Labrador Iron Ore Royalty (LIF.TO) Buy, Sell…

Labrador Iron Ore Royalty (LIF.TO)

25.49

+0.13 (0.51%)

as of Sep 15, 2026, 8:00:00 pm Market Open.

229 watching

BUY

A royalty play a with a skimpy cost structure. Quality, long-life asset in Quebec. Pays out special dividends, which really boosts the yield. Mature asset with not a lot of capital appreciation ahead. Good entry point for income investors.

PAST TOP PICK

(A Top Pick Dec 27/19, Up 41%) Pays a 6.5% dividend. The price of iron ore will remain strong in the coming year, but he's looking elsewhere.

BUY ON WEAKNESS

Iron ore has been a popular place to be. There has been big demand. LIF has received an extraordinary payment from an associated firm. Dividend payments could be high for a while. The dividend fluctuates with the performance of the company. The yield has always been attractive. The current price is a little high, but if it pulls back 20% from here, buy.

TOP PICK

Stealth rally in iron ore. Commodity is up 65% since the end of March. Fits the theme of reflation and value stocks. Trades at 8.2x earnings. High ROE. No net debt. Pay special dividends. Price momentum picking up. No dividend. (Analysts’ price target is $28.11)

RISKY

Earnings growth is expected to fall 22% this year. They have an ROE of 38% and the dividend is 4.6% seems to be well covered. Iron ore prices are supportive for the next few years, he thinks. If you own it, be happy. It might we a worthwhile speculative buy.

WAIT

He has owned it in the past coming out of the 2016 mini-recession. A great company to own when an economy begins to recover as manufacturing begins to recover. It has always been well managed with good cash flow and low debt. A royalty stream based on the amount of iron ore they produce. He would be cautious about buying aggressively going into a recession, but be careful stepping in now.

DON'T BUY

It's resisting at the 200-day moving average which concerns him. Long-term, this could move lower, though you can play it for a bounce in a possible rebound rally if you're nimble. The lid today around $17 acts as a lid, which means investors will sell into later. It's not an investment now.

COMMENT

As long as it holds support at $21, it's fine, but if it falls, sell or reduce.

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WAIT

Third week of January to start of May is seasonality for metal stocks. Support around $22 and sell at $31--that's the trading range. Metals are badly beaten up compared to the market. Wait a bit before entering this space.

TOP PICK

Pays a 3.9% dividend that's sustainable, trades at a good 8.5% free cash flow yield, and a 31% ROE. Boasts an expected 21% upside. (Analysts’ price target is $29.50)

WAIT

In the industrial base metal space in Canada, there is WTE-T and LIF-T. Both are very fairly priced right now. A highly commodity focused and cyclical business. This space is best to buy into when stock prices have been really hard hit. Global growth for steel trade is becoming a concern. It is not a good time to enter. The yield on LIF-T is 3.8%.

COMMENT

Bull market going on in iron ore, which means there's strong global growth.

WEAK BUY

He looks for price trend, relative valuation and reasonable volatility. This one has great price momentum. Valuation is decent with a 23% ROE. Yield 3.5% with a reasonable payout ratio. They are subject to the iron ore market so there can be some commodity market volatility. He would suggest a weak buy.

SELL

Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here.

PARTIAL SELL

Spike in a bunch of the iron ore names. LIF is a beneficiary of concerns about global supply. Move higher is temporary. Good business model, pretty good yield. He'd be concerned with Chinese growth, if it continues to sell, iron ore will suffer. He'd trim.

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Labrador Iron Ore Royalty (LIF.TO)