Investment Q&A

Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?

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

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!

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

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!

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.

Q: What would you buy today KL or TECK ?
Thanks,
Milan

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

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

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

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.

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

Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

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.

Q: Can I please get your opinion on buying Teck Resources at this level.

Thanks.

Q: Just sold sheritt.. Took a kicking; What could I buy with the 6000. got to spend .. Risky is OK, No oil.. thanx cliFF

Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.

Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.