Q: A couple of unrelated laggards...

Is ESTC a show me stock or would you be comfortable with a starter position as of today?

I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?

thx, Mark

Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks

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