Q: Hello, why are iron and steel companies selling so cheaply? P/e of 1.43? Are these good buys. Would you please recommend any quality company in any sector which you think is great bargain. Thanks. Shyam
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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.
- Freeport-McMoRan Inc. (FCX)
- Hess Corporation (HES)
- Exxon Mobil Corporation (XOM)
- Sun Life Financial Inc. (SLF)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Antero Resources Corporation (AR)
- Reliance Inc. (RS)
Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- Loblaw Companies Limited (L)
- Cameco Corporation (CCO)
- Premium Brands Holdings Corporation (PBH)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.
Q: Dear 5i
I was thinking it might be a good idea to invest some cash in the wheat and steel sectors given their expected rise over the next year or so .
Perhaps RS for steel and maybe BG for wheat . Would you agree with these two selections or would you recommend something else ?
Thanks
Bill C
I was thinking it might be a good idea to invest some cash in the wheat and steel sectors given their expected rise over the next year or so .
Perhaps RS for steel and maybe BG for wheat . Would you agree with these two selections or would you recommend something else ?
Thanks
Bill C
- Dow Inc. (DOW)
- International Paper Company (IP)
- LyondellBasell Industries NV Class A (Netherlands) (LYB)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Lundin Mining Corporation (LUN)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- BHP Group Ltd. (BHP)
Q: CAN: NTR, AEM, LUN, CCL.b US: BHP, RS, DOW, LYB, IP
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
- Nucor Corporation (NUE)
- United States Steel Corporation (X)
- Stelco Holdings Inc. (STLC)
- Reliance Inc. (RS)
Q: Read your answer to Ken's question dated Feb 25, 2022 to STLC question. You answered "..with the pricing discrepancy on the basis of hedging through the use of futures, management noted significantly lower prices for steel, which will dampen revenues." Looking at the charts for US steel companies: where NUE and RS hit new highs and X rose 10.45% on Friday. I would have thought this price action would also be reflected in Canadian steel companies (ie: STLC, RUS) based on "A tide rises all boats" theory. However this was not the case on Friday. Is hedging and/or steel tariffs the reason? Or maybe something else? Thank you your insight.
Q: Hi 5iTeam,
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- NV5 Global Inc. (NVEE)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Reliance Inc. (RS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Trane Technologies plc (TT)
Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!
- Exco Technologies Limited (XTC)
- NV5 Global Inc. (NVEE)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Pinterest Inc. Class A (PINS)
- Digital Turbine Inc. (APPS)
- Karora Resources Inc. (KRR)
Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?
- Costco Wholesale Corporation (COST)
- The Kraft Heinz Company (KHC)
- Freeport-McMoRan Inc. (FCX)
- Coca-Cola Company (The) (KO)
- Procter & Gamble Company (The) (PG)
- Constellation Brands Inc. (STZ)
- Walmart Inc. (WMT)
- Dollarama Inc. (DOL)
- Primo Water Corporation (PRMW)
- Sherritt International Corporation (S)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend
1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same
Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.
Thanks
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend
1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same
Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.
Thanks
Q: Any reason for the drop yesterday? Do you still like RS going forward?
- Antero Resources Corporation (AR)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Reliance Inc. (RS)
- Digital Turbine Inc. (APPS)
Q: Hello,
Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?
Thank you!
Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?
Thank you!
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- Waste Management Inc. (WM)
- Canadian Natural Resources Limited (CNQ)
- WSP Global Inc. (WSP)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Stelco Holdings Inc. (STLC)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
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? …ie more materials
Do you have any specific suggestions ie an ETF or a company?
Thanks
Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?
Thanks
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- Waste Management Inc. (WM)
- Canadian Natural Resources Limited (CNQ)
- WSP Global Inc. (WSP)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Stelco Holdings Inc. (STLC)
- Nutrien Ltd. (NTR)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
- Applied Materials Inc. (AMAT)
- Lam Research Corporation (LRCX)
- Freeport-McMoRan Inc. (FCX)
- First Quantum Minerals Ltd. (FM)
- BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)
- Copper Mountain Mining Corporation (CMMC)
- Ichor Holdings (ICHR)
- Nutrien Ltd. (NTR)
- Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
- Ultra Clean Holdings Inc. (UCTT)
- Reliance Inc. (RS)
- Global X Copper Miners ETF (COPX)
- Horizons Global Semiconductor Index ETF (CHPS)
- Invesco PHLX Semiconductor ETF (SOXQ)
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
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
- Alphabet Inc. (GOOG)
- Garmin Ltd. (Switzerland) (GRMN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Morgan Stanley (MS)
- Verizon Communications Inc. (VZ)
- Xylem Inc. New (XYL)
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Atlassian Corporation (TEAM)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Flutter Entertainment Plc (PDYPF)
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.
- DuPont de Nemours Inc. (DD)
- Freeport-McMoRan Inc. (FCX)
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Nucor Corporation (NUE)
- Union Pacific Corporation (UNP)
- Xylem Inc. New (XYL)
- Cemex S.A.B. de C.V. Sponsored ADR (CX)
- Schnitzer Steel Industries Inc. (SCHN)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Hi Everyone at 5i!!! With Biden’s 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
- The Boeing Company (BA)
- Lockheed Martin Corporation (LMT)
- Itron Inc. (ITRI)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.
Where would BA fit? Would you consider it a buy? Why or why not...
thanks, Mark
Where would BA fit? Would you consider it a buy? Why or why not...
thanks, Mark
Q: Hello Peter and team;
I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?
I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?
- Alphabet Inc. (GOOG)
- Dominion Energy Inc. (D)
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- NRG Energy Inc. (NRG)
- Realty Income Corporation (O)
- Xcel Energy Inc. (XEL)
- Twitter Inc. (TWTR)
- Cencora Inc. (COR)
- T-Mobile US Inc. (TMUS)
- Reliance Inc. (RS)
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.