Investment Q&A

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: What IPO was Henry asking about? I don't think it was XBC but some may think so.

Q: Hello, your thoughts on participating in this IPO? Does their management and technology compare well to their competitors? In this sector, I only own XBC and have done very well, so I'd like to add another. Would this be a worthy addition for a quick pop or long-term hold? This would be less then 5% of my portfolio and I have a high risk tolerance. If not, what sector picks would you suggest. Much thx.

Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

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: Hi, US president wants to move to an al-electric federal vehicle fleet, above stocks can benefit from this policy? Can you recommend stocks will benefit from his policy?

Thank you.

Q: I have been reading about Blue gas is there a company out there that makes blue gas and would it be a good investment for the future.

Q: Hello 5i Team
Can you explain why the two stock have jumped in share price today ?
Are stock ahead of themselves and should one wait for a pull back to get in ?
Regards
Claudio

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: Hi 5i,

Could you rank these companies for their risk adjusted H2 potential over the next few years?

TIA!

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: Hi Team

Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam

Q: Hi PETER/TEAM Can you please recommend 1 or 2 US and Canadian HYDROGEN stocks. Thanks for your great service.

Q: Hello Peter & team,

Do you have any stock recommendations for US or Canadian companies in Hydrogen?

As always, I greatly appreciate your advice!

Q: With all the buzz about electric vehicles, hydrogen, fuel cells etc are there any companies that would be leaders in the supply of infrastructure(manufacture, distribution)of charging stations, and associated parts for "refueling" vehicles of the future. These companies would seem to me to be the picks and shovels to the Klondike. Also has a standard for recharge devices been established? Surely each car manufacturer will not have its own recharge system.
Thanks,
Mike

Q: Good afternoon, team. This morning on BNN it was announced that CP is planning on developing a hydrogen locomotive. The G&M had an article identifying stocks it felt were positioned to make a pivot to the "hydrogen ecosystem". These seemed to be mostly drillers: HAL, BKR, SLB and, in Canada, PD and EFX. Also today my Economist arrived with an article hydrogen powered flight. Something seems to be happening here. I have had Ballard Power but it hasn't ever made a profit. Is XBC in this field? Can you identify two or three US and Canadian companies that might be good for investment now?

Q: Could you please suggest a few names - preferably Canadian if possible - of companies developing hydrogen as an energy source along with any insight/opinions you might have.
Many thanks, Dave

Q: Going green may be the way to go with future investing within one’s portfolio. Might you rank these Green stocks for potential growth over the next 2-3 years. Thanks. Dennis

Q: Dear 5i Team: This stock, since interview with its CEO on Mad Money with Jim Cramer, continues to rocket higher. Could a small position in this innovative company be worthwhile? Thanks so much.