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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: 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.

Read Answer Asked by Greg on August 08, 2022

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

Read Answer Asked by Barbara on March 07, 2022

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.

Read Answer Asked by Douglas on March 02, 2022

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?

Read Answer Asked by Graeme on March 01, 2022

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: 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

Read Answer Asked by Ed on May 18, 2021

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.

Read Answer Asked by michael on January 26, 2021

Q: Morning team,

It seems like base metals, especially copper, have been on a run lately, and I keep hearing the narrative that all the global government stimulus is/will fuel a bull market based around infrastructure spending. My questions are; 1) do you generally agree with this theory?, and 2) which base metals companies do you prefer? So far I've been looking at RIO, TECK, and FCX.

Thanks in advance for your feedback!

Read Answer Asked by Tristan on December 11, 2020

Q: The A and B Teck shares have historically traded in line, however, since January 2020 the A shares (voting and not very liquid) started to pull ahead of the B shares (non-voting and liquid). Recently, this differential has gapped significantly with the A shares pulling substantially ahead. Do you have an explanation for this? Is there something going on with the ownership position in Teck?

Read Answer Asked by Ken on December 03, 2020

Q: Never owned this resource stock; however, it's B.S. is pristine. With this COVID-19 situation and a high probability of things really slowing down, this stock probably has more downside - or not? My feeling are, you buy this one when there is blood in the street: high PE. The other thing is, they pay no dividend of any consequence, which they could afford. I don't think I've ever owned a resource stock other than O & G.

Appreciate your comments.

Read Answer Asked by James on March 23, 2020