Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx
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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: If you could only hold one company in the materials sector for long-term what would that company be?
Q: It seems like FCX is such a good deal right now. I realize the price of copper has come down but with increased demand with EV’s, it should gain momentum soon. Thoughts?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Realty Income Corporation (O)
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Royal Bank of Canada (RY)
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Enbridge Inc. (ENB)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Trane Technologies plc (TT)
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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L3Harris Technologies Inc. (LHX)
Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris
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Freeport-McMoRan Inc. (FCX)
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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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Capstone Copper Corp. (CS)
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Global X Copper Miners ETF (COPX)
Q: If one wanted to invest in copper, what would i5R recommend, both individual companies & ETFs. Please give a brief financial explanation for each recommendations. Thanks. … Cal
Q: Hi. Would like to buy a copper producer in recognition of expected long term demand. I show a couple I like and hope you might add one or two more and then rate from best to worst taking into account current valuation, stability, management, dividend, etc. With thanks, Don
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Freeport-McMoRan Inc. (FCX)
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Stella-Jones Inc. (SJ)
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Nutrien Ltd. (NTR)
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Linde plc (LIN)
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Reliance Inc. (RS)
Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?
Q: What are your favorite cyclical stocks that you may start to build a position in at this time?
Q: Hi Peter, Ryan, and Team,
For a three to five year holding, what would be your preference between CS and FCX, to play the copper theme?
Thanks in advance for your valued advice.
For a three to five year holding, what would be your preference between CS and FCX, to play the copper theme?
Thanks in advance for your valued advice.
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Freeport-McMoRan Inc. (FCX)
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Lundin Mining Corporation (LUN)
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Miscellaneous (MISC)
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Lithium Americas Corp. (LAC)
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Capstone Copper Corp. (CS)
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Albemarle Corporation (ALB)
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A-Mark Precious Metals Inc. (AMRK)
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MP Materials Corp. (MP)
Q: Can you please give us your recommendations on Nickle, Cooper and Platinum stocks and ETF for both Markets.
I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.
Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.
Thanks for the great service you have been providing to small investors at reasonable price.
I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.
Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.
Thanks for the great service you have been providing to small investors at reasonable price.
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Freeport-McMoRan Inc. (FCX)
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Honeywell International Inc. (HON)
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lululemon athletica inc. (LULU)
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Nutrien Ltd. (NTR)
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Reliance Inc. (RS)
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Boyd Gaming Corporation (BYD)
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Jacobs Solutions Inc. (J)
Q: Given the current economic climate and potential future trends, which industries or sectors do you believe are well-positioned for long-term growth in the stock market, and what specific Canadian and US companies within those industries or sectors do you believe have strong fundamentals and potential for long-term momentum?
Thank you!
Derek.
Thank you!
Derek.
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Freeport-McMoRan Inc. (FCX)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Cenovus Energy Inc. (CVE)
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Franco-Nevada Corporation (FNV)
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Wheaton Precious Metals Corp. (WPM)
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PrairieSky Royalty Ltd. (PSK)
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Kelt Exploration Ltd. (KEL)
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Agnico Eagle Mines Limited (AEM)
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Capstone Copper Corp. (CS)
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Tamarack Valley Energy Ltd. (TVE)
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Reliance Inc. (RS)
Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices
Q: Hello. What are your thoughts on these two? Can you details their metals production percentages? Between the two, which would you invest in and why? I hold both but am considering dumping FCX and putting the proceeds to IVN. I’m interested in upside.
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Freeport-McMoRan Inc. (FCX)
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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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Capstone Copper Corp. (CS)
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Rio Tinto Plc (RIO)
Q: A number of precious metals companies have exposure to copper as well. Which ones in your opinion (large cap, mid-cap & small cap) are best positioned to benefit from a rise in copper demand?
Q: Hi Peter and Team,
Happy Friday! Question for you about investing in vehicles related to copper. It feels like we are in and headed for a greater supply crunch for Copper as a commodity and I am wondering what your thoughts are on the direction of copper and best ways to be involved in the sector.
I put Foran Mining Company as the specific company for this question as I know Pierre Lassonde is involved in that and he is a legend in the industry so curious on your thoughts on it or if you have other ideas. Please feel free to take more than one credit if this is multiple questions.
Thanks!
Happy Friday! Question for you about investing in vehicles related to copper. It feels like we are in and headed for a greater supply crunch for Copper as a commodity and I am wondering what your thoughts are on the direction of copper and best ways to be involved in the sector.
I put Foran Mining Company as the specific company for this question as I know Pierre Lassonde is involved in that and he is a legend in the industry so curious on your thoughts on it or if you have other ideas. Please feel free to take more than one credit if this is multiple questions.
Thanks!
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Freeport-McMoRan Inc. (FCX)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Northrop Grumman Corporation (NOC)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Agnico Eagle Mines Limited (AEM)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Wajax Corporation (WJX)
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Nutrien Ltd. (NTR)
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Rio2 Limited (RIO)
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Reliance Inc. (RS)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Thanks for your great advise.
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Freeport-McMoRan Inc. (FCX)
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Sherritt International Corporation (S)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
Q: I hold all three companies , all bought when share prices were higher. Comments and rankings on these three please. All have shown some gains recently. Are they worth holding for improved macro conditions and eventual recovery? All three are in a taxable account, so should any be sold for tax loss?
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Freeport-McMoRan Inc. (FCX)
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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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Capstone Copper Corp. (CS)
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Rio Tinto Plc (RIO)
Q: Good morning,
Could you please offer your opinion on companies like Teck, Rio Tinto , Freeport McMoran or others who may be best positioned to profit from increasing copper demand ?
Thank you,
Could you please offer your opinion on companies like Teck, Rio Tinto , Freeport McMoran or others who may be best positioned to profit from increasing copper demand ?
Thank you,
Q: with steel stocks hitting all time high, if you could only choose one which would it be and would you buy it now.
same question for copper.
u.s. stocks are fine.
dave
same question for copper.
u.s. stocks are fine.
dave