Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:MX

Methanex Corp (MX.TO)

75.57
+0.49 (0.65%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
76 watching
0
PAST TOP PICK
(A Top Pick Sep 10/20, Up 68%) Shares were depressed last year. Methanol is used as a fuel additive. 14% global share. Now methanol prices are back up off the summer lows from last year. Incurred a loss last year. Low cost operator. Has contractural linkage with natural gas.
DON'T BUY
Tangentially related to oil demand. You can buy quality, dividend-paying oil and gas producers with more sustainability and production predictability, without the specifics around methanol demand/supply. Gas is an area he's more excited about. Look to large senior producers in Canada instead.
DON'T BUY
He is not as much a fan of this one. The supply is controlled by a few players and there is no demand growth. He has trouble with single commodity companies.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is back to being profitable. The valuation is cheap with price to sale at 0.8x with forward P/E at 9.4x. Price to book is 1.9x. Healthy cash balance and strong financial position. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Used to own it in the portfolio. An ancillary energy play. Playing inversely against natural gas. In the cyclical category. If you believe there will be a cyclical rebound in the world, it is a good play. Was extremely overbought and nat gas prices have gone up. The valuation has gotten to a point where it is attractive as an entry point. Will benefit over the next 3 years.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s back to being profitable and increasing revenues over the past quarter. Valuation remains cheap. Methanol prices should return to pre-pandemic levels in the near future. Unlock Premium - Try 5i Free

DON'T BUY
Cyclical commodity, follows GDP growth. She tends not to buy deep cyclicals. Not sure why the price drop. Stock has done well with the reopening, so this may be just a pullback.
PAST TOP PICK
(A Top Pick Jun 11/20, Up 65%) Came roaring back from the abyss. Making lots of money at current methanol prices. Robust industrial protection. Wind at their backs. He's still buying. Significant ongoing upside potential. Valuation still undemanding.
COMMENT

MX-T vs. CJT-T vs. Canadian Banks. MX-T is very tied to commodity prices. CJT-T enjoyed a surge in business due to the pandemic so probably due for a bit of a breather. He would prefer the Canadian banks, such as RY-T, TD-T and NA-T.

TOP PICK
A value cyclical play. They're the world's biggest producer of methanol. They reported a blow-out Q1 last week due to strong methanol demand roaring back from the abyss of last year as people start driving and flying again. Industrial demand has remained strong. They operate six plants tglobally, located near cheap natural gas stocks. Share have recovered nicely since last year, but he sees even more upside. It trades at 2.4x book value, a discount for them. (Analysts’ price target is $53.50)
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is looking more attractive with the pull back this year. Contract prices are rising and this year should see some robust growth. Much will depend on global recovery. Unlock Premium - Try 5i Free

BUY
Likes it, and continues to buy. It did check back in January, and we've seen this before. Seems to be consolidating in low $40s. High beta, volatile stock. Considerably more upside. Expects good earnings growth in 2021. Methanol market is really firming up, prices are up.
BUY ON WEAKNESS

A wild stock. They have been having some production troubles combined with methanol prices coming down. It is a whippy stock. It is part of the recovery trade and you could inch in a little bit more.

PAST TOP PICK
(A Top Pick Jan 09/20, Up 23%) A recovery play, very cyclical. Has moved dramatically since March lows, but there's still upside. Largest producer of methanol in the world. Continues to buy.
RISKY
Don't put all your money into this one. It's a one-product, commodity company. A price taker, rather than a price maker. It's a trade, not an investment. It can go down as fast as it can go up.
Showing 16 to 30 of 399 entries