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?
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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: Could you please provide update on MP Materials. What is their balance sheet? Would you buy it?
Thanks,
Milan
Thanks,
Milan
- CSX Corporation (CSX)
- Intel Corporation (INTC)
- United Rentals Inc. (URI)
- Lennox International Inc. (LII)
- Trane Technologies plc (TT)
- MP Materials Corp. (MP)
- Global X U.S. Infrastructure Development ETF (PAVE)
Q: It seems to me that one one of the major themes going forward that we as investors must pay attention to is on-shoring or the re-industrialization of the United States and the western world. Please share with me some of the global and Canadian companies that should benefit if this trend continues. I'm interested in both individual companies and ETFs.
Q: Read your March 26 notes to Ed and HOLD valuation but wondered if the 58+m award might be significant in the interim pending 2025 recovery?
Q: May I please have your current outlook for MP Materials?
With appreciation,
Ed
With appreciation,
Ed
- Northwest Pipe Company (NWPX)
- Moderna Inc. (MRNA)
- Easterly Government Properties Inc. (DEA)
- MP Materials Corp. (MP)
- Shoals Technologies Group Inc. (SHLS)
Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks
- The Walt Disney Company (DIS)
- Kimberly-Clark Corporation (KMB)
- Lundin Mining Corporation (LUN)
- Toromont Industries Ltd. (TIH)
- Aecon Group Inc. (ARE)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Ivanhoe Mines Ltd. (IVN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Major Drilling Group International Inc. (MDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ON Semiconductor Corporation (ON)
- Slate Grocery REIT (SGR.UN)
- MP Materials Corp. (MP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Q: MP Materials has dropped significantly in price this year. Is there a reason for the drop and do you still consider it a good investment in the rare earth metals space. Is there another name that you prefer?
- QUALCOMM Incorporated (QCOM)
- Chevron Corporation (CVX)
- The Walt Disney Company (DIS)
- Kimberly-Clark Corporation (KMB)
- Charles Schwab Corporation (The) (SCHW)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Infosys Limited American Depositary Shares (INFY)
- Interactive Brokers Group Inc. (IBKR)
- MP Materials Corp. (MP)
Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.
- CVS Health Corporation (CVS)
- Northland Power Inc. (NPI)
- Tidewater Midstream and Infrastructure Ltd. (TWM)
- Champion Iron Limited Ordinary Shares (CIA)
- MP Materials Corp. (MP)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: CIA,CJR-B,NPI,PRMV,TWM,TIXT. CVS-N,MP-N, Witch one to sell and which stocks are underpriced today to replace.
Appreciate your opinion and expertise.
Appreciate your opinion and expertise.
- Freeport-McMoRan Inc. (FCX)
- Lundin Mining Corporation (LUN)
- Miscellaneous (MISC)
- Lithium Americas Corp. (LAC)
- Capstone Copper Corp. (CS)
- Albemarle Corporation (ALB)
- A-Mark Precious Metals Inc. (AMRK)
- 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.
Q: Could you comment on their outlook? What is their balance sheet? Is it worth buying?
Thanks,
Milan
Thanks,
Milan
Q: Peter; Is it correct that NEO is basically the only company that can process rare minerals, and if so, would this include lithium? Thanks
Rod
Rod
- Avalon Advanced Materials Inc. (AVL)
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- MP Materials Corp. (MP)
Q: What do you think of AVL ( avalon advanced materials). Is it worth buying as a speculation on lithium? Also has other elements in it’s asset base. Ty
Q: What are your current thoughts on these 2 materials plays ? How were recent financials and outlooks for each ? Thank you.
- Wheaton Precious Metals Corp. (WPM)
- VanEck Rare Earth/Strategic Metals ETF (REMX)
- MP Materials Corp. (MP)
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Can you suggest any Canadian companies or an ETF that may benefit from this.
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Global X Lithium & Battery Tech ETF (LIT)
- MP Materials Corp. (MP)
- Invesco Optimum Yield Diversified Commodity (PDBC)
Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
Q: There have been a couple of analyst price target reductions since your last comments on MP. Any change to your view of this company?
Q: What would your choice be here,NEO or MP?
Can you make a case for MP?,why has it not done well with the rare earth frenzy?
Any other companies in the field of rare earths that you prefer?
Please analyze MP for me.Thanks
Can you make a case for MP?,why has it not done well with the rare earth frenzy?
Any other companies in the field of rare earths that you prefer?
Please analyze MP for me.Thanks
- Energy Fuels Inc. (EFR)
- Neo Performance Materials Inc. (NEO)
- VanEck Rare Earth/Strategic Metals ETF (REMX)
- MP Materials Corp. (MP)
Q: please recommend companies and
ETFs in the rare earth field . Thank you
ETFs in the rare earth field . Thank you