Q: If one wanted to add exposure to the lumber industry do you have a favourite among these? I see that Resolute seems to have run away from the pack. WEF has trailed the others recently and has caught my eye. Please let me know which lumber stock you would suggest and why. It would also be helpful to know if you see adding in this sector as well timed or poorly timed. Thanks
Q: Hello Peter and Ryan,
Happy New year and thanks again for the great service. Grande West was supposed to report on Dec 19th 2017. I have been looking at news releases and have not seen any earnings from Grande West. Any ideas what is going on? In general, if a company is to release its earnings on a particular date and it delays the earnings date, what does it say about that company? Is there a site i can look at (other than company site) that provides exact release dates. What is your view on Greenspace Brands and Yangarra Resources. Yangarra has done well last year eventhough most oil stocks were down. Is their balance sheet better than most oil companies in Canada? Thanks again.
Q: Could you justify PME as a buy for income; and at least a small capital gain over the next 1 to 3 years? I know it has been a horrible performer over the past 3 years; but am wondering if it has bottomed and has a better risk/reward profile.
Q: I am wondering on your thoughts of holding physical metals.I own a few maple leaf gold coins and am contemplating buying some platinum and palladium maple leafs as a small part of holdings.
Q: Good Morning: I sent this question in last week but am assuming it got lost in cyberspace somehow. I am looking for a recommendation on a materials etf since I am very light in this space. My only holding at the moment is BHP. Also, is this a space that you would consider it necessary or important to have some exposure to at this time or in the near future. Thanks.
Q: Happy New Year 5iResearch Team,
I took a position on RIO in early August 2017 and currently up about 23%. Just wondering if can recommend an exit strategy on RIO.
Cheers,
Q: I own the following shares and down 35%. What is the company outlook (they seem to have intercepted gold again recently and shares have been going up) and should I hang on to the shares or not in 2018 ?
Q: I am a retired investor with little exposure to the mining/metals sector.
I would like your opinion on Sherritt.
Is this company worth investing in or are there better companies to invest in?
Also your view on the commodities cycle would be appreciated and helpful in making this investment decision.
Thanking you in advance.
Q: Hi Peter and everyone at 5i,
Regarding Teresa's question about copper earlier today, here's an article from the Financial Post that illustrates copper's role in the potential for an electric vehicle sales uptick expected by the author:
http://business.financialpost.com/commodities/mining/can-electric-cars-power-the-next-commodity-supercycle
Thanks to everyone at 5i for providing such a valuable and profitable service to members, and a happy, healthy, and safe New Year to all in the 5i community!
Wondering if you might have any input on the new issue- "NEO". I like the space they operate in, and they did have a successful past if I remember correctly; that said it has not traded well since the IPO.
Q: Hi everyone.
I have several questions so please take as many credits as needed.
1. Can you recommend an ETF for Japan? Several experts have recommended diversifying out of NA and into Japan.
2. Do you foresee a relative shortage in copper supply in the near future? If so, can you recommend a natural resource company that would benefit from the increased copper demand.
3. Do you know of an American equivalent to BNN?
Q: I own some of the Sherritt Nov 15/2021 bonds. What are your current thoughts on the safety of this issue? I realize 2021 in a long time away in the world of base metals. ( I thought your answer to a question July 27,2016 was very informative. )
Thanks for a great 2017 and all the best in the new year to all the staff at 5-I.
I know you have a bullish view of zinc and recommend TV (which I currently own) for exposure to the metal. I'm wondering if you also have a bullish view on copper?
If so, what would be your recommended strategy for exposure to this base metal? Would you recommend owning a company that is exposed to both metals, or two separate companies that focus on each metal?