Investment Q&A

Q: I have owned this stock for some time and am in the fortunate position closing in on a double bagger. In similar fortunate circumstances I would normally sell out my original investment in 2-3 tranches.

ABB is a leader in industrial robotics and is evolving its electrification business (among other services) Both of these businesses make me hesitant to sell, given the growing AI influence on the world's industries. Power and robotics would seem central to the theme.

I would appreciate your insights on the AI theme and how well ABB may fit with the idea over the next 5-10 years. Understanding of course this is a Swiss firm and not one you follow closely.

Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?

Q: Just read a very interesting artice by Tony Seba regarding his prediction of a humanoid disruption in the not too distant future where robots and AI repalce much of the labour market, starting with more basic functions and developing into more complex. He believes its not as far off as we may think. He believes this to be of critical importance for the success of countries moving forward. Thoughts on his theme? Which individual companies do you think may benefit from a prediction such as his, as well as are their ETFs which invest in a basket of such companies (both AI and robotic)?

Q: Hi Folks,
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks

Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry

Q: Hi 5i. ABB is delisting in NewYork. Debating if I should keep or sell the stock. What would be the approximate cost for selling or buying the stock on the Swiss exchange? What are US or CDN companies comparable to ABB that you like and have confidence in. Best regards.

Q: I have been sorting my portfolio now I have transitioned from an advisor managed portfolio to one I manage myself. This stock is less than 1% of my portfolio. I bought it, sold not long into the pandemic and purchased some last year. The decision I have is do I add to this near these levels or drop it and focus on growing a position in another industrial stock in the portfolio (CN (thinking of switching to CP), CJT, EFN, WTE, WSP, XYL). For me geographic diversity is currently 90/10 Canadian in this sector.

Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?

Q: Can you comment on this Company please
Thanks Gord

Q: I have been looking closer at the industrial sector over the last few months, as I believe that societal increases in technology usage and adoption of electric vehicles in transporation are placing increased demands on the generation and distribution of electrical power. I am looking at both Siemens and ABB as investments in this space which can also serve as long-term anchor holdings. Siemens is a very broad-based company which has a portion of its business dedicated to infrastructure and energy generation, which it describes as its "Smart Infrastructure" unit, while having very robust units in manufacturing, transportation and healthcare. ABB Ltd. appears to be more focused in the infrastructure and utility sectors.

The case for Siemens would revolve around its success in multiple sectors of the economy and its ability to generate revenue from a variety of sources, while the case for ABB would be that it is well-positioned to fulfill the demands of societies which are demanding ever more performance from the energy generation and distribution systems from the places where they live. Both seem to have corrected substantially since early 2022 (SIEGY down 24%, ABB down 18%), which could indicate buying opportunities in the absence of significant news which would account for these depreciations in price.

What are your thoughts on these companies, as well as the idea of investing capital in companies which could address upcoming infrastructure demands? As always, I look forward to reading your thoughts. Thanks so much, and have a great weekend?

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: Hi Peter/Ryan, you mentioned in the last update that renewable energy companies are to be considered for investment, can you suggest some companies that manufacture and develop equipment for renewables that are worth investing in. Thanks

Q: Hello, just learned about this company ABB ltd. Apart from the systems it makes for utilities and it's automation systems, I've learned that it's into fast charging stations for electric vehicles. Good dividend yield and I'm wondering if you can provide an opinion on whether it's worth putting some funds into this stock. Thanks as always for your excellent service.

Q: Hello, ABB has developed a flash charging option for buses which has been tested in Geneva and now being rolled out to bus manufacturers in China and India. What are your thoughts on investing in Abb as a company, its finances, prospects and management etc. Thanks.

Shyam

Q: Which specific companies do you think will benefit the most from supplying and installing the infrastructure that will be required to support a wholesale switch from gas-powered to electric vehicles over the next few decades (assuming one believes it will happen), including both residential and commercial charging stations?