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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there,

Are you bullish on commodities going into 2026? If so, do you have any recommendations for ETFs in the commodity space?

Thank you!
Read Answer Asked by Michael on January 20, 2026
Q: Good evening,


1) I feel that the materials sector will do well in 2026, do you agree?

2) If yes, which of the above etf's do you think would do the best given market conditions, their holdings, etc?

Do you have any individual stocks you would recommend in the materials sector that you think would outperform the etf's?

Thanks in advance for your thoughts.


Sheldon
Read Answer Asked by Sheldon on January 19, 2026
Q: What are your thoughts/ Projections about Gold and Silver for 2026. If you like this sector, can you suggest 3 companies that you like.
Read Answer Asked by Harpinder on January 17, 2026
Q: Hi 5i,
What are your thoughts on BTO today? Is there a better gold stock in your opinion, or just keep BTO? Thanks.
kc
Read Answer Asked by Keith on January 16, 2026
Q: Dear Peter et al:

"Rumblings" by YouTubers suggest that Silver's top is fast approaching. 100$ seems to be "magical" figure. Some are suggesting to "lighten" up. I have the above mentioned favorites of yours. (Didn't get CDE/HL) I have done well with ALL of your Gold/Silver choices.
The question is if one should stay put or "lighten" up as others seem to say. I am an investor and NOT a trader.

P.S. Reading your answers I get the impression that you seem to think that there is some ways to go up in commodities. Hope I am not wrong in my interpretation.
Read Answer Asked by Savalai on January 15, 2026
Q: Copper has shown a remarkable run, over past 6-9 months and Technical analysts like the move, and believe. it has lot more room to go, after almost a 10 year consolidation.

We took an exposure to Copper, through Hudbay Minerals, with an initial 1% position, during the pull back earlier this week.

What are your thoughts on the commodity/miners and what would be a reasonable weighting in a portfolio similar to 5i Balanced ?

Dou you like HBM ? Or, you would prefer to have Copper exposure through COPX, or any Large/Mid Cap Canadian names and why ?

Thank You
Read Answer Asked by rajeev on January 15, 2026
Q: I'm looking for midsize copper producers in relatively safe jurisdictions. I currently own small positions in TECK, TKO and ERO. I would like to add three or four to give more diversity in my holdings. Would you please list recommendations in order of priority?
With appreciation,
Ed
Read Answer Asked by Ed on January 15, 2026
Q: Someone asked a question about Taesko TKO mining the other day especially they asked about valuation. Your comment was that it trades at a very high PE and that Lundin Mining was perhaps a better pick. I agree with both of your comment but I think it is important to note that TKO is on the verge of transitioning from a 1 operating mine miner to a miner with two operating mines. The Florencia mine in Arizona is in the start up phase. Florencia is one of the world's first solution mines for copper (kind of like SAGD from the heavy oil industry). Solution is pumped underground, it dissolves (perhaps that is not the correct technical term) the host rock and another well collects the dissolved solution and brings it to the surface where the copper is stripped out of the solution (I believe the solution is then reused). The end product copper needs very little processing (no electrowinning at least). IFFF this new mining system works as well as the pilot plantw orked then the copper production costs are supposed to be very low. That is one of the reasons, along with high copper prices, that TKO has been on a solid uptrend lately. So there are valid reasons why TKO might deserve a seemingly high valuation. But I agree with you that Lundin is the better/safer copper miner so I have a good position in Lundin and a much smaller, more speculative position in TKO> Just a little extra color on TKO story.
Read Answer Asked by Paul on January 15, 2026
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