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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: I have never been a fan of timing the commodity cycle. However, I am looking at taking positions in one or more of LUN, LIF and TECK.B. While TECK has been higher the other two are at new or near their all time highs. In your estimation, do these stocks (all company specific issues aside) just keep going higher while the global environment is positive? Can you please rank them on overall gains on the one hand and relative safety on the other? But do you think they will all just be pummeled (as per usual) during the next global recession and/or first signs of overcapacity? Thank-you.
Read Answer Asked by Alex on April 21, 2021
Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?
Read Answer Asked by Ronnie on April 20, 2021
Q: I have 5.5% of my net worth invested in FNV, CNQ, and SU. Is this good enough to participate in the coming "commodity super cycle" that may, or may not, happen? Also own lots of pipelines which probably would also benefit. Thanks Ron
Read Answer Asked by Ronald on April 19, 2021
Q: Hi 5i Team
I'm considering inserting a materials sector in portfolio as I am suspecting they are undervalued. Looking at 5 stocks for 1.5% each. 1 each for Gold, Silver, Copper, Steel and Agriculture. Would the 5 names submitted be the best in your opinion or would you change any. Looking for reasonable safety and growth.
Thanks. Gilles
Read Answer Asked by Gilles on March 24, 2021
Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.
Read Answer Asked by alex on March 17, 2021
Q: I have roughly equal positions in the above and am thinking of selling GSG, which is doing ok but no dividend, and increasing my positions in NTR and LUN. Your thoughts, please? Any downside to this? Is the upside of the dividend worth it? Thanks

al
Read Answer Asked by alex on March 05, 2021
Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!
Read Answer Asked by Robert on February 26, 2021
Q: This company appears to be doing well (recent results and dividend increase) and the stock has climbed significantly in the last number of months. It makes up about 4% of my overall portfolio (which is significantly overweight in technology). Would this continue to be a strong candidate for accumulation in its sector or would you prefer others?
Read Answer Asked by Calvin on February 22, 2021
Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.
Read Answer Asked by michael on January 26, 2021
Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.
Read Answer Asked by Alexandra on January 19, 2021
Q: Hello all, I am hoping you can compare these two companies in terms of the different metals they are exposed to (if you have the percentages at your disposal so much the better). Also, could you provide a mini-risk assessment of the two? I know their are differences as to royalty versus operator, market cap, geography and valuation, and I’m sure many other things, but I’m having trouble assessing it all.

Thank you!
Read Answer Asked by Stephen R. on January 18, 2021
Q: Looking for growth companies to increase returns on my portfolio. I have chosen these four companies knowing fully well they can be volatile. Are there any reasons you wouldn't buy any one of them at these levels? My intention is to buy them as a 'growth basket'. If you think others might have more potential, please feel free to suggest them.
Read Answer Asked by Les on January 15, 2021
Q: Hi 5i ,
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help
Read Answer Asked by Mary on January 14, 2021
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