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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 Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
Read Answer Asked by Toge on January 30, 2024
Q: There are some rumours ABX will step in with a bid to takeover FM. I understand ABX has experience taking over mining companies shut down by 3rd World Governments. Then smoothing things over with the government leading to a re-start. FM certainly seems to be a candidate with their big debt. Not sure if the rumour is going to come true so I would take a pass for now. “Buy on Rumour, Sell on News” seems in this instance to be bad advice. However governments need some money coming in and their people need income too.
Read Answer Asked by James on January 08, 2024
Q: FM

That is a big mine 5 % on worlds copper production Why did government take this approach towards FM and take over the mine.

Who will now operate the mine ??The Government. ?? How many employees work at the mine.

What will Govt have to pay FM ? 10 Billion or more. ??

Will govt come to its senses and allow FM to continue. What impact to FNV Royalty. FNV is down 45 % .. Is it a BUY ? Is FM a BUY ?

Panama Canal is low on water and not many ships can pass through on a daily basis. Does this cost the government

What kind of Government runs Panama. Should one not invest in Panama at all. ?

RAK
Read Answer Asked by bob on December 18, 2023
Q: Hi 5i
Given current situation with the Panama referendum, What value does this mine contribute to FM overall value and assuming the vote is negative and FM loses it licences ect...what would you estimate the fair value share price to be...current price is around $13.50.....(I imagine the immediate reaction would be very bad...).....Hi 5i
Additional info for my First Qauntum question, Currently hold small position and want to decide if i should unload it or hold on...inside a registered plan so no tax benefit to sell.

thx
Read Answer Asked by jim on November 22, 2023
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Read Answer Asked by Will on November 22, 2023
Q: with so much extra copper needed in the future ,because of EV and clean energy what are your thoughts going forward on the copper price in the future?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?
Read Answer Asked by Josh on July 25, 2023
Q: Good morning, comments please on the deal between the government of Panama and First Quantum. I expected the share prices of FM and FNV to have a decent pop when the standoff was resolved but that didn't happen. Is the deal not as favourable as was expected? Will this deal affect the future royalty stream for FNV (did FNV have to provide any concession to assist in getting the agreement)?
Read Answer Asked by Robert on March 10, 2023
Q: Could you suggest a couple of Canadian companies leveraged to copper, noting key strengths? Then a couple of additional ones based on downside protection if commodity cycle rolls over?
Thanks in advance.
Read Answer Asked by John on July 29, 2022
Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.
Read Answer Asked by Gary on April 18, 2022
Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.

(1) Why does FM trade at such a high multiple compared to the others?

(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.
Read Answer Asked by Dan on March 09, 2022
Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.
Read Answer Asked by Peter on March 08, 2022
Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks
Read Answer Asked by Chris on September 29, 2021
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