Investment Q&A

Q: When is the Teck merger expected to occur and is it a taxable event for Teck stock holders?

Many Thanks

Scott

Q: I hold Teck and since merger has been approved. Please advise what is the offer and what will happen to my shares or new shares will be listed on TSX.

Do you suggest sell or hold or buy another copper shares.

Thanks for the excellent service

Q: When the offer from Anglo to acquire Teck first came out I believe you were of the opinion that another offer may come out or that the Anglo offer could be amended. I took that to mean that one should hold onto their Teck shares to see how things shake out even though you prefer CS and LUN to Teck.....did I understand you correctly? With BHPs recent moves, things seem to be getting interesting in this space. If you were holding Teck what would you be doing 1) sitting tight waiting for clarity or 2) selling now and moving on to better opportunities - if so would CS and Lun still be your recommendations?

Keep up the great service!

Scott

Q: With the Teck merger approval approaching, would you recommend selling my Teck position and replacing it with other names in this sector?

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: Hi there,

What’s your top five Copper stocks right now and rated from 1-10 thank you!

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott

Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?

Q: Thoughts on merger with Anglo American please. Do i sell into this strength for teck, noting they are minority owners?

Thank you

Q: Time to move on. What is a suitable replacement in a well diversified portfolio outside materials? Dividend rate not an issue.

Q: Copper is a logical play these days but Teck is lagging, I know they have some issues but do you think this is a good entry point? Thx.

Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.

Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.

Q: Do we know why Teck.a stock is up 6.% where Teck.b stock are down 1%. Is it correct that Only difference is only voting and non voting.

Thanks for your great service

Q: Can you pls provide an overview of the investment prospects for these 2 companies. Which do you believe to be more attractive? I have Teck with a +20% loss and am considering taking the loss and getting into FM....is that something you would do? Many thanks for your excellent service

Q: Materials sector in Canada or US
In my 80s and we have very little to no exposure to any companies in any of the Materials subsectors.
I know that at our age we should probably invest conservatively and consider capital retention as imperative, but the advisers we had in our early income generating years had that strategy and we missed out on massive growth.
Since becoming a member of 5i, I have become bolder and made up a little lost ground, so I have some appetite for growth, but steer clear of absolute gambles.
What would you suggest for any stocks in the materials sector, where there is a moderate dividend, but ample room for growth?

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: I hold Ivn in my tfsa at a75% gain and am considering selling and using proceeds to buy Teck.b for a 2 to 3 year hold. Please evaluate by comparing the respective outlooks for each and your reasonings. Thanx.

Q: Hello. Do you consider TECK.B good buy at the moment looking at capital gains over the next 24 months,
Thanks