Q: May I have your comments on Methanex’s earnings please
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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)
- Cameco Corporation (CCO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Nutrien Ltd. (NTR)
- West Fraser Timber Co. Ltd. (WFG)
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Q: May I please have your comments on earning for Fortis and Methanex
Q: The contract changes in Trinidad and Tobago seem to be a loss of sales. How much does the idling of the Atlas facility hurt the revenues of MX? The stock sold off on this news but I note some insider buying also. What is your current assessment of this as an investment?
- Dollar Tree Inc. (DLTR)
- PayPal Holdings Inc. (PYPL)
- Methanex Corporation (MX)
- Block Inc. Class A (SQ)
- Jamieson Wellness Inc. (JWEL)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Mitek Systems Inc. (MITK)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Methanex Corporation (MX)
- FirstService Corporation (FSV)
Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly
Q: Could I have your thoughts on Q2 earnings.
Lower prices per tonne received for their commodity, lower net earnings, but Geismar 3 is 90% complete. Which way is a shareholder to feel about all of this?
Lower prices per tonne received for their commodity, lower net earnings, but Geismar 3 is 90% complete. Which way is a shareholder to feel about all of this?
Q: Can you please comment on MX's latest earnings report? Would you be comfortable buying at the current share price, especially considering the expected new production from its Geismar project in Q4 2023?
Thanks as always for your expertise.
Thanks as always for your expertise.
Q: Which Canadian large cap companies benefit most from low natural gas prices? Of these, which ones, if any, are a good buy at this time?
Thanks.
Thanks.
- Methanex Corporation (MX)
- Lundin Mining Corporation (LUN)
- B2Gold Corp. (BTO)
- Capstone Copper Corp. (CS)
- Osisko Mining Inc. (OSK)
- Karora Resources Inc. (KRR)
Q: In the gold sector what stocks would you recommend in the small to mid cap size over medium to long range?. Same question for copper?
Thank you
Thank you
Q: May I have your comments on earnings please
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Nutrien Ltd. (NTR)
Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
- The Walt Disney Company (DIS)
- Methanex Corporation (MX)
- Algonquin Power & Utilities Corp. (AQN)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Pinterest Inc. Class A (PINS)
- Digital Turbine Inc. (APPS)
- Palantir Technologies Inc. Class A (PLTR)
Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks
Q: May I have your comments on earnings please
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Medical Properties Trust Inc. (MPW)
- Zscaler Inc. (ZS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?
Thanks for your service!
Thanks for your service!
Q: MX or NTR - which stock do you believe has more growth and recover quickly going forward?
Thanks for your service!
Thanks for your service!
- Sun Life Financial Inc. (SLF)
- Methanex Corporation (MX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Methanex Corporation (MX)
- Parkland Corporation (PKI)
- TMX Group Limited (X)
- Tricon Residential Inc. (TCN)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- Leon's Furniture Limited (LNF)
- Evertz Technologies Limited (ET)
- WELL Health Technologies Corp. (WELL)
Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!
- Methanex Corporation (MX)
- Enghouse Systems Limited (ENGH)
- Parex Resources Inc. (PXT)
- TMX Group Limited (X)
- Sleep Country Canada Holdings Inc. (ZZZ)
- Boralex Inc. Class A Shares (BLX)
Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks
Q: Russia's gas cuts are threatening the world's largest Chemicals Hub in Europe. BASF has said it may have to shut down plants if gas supplies fall further. Assuming this raises chemical prices world-wide, are there any public Canadian or US companies that might benefit? Is Methanex one of them?