skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your top picks in resources
Thanks
Read Answer Asked by James on December 20, 2017
Q: Hi,

It seems that many of your members have noticed the decline in TEVA and are optmistic for its recovery. This situtation reminds me a bit of TECK from 2015. I never purchased TECK back in 2015 when it was sub $5 because you cautioned about its debt level. TECK has since gained to $27. Do you have more concerns about TEVA now than you did about TECK two years ago? There is certainly upside to TEVA, but a cheap stock can always get cheaper.

Even now, the short interest (according to my RBC account is less than 7%). Have the short sellers moved on from this one?

What is the probability of bankruptcy? If this isn't likely, how much worse can it really get?
Read Answer Asked by Cameron on November 09, 2017
Q: Copper:- with the increase in electric vehicles --come s increase in copper use I realize that this will occur over time ---however which copper companies would be able to profit best ?
Thanks ---Don


Read Answer Asked by Dr. Donald on October 16, 2017
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
Read Answer Asked by david on September 11, 2017
Q: Hi Peter, can I get your thoughts on Teck. Its seems to have trouble getting thru the $35.00 level, I've held since 2013 where I bought it at $24.00, saw it go to 3.80 and now its back up. Is there any particular reason for this resistance at the $35.00 level, what would it take to break thru this level and is that possible. Thanks, Nick
Read Answer Asked by Nick on August 29, 2017
Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle
Read Answer Asked by Kyle on August 24, 2017
Q: Outside of Gold I only hold TV in the materials sector. Can you name a few equities that you would recommend that are not oil related? What weighting would you suggest for this sector overall? Thank-you as always.
Read Answer Asked by Alex on August 18, 2017
Q: I currently have about 5%- 7% of my portfolio in materials - SJ and MX specifically. If you accept the thesis that worldwide economic growth is improving would it be wise to also have some metals representation in my holdings or would you expect all materials to grow at the same time - i.e. a rising tide lifts all ships. I was thinking of Teck.B for this purpose if you think it is warranted. I do realize that 3 stocks are usually better than two for diversification but I only want to add (or switch) if you think I would be missing out on an important sector.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2017
Q: Please suggest some names in the industrial metal space (copper, aluminum and zinc) given that we are seeing a pull back in the $US and bottoming of the Bloomberg Commodity Index - Thank you.
Read Answer Asked by Aubrey on July 13, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!