Investment Q&A

Q: Regardless of sector or size, in which order would you add to the following?

Q: I'm looking to get exposure to copper. What are your thoughts on IVN? Is this a good entry point? If not, what is your favorite copper name in this sector?

Q: Hi 5i,
With electrification of Industry etc. and the build out of data centres, would you consider this to be an okay time to invest in Copper given the recent run-up? Or wait for consolidation?
If so, what would be the best way (which stocks, etf's etc.) to invest?

Q: Good morning: Could you please provide some insight into the almost 9% drop in Lundin Mining this morning.

Thanks again for all your support.

Dave.

Q: Hi there,

Questions about the copper mine life and which countries that they are operating in. Does the share price potentially has more growth. Also, what is the positive impact on the data centers build out.

In advance, thank you for taking the time to answer my question.

Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc

Q: Hi Peter and team,

Question about Lundin Mining. How is the copper mine life in the countries they are in and which countries they are in. The stock double in the last 4 years and does it has more room to grow due to the data center build outs. The business model, does it continue to generate cash and are they buying back stocks.

In advance, thank you for taking the time to answer my question. Greatly appreciate it.

Norwood

Q: Where would you put money in copper for a 5 ​year or more hold.
Please recommend stocks from a conservative and​ from a moderately aggressive perspective. Please do the same using ETFs.
Can you buy ​into the metal easily itself and ​do you think it is a good idea? If yes, how would you do it?
Subtract credits as you see fit.
Thank you for this excellent service.

Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

Q: I am looking to start a position in copper mining within my TFSA. What company would you suggest based upon prospects for future growth? I am currently 62 years old and I am investing money I will not need for a long while. I prefer to invest in companies that are making money or are about to start making money. Thanks in advance.

Q: I hold Teck and since merger has been approved. Please advise what is the offer and what will happen to my shares or new shares will be listed on TSX.

Do you suggest sell or hold or buy another copper shares.

Thanks for the excellent service

Q: In my TFSA I currently own SIS, GRGD,SVM,RUS and WPM. I am wondering if it is best to sell RUS and replace with LUN as I don't want too many material stocks in my TFSA and wondered if LUN would be a better growth stock?

Thanks

Q: I'm looking for a metals company (either US or CD) that has exposure to several presently desirable metals for a long term hold. Which of these three would you prefer and if you have a better choice, please list it?

Q: YTD Lundin's stock price has significantly out performed Capstone. Are there fundamental reasons for that and what are your expectations going forward?

Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?

Q: What is a good copper company to invest in?

Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Q: Good morning,

With strong rumours of Glencore's closure of the Quebec Horne refinery there is increased pressure on copper supply to end users. What would be a preferred way to invest if one believes this constriction of supply will continue? Miners or Refiner names?I already own Lundin and Solaris.

Thanks as always,

Dave

Q: Hi there,

What’s your top five Copper stocks right now and rated from 1-10 thank you!

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott