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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: Good morning - I'm interested in looking at a few companies related to the production of lithium, like LAC. Just wondering which would be on your short list and why. Thanks.
Read Answer Asked by Ben on May 04, 2022
Q: The Economist has a recent article on "seven metals (aluminium, cobalt, copper, lithium, nickel, silver and zinc) that are critical to building an electricity economy".

What would be your preferred method of gaining exposure to some or all of these--single stock (no fees but won't touch on all seven materials) or ETF (more diversified but high fees in Canada, eg XBM)? I would be interested in a single stock (not a basket of stocks) for this purpose, or an ETF. Would be grateful if you could please provide suggestions. Thanks!
Read Answer Asked by Chris on March 31, 2022
Q: Electrification Theme: My question is about the "picks and shovels" in the electrical equipment market to support EVs, modern energy grids, storage and distributed power. What stocks would you recommend with a short rationale and, if possible, entry price.
Thank you
Read Answer Asked by sam on March 29, 2022
Q: Can you recommend a company or companies that should benefit from the shift to electric vehicles. Thank You.
Read Answer Asked by Brian on February 16, 2022
Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry
Read Answer Asked by Jerry on February 02, 2022
Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.
Read Answer Asked by umedali on December 20, 2021
Q: Peter and crew; I am underwater on MP materials and not afraid to take a loss and move on but don’t wish to leave a company that has reasonable recovery potential. I would appreciate your thoughts and if moving on is the way to go, do you have one or two suggestions for a medium risk portfolio?
PS, I enjoy your contributions in National Post.
Read Answer Asked by John on August 09, 2021
Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!
Read Answer Asked by Saeed on May 04, 2021
Q: Hello Peter,
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.
Read Answer Asked by umedali on March 24, 2021
Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed
Read Answer Asked by Guy on January 25, 2021
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