Investment Q&A

Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave

Q: Hello
the Ontario Ministry of energy indicated that Ontario will start to build a road up North to develop the Critical minerals in the Ring of Fire in N Ontario; obviously , companies like Stn , Wsp could benefit from the construction, in terms of critical minerals, can you give me some names of some companies that could benefit? or some other industrial stocks that will benefit, thanks
Michael

Q: Are there Canadian companies that would benefit from the 12 Billion critical mineral deal Canada has made with other countries? It was announced today on BNN

Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

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.