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: What percentage of a portfilio would you allocate to renewable enegy. I have organized possible holdings into 3 groupings: A. asset allocators, like BEP-un, CWEN; B. technology enhancers, like ARRY, SHLS, RUN, C. Electric utility deliverers: AES, FTS. I would ssk that you recommend a your preferred namres for each grouping. My questions are: 1. Is this a useful way to organize and, if so, what percentage would you allocate to each grouping? 2. Could you rank the stocks in each grouping for safety and growth with suggested [ballpark] entry buy prices? Thanks

Q: Can you tell me anything about the news released recently? It seems good to me but the stock is dropping.