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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With Tesla hitting 4 quarters of profitability along with the other criteria, they are now eligible for consideration to be added into the S&P. I understand the S&P committee meets on a quarterly basis to rebalance the index, and the next meeting is scheduled for the third Friday in September. What is the time frame post the Sept meeting we can expect an announcement to be made that Tesla is to be added.
Read Answer Asked by John on July 27, 2020
Q: One of the themes that I am seeing is companies reducing in carbon intensity. It seems to be more prevalent in Europe right now, with companies building or buying wind and solar power generation for hydrogen production and use. How can one get exposure to European companies through North American markets including wind turbine manufacturing companies, as the European Union launches a new push to make hydrogen one of the clean fuels of the future? With Covid it seems that EU will push the green energy theme for bonds as well. What do you see as an implication of this in North America? What NA companies and ETF's would you see in this hydrogen arena?
Read Answer Asked by Richard on July 14, 2020
Q: Hi 5i,

I have another question on TSLA. Do equity investor analysts look at future potential earnings when evaluating a company ? TSLA has over 1 million cars on the road (and more every day). I believe the majority have not purchased Full Self Driving, which is an additional $10,500 option ($cdn). If and when it is released, if a significant number, lets just say 10% of the current owners purchase FDS, the revenue to Tesla is VERY significant. Thanks for your thoughts on this.
Read Answer Asked by Jim on July 14, 2020
Q: After watching Tesla from the sidelines (sadly) for too long, I would like to start an investment in the EV "sector". I am thinking about a basket approach and would appreciate your opinion on a few that I know of and any others that you may suggest.
Workhorse, WKHS; Arcimoto, FUV (does not pop up on your site), Nio inc, NIO; Nikola Motors, NKLA; Kandi Technologies, KNDI; and of course, Tesla, TSLA. I realize that some if not all of these may be speculative and require a long time frame but I do believe that there is an EV revolution coming and I would like to be part of it as both an investor and a consumer. Do any of them have serious red flags?
Is there a very specific ETF that might be an easier way to go? Any thoughts on whether Rivian might go public any time soon? Should GM be on the list perhaps?
As always, thanks so much for your valued opinions regarding this and everyone else's enquiries!
Read Answer Asked by John on June 30, 2020
Q: Hi 5i, I last asked about Tesla on Feb 6. It was trading about $750 then and has recently bounced off $1030 and closed about $930 today. Since that time, arguably very challenging for the automotive industry, much has happened at Tesla (Chinese factory operation and expansion, Berlin on the way, Wall street opinion reversals and increased targets, record Model 3 orders, reduced car prices, Model Y deliveries commencing) and this week, announcement of the Semi starting production and Cybertruck is in the wings (with rumoured +500,000 pre-orders). (And the SPACE X launch - a cousin enterprise to Tesla).

Has your opinion changed on the company ? I am a long term holder.

Thanks so much for your excellent service.
Read Answer Asked by Jim on June 16, 2020
Q: Hi 5iR Team, Solar power generation, installation, technology, etc., anything to do with solar power, can you list a few Can/US notable companies for me? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 18, 2020
Q: Hi 5i, I own a LOT of Tesla. I believe in the company a LOT for it's future potential for many reasons I think not yet understood by many of the analysts and the general public. The recent increase in Tesla, including +850 today, has been quite nice to be a part of, but is I believe is driven by "some" hype and is very unhealthy for things to move that quickly. Slow progressive growth being more stable and sustainable. Peter, can you weigh in with some comments on any similiar dramatic price action you have seen in your career and whatever advice you might like to offer. Thanks Peter.
Read Answer Asked by Jim on February 06, 2020
Q: Hi guys
From what i have been reading (Tony Siba) next year is the tipping point for purely economic reasons, it won't make any sense economically to buy a gasoline powered vehicle. From his point of view Batteries are going to be a huge disruptive technology in the future in both, transportation and energy (natural gas) as they become cheaper, and much more powerful.
Have you guys been looking for any investment opportunities in this sector.?
Thanks Gord
Read Answer Asked by Gordon on January 29, 2020
Q: I started following the 5i balanced equity portfolio in my LIRA a couple of months ago, but to change it up I am thinking about taking a 5% portfolio position in one of these companies. I have a 25-year investment time horizon for my LIRA. If I wanted to replace one of the 5i balanced equity portfolio funds with one of SHOP, APPL, TSLA, GOOG or AMZN, what would you recommend (both the one I would sell and the one to replace it with)?
Read Answer Asked by Keith on January 21, 2020
Q: Hi 5i Team,

I have heard that the short sellers of Tesla stock have held the price from going up. Since the recent rise to +420, this is maybe a bit late to ask. However, I have always believed there are buyers and sellers, and that folks who short are simply believing the stock will go down. But, can a significant number of short sellers influence the market and actually help the stock go down ? Thank you for your superior service. Perplexed and curious 5i fan.
Read Answer Asked by Jim on January 03, 2020
Q: Hello 5i team. Laugh if you want, but I'm very tempted to take a small position in Tesla. On the one hand, the stock is up almost 70% in the last six months, they turned a modest profit last quarter as you well know, deliveries are at a record clip, and it definitely has the cool factor. On the other hand it has bled buckets of money for years, quality issues abound, and I'm torn between thinking Elon Musk is a pothead / space cadet, or a genius. Please act as my chamber of sober second thought on this one. Thanks.
Read Answer Asked by Asher on December 18, 2019
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