Q: Other than not adding any further value to the company is there any other reason why this company should be sold?
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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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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Celestica Inc. (CLS $355.75)
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Whitecap Resources Inc. (WCP $10.93)
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Boyd Group Income Fund (BYD.UN)
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Western Forest Products Inc. (WEF $12.50)
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Agnico Eagle Mines Limited (AEM $236.67)
Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
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Bank of Nova Scotia (The) (BNS $88.42)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Vermilion Energy Inc. (VET $11.68)
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NFI Group Inc. (NFI $15.65)
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TFI International Inc. (TFII $129.98)
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Whitecap Resources Inc. (WCP $10.93)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.54)
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Western Forest Products Inc. (WEF $12.50)
Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:
TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG
Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.
TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG
Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Whitecap Resources Inc. (WCP $10.93)
Q: Hi Guys,
I sold WCP for the tax loss in October. Since then it has declined from $8 to $5. Any suggestions as to when to buy back, or would you suggest any other replacement, say VET?
Still hanging on to Teck at a big decline. Was concerned that they would bring on a partner for their copper mine in Peru. Any point in waiting longer or will a deal not be of any impact?
Thanks,
KC
I sold WCP for the tax loss in October. Since then it has declined from $8 to $5. Any suggestions as to when to buy back, or would you suggest any other replacement, say VET?
Still hanging on to Teck at a big decline. Was concerned that they would bring on a partner for their copper mine in Peru. Any point in waiting longer or will a deal not be of any impact?
Thanks,
KC
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Largo Inc. (LGO $2.59)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Western Forest Products Inc. (WEF $12.50)
Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Vermilion Energy Inc. (VET $11.68)
Q: At current price ,P/E,yield,P/C,P/B for Vet.to what are your thoughts on purchasing it compared to Teck B
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Stars Group Inc. (The) (TSGI $37.49)
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Celestica Inc. (CLS $355.75)
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Western Forest Products Inc. (WEF $12.50)
Q: As a big time fan of the site (just renewed my subscription) I have a convoluted question to ask.
Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.
As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?
Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!
Based on the advice that is promulgated from 5i, I have purchased the stocks from the balanced portfolio, amongst a few others from the growth folio. With regard to the stocks that I have listed, I took 5i’s advice and purchased piecemeal and as a result my average cost is lower than 5i initial purchase price. No complaint there. The question however that becomes inevitable, is, should there be a recommendation to sell, such as say, CLS, based on a $19 buy in recommendation at 5i as opposed to my 16 Ave cost, wilI the logic still hold? The same applies to the other stocks that I hold.
As a follow up, I note that the monthly portfolio data provides the current price and inception price. Can you explain why you do not adjust the cost price to reflect additional purchases after the initial purchase price, such as wef or wcp?
Thanks in advance, I recommend that anyone who subscribes to the service to renew! It’s a no brainer. And that’s after the October haircut!
Q: Would this be a good time to buy TECK.B? Would like to hold for 3 years+
Q: Could you please comment on their results and outlook?
Thanks,
Milan
Thanks,
Milan
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Celestica Inc. (CLS $355.75)
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Agnico Eagle Mines Limited (AEM $236.67)
Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!
Thank you so much!
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Lundin Mining Corporation (LUN $21.64)
Q: I have zero allocation to minerals, mining and material stocks in my portfolio. Do you feel that some exposure is warranted for diversification purposes?
If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.
If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: What would you buy today KL or TECK ?
Thanks,
Milan
Thanks,
Milan
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Reliq Health Technologies Inc. (RHT)
Q: I follow your balanced equity portfolio. I have not sold SJ. I have not added RHT, TECK.B and WEF. Should I wait and sell SJ. Is this a good time to buy the rest. Please give me the order I should purchase. T as always Steve
Q: What are your thoughts on this stock over the medium term?
Rob
Rob
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First Quantum Minerals Ltd. (FM $32.81)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Lundin Mining Corporation (LUN $21.64)
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Hudbay Minerals Inc. (HBM $23.89)
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North Shore Uranium Ltd. (NSU $0.20)
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Ivanhoe Mines Ltd. (IVN $16.01)
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Sociedad Quimica y Minera S.A. (SQM $44.54)
Q: Hi.
I want to invest in a Mining company that engages in copper mining as well as other minerals. I have been reading alot about the renewable energy market and I feel as though copper, aluminum, lithium, cobalt, as well as other minerals linked to renewable energy will be continuing to grow in demand. I know that as a commodity Copper is low right now. I was looking for a shorter term investment (1 to 3 years) as well as a longer term investment (5 to 10 years) in a good mining company that mines for minerals linked to renewable energy. Do you have any suggestions?
Thanks
Rob
I want to invest in a Mining company that engages in copper mining as well as other minerals. I have been reading alot about the renewable energy market and I feel as though copper, aluminum, lithium, cobalt, as well as other minerals linked to renewable energy will be continuing to grow in demand. I know that as a commodity Copper is low right now. I was looking for a shorter term investment (1 to 3 years) as well as a longer term investment (5 to 10 years) in a good mining company that mines for minerals linked to renewable energy. Do you have any suggestions?
Thanks
Rob
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Trevali Mining Corporation (TV $0.21)
Q: Peter and team:
I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.
Thanks as always for you terrific site.
Phil
I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.
Thanks as always for you terrific site.
Phil
Q: I'm going to buy FB after this large drop on missed earning. To do so I'm either going to sell TECK.B or CLIQ. In your opinion, which one would you suggest selling? ( I'm down about 2% on both stocks)
Thanks.
Thanks.
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Lundin Mining Corporation (LUN $21.64)
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North Shore Uranium Ltd. (NSU $0.20)
Q: In the industrial metals space I have LUN (0.45% of portfolio) and Teck.B (2.73%). I am thinking of increasing my exposure. Which of these two would you prefer; or is there something else.
Thanks as always.
Ian
Thanks as always.
Ian
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.98)
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Methanex Corporation (MX $54.78)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Western Forest Products Inc. (WEF $12.50)
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Agnico Eagle Mines Limited (AEM $236.67)
Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.
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First Quantum Minerals Ltd. (FM $32.81)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.01)
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Lundin Mining Corporation (LUN $21.64)
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Hudbay Minerals Inc. (HBM $23.89)
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Trevali Mining Corporation (TV $0.21)
Q: Of the 5 mining Co's, which one would you say is most globally diversified with best growth prospects, if the world doesnt hiccup too badly with current trade rhetoric ? Or maybe, a Co. not mentioned, I know Teck is the largest-diversified, but maybe another has more torque to the upside of a particular metal, maybe gold/ lithium miner ? I'm seeking Cdn competitive advantage with U.S dollar revenues.