Q: I have no exposure in any of these companies. Would you suggest I buy a basket of a small amount of each or could you recommend one or two for a non registered portfolio.
Appreciate your advice.
Dorothy

Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?

Q: I own a modest position in Hudbay Minerals (HBM). I was underwater on the stock but now I am up nearly 40 per cent with the recent run inculind today April 9. I have owned this one in the past and I have always sold it when it goes on a run and then I buy it back when it slides a few months later. Unfortunatley I did not add to my HBM position when it was badly beaten down in 2023. I don't want to add to this one but I am thinking of selling since that has served me well in the past. But this time I think it may be different since the "copper is the metal needed for the electrification of the world theme" might actually taking hold. HBM also produces a sizeable about of gold so I am not sure if that is driving the recent surge in the share price. What do the 5i guys think and would you buy, sell, or hold HBM without just shy of $11 per share?