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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: Copper Mountain Mining had a miserable time mining the last few quarters, that reduced tonnes mined, grades down, costs up and cost per lb of copper produced way up. But they have had success in selling their exploration property in Australia ( sold to Harming Gold for $170 plus another possible $60 in the future.) That brings CMMC net debt down to a low level but it makes them a single mine mining company albeit in a Tier 1 mining district. They also have new CEO stepping in on April 24 and Mr. Merrin seems to have good experience (HBM, Gold Corp, diamond mining). So the last few quarters for CMMC have been disasters, but what about the future? Earnings come out soon and I don't expect them to be great but maybe it will be the last of stinky earnings. What is your take on this single asset Canadian copper miner? Do you think the incoming CEO is the right guy to turn this miner around? I only want a copper miner in my portfolio that does okay with lower copper prices and if copper does shoot up then it does even better.
Read Answer Asked by Paul on April 13, 2023
Q: You recently mentioned that BN owns 75% of BAM. Do you have the numbers for BSO, BIP, BEP, BBU.

Greatly appreciate.
Read Answer Asked by Valter on April 13, 2023
Q: I was wondering if you would indicate which US banks have been acquired by the above mentioned banks and how risky these acquisitions might be considering the differences in the banking regulations between the two countries.
Thank you very much. Any information you provide will be greatly appreciated.
Read Answer Asked by Mary Jean on April 13, 2023
Q: Hello Gentlemen

I am quite bullish on gold over the next while. I own AEM which is up 23 % KRR which is up 38% and KNT which, believe it or not is down 5%.

My question is should I continue to hold KNT which has proven to be a real laggard in the space and whose price is down over the past year despite the metal surging.

If you think I should hold on to it please tell me why. If you think there are better options with better upside please let me know in priority of how strong you feel.

Thanks


Sheldon
Read Answer Asked by Sheldon on April 13, 2023
Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.
Read Answer Asked by Gerry on April 13, 2023
Q: I am looking for cash-rich stocks with unusually low prices at the moment.

Could you recommend 5 Canadian and 5 US stocks

Thanks
Read Answer Asked by V on April 13, 2023
Q: The above holdings are in my TFSA for long term growth. Looking to add another stock to the account. Can you share a few that would be good additions for long term growth. If adding to an existing names make makes sense; open to that as well as none of these are a full position.
Read Answer Asked by Sal on April 13, 2023
Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?
Read Answer Asked by Don on April 13, 2023
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
Read Answer Asked by Frank on April 13, 2023
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