Q: I have some shares of LUN and they are up 50%. Is it time to take profits or do you think the company has a longer runway. I noticed it has peaked around this price a few times. Where are we in the business cycle and where do materials fit in as they are very cyclical -is that correct? thank you!
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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: Can you please give best advice for purchasing a Copper stock today and also a recommended etf with Copper exposure. Thanks
Q: What is the reason for the big move in Lundin today (Wednesday). Up over 9% and I can’t find any news? Also do you know when it will go ex-dividend. Last dividend I see declared was $.09 on Nov 30
Q: hi folks:
i have done well with IVN over the years, yet i admit i am losing my nerve.......
understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential
keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?
(i own a full position in CS as well)
thanks once again; always appreciate your advice and analysis
i have done well with IVN over the years, yet i admit i am losing my nerve.......
understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential
keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?
(i own a full position in CS as well)
thanks once again; always appreciate your advice and analysis
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Freeport-McMoRan Inc. (FCX)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Capstone Copper Corp. (CS)
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Nutrien Ltd. (NTR)
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Eagle Materials Inc (EXP)
Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?
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Park Lawn Corporation (PLC)
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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Northland Power Inc. (NPI)
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Lundin Mining Corporation (LUN)
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Barrick Gold Corporation (ABX)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Pan American Silver Corp. (PAAS)
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Savaria Corporation (SIS)
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B2Gold Corp. (BTO)
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BMO Equal Weight REITs Index ETF (ZRE)
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Kulicke and Soffa Industries Inc. (KLIC)
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JD.com Inc. (JD)
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Nutrien Ltd. (NTR)
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Troilus Gold Corp. (TLG)
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iShares MSCI South Korea ETF (EWY)
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Kering ADR (PPRUY)
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Nuvei Corporation (NVEI)
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
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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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Capstone Copper Corp. (CS)
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Ero Copper Corp. (ERO)
Q: What are the best stocks to look at now for exposure to copper?
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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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Capstone Copper Corp. (CS)
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Ero Copper Corp. (ERO)
Q: Given the upcoming green technologies, what might be the most promising Canadian copper companies to invest in for medium term growth?
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Tourmaline Oil Corp. (TOU)
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Lundin Mining Corporation (LUN)
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Nutrien Ltd. (NTR)
Q: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!
Thanks!
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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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Capstone Copper Corp. (CS)
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Ero Copper Corp. (ERO)
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Q: I was thinking about selling CS:CA and buying LUN.CA. I understand you favour LUN, but I was wondering with CS Manteverde Development project coming on board, Q1 of 2024, does that change your view. ALSO, where does LUN have their mining projects compared to CS.
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Canadian National Railway Company (CNR)
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Suncor Energy Inc. (SU)
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Fortis Inc. (FTS)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Nutrien Ltd. (NTR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5i Team,
From this list of 9 stocks to own in a RRSP for 10+ years, how would you rank them in terms of starting a position today?
Thanks again for the great work that you do.
From this list of 9 stocks to own in a RRSP for 10+ years, how would you rank them in terms of starting a position today?
Thanks again for the great work that you do.
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The Walt Disney Company (DIS)
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Kimberly-Clark Corporation (KMB)
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Lundin Mining Corporation (LUN)
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Toromont Industries Ltd. (TIH)
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Aecon Group Inc. (ARE)
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Tricon Residential Inc. (TCN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Ivanhoe Mines Ltd. (IVN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Major Drilling Group International Inc. (MDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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ON Semiconductor Corporation (ON)
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Slate Grocery REIT (SGR.UN)
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MP Materials Corp. (MP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Q: Happy Labour Day 5iTeam,
I would like to get exposure to copper and wonder if you have to choose between these 2 companies, which one would you pick and rationales for your choice.
Cheers,
H
I would like to get exposure to copper and wonder if you have to choose between these 2 companies, which one would you pick and rationales for your choice.
Cheers,
H
Q: I am interested in placing an investment in the near future in a base metal producer; preferring a copper focus. I'd appreciate your take first, on the timing of such an investment given where we are in the economic cycle and second, your selection of a "top 3" to invest in. Thanks for the insights.
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Freeport-McMoRan Inc. (FCX)
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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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Capstone Copper Corp. (CS)
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Global X Copper Miners ETF (COPX)
Q: best way to play cooper ??? for rewards of future electrification
Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx
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Freeport-McMoRan Inc. (FCX)
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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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Capstone Copper Corp. (CS)
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Global X Copper Miners ETF (COPX)
Q: If one wanted to invest in copper, what would i5R recommend, both individual companies & ETFs. Please give a brief financial explanation for each recommendations. Thanks. … Cal
Q: With these recent legal problems in Chile, and delays on re-opening the mine, Is LUN still a HOLD and should I sell as they may be in limbo for a while.
Thanks
Ken
Thanks
Ken
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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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Capstone Copper Corp. (CS)
Q: Who should i focus on for copper. Manageable debt to survive any economic down turn, mining in stable political countries, low cost production, reasonable life of current mine(s) for future supply. Trading on the Canadian exchanges With EV etc I expect supply of copper will be another metal that will be in short supply but will have its ups and downs in the short term.