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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: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.
Read Answer Asked by Mark on July 04, 2025
Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?
Read Answer Asked by Ted on November 15, 2024
Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.
Read Answer Asked by David on September 09, 2024
Q: Is this still a good company to hold in this environment? Are Rio, BHP better options?
Read Answer Asked by Rachel on October 22, 2023
Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom
Read Answer Asked by Tom on September 06, 2023
Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.
Read Answer Asked by Les on August 15, 2023
Q: I am low on materials stocks, with only FNV in my current portfolio. I am wondering about adding either BHP (about to become a significant potash producer) or NTR. Do you have a preference, or is there another choice that you think would be even better?
Read Answer Asked by David on July 04, 2023
Q: Currently I hold both of these diversified metals companies (3.72% position in RIO and 1% position in BHP). BHP is a fairly recent addition. I have held RIO since 2019 and have added over time. I am questioning the wisdom of holding both companies and thinking of selling BHP (small gain) I consider RIO the best choice for a long term hold. Would appreciate your comments please.
Read Answer Asked by Maureen on June 28, 2023
Q: Hi. Would like to buy a copper producer in recognition of expected long term demand. I show a couple I like and hope you might add one or two more and then rate from best to worst taking into account current valuation, stability, management, dividend, etc. With thanks, Don
Read Answer Asked by Donald on June 13, 2023
Q: Hello, What major company would you suggest the produces iron? Seeing as the war in Ukraine is reducing the supply from the side of the world. Other than Brazil, is there a major player in North America you would recommend and why? Thanks
Read Answer Asked by pietro on December 21, 2022
Q: Which North American uranium companies are actual producers at this time. For an additional credit which ones would you buy today? (Ranked please)
Thanks for your great daily assistance!
Terry
Read Answer Asked by Terry on August 29, 2022
Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM
Read Answer Asked by James on June 08, 2022
Q: With the surge in commodity prices I bought positions in BHP and RIO. My portfolio is well diversified and mainly in value supported by yield. BHP and RIO combined only represent 3.3% of the total portfolio.
What concerns me at this point is the current noise about a potential recession later this year. That could hit metals and minerals fairly hard, particularly if the recession, if it happens, is worldwide. Spending on infrastructure construction as well as the demand for manufactured products could decrease substantially.
My first question is whether you support this scenario of a late 2022 recession. My second, obviously, is whether it's time to trim, sell, or just chill and ride out any downturn in the economy as I generally do. I do like the dividends of both RIO and BHP although they could easily be cut.
Read Answer Asked by Larry on April 18, 2022