Q: Although resources are out of favour is the current noise about this company, one of our last big miners, at an opportune entry point?
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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.
- Crescent Point Energy Corp. (CPG)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Mattr Corp. (MATR)
- Whitecap Resources Inc. (WCP)
- Baytex Energy Corp. (BTE)
- Freehold Royalties Ltd. (FRU)
- Hudbay Minerals Inc. (HBM)
Q: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.
Q: Hi 5i,
Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?
Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.
G
Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?
Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.
G
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Loblaw Companies Limited (L)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Kinaxis Inc. (KXS)
Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?
Q: Teck usually gets hit very hard in a downturn but bounces back well. Could it be a good time to buy in?
Thanks
Randy
Thanks
Randy
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
- Sylogist Ltd. (SYZ)
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Celestica Inc. Subordinate Voting Shares (CLS)
- NFI Group Inc. (NFI)
- Western Forest Products Inc. (WEF)
- Knight Therapeutics Inc. (GUD)
- Currency Exchange International Corp. (CXI)
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Q: Is today's fall not a bit excessive? Good entry point?
Q: What are you current recommendations for base metal exposure?
Thank you!
Thank you!
Q: If I felt I needed a copper miner in my portfolio, which would be the best company to add?
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- NFI Group Inc. (NFI)
- Western Forest Products Inc. (WEF)
- Stelco Holdings Inc. (STLC)
Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.
Many thanks guys.
Q: My belief is that the China/US trade talk will ultimately get resolved (or at least trend to a more positive tone, especially as we head closer to the Nov 2020 election). Would you be a buyer of Teck today? Full position? Half position?
Q: What are your thoughts on buying this stock
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
Q: What is your opinion in Teck. I am surprised to see that no questions had been asked in the database.
Thank you.
Thank you.
Q: I see you like this company here? Is this not the wrong time to buy resource companies? Better to buy when there is a recession and PE goes through the roof - ready for next business cycle. Pay no dividends. I don't see a case to buy any of them; so, would be interested in your rationale.
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Hudbay Minerals Inc. (HBM)
Q: Looking at taking advantage of the recent sell-off in base metal miners to initiate a position in one of them. Which of the above would you prefer, or do you have another Canadian listed suggestion?
Thanks
Thanks
Q: If you were to rate this company, what would be its rating? Do you consider it cheap at current price?
Q: I own these 2 companies and up 5%.What do you think is driving these stock prices up?
And second question,these 2 companies are part of balanced portfolio which I am removing cyclical companies,at what point in this up cycle would you recommend selling?
Thanks
And second question,these 2 companies are part of balanced portfolio which I am removing cyclical companies,at what point in this up cycle would you recommend selling?
Thanks
- Intact Financial Corporation (IFC)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
Q: Could I please have your opinion on these 2 companies I consider selling to re-invest the funds in different companies?
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J