Investment Q&A

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation
Ed

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

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!

Q: The A and B Teck shares have historically traded in line, however, since January 2020 the A shares (voting and not very liquid) started to pull ahead of the B shares (non-voting and liquid). Recently, this differential has gapped significantly with the A shares pulling substantially ahead. Do you have an explanation for this? Is there something going on with the ownership position in Teck?

Q: If the world is going to update infrastructure in the next 2 to 3 years what are your thoughts on holding teck or do you have another suggestion? How would you assess their financial situation?

Q: Never owned this resource stock; however, it's B.S. is pristine. With this COVID-19 situation and a high probability of things really slowing down, this stock probably has more downside - or not? My feeling are, you buy this one when there is blood in the street: high PE. The other thing is, they pay no dividend of any consequence, which they could afford. I don't think I've ever owned a resource stock other than O & G.

Appreciate your comments.

Q: How would the Teck Frontier oilsands mile project affect Enbridge or Pembina (if at all) if it is approved or rejected? Thanks!

Q: The price of copper is lower than it has been for a while. What company might you buy to wait for a rebound in copper price?

Q: What is your opinion in Teck. I am surprised to see that no questions had been asked in the database.
Thank you.