Investment Q&A

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Q: greetings.

how do we calculate the yield on LIF.Un given the 'special dividends' paid out on an adhoc basis. For example, i think we just received a special dividend today of 1.80. How much of that amount is the regular dividend and how much is the special dividend. I can't find any details about their payouts.

Q: I wish to invest in a royalty company. Ideally the material sector, however other sectors would work as well. Please list your 3 top picks for a royalty company. Thanks

Q: Is there any soecific reason for the 10%+ increase in LIF today?

If so, can you discuss the ramifications?

Q: LIF-T issued a press release announcing a dividend payable Dec 17, 2020. The release did not state the 'ex-date' or the 'amount per share', Can you provide this detail? Thanks

Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!

Q: What equities in Canada or USA do you consider cheap with great balance sheets.

Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff

Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!

Q: Can I get your opinion on LIF for income. Thanks.

Q: I have held LIF for a few years now and have used its cyclical nature to take profits at its highs by selling down to my initial position and when the cycle bottoms add back again to my initial position. In the meantime I collect a very nice dividend. We appear to be approaching the bottom part of the cycle and would like your view on why LIFs share price is currently depressed and when market conditions will improve again.
I am currently at a 1.5% weighting and would be looking to add back to a 3% position to ride the next wave.
Thank you for your perspective.

Q: Looking for income and capital gain for 1 year or more. LIF seems to have bottomed and rising while CHR dropped back and now might be going forward again. Which one would you go with? Without regard to portfolio diversity and only $5k for this investment. Or a better suggestion ?
Thanks,
Mark

Q:
What are your opinions about commodities for 2020? In particular, what do you think about LIF?

Thanks for your help. Happy New Year

Q: Hi Peter, Ryan and team,

What is your opinion on LIF at the current price for income and some growth? Would the share price go down significantly if there is a global economic slowdown?

Thanks for your insight.

Q: DO YOU THINK THIS WOULD WOULD BE A GOOD ENTRY POINT FOR LIF.
THEY HAVE BEEN BEATEN DOWN IN 6 MONTHS.
IS THE DIVIDEND SECURE?

Q: You've commented favourably about LIF several times earlier this year. Since then it's dropped like a stone. Given it's record of conservative management would you still recommend it? Do you see these moves as reactions (or over reactions)to events in China as well as their trade situation with the US? My understanding is that they produce high quality pellets that command a higher price on the market. This may insulate them somewhat from global events but there may also be material supply problems like Vale resuming production in Brazil.
I'd be interested to hear your take on this. I like the way you stand by your recommendations if you still believe in them or kick them to the curb in a second if you don't.

Q: Good afternoon,

I need to diversified investments from the Finance sector, which I am little bit over expose. I have no investment in the Material sector. This is in my RRSP Portfolio and the investment will not exceed 5% of my total portfolio. I am a long term investor and looking mainly for income. Which of these two companies do you recommend Chemtrade or Labrador Iron Ore?

Thank you.

Q: Peter; China has announced the opening of more coal mines - which will feed steel plants I think - and cause iron ore pellets like LIF produces - to raise LIF profits - is this correct and what are your thoughts on LIF if these premise are correct ? Thanks . Rod

Q: Is LIF selling more pellets this year or is the price of the pellets simply higher. I do find it odd that the prices of other industrial minerals (copper, zinc, etc.) are weak but iron ore seems to be strong or possibly just stronger than prior years. I would have thought the prices of industrial minerals would move as a group. I have always assumed iron ore pellets are too large a market to be manipulated. Do you agree?
Thanks,
Jim

Q: Would you be able to compare these two companies or are they too different? If I understand correctly they are both in the materials sector, are well managed and are companies which combine some growth along with a healthy dividend. Possibly MX has more of a global reach and so has some control over its destiny while LIF is a royalty company and simply reflects the current price of iron ore pellets. If I understand correctly LIF would have a risk of ore exhaustion or depletion even though the Labrador Trough has been a source of high quality pellets for years now. MX buys hydrocarbons (oil and gas) to make methanol so their input costs should be low yet methanol prices must be even lower so we have a problem. You note MX is projected to have 60% growth next year which is a high number but the stock continues to decline. Based on your years of experience do you feel this is a valid projection? Is the 60% number based on anticipated recovering demand or is the company opening a bunch of new factories next year?
Any other thoughts you have would be appreciated.
Thanks,
Jim