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5i Recent Questions
Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?
Read Answer Asked by Rob on March 10, 2026
Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?
Read Answer Asked by Ken on March 05, 2026
Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus
Read Answer Asked by Gord on March 03, 2026
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