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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: Hi Peter...You have noted FM's high debt load. I once owned Inmet Mining which was taken over by FM, primarily to take control of Inmet's Panama copper claims. (The Panama claims were not mine at the time. Not even sure it was an ore body). The mine development was, I think, a big bite for FM. However they did develop those Panaama "copper ore claims" into a working mine. I believe the mine has now been operating for about 18 months. Does the mine seem to be producing copper at the cost and quantity anticipated? In other words is the mine as profitable as it was hoped for? If so do you know if FM has started to pay off the loans?
Thanks,
Jim
Read Answer Asked by James on May 18, 2021
Q: Hello, I have followed DYA for a while. Technology looks interesting yet the market is indicating the technology is disappointing. Please provide a recent update. Also, In a earlier answer for DYA, you indicted that "we have coments in the Q&A on DYA". Where is the Q&A? I have looked for it and cannot find it. I just see questions. Thanks

Mark
Read Answer Asked by Mark on May 18, 2021
Q: Hello to all

As I read the Q&A this morning and learned about the problems in Chile, I understood why Lundin was down yesterday and was so out of line with its sector. I just opened a position, bad timing. What is its weight in Chile exactly and do you still trust this company for the short, medium or long term (with its current valuation). Maybe it would be better to liquidate the position. What do you think about it?

Thank you very much.
Read Answer Asked by Charles on May 18, 2021
Q: What is your opinion of BNTX as a 3 year plus hold. Do you believe there is evidence to show there technology is transferable to cancer and flu vaccines. Do you see any potential downside to purchasing the stock at this time or are there other companies that you would prefer in this sector. Thanks
Read Answer Asked by Ian on May 18, 2021
Q: Hi 5i,
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
Read Answer Asked by JR on May 18, 2021
Q: Considering latest volatility and recent sector rotation with rising interest concerns, What would be your top 3 recommendations right now in following sectors for investor with 10+ year time frame. This is for RRSP Growth/balance polio
1. Consumer discretionary/Consumer Cyclical
2. Technology
3. Industrials
4. Financials
5. Materials

Thanks for your valuable guidance
Read Answer Asked by Mahendiali on May 18, 2021
Q: Good morning,

I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
Read Answer Asked by Ken on May 18, 2021