Q: Copper seems like it's going to be in high demand. There's also tariff possibilities. If you had a choice to invest in copper today with a 2-3 year horizon, would you do it? Any suggestions on growth companies? Thanks.

Q: Hi 5i,

My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.

What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?

Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)

I'm not averse to risk and looking to hold at least 5+ years.

Thank you in advance.

Greg C.

Q: I am a holder of HBM for over 5 years in my non-registered account. Can you please give me your read on the latest news, especially regarding the weak guidance. Is the stock currently oversold or will there be further downside. I know you have long favoured CS over BHM, is that still the case after the correction in HBM and do you feel a switch would be a good idea going forward. BTW, I would like to remain invested in copper.

Much appreciated,

Francisco