Investment Q&A

Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod

Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.

Q: Would you agree that the equity markets have in effect become a synthetic casino where money begets money and the idea that capital flowing to companies to provide the wherewithal for expansion thus job and wealth creation has become secondary?
Last year some 2.7 trillion trades produced roughly 120 trillion dollars of notional equity value. How much of that value ultimately found its way to provide capital to businesses? Less than 5 percent probably.
The brightest minds are helping engineer money for money's sake without creating any lasting value.
Happy Trading Everyone!

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: Knowing the future is leaning more toward electric vehicles, can you give me some companies that might be worth looking at? Also can you put them in order of most likely to succeed? Thanks

Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL

Q: Tesla has recently had an amazing run. Considering that it is much more than a car company, would you be a buyer of Tesla at these levels?

(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)

Q: i know these companies are worlds apart my understanding is that there is a short supply of doo products and not a whole lot of competition sounds a bit like the tesla story? if so this company has possibly a great bright future what are your thoughts?

Q: Hi 5i,
In a US dollar account (non-reg) I have about 1.25% of my overall portfolio sitting in cash.
My approach with this account is to buy stocks that I don't have to sell for a long period of time and therefore have capital gains.

In my overall portfolio I already own Alphabet (4%),Apple (4%), Amazon (2.5%), Disney (2%), Facebook (1.5%), Microsoft (2.5%), Paypal (0.5%), Tesla (7% soon to be trimmed) Visa (4%).
Given what I already own (and that I would like a stock that is a long term 5-10 year hold) would you add to anything from the above list? Or would you invest in something else such as Costco or Pinterest?

A suggested order of preference would be greatly appreciated.

Thanks.

Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.

Q: I am investigating solid state batteries as an investment theme. It sounds like the development, production and adoption of this battery technology may be explosive in the years ahead. Are there any under valued US or Cdn companies in the space that you recommend? Also, do you think that like li-ion in the past, investors will latch onto this as a sector to chase in the future?

Q: commonly, all of these stocks seem to be in sectors that are doing well i know there are many more are there any sectors that you might particularly favour this upcoming year?

Q: REALLY ? This company has increased in value six fold this year to a market capitalization of over $ 600 billion , roughly the value of the next 7 largest car makers combined ! The stock has gone from $70.00 to $625.00 this year. Yes, Elon Musk is one smart visionary, but this sure looks like a bubble. What do you think of the company and would you buy the stock? Thanks Derek

Q: Hi Peter and team,
Could please share your thoughts on the growth path in between SHOP/AMZN and TESLA, seems like you 've been having totally opposite views on theirs valuations, growth, a bit confused. is Tesla at stage of SHOP /AMZN 3 years ago?
Thanks

Q: I think that our move toward electric as well as autonomous cars might happen a lot sooner than we ever expected. Betting on one stock is probably not the way to go ( although Tesla has done well). I have been looking for an ETF and found DRIV which trades on the Nasdaq. Would you consider this a good choice for some exposure to the sector or is there another that would be better.

Q: Would it be a good time to buy Tesla? Even a small amount?

Q: Contemplating selling VGT and buying ARKK. The only thing stopping me is ARKK's 10% investment in TESLA. Would you stay away from ARKK given its strong bet on this one stock with a history of volatility? Additionally, how do you see TESLA's price (and therefore ARKK's) being impacted by TESLA's addition later this month to the S&P500? Thank you.

Q: If I was to look at a January 2023 Leaps on TSLA what would you recommend or look at? Or should I look at other dates? I now own a Model X and Y and Tesla is worlds ahead on automation, robotaxi and solar. I believe Cathie Wood is right on this one. I own the stock, but wanted to option too. Any thoughts?

Q: How would you rate these five G5 companies? Or is there other 5G companies you would recommend? Thank you, Robert
Plug Power Inc. PLUG:US
FuelCell Energy Inc. FCEL:US
Fisker Inc. Class A FSR:US
GreenPower Motor Company Inc. GPV:CA
Nikola Corporation (NKLA:US

Q: Hi, Tesla will be added to the SP-500 on December 21, 2020
It a good time to buy before Dec.21 or wait January 2021?
thanks,
Jean guy