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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: I sold some NEO and am considering a re-buy. I like the direction NEO is taking. If the new USA administration, and the west nations as a whole, want to have economies not dependent on China then rare earth minerals should be on their radar since they are critical and currently almost all rare earths come from China. NEO is one of the few western companies, at least that I know of, that will have production of rare earths and related products that are/will be produced in the west (Estonia). I am considering a rebuy in the $7.50 range? What is your overall opinion of NEO and the rare earths in general? What other publicly traded, western, rare earth companies are there to consider?
Read Answer Asked by Paul on November 19, 2024
Q: Portfolio Cleanup Part 10:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: I have a very decent return on my VNP shares thanks to a fortunate entry. It has become a too significant part of my portfolio considering the size of the company. I am thinking of selling some of it and rotating the sale proceeds into NEO. Could I have your thoughts on both and the sale idea? Thanks.

Also, with respect to the commentary on long posts, I am certain there will always be differing thoughts but it might perhaps provide a compromise if subscribers could do a small post in the regular section of Q/A that links to a separate space in the blog area to access the full post? Just a thought.
Read Answer Asked by Robert on January 30, 2024
Q: I own some NEO performance materials and I noticed it is at 52 week lows, and at the currrent price (a little under $7) the dividend yield is about 5.7 per cent. The net cash on the balance sheet (according to the last quarter) shows that the market cap is about 30 per cent covered by the cash on the balance sheet. This company is profitable, pays a healthy covered dividend, is buying back a few shares with a NCIB and is in a future world part of the economy (magnets for electric cars, wind turbines, defense products, etc. I think I should add more on this weakness in the share price. Am I missing something glaringly wrong with this under-the-radar company?
Read Answer Asked by Paul on October 30, 2023
Q: Reviewing my portfolio and these are my losers. Any point hanging on to any of them? Surprised at BN as it always seems to have positive reviews and CYBR which I though would ride the technology wave.
Read Answer Asked by Steven on May 08, 2023
Q: Hope you all had a great Easter Weekend.

With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.
Read Answer Asked by Kolbi on April 12, 2023
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