Investment Q&A

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

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.

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

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

Q: i own both but am a little nervous re. earnings ...CS or CMMC ... which would be the better to keep coming into earnings reporting

Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: Hello,

Any thoughts on the recent pull back with Capstone Mining? Is this company specific, and do you think copper has reached its limit? Just wondering if I should continue holding or get out. The news out of China isn't helping, just hope this is a blip.

Thanks,
Raj

Q: i am down around 20% on CS .... based on all this recovery chatter ..... should I add more
also,
if there is an increase in inflation, fed says transitory, does owning hard assets like copper producers a good idea... if not then what would you suggest ..thx

Q: i seem to have an overload of miners. can you suggest what i should trim or do i hold everyone for the economic expansion yet to come and hope cooper will remain as valuable as experts seem to say for the pending electrification of the vehicle and infrastructure ...thx much

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Capstone has had a wonderful quarter or two. I've never owned a mining stock before, and frankly, I have no idea what to expect as a top out price. I could sell now and do well, but I would hate to do so and be watching the stock continue to climb. Not to be greedy, just looking for a little stock parameter guidance, please.

Q: Do you still like CS? It’s 52 week high and copper is in demand, time to take profits or continue to hold? What do you think of CS earnings? Many thanks

Q: Can i get your top 3 picks in small and midcap stocks in the copper sector -thanks harris

Q: Hi 5i,
'Pop' quiz - I've got a bit of cash burning a hole in my TFSA pocket. Which one (if any) of the above for a quick pop?
Thanks and Happy Holidays,
Peter

Q: Hi,

I'd like to take some positions in copper producers. I have read some of your recent comments on mid cap producers and will be taking positions in 3 of them. I'd also like to get your thoughts on these smaller producers from an article I read recently.
Aura Minerals, Capstone Mining, Copper Mountain, Taseko, Marimaca Copper (note Marimaca symbol would not come up.)
Looking out at each companies FY20 and FY21 potential earnings, Capstone offers the highest earnings potential (from your Companies page data).
I also see that these collectively have had pretty good % moves in the last 3-5 years. I assume this is because of perhaps mines coming onstream/newly developed.
Which of these above companies are most investable? Or do you prefer other juniors to add to this list you? Please list in order of investing preference.
I think I'll get the most torque (albeit risk) by adding mid cap and juniors. My objective is to add 5 copper miners total...3 mid, 2 junior.

Cheers,
SteveMc

Q: Please update status on CS, I got in at $1.50 a few years ago, now close to $2., time to sell or continue to hold? Many thanks

Q: Could I please have your opinion on CS? It just got back to the price that I bought a few years ago in my Tfsa, is it a hold or sell? Many thanks