranges I know, however looking for the best risk/reward scenario.
You thoughts please.
Thank you

Q: Hi 5i
With significant pullback in copper stocks, how would you rank these for best rebound potential? Any others? Would you be willing to start buying now or wait?
Thanks again.

Q: If you had the option to invest in just one of these energy stocks at this time (Teck.Ca or Bir) which would it be?

Q: I am down substantially in LUN and thinking about harvesting the loss and investing in TECK. Your thoughts? Good idea or just stay out of minerals for now? Thanks

Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?

Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.

Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

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

Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation
Ed

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.