Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.
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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.
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iShares Global Agriculture Index ETF (COW)
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Cal-Maine Foods Inc. (CALM)
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Teucrium Soybean Fund (SOYB)
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Invesco DB Agriculture Fund (DBA)
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Invesco Food & Beverage ETF (PBJ)
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Teucrium Wheat Fund (WEAT)
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Teucrium Corn Fund (CORN)
Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?
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Archer-Daniels-Midland Company (ADM)
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Mosaic Company (The) (MOS)
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High Liner Foods Incorporated (HLF)
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iShares Global Agriculture Index ETF (COW)
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Cal-Maine Foods Inc. (CALM)
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Bunge Limited (BG)
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Ingredion Incorporated (INGR)
Q: Hi 5i,
I recently sold Fresh DelMonte Produce/FDP after a nice run up. Apart from Nutrien/NTR I have no other agricultural related stock or ETF.
Could you recommend one or two options (either stock, ETF or both) as a good replacement?
Have to say, bit of a confusing world at the moment?
Much appreciated.
Ralph
I recently sold Fresh DelMonte Produce/FDP after a nice run up. Apart from Nutrien/NTR I have no other agricultural related stock or ETF.
Could you recommend one or two options (either stock, ETF or both) as a good replacement?
Have to say, bit of a confusing world at the moment?
Much appreciated.
Ralph
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Ovintiv Inc. (OVV)
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Block Inc. Class A (SQ)
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iShares Global Agriculture Index ETF (COW)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Guardant Health Inc. (GH)
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Roblox Corporation Class A (RBLX)
Q: I would like to do some tax loss selling and was wondering if you might be able to rank RBLX, SQ, TOY, GH, OVV, and COW in order from those with the least potential to recover over the next year, to the most potential. I appreciated your help last year on the same topic. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
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Tractor Supply Company (TSCO)
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Archer-Daniels-Midland Company (ADM)
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Deere & Company (DE)
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iShares Global Agriculture Index ETF (COW)
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Invesco Aerospace & Defense ETF (PPA)
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iShares U.S. Aerospace & Defense ETF (ITA)
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iShares MSCI Hong Kong ETF (EWH)
Q: hello 5i,
looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,
Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph
looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,
Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph
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Ovintiv Inc. (OVV)
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Block Inc. Class A (SQ)
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iShares Global Agriculture Index ETF (COW)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Guardant Health Inc. (GH)
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Fulgent Genetics Inc. (FLGT)
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Upstart Holdings Inc. (UPST)
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illumin Holdings Inc. (ILLM)
Q: I would like to do some tax loss selling and was wondering if you might be able to rank ILLM, UPST, OVV, TOY, SQ, GH, FLGT, and COW in order from those with the least potential to recover over the next year, to the most potential. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
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Fortis Inc. (FTS)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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iShares Global Agriculture Index ETF (COW)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.
Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.
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Stella-Jones Inc. (SJ)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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iShares Global Agriculture Index ETF (COW)
Q: If you were to add to your basic material with a 3-5 years horizon. Which do you prefer and why?
Thank you
Yves
Thank you
Yves
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Mosaic Company (The) (MOS)
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Ag Growth International Inc. (AFN)
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iShares Global Agriculture Index ETF (COW)
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Bunge Limited (BG)
Q: Other than NTR what would be your 5 top picks for wheat and corn exposure
Q: Hello Peter and team,
Do you think Brookfield renewables is surging (to move away from oil) due to higher oil prices? If oil dips, would you think the stock will get hit? From the various sectors, which one do you think offers the best potential given the current situation? Would the agriculture sector be a good one with cow on tsx. Thanks very much
Do you think Brookfield renewables is surging (to move away from oil) due to higher oil prices? If oil dips, would you think the stock will get hit? From the various sectors, which one do you think offers the best potential given the current situation? Would the agriculture sector be a good one with cow on tsx. Thanks very much
Q: Well, does this ETF, COW have more legs, aka price increase, or is it too late to jump in???....and if "just do it", how long does the up trend last or is it to hard to project???.......Thanks, eh?!.......Tom
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Mosaic Company (The) (MOS)
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Tyson Foods Inc. (TSN)
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iShares Global Agriculture Index ETF (COW)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Nutrien Ltd. (NTR)
Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian
Q: If one has a positive long term outlook on agricultural commodities: soft commodities sugar, orange juice, coffee etc., grains and oil seeds, what is the best way to play this trend? Thank you.
Q: What Canadian ETF offers exposure to agriculture?
Q: What do you think of MOO? I notice you usually recommend COW. Also, I'd like to buy wheat or corn stocks. Is it too late? If not, can you recommend any, prefer CAD, also open to US.
Thanks for your help.
Thanks for your help.
Q: I am interested in the agriculture section. What would be your favourite Canadian stocks in this area. Thanks so much for all your excellent advice.
Cathy
Cathy
Q: Hi. Own NTR. Has performed well. That said, considering switching for COW. Dividend better with NTR but reduce one company risk. Would still have focused exposure to the sector. Thoughts?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares Global Agriculture Index ETF (COW)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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Nutrien Ltd. (NTR)
Q: Hi 5i ,
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help
Q: What do you think of agriculture as an investment? I think it is a good inflation hedge (and a lesser known investment asset class). Do you know of any good ways to get exposure. I see LAND and FPI, but don't know too much about it.
How are the valuations / how does one valuate those things?
How are the valuations / how does one valuate those things?
Q: Can you recommend a Canadian oil ETF? as well as an agriculture etf?
thanks
thanks