Q: Hard question to define but was wondering what effect the surge in Nickel prices might have on investments in the lithium sector (which use nickel). Help or hurt?
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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: Would you please comment upon the arrangement between CS and Mantos. Do you prefer CMMC as a copper play? I would appreciate your reasons for preferring one company or the other.
Q: Hi 5i
1.Given current share price increase how do you view WDO going forward? Would you be investors and if so at what price would you consider? Do you think stock can run further and how do you view its risk? Further upside?
2. Considering initiating position in ATD given its current drop from around 53 to 47. What is your view on this company and would you be interested at this price. Any alternate suggestions in same space?
Many Thx
Jim
1.Given current share price increase how do you view WDO going forward? Would you be investors and if so at what price would you consider? Do you think stock can run further and how do you view its risk? Further upside?
2. Considering initiating position in ATD given its current drop from around 53 to 47. What is your view on this company and would you be interested at this price. Any alternate suggestions in same space?
Many Thx
Jim
Q: Could I please have your view and recommendations on LME?
Q: Good morning,
Could you please provide a thumbnail sketch on Sherritt and your advice on whether it is a buy given rising nickel?
Thank you
Could you please provide a thumbnail sketch on Sherritt and your advice on whether it is a buy given rising nickel?
Thank you
Q: I was a holder of equity precursors of GROY:US (it's the amalgamation of multiple entities) and am well aware of the previous companies, holdings, streaming positions etc. I am surprised to see it's downward trajectory in the face of strong Au pricing and the upward movement (now) in gold stocks. Could you provide some insight into what might be causing GROY:US to be drifting down at this time?
Q: Hi 5i What EFT's do you recommend please for:
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
Q: Hello Peter and team,
With recent results, is major drilling corp a good way to play the metals sector? Thanks very much
With recent results, is major drilling corp a good way to play the metals sector? Thanks very much
Q: Good morning,
Assuming you view the uranium sector positively, could you please pass along the best ways ( stock or other ) to position a portfolio with a 5 year time horizon.
Thank you.
Assuming you view the uranium sector positively, could you please pass along the best ways ( stock or other ) to position a portfolio with a 5 year time horizon.
Thank you.
Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Ero Copper Corp. (ERO)
Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.
(1) Why does FM trade at such a high multiple compared to the others?
(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.
(1) Why does FM trade at such a high multiple compared to the others?
(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.
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Cameco Corporation (CCO)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Ero Copper Corp. (ERO)
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Nutrien Ltd. (NTR)
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Invesco DB Commodity Index Tracking Fund (DBC)
Q: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.
Q: Based on the huge increase in nickel prices is this stock a buy. I am currently underwater with my position in this stock. Thanks for your great advice.
Q: Thanks for your response on this issue - it obviously confused me as well. Given that their results seemed respectable the subsequent slide in the share price is a bit of a surprise. Was it somewhat overvalued before the slide and do you have a price level at which NEO might be a compelling buy?
Q: Hi,
I am seeing what appears to be a surge in copper and wondering if this might be an opportunity to invest in either an ETF or individual stock. Given the current market, which would you prefer? Risk tolerance is fairly high, but I have little diversification in the materials sector other than GDX and SLX. Most of my available cash is in US dollars, within tax sheltered accounts. Thanks in advance for your sage advice!
Dawn
I am seeing what appears to be a surge in copper and wondering if this might be an opportunity to invest in either an ETF or individual stock. Given the current market, which would you prefer? Risk tolerance is fairly high, but I have little diversification in the materials sector other than GDX and SLX. Most of my available cash is in US dollars, within tax sheltered accounts. Thanks in advance for your sage advice!
Dawn
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Copper Mountain Mining Corporation (CMMC)
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Ero Copper Corp. (ERO)
Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.
Q: Why is NEO going down in this environment of scarcity of rare earth metals and global tensions? Is a buy or sell at the current price. Thanks for your analysis.
Q: In today's Wall Street Journal (Heard on the Street column), it suggested that one of the consequences of the blocking of Russian Central Bank reserves is that governments may rethink their position that US dollar or all money as an asset and will likely increase their gold holdings in a material way as the only true store of value.
If this is a trend then gold and gold shares should make great investments.
If this is a trend then gold and gold shares should make great investments.
Q: How would you rank these 1) for overall growth prospects over the next few years, and 2) for leverage to silver prices?
Q: Hi 5i,
Thank you for the great work. What are your top names in mining/materials today?
I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.
Thank you for the great work. What are your top names in mining/materials today?
I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.