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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: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: CELH is due to report (date please)? The least little bit of a miss everything in this Market drops about 20% and so do you think it will have a bit of a miss? ALB - it had quite a drop, were the earnings that bad or another one to fall if everything isn't perfectly aligned? Your thoughts are appreciated.
Read Answer Asked by Dennis on February 22, 2022
Q: For a lithium supply play how does this little company look to you? With the Koch strategic platforms making an investment in this company recently announced does this make it a little more interesting? In the lithium space who would be your pick to play on this future demand as more vehicle companies start to offer more electric options.

Thanks
Read Answer Asked by Kolbi on November 26, 2021
Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.

Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.
Read Answer Asked by PETER on October 25, 2021
Q: I'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!
Read Answer Asked by Keith on October 15, 2021
Q: In view of the demand for nickle and cobalt for EV s, can you recommend a number of mining stocks worth considering. Aside from Vale, the companies should be actually producing, not in the exploratory stage, with growiong production and profitability. Thanks
Read Answer Asked by mitchell on March 23, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Dano on March 01, 2021
Q: Hi 5i team, do you have any recommendations on EV Canadian companies?
Read Answer Asked by victor on November 24, 2020