Q: I am thinking of buying First Quantum. Do you think it is a good buy at this time or would Lundin be a better buy in the sector or another company.
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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.
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Largo Inc. (LGO)
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First Quantum Minerals Ltd. (FM)
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Turquoise Hill Resources Ltd. (TRQ)
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Lundin Mining Corporation (LUN)
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Hudbay Minerals Inc. (HBM)
Q: Hi Peter,
Please list 5-6 mining stocks (other than gold) for growth. I own TV and TECK.B at 2% weighting each. Medium to high risk, short and long term.
Thanks.
Please list 5-6 mining stocks (other than gold) for growth. I own TV and TECK.B at 2% weighting each. Medium to high risk, short and long term.
Thanks.
Q: Can you comment on the $8B tax bill slapped by the Zambian government.
Thanks
Thanks
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Garibaldi Resources Corp. (GGI)
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First Quantum Minerals Ltd. (FM)
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Sherritt International Corporation (S)
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BHP Group PlcSponsored ADR (BBL)
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VALE S.A. American Depositary Shares Each Representing one (VALE)
Q: I would like to have some exposure to the nickel market. Could you make a couple of suggestions as a way to play this commodity.
Thank you.
Thank you.
Q: Hi Peter and everyone at 5i,
Regarding Teresa's question about copper earlier today, here's an article from the Financial Post that illustrates copper's role in the potential for an electric vehicle sales uptick expected by the author:
http://business.financialpost.com/commodities/mining/can-electric-cars-power-the-next-commodity-supercycle
Thanks to everyone at 5i for providing such a valuable and profitable service to members, and a happy, healthy, and safe New Year to all in the 5i community!
Regarding Teresa's question about copper earlier today, here's an article from the Financial Post that illustrates copper's role in the potential for an electric vehicle sales uptick expected by the author:
http://business.financialpost.com/commodities/mining/can-electric-cars-power-the-next-commodity-supercycle
Thanks to everyone at 5i for providing such a valuable and profitable service to members, and a happy, healthy, and safe New Year to all in the 5i community!
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Freeport-McMoRan Inc. (FCX)
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First Quantum Minerals Ltd. (FM)
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iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP)
Q: Hi everyone.
I have several questions so please take as many credits as needed.
1. Can you recommend an ETF for Japan? Several experts have recommended diversifying out of NA and into Japan.
2. Do you foresee a relative shortage in copper supply in the near future? If so, can you recommend a natural resource company that would benefit from the increased copper demand.
3. Do you know of an American equivalent to BNN?
I have several questions so please take as many credits as needed.
1. Can you recommend an ETF for Japan? Several experts have recommended diversifying out of NA and into Japan.
2. Do you foresee a relative shortage in copper supply in the near future? If so, can you recommend a natural resource company that would benefit from the increased copper demand.
3. Do you know of an American equivalent to BNN?
Q: Hello 5i,
I know you have a bullish view of zinc and recommend TV (which I currently own) for exposure to the metal. I'm wondering if you also have a bullish view on copper?
If so, what would be your recommended strategy for exposure to this base metal? Would you recommend owning a company that is exposed to both metals, or two separate companies that focus on each metal?
Thanks again and Merry Christmas!
I know you have a bullish view of zinc and recommend TV (which I currently own) for exposure to the metal. I'm wondering if you also have a bullish view on copper?
If so, what would be your recommended strategy for exposure to this base metal? Would you recommend owning a company that is exposed to both metals, or two separate companies that focus on each metal?
Thanks again and Merry Christmas!
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
Q: Good day my question is with all the talk about solar/wind power and electric transportation etc. what are the top 3 copper stocks to invest in ? thank you
Q: Hi, what is your outlook for base metals for the next 12 months?
Do you feel a need to have exposure?
If so, please rank the above three in terms of your preference. If you have a favourite outside of the list, please share. I own a bit of teck.b already.
Thank you
Karim
Do you feel a need to have exposure?
If so, please rank the above three in terms of your preference. If you have a favourite outside of the list, please share. I own a bit of teck.b already.
Thank you
Karim
Q: What is your opinion on these companies and the forecast on steel and copper i was thinking of moving in on these companies with the pullbacks they have had. Thank you so much
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First Quantum Minerals Ltd. (FM)
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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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Trevali Mining Corporation (TV)
Q: i notice all the mining stocks are down substanially, is this a u.s./ cdn dollar thing or something else and with respect to trevali, it seems to have huge swings in price , if zinc is in such short supply and they have all in cash costs of 49 cents, i suspect their earnings will be huge, can you comment. dave
Q: Good morning team, can you comment on FM. Is it a buy here?
Q: What do you think at these prices for a commodity play
Q: could you please comment on FM. I have done very well and have taken profits on the way up. markets dont like it today.
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First Quantum Minerals Ltd. (FM)
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Lundin Mining Corporation (LUN)
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North Shore Uranium Ltd. (NSU)
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Ivanhoe Mines Ltd. (IVN)
Q: In which order would you rate the listed miners for midterm investments?
Thank you Team!
Thank you Team!
Q: Hello 5i team,
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Q: FM is up almost 10% today alone. Any idea why? It has been held since about the $5-6 range. Is it worth continuing to hold this for further growth over the next few years or cash-in and move to another name in Metals, and if so who would you recommend looking at?
Q: Hi Peter and Ryan,
Could you comment on FM latest quarterly result. What is your longer term outlook for the stock and the base metal sector? I still currently own the stock and am undecided on selling or still holding after it's huge run from $2 but still down from $20.
Thanks for the great service,
Angelo
Could you comment on FM latest quarterly result. What is your longer term outlook for the stock and the base metal sector? I still currently own the stock and am undecided on selling or still holding after it's huge run from $2 but still down from $20.
Thanks for the great service,
Angelo
Q: I hold this from last year {2015} when in the model portfolio. I am still down but if momentum is any indicator should I continue to hold or sell and( move into maybe SJ also 2.5% currently.) FM has come back big time to a 2% position from an original 2.5%.
Thx
Thx
Q: How is a metals producer usually valued? I see Scotiabank has an adjusted eps calculation, but I wonder if book value should also be considered. I calculate an BV/sh of approx. $15 form their recent filings today. In your opinion what would be a reasonable price range for this company at todays copper/gold prices +/-10%?
Thanks, Gordon
Thanks, Gordon