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

Labrador Iron Ore Royalty (LIF.TO)

28.36

-0.27 (0.94%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

131 watching

BUY

As an income stock? Upstream commodity producers are likely to benefit from inflation and the commodity super-cycle. Prices and volumes are strong. Note that the dividend moves around. A really good one to insulate you from inflation.

Wealthica Track your Stocks in your Watch List

HOLD

Great 2021. Moderation in the return profile for 2022. Depends on underlying economy and demand for base commodities. Good, long-term asset that you need to buy at a better entry point. If you have it, hold.

WATCH

Overall trend seems to be more infrastructure and ramp up in the economy. If so, steel production should go up. With the bigger focus on the environment, higher grade pellets have the ESG factor to them. After the selloff, he has his eye on it.

BUY ON WEAKNESS

It's too cyclical for him. He likes the company. He'd buy this if this fell to the low-$20s or teens, which is not now.

WAIT

LIF vs. CIA Iron ore prices are pretty high, and it's not in short supply. If you're more aggressive, buy CIA. If you want to sit back and collect the cashflow, buy LIF. Be cautious on buying them in the short term, due to price weakness.

BUY

Commodity (iron ore) LIF vs. finished product (steel) STLC? He'd choose LIF. Owns it for income. STLC is an operating company; whereas LIF is a topline royalty company (gets paid on topline, not bottom line), operating for 50+ years, less operating leverage. Both steel and iron ore have rolled over. More downside for steel. Iron ore has already corrected back. Safer play. Yield is 24%, partially due to special dividends. Only 2% yield for STLC, and the CEO has been a major seller.

COMMENT

Probably has to do with the steel market. The last few months have seen talks about China and their steel demand. All steel companies have dropped. Long term supply and demand with stimulus and infrastructure, looks like a long term secular move.

DON'T BUY

Iron ore prices have fallen 33%. The dividend will probably adjusted for the following prices. Their dividends are fairly irregular. The dividend is related to the price of iron ore. Prefers to not buy resource stocks since it is not a long run growing company.

Wealthica Track your Stocks in your Watch List

WAIT

Be careful. Don't get too enamoured with the dividend. It's likely to come down as iron ore pricing is under pressure. Dividend is tied to cashflow generated. It's holding at the moving average, but he'd wait for it to make a turn. There's more risk than he'd like to take right now.

PAST TOP PICK

(A Top Pick Aug 12/20, Up 78%) They pay in divvies all their excess returns. Commodity prices like iron ore have gone through the roof since he bought LIF. Valuation and ROE remain strong. If iron ore prices hold, LIF will continue to do well. There's still upside here.

HOLD

They collect royalties on the production of iron ore. They are at the top of the quality food chain for iron ore. They are more competitive at selling to the rest of the world. Iron prices are very high as a result of shortage. Chinese demand is steady but they are having to move to higher quality supplies locally. When the price of steel comes down, iron ore will come down too, so be cautious. It will be a trade and not a long term investment.

BUY ON WEAKNESS

Want to buy it when it is on a discount. Right now, it is fair priced. Want this as a core holding in a pension type account.

HOLD

It was overextended, and ripe for a snapback. China had a lockdown and released strategic reserves, which cooled demand and prices. Another few strong quarters of industrial and infrastructure demand, metal prices should tick back up. Have to watch the inflation narrative and 10-year bond rate. Nice stable dividend, plus special dividends.

BUY

One of the premier income stocks on the TSX. North of a 10% yield over the last 5 years. Very long reserve life. Low risk operating model, except for the cyclical commodity pricing. Quality asset. Buy it here pretty comfortably.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes it for income and the dividend payout is sustainable against cash flow. Not overly expensive at 9x earnings. More room for upside. Unlock Premium - Try 5i Free

Showing 16 to 30 of 196 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Labrador Iron Ore Royalty (LIF.TO)