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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: 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

Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?

Read Answer Asked by Alex on April 18, 2022

Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.

Read Answer Asked by Gary on April 18, 2022

Q: I hold the above 2 in the basic materials sector. Both are involved in copper production with Teck about to increase its exposure to the metal materially by year end. Copper is known as an economic indicator and the worry was in late 2021 that a drop below $4.20 would indicate a worsening economy. Currently, the price is $4.57 with a high in 2022 of almost $5.00 so as of now the economic signal has not turned negative where copper is concerned, however the inversion of the yield curve indicates otherwise. With both of these stocks at or near 52 week highs would it be wise to sell now before copper turns down before economic conditions worsen?

Read Answer Asked by John on April 18, 2022

Q: HI Peter and Staff

I own ITP in my basket of materials stocks. Trading at $1 below proposed sales price.

Assume the $9.99 * 2 is not an issue would you pull the trigger now and increase a modest position in TECK.B or wait for the sale to close?

Also assuming position in TECK.B is not overweight regardless of answer to first question would you continue to hold WFG in the basket or dump it in favour of increasing position in TECK.B?

Thanks for you you do

Dennis

Read Answer Asked by Dennis on March 29, 2022

Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF

Read Answer Asked by Graeme on March 25, 2022

Q: The phrase ďDonít trust anyone over 30Ē was coined in the 60ís, but as I head into CPP eligibility age Iím kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70ís, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80ís and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GICís (remember Trust Companies?) at double digit interest rates but wasnít invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Read Answer Asked by Stephen R. on March 23, 2022

Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .

Many Thanks

Greg

Read Answer Asked by Greg on March 22, 2022

Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.

(1) Why does FM trade at such a high multiple compared to the others?

(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.

Read Answer Asked by Dan on March 09, 2022

Q: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.

Read Answer Asked by TOM on March 08, 2022