Investment Q&A

Q: Good morning, as a relatively young retired investor I'm still leaning vs growth. As a portfolio year end adjustment I would like to hike my exposure to materials by approx 1%. Having said that my gold exposure has suffered and now sits at less that 3%. I own LUN at 2%. Where would you add ? In real estate I have a 2% in DIR and 1% in TCN.. Would like to add to maybe 5% of portfolio. Dividends are welcome but not a necessity since I can buy in either my Cash or in my RIFF account. New suggestions are welcome since your expertise gave me handsome results since I've subscribed to your services.

Stay safe,

Yves

Q: Are there any metals/minerals stocks that you like which have some growth and a dividend?. I have no positions in this area and would like to diversify a bit, without sacrificing safety. And I think this area should benefit from the recovery after covid - do you agree? Can you give me 2 or 3?

Q: What do you think of the company's update today and the analyst's revisions. The stock was nailed. Do you think this is a good time to add to a small position or wait till the dust settles. Do you still believe in Lundin mining as a safe basic material play?

Thanks

Yves

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Copper seems like a good place to be right now so I am looking at the above mines
Do you agree it is a good time to get in and if so which 2 would you chose?
Or do you have another choice?
Thanks
Peter
ORA-NDM-TKO-MARI-CS-CMMC

Q: Own following securities. AQN,BNS,BCE,BYD,BAM.A,BEPC,CAE,CAR.UN,DOC,DSG, ENB,EIF,KXS,LSPD,MG,NFI,NPI,REAL,SHOP,SLF,TFII,VFV,VIG,VGG,VEEV,WELL WSP.
I have practically nothing in the materials sector. Not a fan of gold. Right now for me it doesn’t meet the circumstances under which it would be a time to buy precious metals.Am I wrong.?
I’ve looked at LUN.TO. Haven’t been able to pull the trigger. Price of copper up. Would you buy at current levels.? Concerns also with workers and geographical location. Or are there other opportunities that you would suggest that may be undervalued and good growth opportunities going forward.
Thanks for your outstanding service. I subscribe to your Tracking and Analysis.
Roy

Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou

Q: I have taken a position in LUN given the recent "weaknesses" and was wondering if you could comment on both LUN and LUG looking forward as growth plays?
Thank-you.
Calvin

Q: Can you list your favourite copper/metals/rare earth miners (excluding gold,silver miners)?

Q: can you please name a good copper etc and some companies thanks

Q: Hello

Looking 5 years out, which non-gold focused mining companies would you favour given the current stock prices. Thanks

Q: What are you current recommendations for base metal exposure?

Thank you!

Q: Is there any reason to choose between them, or buy both?

Q: If I felt I needed a copper miner in my portfolio, which would be the best company to add?

Q: Hi 5i;
What is the reason for the big jump in LUN today?
Thanks
Ian

Q: Looking at taking advantage of the recent sell-off in base metal miners to initiate a position in one of them. Which of the above would you prefer, or do you have another Canadian listed suggestion?
Thanks

Q: What happened to Lundin today. Seems like a big drop on a rumour.
Also your current opinion of them in general.

Q: What three stocks is good buy in the 3.00 to 5.00 dollar range, for 3 years to 5 years?

Q: Hi 5i team - In a recent response to my question regarding a junior resource company you mentioned that the management was good but not in the excellent range. Would you be able to recommend a few junior resource companies that in your opinion do have excellent management and/or exploration teams. I am not interested in companies that produce gold, just ones that explore for gold, silver or even base metals. Thank you.
Thanks also for the excellent service in 2018 and all the best to everyone in 2019!

Q: Hi 5i team - I have heard recently that the demand for nickel will increase as the production of batteries increases. Could you please give me your opinion on the accuracy of this statement and also your view on the supply of nickel. Is it really dwindling as the author of this statement claims. Are there other uses for nickel that could have an effect on the market. Also would you be able to provide the names of a few companies involved with nickel that you think are well managed with decent fundamentals. Perhaps one major producer, one smaller mid-tier producer and one or two whose main focus is exploration. Thank you.