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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 Morning. My mother (94 years old) is looking for a metals stock. She asked about Rus. I see it has been flat for a year (-2%). 5i seems to like STLC which is near a 52-w high and up about 60% over a year. I have Teck.b and it is near a 52-w high, so not sure about recommending that. I was thinking NTR (materials) may be a suggestion. Or what about FM as a new thought?

What would the experts at 5i suggest?

BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!

Read Answer Asked by Dan on January 20, 2023

Q: There has been discussions about mining companies here, mostly in the Au sector (i.e. Agnico Eagle).
What are your thoughts in investing in base metals? I have had Teck.B in my portfolio for awhile and considering adding to it holdings? Would you suggest other preferred assets?

Read Answer Asked by Gary on January 09, 2023

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%

Read Answer Asked by Keith on December 02, 2022

Q: Dear 5i
I am lacking stock exposure in 3 different sectors , namely Healthcare , Materials and consumer staples . If you could only pick one or two per category what would they be .
Thanks
Bill C

Read Answer Asked by Bill on November 09, 2022

Q: I have a small holding in copper but would like to increase that. What companies, any country, would you invest in for the next 5 - 10 years?

Crystal ball time; what materials would you invest in and any companies you would choose?

Take as many questions as necessary.

Thanks

Mike

Read Answer Asked by Michael on November 08, 2022

Q: Good morning,

Thank you for all the pertinent insight.

My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.

I am also looking for a current read on LIF.TO

Could you give me your current top picks. As well as a good entry price.

Please take the necessary credits.

Thank you very much.

Read Answer Asked by Adam on October 03, 2022

Q: Leaving other factors aside (eg taxes etc), within a well diversified portfolio would you be ok with selling CIX and TECK.b in favour of buying WCN and DOL? Basically I am asking if you think these latter two (at current valuations) might outperform the former in what I expect to be a somewhat moderate to deep recession? Thanks!

Read Answer Asked by Douglas on August 31, 2022

Q: If copper is believed to be strongly in demand in the future ,for various reasons,what Cies would be the safest investment ,at least in CDA ,or even elsewhere if possible as suggestion ?

Read Answer Asked by Jean-Yves on August 12, 2022

Q: Hi Peter & team,
Energy and material stocks have pulled back quite a bit from their recent high, would now be a good time to buy TOU, NTR and TECK.B for TFSA or you donít see a significant uptrend in the next 6 -12 months? For new TFSA contribution, what are some of your top picks for US stocks and CDN stocks? Thanks.

Read Answer Asked by Willie on August 08, 2022

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: Do you think TECK or LUN is the better investment today? Would you hold both TECK and LUN, or just one? Can also comment very briefly on holding commodity stocks? I assume these stocks fluctuating significantly and are not buy and forget stocks.
Thanks!

Read Answer Asked by Grant on July 25, 2022

Q: Hi Peter,

If you owned the BE portfolio but wanted to add to and diversify the commodity holdings (beyond AEM and SU), what 1-3 securities would you add? Canadian stocks and ETFs only, please.

Thank you!

Chris

Read Answer Asked by Chris on June 17, 2022

Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.

Read Answer Asked by Graeme on June 09, 2022

Q: What would your opinion of a small portfolio of these three stocks in a separate risk on investment for about a six month to one year holding period? It would be about ten percent of my whole portfolio, thanks?

Read Answer Asked by pat on April 19, 2022