Investment Q&A

Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .

Many Thanks

Greg

Q: If one is to consider commodity exposure, do you have any recommendations? TECK or RIO or both? Thanks.

Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.

(1) Why does FM trade at such a high multiple compared to the others?

(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.

Q: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.

Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.

Q: Good Morning Peter & Team.

I have two questions. Please charge me accordingly. Both have to do with ramifications from increasing cost of OIL.

1. Do you think the ever increasing price of gasoline is going to push more people towards EV and if so, what would be your recommended play to take advantage of this?

2. Commodities especially those coming from mining, and especially those used in the EV industry, appear to be on the rise. What recommendations would you make for us to take advantage of this trend? Right now I have RIO & DML on my radar.

Thanks for all you do

gm

Q: please recommend an Canadian ETF of resources except energy. Interested in what may do well because of infrastructure needs. Would Teck resources be a proxy and you assessment of TECK.B.
thanks
Yossi

Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

Q: Happy New Year!
I have little to no exposure to the metals sector and would like to pick up one stock. I was thinking about Teck due to its size and relative safety but would love to hear your favourites at different size/risk levels. Also love a quick comment about whether you believe the sector will continue to do well
Thanks
Bryan

Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!

Q: Apologies if this is a duplicate. I’ve been out of metals stocks for a few years and looking to take a position. I’m thinking of Teck but would be interested in your favorites at different sizes (non gold). Also do you think the sector has legs for a while ?

Thanks
Bryan

Q: Question about Disruptors:

I am concerned about disruptors negatively affecting the future safety of my Canadian dividend portfolio that I have built for retirement - mainly blue chips. I have a long term view, and invest accordingly. Here are my concerns:

Banks (their high fees vs Fintech)
Utilities (eg. Tesla Energy Ventures)
Energy, Pipelines (EV's)
Insurance (Autonomous Vehicle reliability, companies increasing Human Longevity)
Telecoms (Cable-cutting)
Railroads (Autonomous Trucking)

Telecoms seem to be jacking up the cost to the customer for their internet service substantially to compensate for lost cable revenue, so maybe less to worry about there.
I know that it will take time for some of this to play out, but I read articles on disruptors daily, and some of this seems to be evolving quite quickly.

I am looking for portfolio diversifiers. Besides some disruptor ETF's I also own NTR and TECK.B which seem to be less apt to be impacted. I also own ATD, assuming that their change-over to charging stations will be successful. Other than Canadian Tech, what other solid Canadian companies would be good picks that perhaps may be "less impacted" ? FSV for instance ?

Also, if you have an alternative view on this, I certainly welcome your opinion.

Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

Q: How high do you think Teck will go to

Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Hi,

Could I have your top two picks for Materials please?

Thanks,

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus