Investment Q&A

Q: From what I see, on Jan. 1/11 TECK.B:CA stock was over $60. Today it is half the price. What would account for the difference? Are commodity prices not at or close to all time highs? Is it sentiment? More shares issued since then? It's a head-scratcher for me.

Q: I have a question about Teck.B:CA.
They reported a huge quarter yet their stock keeps falling. What's going on?

Q: What three metals generate most of Teck's revenues? Can you please provide percentages of revenue for each of the three? Thank you.

Q: I have never been a fan of timing the commodity cycle. However, I am looking at taking positions in one or more of LUN, LIF and TECK.B. While TECK has been higher the other two are at new or near their all time highs. In your estimation, do these stocks (all company specific issues aside) just keep going higher while the global environment is positive? Can you please rank them on overall gains on the one hand and relative safety on the other? But do you think they will all just be pummeled (as per usual) during the next global recession and/or first signs of overcapacity? Thank-you.

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.

A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.

B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.

If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?

Many thanks for your guidance.

Maureen

Q: Peter et al:
I would appreciate your latest thoughts on teck.b:ca. Is it the b that I should be buying. Many times in your responses, in order to cement your answer you comment that share xyz was a larger dollar amount 10 years hence. Teck.b was $51.00 in Jan 2011. Today $ 22.00. Your detailed comments please.
Thanks,
BEN.

Q: Your opinion on Teck today and would you buy it and why?
Thank you.

Q: If I wanted exposure to the growth in commodities can you suggest your top 3 picks

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Q: Hi, what would be your choice please for a TSX listed metal weighting in a portfolio? Any better options than XBM or Teck? Thanks.

Q: Hi Team, can I get your overall opinion of TECK.B I've held it since 2014 and am now still at my cost could there be any further upside or is it time to let it go. Thanks

Q: Hi 5i ,
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help

Q: Hi Team.
I have been holding on to this stock for over a year and it as no momentum at all even the dividends have been cut, would you have another company that i can replace it with in the same sector please. With a little more dividends.

Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.

Q: Hi. My materials is a little low. I've noticed you've been recommending Teck lately. Would you consider it better than CCL? Or is the something else you prefer in materials? I already own BTO so not looking for more gold.

Thanks to you guys I've been rewarded with a 30% return this year! Best of the season to all!! Thank you for the fantastic service. I never hesitate to recommend you to others.

Ian

Q: Part 2 of my question about year end adjustments to my portfolio. I have fairly small positions in 10 of these stocks (0.6% to 1.1%), and no position in DOO. I would like to add to several of these using the cash generated from reducing larger positions in some holdings. Looking for best long term total return, 5+ years. Sector, and size of company not a major consideration, in a well diversified portfolio. I like growth, I like dividends. Looking at ATD.B, BAM.A, CAR.UN, DIR.UN, DOO, GRT.UN, ITP, LNF, TCN, TECK.B, SLF. Thank you.

Q: The A and B Teck shares have historically traded in line, however, since January 2020 the A shares (voting and not very liquid) started to pull ahead of the B shares (non-voting and liquid). Recently, this differential has gapped significantly with the A shares pulling substantially ahead. Do you have an explanation for this? Is there something going on with the ownership position in Teck?

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Good afternoon, I've owned Teck for somewhere around 5 years and am down in the neighbourhood of 50% at this point. The turnaround is always around the corner it seems. I notice Qtrade has 13 analysts with a buy rating so maybe my patience has run out at the wrong time? I'm wondering if you would sell and replace with something like AEM? This is my only non oil/gas materials holding.
Thanks, Rod