skip to content
  1. Home
  2. >
  3. Investment Q&A
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.

Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
Read Answer Asked by alex on April 08, 2025
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
Read Answer Asked by Terence on April 04, 2025
Q: Looking for a stable US stock with some growth/dividend. Please make suggestions
Read Answer Asked by Rachel on March 25, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.
Read Answer Asked by Alex on February 11, 2025
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
Read Answer Asked by Jerry on January 31, 2025
Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service
Read Answer Asked by Adelheid on January 31, 2025
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?
Read Answer Asked by Chris on January 29, 2025
Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness
Read Answer Asked by Cameron on January 16, 2025
Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Read Answer Asked by Dave on January 15, 2025
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?
Read Answer Asked by Gregory on December 21, 2024
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!
Read Answer Asked by Yvonne on December 18, 2024
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
Read Answer Asked by Dennis on December 13, 2024
Q: Hi, just looking at CPX, (unbelievable). I missed out on this one , not my first or last miss, but was wondering if you could provide two or three recommendations that are geared towards the electrification boom that is here or coming. (I already have HPS.A) or is CPX still the one to buy?
Thanks
Read Answer Asked by Brad on December 06, 2024
Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim
Read Answer Asked by Timothy on December 02, 2024
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Read Answer Asked by Neil on November 25, 2024
Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David
Read Answer Asked by David on November 06, 2024