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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: Question on increasing my copper exposure:

I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?

I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.

Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?
Read Answer Asked by James on March 11, 2025
Q: Hi 5i,

My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.

What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?

Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)

I'm not averse to risk and looking to hold at least 5+ years.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on March 07, 2025
Q: Hi 5i, In a recent TD analyst TECK report management stated that, "No material impacts from U.S tariffs — Management addressed the issue of potential tariffs on its conference call, noting that while they sell some finished products from Trail into the U.S., they did not expect the imposition of tariffs to have any meaningful impact on its business other than potential impacts to global GDP". Teck is premier company currently trading at a decent price so it seems as if TECK would be an excellent buy at this time. Can 5i give us 5 more superior quality Canadian stocks that appear to be well positioned to weather the US tariff storm? Yes bulletproof would be nice! Thanks, Chris
Read Answer Asked by Chris on March 03, 2025
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
Read Answer Asked by Jordan on January 17, 2025
Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.
Read Answer Asked by Keith on November 25, 2024
Q: CHINA

Is there any Hope for China to stimulate their Economy. They are well built in everything Housing Roads Infrastructure Etc, They have an aging Population and a Low birth Rate Not a good combination. The 21 to 30 year old have no jobs, Factories are closing and moving to other countries,

They have a huge military and their defense is fully built. Ships Tanks Aeroplanes etc.

Copper and Oil prices need China to expend other wise these prices will go lower.

What is your view on Copper TECK and CS also BABA

CU will benefit from AI, EVS, Bitcoin , Is CU a buy ? RAK
Read Answer Asked by bob on November 18, 2024
Q: Hello Peter and Staff
I climbed the stairs with NTR and have taken the elevator down. Crop prices are cyclical but am also worried about the new supply coming on .

Would you hold or switch for one of FCX, TECK.B , AEM or SJ as my material stock

Thanks for all you do
Dennis
Read Answer Asked by Dennis on September 22, 2024
Q: Hi, I'm interested in some oil/mining stocks that have recently plummeted. Do you think there's more room down, and when do you see them rising again? Thank you.
Read Answer Asked by Lyle on September 09, 2024
Q: Without China due to their economic problems will Copper prices go up. Demand in other areas increasing EVS, Utilities, Home Builders, AI etc outlook looks good for demand. What about price .

If Trump and Canada and other countries hit China with tariffs on EVS less demand will be the result.

Why does China do it to itself with over supplying the World with goods It will Cost China jobs They have an aging population with a low birth rate , Not a good outlook

your comments please RAK
Read Answer Asked by bob on July 11, 2024
Q: Hi Peter and Staff

I currently have 9% of my portfolio in O&G (excluding pipelines) and only 1% in materials (NTR)

-would you suggest I drop my O&G a bit to add a miner ?

-if so would you suggest FCX , TECK.B for a long term hold or another name?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on July 08, 2024
Q: Can you please advise on the top 5 stocks for people looking for copper exposure in their portfolio? Please order in terms of risk-adjusted long-term returns, factoring in the current stock price. Thank you.
Read Answer Asked by Menaka on June 24, 2024
Q: Hi Peter, if I wanted the get some copper exposure which way would be best, through specific stocks or an ETF and do you have any suggestions for both at this time. Thanks
Read Answer Asked by Nick on June 03, 2024
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