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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: Just sold sheritt.. Took a kicking; What could I buy with the 6000. got to spend .. Risky is OK, No oil.. thanx cliFF
Read Answer Asked by cliff on June 29, 2018
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.
Read Answer Asked by Stephen on June 22, 2018
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.
Read Answer Asked by Joanne on June 21, 2018
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
Read Answer Asked by Stephen on June 19, 2018
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?

FJ
Read Answer Asked by Febin on May 28, 2018
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.
Read Answer Asked by Ken on April 27, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: Hello Peter / Ryan and Team,

I have the model balanced portfolio other than KL for AEM, a tiny position in MG, and am still missing Teck.B. My thoughts for new money is to either get MG up to a proper position size (approx 4%) or to buy Teck.b for a 3% position.

What are the pros and cons of each. Thanks for all your hard work.

Wes
Read Answer Asked by Wes on March 20, 2018
Q: Gentlemen,
My Basic mat'l sector allocation is 3%, I have SJ (2.60% PF, +4.77% gain) and TECK.b (0.4%PF, -7% lost).
I wish to add 2% . Please give you thoughts.
Thanks
best Regards
Read Answer Asked by Djamel on March 12, 2018
Q: I follow your balanced equity portfolio. Do not own RHT, WEF, Teck.b and CAE. Please rank in order of how I should purchase.
T as always STEPHEN
Read Answer Asked by Stephen on February 27, 2018
Q: Peter and Team:
I already hold TV in a basket of stocks primarily picked from your balanced portfolio. I am pretty much even since purchase.
What are your thoughts about a switch to Teck.b.
I realise it is a larger company and more diversified, but wonder if there is a big difference in risk/reward between the two.

Thanks

Phil

Thanks
Read Answer Asked by Phil on February 20, 2018
Q: I'm considering the risk/rewards of these two stocks you've suggested buying. Teck strikes me as much higher risk, but analysts don't forecast much more than a 10% upside during 2018. With A&Ws nearly 5% dividend, isn't it likely to return as much or more for far less risk?
Read Answer Asked by John on February 19, 2018
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