- Freeport-McMoRan Inc. (FCX)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Eagle Materials Inc (EXP)
- West Fraser Timber Co. Ltd. (WFG)
Q: Material Sector - I hold a full position in .LIN and starter positions in EXP CS FCX WFG AEM - all recommended by 5i. I prefer to have a full position in one of these for a long-term [3-5 years] hold. How would you evaluate them [or any other you prefer] and recommend your highest conviction.
Thanks
Thanks