Q: I've noted a couple of articles on the expected rise in copper prices over the next 12 months. Is this something you agree with? What one large and one small copper producer would you select for capital return over this period.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Guys
I have noticed that there has been heavy insider selling on Capstone over the last 12 months, looks like they have collectively sold more than 20 million shares. Shares they could have accumulated around .55cent a few years ago. Insiders now only own around 5%, have we not missed the boat here?
Thanks Gord
I have noticed that there has been heavy insider selling on Capstone over the last 12 months, looks like they have collectively sold more than 20 million shares. Shares they could have accumulated around .55cent a few years ago. Insiders now only own around 5%, have we not missed the boat here?
Thanks Gord
-
Air Canada Voting and Variable Voting Shares (AC)
-
Advantage Energy Ltd. (AAV)
-
Agnico Eagle Mines Limited (AEM)
-
Sierra Wireless Inc. (SW)
-
Capstone Copper Corp. (CS)
-
Trisura Group Ltd. (TSU)
-
Nutrien Ltd. (NTR)
-
Converge Technology Solutions Corp. (CTS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Q: Hi team,
Can you provide your latest thoughts on this company as an investment?
Thanks!
Can you provide your latest thoughts on this company as an investment?
Thanks!
-
Lundin Mining Corporation (LUN)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
Q: Good morning,
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
-
Lundin Mining Corporation (LUN)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?
-
Lundin Mining Corporation (LUN)
-
Capstone Copper Corp. (CS)
-
Ivanhoe Mines Ltd. (IVN)
-
Copper Mountain Mining Corporation (CMMC)
-
Ero Copper Corp. (ERO)
-
Global X Copper Producers Index ETF (COPP)
Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.
-
Lundin Mining Corporation (LUN)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
-
Global X Copper Producers Index ETF (COPP)
Q: Looking to add to my Ivn copper exposure with one of these companies. Could you compare these companies and make a recommendation for. 2 to 3 year hold? Also,any thoughts on Horizons new Copp etf? Thank you.
Q: Would appreciate if you could provide comments on their latest quarterly report.
Thanks
Thanks
Q: Would you please comment upon the arrangement between CS and Mantos. Do you prefer CMMC as a copper play? I would appreciate your reasons for preferring one company or the other.
Q: Can you please comment on the recent price action on the two copper stocks above? Is the 18%+ jump in FM over the past 5 days strictly due to the price of copper or is there another catalyst? Also would appreciate your thoughts on both stocks going forward.
Thanks
Reg
Thanks
Reg
-
EMX Royalty Corporation (EMX)
-
Agnico Eagle Mines Limited (AEM)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?
-
Capstone Copper Corp. (CS)
-
Taseko Mines Limited (TKO)
-
Copper Mountain Mining Corporation (CMMC)
-
Ero Copper Corp. (ERO)
Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?
-
Lundin Mining Corporation (LUN)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
Q: good morning - i have a position in LUN which has wandered of late. I do want copper exposure and wonder if LUN is the best company in canada or whether there is a better company at present. So, is it buy, sell or hold my current LUN and what other companies would you suggest? thanks al
Q: I am thinking of taking a position in CS. May I have your assessment of this company?. If you prefer another stock in this space, please advice. Thank you. Cheers
Q: I would like to invest in the expected future demand for copper. What are your favorite companies in this space.
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
-
Freeport-McMoRan Inc. (FCX)
-
Capstone Copper Corp. (CS)
-
Copper Mountain Mining Corporation (CMMC)
-
Nutrien Ltd. (NTR)
Q: Hi Peter, Ryan, and Team,
Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.
Thanks in advance for your assistance.
Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.
Thanks in advance for your assistance.
Q: Hi 5i,
Could you provide your analysis of yesterday's CS results and also any thoughts you have for its future based on same?
Thanks,
Peter
Could you provide your analysis of yesterday's CS results and also any thoughts you have for its future based on same?
Thanks,
Peter
Q: I own a small position in TKO as part of a basket of copper stocks. It appears to be underperforming the others. My question is whether you see potential for it so as to maintain or add to the position or whether you would sell and transfer the proceeds to stocks I also own such as CS and ERO? Thank you for your advice.
Q: Hi again 5i,
Could I have your thoughts on the prospects for copper generally and CS particularly over the next 6 months or so? I understand China might have a lot to do with where copper goes but I don't feel very confident about analyzing the economics and/or geopolitics that affect copper miners and producers. Not long ago CS was looking very strong but very quickly it seems to have lost its lustre - is this just par for the course for commodities or are the swings accelerating as the pace of events and news travels ever faster?
Thanks,
Peter
Could I have your thoughts on the prospects for copper generally and CS particularly over the next 6 months or so? I understand China might have a lot to do with where copper goes but I don't feel very confident about analyzing the economics and/or geopolitics that affect copper miners and producers. Not long ago CS was looking very strong but very quickly it seems to have lost its lustre - is this just par for the course for commodities or are the swings accelerating as the pace of events and news travels ever faster?
Thanks,
Peter