Q: Someone sent me a useful update on PLUG just over a year ago - I would appreciate an update - inc current prospects - as it looks as though it might be making a base etc and I wondered if they had got their financing sorted. On PTK do you know who offered them financing and if they are a credible - and supportive - player.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- NextEra Energy Inc. (NEE)
- Tesla Inc. (TSLA)
- Plug Power Inc. (PLUG)
- ABB Ltd. (ABBNY)
- Fluence Energy Inc. (FLNC)
- Energy Vault Holdings Inc. (NRGV)
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
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: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.
Q: Haven't seen a question on this since May, do we still consider this a good option for high growth?
- Ballard Power Systems Inc. (BLDP)
- Plug Power Inc. (PLUG)
- Bloom Energy Corporation Class A (BE)
- FuelCell Energy Inc. (FCEL)
Q: what are your best suggestions for an investment in hydrogen energy? Are any profitable?
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: I recently read on article on the importance of decarbonization many years into the future.
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Q: Could I get your take on these two?
- Meta Platforms Inc. (META)
- Algonquin Power & Utilities Corp. (AQN)
- ECN Capital Corp. (ECN)
- Plug Power Inc. (PLUG)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Q: Do you agree, Hydrogen Takes Off?
Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).
Which has the most potential and rank the 3.
Would you recommend another?
Thank you.
Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).
Which has the most potential and rank the 3.
Would you recommend another?
Thank you.
- Ballard Power Systems Inc. (BLDP)
- Plug Power Inc. (PLUG)
- Bloom Energy Corporation Class A (BE)
- FuelCell Energy Inc. (FCEL)
Q: Hi Peter,
I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?
Best,
Matt
I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?
Best,
Matt
- Ballard Power Systems Inc. (BLDP)
- Plug Power Inc. (PLUG)
- Bloom Energy Corporation Class A (BE)
- FuelCell Energy Inc. (FCEL)
- Next Hydrogen Solutions Inc. (NXH)
Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks
- Tesla Inc. (TSLA)
- Ballard Power Systems Inc. (BLDP)
- Plug Power Inc. (PLUG)
- Blink Charging Co. (BLNK)
- ChargePoint Holdings Inc. (CHPT)
- Volta Inc. Class A (VLTA)
Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you
Thank you
Q: HI team
there is alot of talk of developing Hydrogen energy in Alberta for the future
are there any stocks such as Su, CVE, atco etc that is crucial in the future of this clean
hydrogen energy that investors should pay attention to? thanks
Michael yu
there is alot of talk of developing Hydrogen energy in Alberta for the future
are there any stocks such as Su, CVE, atco etc that is crucial in the future of this clean
hydrogen energy that investors should pay attention to? thanks
Michael yu
- Plug Power Inc. (PLUG)
- Xebec Adsorption Inc. (XBC)
- Bloom Energy Corporation Class A (BE)
- Next Hydrogen Solutions Inc. (NXH)
Q: Could I get your opinion on:
" Opportunity for the hydrogen market is in heavy transportation, such as big trucks."
Any company you would suggest in relation to this?
Thank you.
" Opportunity for the hydrogen market is in heavy transportation, such as big trucks."
Any company you would suggest in relation to this?
Thank you.
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?
- Plug Power Inc. (PLUG)
- Ormat Technologies Inc. (ORA)
- Invesco WilderHill Clean Energy ETF (PBW)
- Blink Charging Co. (BLNK)
- ChargePoint Holdings Inc. (CHPT)
Q: if the electrical grids have to be beefed up to accommodate charging many more EVs , what infrastructure electrical companies { power lines & transformers }and parts suppliers{ charging stations } that are publicly traded ,could be considered a wise investment with lots of future upside ?
Q: I see the US infrastructure plan includes $8 billion to establish hydrogen hubs and enhance hydrogen manufacturing. Since I sold XBC, I have no foothold in the hydrogen space. Is this a good time to invest in hydrogen and can you suggest any possible investments in Canada or elsewhere? Thanks for your guidance.
Q: Team,
What would be a good replacement for Ballard in a similar space?
What would be a good replacement for Ballard in a similar space?
Q: I’m currently down on eglx, xbc and at, would you be comfortable adding a little to these names at these levels? Have they turned the corner, especially eglx and xbc? What would it take before adding more?
Also do you still like PLUG as a growth name? Looking to add more here. Thanks!
Also do you still like PLUG as a growth name? Looking to add more here. Thanks!
- Cummins Inc. (CMI)
- Ballard Power Systems Inc. (BLDP)
- Plug Power Inc. (PLUG)
- FuelCell Energy Inc. (FCEL)
Q: I think electrolysers / electrolysis may be a growth area in the near term.
Can you suggest some public companies or ETFs that are in this technology or space?
Can you suggest some public companies or ETFs that are in this technology or space?