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
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?
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.
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)
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: 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: 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.
Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve
Q: Can you compare potential of TECK vs TV going forward? I am considering taking the loss on TV, which I can use for tax purposes, and using the proceeds to buy TECK.
Q: Could you please list your favorite 3 names in Copper and the investment thesis for these companies? Please also share your take on Copper in the next 12 months?
Q: I hold Teck and Nutrien with the balance of my resource holdings in XMA. I have an equal amount of funds in each. I am considering selling XMA to purchase LIF. I know this will give me less diversity, but Teck and Nutrien are major weights in XMA which is otherwise heavy in gold stocks with low dividends and weak growth. At least LIF would give me decent dividends. What do you think? Thanks.