TSE:ZMT

BMO EQL WGT GBL BASE METAL HEG CAD ETF (ZMT.TO)

132.40
-15.06 (10.21%)
as of Jun 5, 2026, 7:59:29 pm Market Open.
79 watching
0
COMMENT
ZMT is a way to play base metals that will be needed to build everything from bridges to EVs. COPX is a pure play copper play, but it trades in New York.
BUY
An equal weight global mining companies. There are aluminum, copper, steel, nickel, zinc, etc. A decent way to play the space.
BUY
A great way to play commodity prices. It includes gold. silver and copper. A broad base-metals ETF. There are other commodities ETFs but they use futures contracts so he prefers this one for most investors.
BUY

Playing the commodity side is quite tough since you have to deal with futures contracts. For copper, play the copper miners and ETFs like COPX. He prefers ZMT, which is broader base metals. There is a reflation trade and electrification of the world. Copper is crucial in this.

BUY
The best way to play the recovery is base metals. Copper will be important for electrification, as well as steel for infrastructure. It probably still have legs for the sector to double in the coming years.
BUY ON WEAKNESS
A play on reflation and infrastructure. All metals are great reflationary play. Looking at a 10 year chart, you can see that there is runway. Short term it is over bought, but once there is a bit of market volatility in weakness, jump in. Potential 20-30% upside.
SELL ON STRENGTH
Short term, this is over-bought. In Q1 next year, there might be pullback. He is looking to trim some of his holdings from a tactical perspective but he will not sell his full position. Copper is particular interesting.
BUY
This is a better way to play infrastructure. As governments look to put more people back to work, there will be higher demand for base metals.
TOP PICK
Could be a bit of a run here. But he'll be watching it like a hawk. When he does a tactical play like this, he gets out when he's made 20%. And it doesn't have to fall far before he bails. Yield is 2.35%.
PAST TOP PICK
(A Top Pick Mar 19/19, Down 2%) Interesting story as they bought and held it until it broke down and sold it and just reentered it. It is a trader. It is not something to buy and hold. Don't get married to it.
TOP PICK
He likes commodities now. This has fallen, then based and is now rising--exactly what he is buying nowadays. He just bought more of this yesterday. The metals are the dogs of yesterday, but have based and are now moving up.
SELL
Equal weight mining ETF. Global mining will underperform going into a recession. Strong sell.
PAST TOP PICK

(A Top Pick June 2/16. Up 56.93%.) This was a sector trade and he sold his holdings with a gain of 20%. This is what he normally does on a sector trade.

DON'T BUY

See his educational segment. It is not a good buy. The bump we saw in China is over. China will grow at a much lower rate than the last couple of years. He is playing SLX-N as the best infrastructure play as it is steel in the US.

WAIT

An equal weight play on metals. It has come off significantly from recent highs. There are massive risks in this sector. You have to be very, very good on your timing. He is not stepping in right now.

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