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.
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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.
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Canadian National Railway Company (CNR $132.58)
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Sun Life Financial Inc. (SLF $81.49)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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FirstService Corporation (FSV $276.50)
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Kinaxis Inc. (KXS $194.59)
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Agnico Eagle Mines Limited (AEM $189.83)
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Thomson Reuters Corporation (TRI $246.86)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Nutrien Ltd. (NTR $80.05)
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?
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Freeport-McMoRan Inc. (FCX $43.28)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Lundin Mining Corporation (LUN $15.69)
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Capstone Copper Corp. (CS $9.66)
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.
Thank you.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Lundin Mining Corporation (LUN $15.69)
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.
Thanks for such a great service.
Dave.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.90)
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
Thanks for your great service
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First Quantum Minerals Ltd. (FM $23.47)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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
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Cameco Corporation (CCO $103.61)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Russel Metals Inc. (RUS $41.69)
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Agnico Eagle Mines Limited (AEM $189.83)
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Nutrien Ltd. (NTR $80.05)
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?
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?
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Home Depot Inc. (The) (HD $412.79)
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Nike Inc. (NKE $78.38)
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United Airlines Holdings Inc. (UAL $102.98)
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Suncor Energy Inc. (SU $55.28)
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Canadian Natural Resources Limited (CNQ $43.07)
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Cenovus Energy Inc. (CVE $22.68)
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Air Canada Voting and Variable Voting Shares (AC $19.81)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Secure Waste Infrastructure Corp. (SES $16.60)
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Capstone Copper Corp. (CS $9.66)
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SPDR Biotech ETF (XBI $90.92)
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Crocs Inc. (CROX $86.56)
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Deckers Outdoor Corporation (DECK $109.10)
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Stellantis N.V. (STLA $10.13)
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,
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Ivanhoe Mines Ltd. (IVN $11.71)
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
Thanks
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Freeport-McMoRan Inc. (FCX $43.28)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
Q: Hello,
Looking to enter a new position. Thoughts on which would be a better buy today for a long term hold? And your opinion on copper going forward.
Thank you.
Looking to enter a new position. Thoughts on which would be a better buy today for a long term hold? And your opinion on copper going forward.
Thank you.
Q: TECK.A vs. TECK.B - which is the better one with which to start a new position?
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Freeport-McMoRan Inc. (FCX $43.28)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Capstone Copper Corp. (CS $9.66)
Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Lundin Mining Corporation (LUN $15.69)
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Capstone Copper Corp. (CS $9.66)
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Ivanhoe Mines Ltd. (IVN $11.71)
Q: How would you rank these stocks,why,and entry price? Thanx.
Q: Hello
Teck resources seems to have been headed down for quite a while
Did it get too expensive and sold off?
Is there something else weighing on this company more than tariff and recession fears?
They can sell to anyone in the world do not sure why tariffs are a big issue
Thanks
Teck resources seems to have been headed down for quite a while
Did it get too expensive and sold off?
Is there something else weighing on this company more than tariff and recession fears?
They can sell to anyone in the world do not sure why tariffs are a big issue
Thanks
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Global X Copper Miners ETF (COPX $48.21)
Q: Question on increasing my copper exposure:
I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?
I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.
Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?
I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?
I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.
Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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Capstone Copper Corp. (CS $9.66)
Q: Hi 5i,
My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.
What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?
Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)
I'm not averse to risk and looking to hold at least 5+ years.
Thank you in advance.
Greg C.
My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.
What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?
Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)
I'm not averse to risk and looking to hold at least 5+ years.
Thank you in advance.
Greg C.
Q: Hi 5i, In a recent TD analyst TECK report management stated that, "No material impacts from U.S tariffs — Management addressed the issue of potential tariffs on its conference call, noting that while they sell some finished products from Trail into the U.S., they did not expect the imposition of tariffs to have any meaningful impact on its business other than potential impacts to global GDP". Teck is premier company currently trading at a decent price so it seems as if TECK would be an excellent buy at this time. Can 5i give us 5 more superior quality Canadian stocks that appear to be well positioned to weather the US tariff storm? Yes bulletproof would be nice! Thanks, Chris
Q: Greetings 5i, I need to raise some cash and looking at either Teck or Nutrien. Based on medium term prospects which one would you sell? Would appreciate if you can provide a brief explanation in terms of reasons to keep vs sell for each. Thank you.
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Lockheed Martin Corporation (LMT $446.20)
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Suncor Energy Inc. (SU $55.28)
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Cenovus Energy Inc. (CVE $22.68)
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CAE Inc. (CAE $37.84)
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Stantec Inc. (STN $153.25)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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North West Company Inc. (The) (NWC $50.69)
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Agnico Eagle Mines Limited (AEM $189.83)
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iShares U.S. Aerospace & Defense ETF (ITA $195.81)
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...