Investment Q&A

Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.

Q: Hi 5i,

I see in a recent Canadian Press article that Canada will need to build more green electricity generation and transmission to support the future net-zero emissions economy.

Are there any companies in 1). generation (nothing nuclear please) or 2). transmission related to this that would be good investments?

We already own most of the green utilities such as BEP, AQN, INE, BLX, NPI, NEE as well as other non-utilities such as HPS-A, PWR, ENPH.

Also, with regards to others countries also moving towards electrification, are there other companies outside of Canada that you would recommend?

Thank you 5i!

Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?

Q: So after listening to Josh Brown interview Ric Edelman this ETF was discussed and seems timely. Would appreciate your views on Mr Edelman who sounds plugged in to what the future may deliver (he does however predict the downfall of Alphabet which isn't the base case of many - you included). That aside wondering about this ETF and your current opinion on whether it's buyable. Given the possibilities of AI, robotics, potential developments in medical science and treatment - all things that may fascinate but about which many of us have very limited understanding or vision about - might you characterize this holding in an appropriate portion as a smart piece of an overall portfolio that provides investors with exposure to future areas of potentially exponential growth - and perhaps your take on this ETF vs the ARK ETFs re valuation, risk and holdings comparisons - appreciate your viewpoint.

Q: Hi team,

Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.

Jacques IDS

Q: I feel that the future will usher in an era where good investments will be found in the renewable energy area. Just wondering if you agree. If so, I would appreciate it if you would rank order your 6 favorite investments in this sector. I'm interested in both Canadian and America companies and looking mostly for capital appreciation. (some dividends would also be appreciated).

Q: Good afternoon,

What is your current view of First Solar and will it have difficulty appreciating( ie do you deem it a "growth ' stock ) in a rising rate environment?

Thank you

Q: what would be your top 5 companies be that play into the theme of climate change?

Q: Hi 5i,

What would be your top 3 solar stocks for a 5+ year hold?

TIA!
Wayne

Q: Want to enter the green energy space to take advantage of the required doubling of our electrical power capacity in Canada and US to meet climate change targets. Brookfield Renewable Partners, First Solar, SolarEdge and Ormat all seem to have merit. Which of these, or another company, would you recommend. Thanks!

Q: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.

Q: Can you please comment FSLR? Thanks.

Q: Noticed an interesting pop in solar stocks today. Any particular reason for this? Also, I’ve noticed that they have traded sideways for several months now. Would you rather trade or invest in this sector?

Q: I noticed that when people ask for top “energy” names they are often provided with companies involved in oil and gas (eg. SU, CNQ, TOU, etc). What sector is the solar industry in and how do they compare to the top oil and gas names?

Q: What are you top picks (US or Canada) related to renewable or green energy? Is it too late to get in to some names?

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: 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 5i-ers -
What would your 5 best prospects be for green energy companies and green mfg as well.
Thx & Stay safe - Doug

Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan