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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: The stock price has declined by about 1/3 since the summer. Is the reason for this more about the short-term volatility that simply comes with a smaller company in the materials sector or is there any issue with this specific company? I just wanted to confirm that you still view this company as a good long-term hold and also ask if you think this is a good time to add to it? Thanks.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.48)
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Agnico Eagle Mines Limited (AEM $297.69)
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Acadian Timber Corp. (ADN $16.82)
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Capstone Copper Corp. (CS $11.41)
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Invesco DB Commodity Index Tracking Fund (DBC $28.86)
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iShares S&P GSCI Commodity-Indexed Trust (GSG $31.09)
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CI Auspice Broad Commodity Fund (CCOM $22.12)
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
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
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Freeport-McMoRan Inc. (FCX $59.21)
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Lundin Mining Corporation (LUN $35.83)
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Capstone Copper Corp. (CS $11.41)
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 $59.21)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $70.72)
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Lundin Mining Corporation (LUN $35.83)
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Capstone Copper Corp. (CS $11.41)
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Global X Copper Miners ETF (COPX $79.74)
Q: best way to play cooper ??? for rewards of future electrification
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Dollarama Inc. (DOL $194.40)
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FirstService Corporation (FSV $193.61)
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Capstone Copper Corp. (CS $11.41)
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Trisura Group Ltd. (TSU $43.65)
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Docebo Inc. (DCBO $26.79)
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Nuvei Corporation (NVEI)
Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert
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First Quantum Minerals Ltd. (FM $33.86)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $70.72)
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Capstone Copper Corp. (CS $11.41)
Q: with so much extra copper needed in the future ,because of EV and clean energy what are your thoughts going forward on the copper price in the future?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?
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Sangoma Technologies Corporation (STC $6.16)
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H2O Innovation Inc. (HEO $4.25)
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B2Gold Corp. (BTO $6.95)
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Capstone Copper Corp. (CS $11.41)
Q: Peter,
There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.
On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?
What would be your top three picks in this space at this time?
Thanks for your outstanding service,
David
There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.
On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?
What would be your top three picks in this space at this time?
Thanks for your outstanding service,
David
Q: what canadian copper stocks are buys now?
ralph
ralph
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Freeport-McMoRan Inc. (FCX $59.21)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $70.72)
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Lundin Mining Corporation (LUN $35.83)
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Capstone Copper Corp. (CS $11.41)
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Global X Copper Miners ETF (COPX $79.74)
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
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $70.72)
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Lundin Mining Corporation (LUN $35.83)
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Capstone Copper Corp. (CS $11.41)
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.
Q: Hi Peter, Ryan, and Team,
For a three to five year holding, what would be your preference between CS and FCX, to play the copper theme?
Thanks in advance for your valued advice.
For a three to five year holding, what would be your preference between CS and FCX, to play the copper theme?
Thanks in advance for your valued advice.
Q: What copper producer would be your recommended vehicle for a five year hold?
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Freeport-McMoRan Inc. (FCX $59.21)
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Lundin Mining Corporation (LUN $35.83)
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Miscellaneous (MISC)
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Lithium Americas Corp. (LAC $6.21)
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Capstone Copper Corp. (CS $11.41)
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Albemarle Corporation (ALB $163.89)
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A-Mark Precious Metals Inc. (AMRK)
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MP Materials Corp. (MP $60.03)
Q: Can you please give us your recommendations on Nickle, Cooper and Platinum stocks and ETF for both Markets.
I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.
Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.
Thanks for the great service you have been providing to small investors at reasonable price.
I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.
Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.
Thanks for the great service you have been providing to small investors at reasonable price.
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Freeport-McMoRan Inc. (FCX $59.21)
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Suncor Energy Inc. (SU $81.46)
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Enbridge Inc. (ENB $73.12)
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Cenovus Energy Inc. (CVE $32.20)
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Franco-Nevada Corporation (FNV $358.81)
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Wheaton Precious Metals Corp. (WPM $198.85)
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PrairieSky Royalty Ltd. (PSK $31.70)
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Kelt Exploration Ltd. (KEL $9.06)
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Agnico Eagle Mines Limited (AEM $297.69)
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Capstone Copper Corp. (CS $11.41)
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Tamarack Valley Energy Ltd. (TVE $11.01)
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Reliance Inc. (RS $299.28)
Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices
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Lundin Mining Corporation (LUN $35.83)
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Agnico Eagle Mines Limited (AEM $297.69)
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Capstone Copper Corp. (CS $11.41)
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Rio Tinto Plc (RIO $90.70)
Q: I'm thinking of taking some positions in base metals companies. I'm especially interested in copper plays as it seems to be needed to support the drive to electrification. Do you think this is and opportune time to initate positions? In any case, I would appreciate it if you would share some of your favorite companies in this sector and it would help if you would present them in order of most upside to least going forward. I'm open to metals. other than copper as well.
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Hudbay Minerals Inc. (HBM $29.74)
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Capstone Copper Corp. (CS $11.41)
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Copper Mountain Mining Corporation (CMMC $2.49)
Q: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?
Q: CS Looks like the secondary has been placed. Stock moving up. Copper price moving up. Do you prefer CS over HBM
Also do you know when ATZ reports its Quarter RAK Thanks a lot
Also do you know when ATZ reports its Quarter RAK Thanks a lot
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NovaGold Resources Inc. (NG $15.33)
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Yamana Gold Inc. (YRI $7.89)
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First Majestic Silver Corp. (FR)
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Torex Gold Resources Inc. (TXG $70.96)
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Pan American Silver Corp. (PAAS $81.85)
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Capstone Copper Corp. (CS $11.41)
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Osisko Mining Inc. (OSK $4.90)
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Equinox Gold Corp. (EQX $21.69)
Q: Which small and mid-cap miners in the gold and silver space are poised for impressive production growth in the near term?