Investment Q&A

Q: Hello 5i,

Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.

BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.

Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.

Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?

Thank you for your advice over all these years

D&J

Q: Of these 'electrification' plays which are your favourites and why for a long term hold?

Q: Which would you prefer and why?

VST or VRT, EQT or CTRA

Thanks!

Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!

Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: Please provide me with a few recommended tickers that would benefit from supporting the data centers in USA with their electric needs.

Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT

Many Thanks!

Q: Could you please offer a few of your best ideas for how to profit from the increased energy demands from AI, Cloud, Crypto etc. ETFs and individual stock ideas would be appreciated (in USD or CAD). Thank you very much.

Q: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.

Governments have committed to installing charging stations to accommodate future demand.

What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.

What are your favourite Canadian and US power generators to satisfy this demand. Thank you

Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?

Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you

Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.

Q: What is your view of this company?

Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason

Q: Hi Peter,
What’s your view of VST and HUBB for a 2-3 years hold? Do these two companies have strong fundamentals, underlying health of their operations, their long-term growth prospects, and ability to generate profit regardless of the economy and inflation? Would you consider them over valuated at this point? What is a good entry price for these two stocks? Thanks.

Q: Vistra has done well recently especially compared to other US conventional electricity companies which are mostly down this year. Can I get your thoughts on VST and if you think it is a good investment compared to other US utility options?