Q: I suspect these companies will be important as technology advances and we need those raw materials. Thoughts on that? Also the yields seem very high are they covered by cash flow or are the higher yields a reflection of the low share price?
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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: Peter & Co,
Nickel 28's Stock price (C$0.89) certainly does not appear to reflect the production, production growth, earnings or earnings growth of this nickel/cobalt miner.
EPS – Q3 US$0.07/share, Q1-3 US$0.19/share
P/E – 2.74x (assuming Q4 similar to Q3 and converting US$ to C$)
Debt - $79 million, down from 107.1 in Q3 2020
Cash – US$3.84 million
Product Pricing – Nickel and cobalt pricing is very strong and is projected to remain so.
I find this stock price to be very frustrating. What problem am I missing? Chinese partner? Venture Exchange? Microcap? Illiquid? Geography?
With appreciation,
Ed
Nickel 28's Stock price (C$0.89) certainly does not appear to reflect the production, production growth, earnings or earnings growth of this nickel/cobalt miner.
EPS – Q3 US$0.07/share, Q1-3 US$0.19/share
P/E – 2.74x (assuming Q4 similar to Q3 and converting US$ to C$)
Debt - $79 million, down from 107.1 in Q3 2020
Cash – US$3.84 million
Product Pricing – Nickel and cobalt pricing is very strong and is projected to remain so.
I find this stock price to be very frustrating. What problem am I missing? Chinese partner? Venture Exchange? Microcap? Illiquid? Geography?
With appreciation,
Ed
Q: If there is no withholding tax on this stock’s dividends, would you recommend it over BHP? Thank you, Bill
Q: I bought RIO at around $76 US and it has been going down ever since. I plan to hold on to this stock for 3+ years and just wondering if this is sector related?
If it's sector or cyclical related, would you pick up a bit more at the lower price or wait until there is momentum again?
thanks,
Paul
If it's sector or cyclical related, would you pick up a bit more at the lower price or wait until there is momentum again?
thanks,
Paul
Q: Good morning,
Looking for your insights on the why the rather poor performance since May (down by 30% or so) given inflation concerns and rising material prices.
Thank you.
Looking for your insights on the why the rather poor performance since May (down by 30% or so) given inflation concerns and rising material prices.
Thank you.
Q: For international exposure to Basic Materials I’ve been looking at these two large caps….can I get your analysis of these, especially comments on the high dividend?
Q: Regarding Robert's question this morning about withholding taxes on foreign dividends:
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.
This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/
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Rio Tinto Plc (RIO)
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VALE S.A. American Depositary Shares Each Representing one (VALE)
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BHP Group Ltd. (BHP)
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Sibanye Stillwater Limited - ADR (SBSW)
Q: Hello. As a Canadian resident, how are the dividends from these companies handled in respect of any hold back and taxes? They would be held in a non registered account.
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Rio Tinto Plc (RIO)
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VALE S.A. American Depositary Shares Each Representing one (VALE)
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BHP Group Ltd. (BHP)
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Sibanye Stillwater Limited - ADR (SBSW)
Q: Hello. Can I please get your comments on these companies as to commodity exposure mix, valuation, growth and dividend safety/payout details?
How would you rank if one was looking to buy all or some?
Deduct points as appropriate. Look forward to your comments. Thank you.
How would you rank if one was looking to buy all or some?
Deduct points as appropriate. Look forward to your comments. Thank you.
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Rio Tinto Plc (RIO)
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Vedanta Limited American Depositary Shares (Each representing four equity shares) (VEDL)
Q: What are your thoughts re: VEDL’s value as a:
A) source of dividends
B) source of growth
C) proxy for the success of the Indian economy?
I.e. or would it be wiser just to get back in to Rio Tinto?
A) source of dividends
B) source of growth
C) proxy for the success of the Indian economy?
I.e. or would it be wiser just to get back in to Rio Tinto?
Q: Good morning,
Could you please pass on your latest views on Rio Tinto. Would you buy?
Thank you.
Could you please pass on your latest views on Rio Tinto. Would you buy?
Thank you.
Q: Hi, we have TFSA’s, RRSP’s and non-registered accounts. Where is the best place to hold high dividend US stocks? Thanks, Bill
Q: I have a two energy stocks (SU & IMO), but I don't have any mining/resource stocks. BNN mentioned both RIO and BHP Group as having good potential and also good inflation picks. I'm thinking about picking up the above two and also LUN and possibly CMMC. Do you see any problems with this combination for a conservative investor?
thanks for the great service!
Paul
thanks for the great service!
Paul
Q: good afternoon - I'm reading a bit about RIO and it seems a bit odd that such a big company pays such a high dividend. Is this a worthy investment for someone looking for more basic material exposure? Is this dividend real and sustainable? thanks
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Freeport-McMoRan Inc. (FCX)
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Rio Tinto Plc (RIO)
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Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
Q: Morning team,
It seems like base metals, especially copper, have been on a run lately, and I keep hearing the narrative that all the global government stimulus is/will fuel a bull market based around infrastructure spending. My questions are; 1) do you generally agree with this theory?, and 2) which base metals companies do you prefer? So far I've been looking at RIO, TECK, and FCX.
Thanks in advance for your feedback!
It seems like base metals, especially copper, have been on a run lately, and I keep hearing the narrative that all the global government stimulus is/will fuel a bull market based around infrastructure spending. My questions are; 1) do you generally agree with this theory?, and 2) which base metals companies do you prefer? So far I've been looking at RIO, TECK, and FCX.
Thanks in advance for your feedback!
Q: Clf seems to have good growth prospects but is it fundamentally strong enough to take advantage? Any thoughts on superior competitors in this sector?
Q: I have AEM and KL for gold exposure.I am considering adding RIO for materials exposure.Do you have a preferred choice in the materials sector?
Q: Hi 5iTeam,
Price of iron ore had shot up to levels not seen since 2014. Would now be a good time to take a position in RIO or I may have missed the boat. Also please comment on RIO going forward for the next 3 years.
Cheers,
Price of iron ore had shot up to levels not seen since 2014. Would now be a good time to take a position in RIO or I may have missed the boat. Also please comment on RIO going forward for the next 3 years.
Cheers,
Q: Hi Team,
RIO has gone up 25% over the last 3 months. To what would you attribute this pop and your thoughts on this company going forward.
Cheers,
RIO has gone up 25% over the last 3 months. To what would you attribute this pop and your thoughts on this company going forward.
Cheers,
Q: SEASON GREETINGS
YOUR OPINION ABOUT THIS STOCK AND IS IT A GOOD TIME TO BUY IT.THANKS.EBRAHIM
YOUR OPINION ABOUT THIS STOCK AND IS IT A GOOD TIME TO BUY IT.THANKS.EBRAHIM