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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: The Economist has a recent article on "seven metals (aluminium, cobalt, copper, lithium, nickel, silver and zinc) that are critical to building an electricity economy".

What would be your preferred method of gaining exposure to some or all of these--single stock (no fees but won't touch on all seven materials) or ETF (more diversified but high fees in Canada, eg XBM)? I would be interested in a single stock (not a basket of stocks) for this purpose, or an ETF. Would be grateful if you could please provide suggestions. Thanks!
Read Answer Asked by Chris on March 31, 2022
Q: greetings - I'm thinking of harvesting some NTR gains. Other than the financial sector ( I have RBC, SLF, BAM, GSY, BNS) and energy ( have CNQ, SU, ENB and TU) which Canadian companies do you regard with the strongest conviction these days for long term holds. Dividends are always nice but not a stopper. Thanks for a steady hand on the tiller. Al
Read Answer Asked by alex on March 31, 2022
Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: HI Peter and Staff

I own ITP in my basket of materials stocks. Trading at $1 below proposed sales price.

Assume the $9.99 * 2 is not an issue would you pull the trigger now and increase a modest position in TECK.B or wait for the sale to close?

Also assuming position in TECK.B is not overweight regardless of answer to first question would you continue to hold WFG in the basket or dump it in favour of increasing position in TECK.B?

Thanks for you you do

Dennis
Read Answer Asked by Dennis on March 29, 2022
Q: Thank you for responding to MP and NEO. Re NEO I see no reference in their most recent reports or other published coverage to a decline in revenues over the next two years so wondered if this came up in the conference call, and if so the cause of the anticipated decline. As to current pricing while the valuation looks modest on present earnings data I do not have and would appreciate your view on the valuation of this security versus others in their sector. Thank you.
Read Answer Asked by Mike on March 25, 2022
Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF
Read Answer Asked by Graeme on March 25, 2022
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