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  5. IVN: Good morning. [Ivanhoe Mines Ltd.]
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Investment Q&A

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Q: Good morning. Reviewing some of my holdings and thinking I don’t really need to hold these three. Down marginally on all 3. What’s your opinion?

Thanks Steve
Asked by Steven on December 21, 2023
5i Research Answer:

 We would be comfortable letting go of IVN.

We think that TCW could be worth holding due to the very high shareholder yield at 12.6%. The balance sheet is also quite strong so if investors are looking for exposure to the energy sector, it is a solid small cap name. 

WPM presents a good option as a capital light royalty name in the metals and mining industry. The stock has performed well this year and is expected to see growth next year. Similarly to TCW, it has a strong balance sheet and is a good option for sector exposure if that is desired.

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