Investment Q&A

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.

Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?

Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark

Q: Greetings 5i,
The Texan power grid fiasco will hopefully force the generation and distribution companies to 'winterise' their infrastructure.
Aside from customers, cui bono?
Thank you, your advice has helped me educate myself, analyse data and make better decisions.
Yan

Q: Do you have suggestions of companies (hardware or software, small or large cap) that would stand to benefit from increased investments to upgrade the US electrical grid (regional or local) in view of the Texas event and the general increase in electrical demand due to EV use?

Q: Current thoughts on this name? It was listed as a good growth option back in 2018.

Q: Good Morning,

I'm looking to add a few more US stocks to my portfolio. I'm adequately represented in tech and financial sectors. Could you give me 4 or 5 names in other sectors where above average growth might be expected.

Thanks for your help,

Dennis

Q: Hi Peter and Ryan,
Intron had a bad quarterly earning report, what is your outlook of this company, would you still expect better future earning ahead?
Thanks for your help.

Q: Thanks to your recommendations I have a nice profit on Itron. I have been looking at Energizer (ENR) and it seems to have good projected upside for the next year and also yields a modest 2.2% dividend. Do you think a switch from ITRI to to ENR would be a good move at this time? Why or why not? Thanks.

Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.

Best,
Don

Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards

Q: I'm increasing some sector weightings in my RRIF portfolio, and wish to use up some US$. Could you suggest a couple of industrial names - and perhaps an industrial ETF? Thanks, Roland

Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.

Q: Hi !

Have been trying to get to previous questions on Itron, but I never get to the answer even after many refresh "CTRL+F5".

In any case, why the huge drop on Thursday in the price of the action, and what is your assessment of that company now ? How do you see the future of the stock ? A buy or a sell for now ?

Thank you so much for your assistance,

Jacques

Q: Hi 5i,

What are your thoughts on Itron's most recent quarter and outlook for the company going forward? Is it still a buy? Thanks.