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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, can I get your thoughts on Teck. Its seems to have trouble getting thru the $35.00 level, I've held since 2013 where I bought it at $24.00, saw it go to 3.80 and now its back up. Is there any particular reason for this resistance at the $35.00 level, what would it take to break thru this level and is that possible. Thanks, Nick
Read Answer Asked by Nick on August 29, 2017
Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle
Read Answer Asked by Kyle on August 24, 2017
Q: Outside of Gold I only hold TV in the materials sector. Can you name a few equities that you would recommend that are not oil related? What weighting would you suggest for this sector overall? Thank-you as always.
Read Answer Asked by Alex on August 18, 2017
Q: I currently have about 5%- 7% of my portfolio in materials - SJ and MX specifically. If you accept the thesis that worldwide economic growth is improving would it be wise to also have some metals representation in my holdings or would you expect all materials to grow at the same time - i.e. a rising tide lifts all ships. I was thinking of Teck.B for this purpose if you think it is warranted. I do realize that 3 stocks are usually better than two for diversification but I only want to add (or switch) if you think I would be missing out on an important sector.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2017
Q: Please suggest some names in the industrial metal space (copper, aluminum and zinc) given that we are seeing a pull back in the $US and bottoming of the Bloomberg Commodity Index - Thank you.
Read Answer Asked by Aubrey on July 13, 2017
Q: Hello!

Canopy Growth Corp:
I have read your recent report regarding Cannabis industry which was very encouraging as far as the future if the industry with few reservations namely revenue ramp up period and emergimg market risks. I hold a significant position in Canopy Growth and was wandering about whether the stock has actually bottomed in your opinion, especially given todays sharp drop?

Teck:
What is your opinion on a long position in Teck? The company appears to be trading at a discount.

Apple:
I also hold a significant position in Apple. What are your thoughts in the companys sustainability as far as earnings growth in the next while with addition of the iHome speaker and iPhone 8 release. I am prepared to keep holding onto it. Is this a good strategy in your opinion?

Thanks in advance!

Irek
Read Answer Asked by Irek on June 07, 2017
Q: I see that Teck is held by a significant number of institutions. This surprises me as it seems to have been a pretty wild ride recently. Is this indicative of this sector? Would most of these companies have a long term hold? Has Teck been an institutional hold for a long time, or just recently? Or how do they make owning Teck work for them? In this sector must one constantly have one eye on the commodity price?
Read Answer Asked by Mark on April 17, 2017
Q: Can you rank these co's based on growth potential over a 6-18 month term?

Thanks for all the great insight and information. This service has been a great "investment."
Read Answer Asked by Jeff on March 16, 2017