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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: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.
Read Answer Asked by V on January 19, 2024
Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Read Answer Asked by V on January 18, 2024
Q: 4 disasters in my cash account these year. Each position down between 30-45%.

How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?

Please feel free to deduct credits as you deem fit.

Thank you.
Read Answer Asked by Karim on December 08, 2023
Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M
Read Answer Asked by michael on October 04, 2023
Q: What would your top 3 stocks be to capitalize on the apparent trend in EV's. Looking for companies that supply to the automotive industry, parts or underlying resources such as lithium.
Read Answer Asked by JAMES on November 03, 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: Looks like I am getting bought out of NLC by China. What would your next 3-4 lithium stocks be a couple large and couple small. And why you like them. Thank you for your great service.
Read Answer Asked by mike on October 12, 2021
Q: Hi Peter...I believe SQM mines most of it's Lithium in Chile. Possibly the company is domiciled in Chile which may protect it. Do you know if the legislators intend to revise the royalties on all mineral extraction, including Lithium, besides targeting the gold / copper producers? If production of any material is reduced then higher prices might be expected. Of course too high prices may put an end to the demand side of the party generally. Maybe the internal combustion engine will hang around a bit longer than expected!
Thanks,
Jim
Read Answer Asked by James on May 18, 2021
Q: A lot of interest exists for the lithium industry. I was wondering what your opinion is and possible recommendations to participate in the growth of this sector of mining, or perhaps it is too late to experience much upside.
Read Answer Asked by Steven on May 03, 2021
Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark
Read Answer Asked by Mark on April 12, 2021
Q: I have recently received rights issued from a common share holding in SQM. I can't locate information on the rights, e.g., right to buy at? time expiration - can you provide some insight or, alternatively, a link that provides that information. I've looked on the company website, investor news releases and looked up the rights on the TMX (ADR) but can't find anything
Read Answer Asked by John on April 07, 2021
Q: Could you give me your top 3-4. Lithium related plays for growth potential in politically safe areas with your reasoning.
And your top 3-4 block chain plays for growth long and short term and your reasoning please.
What are your thoughts on
Bitf for a blockchain and Bitcoin play and also your thoughts on btcc.b an etf listing tomorrow.
I apologize I probably should have sent a few emails. Thank you for your great advice over the years.
Mike
Read Answer Asked by mike on February 18, 2021
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