Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Thanks!
Heather

Q: Could you please rank in order as what you see as having the best long term growth potential? Or any names in the same field that you believe are even better. I’m pondering the companies that will benefit as a result of the report released today by the Canada Energy Regulator.
Thanks

Q: ITRI is trying my patience. Would you recommend a switch to NVEE? Ideally, would holding both also make sense? Thanks.