Investment Q&A

Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks

Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?

Q: Peter; So if I buy a Tesla, to hedge it, do I buy TSLA - or short it ? Rod

Q: Greetings 5i,

Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?

As always take as many credits as required.

Cheers!

Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen

Q: Hi 5i
I have 10K USD on my US Non registered account, I would like to invest it
In this account I'm moderate risk investor, I'm open to other suggestions
Can you rank the following stocks TSLA AAPL BA ABNB for a 3 year outlook, best first

Thanks

Q: Hi group i am moderate risk investor i am struggling with FOMO on Tesla + Bitcoin. What would be the least risk way to play them both ? thanks Appreciate your help with this.

Q: Would you initiate a 2% position in TSLA today? Thanks.

Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod

Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.

Q: Would you agree that the equity markets have in effect become a synthetic casino where money begets money and the idea that capital flowing to companies to provide the wherewithal for expansion thus job and wealth creation has become secondary?
Last year some 2.7 trillion trades produced roughly 120 trillion dollars of notional equity value. How much of that value ultimately found its way to provide capital to businesses? Less than 5 percent probably.
The brightest minds are helping engineer money for money's sake without creating any lasting value.
Happy Trading Everyone!

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: Knowing the future is leaning more toward electric vehicles, can you give me some companies that might be worth looking at? Also can you put them in order of most likely to succeed? Thanks

Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL

Q: Tesla has recently had an amazing run. Considering that it is much more than a car company, would you be a buyer of Tesla at these levels?

(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)

Q: i know these companies are worlds apart my understanding is that there is a short supply of doo products and not a whole lot of competition sounds a bit like the tesla story? if so this company has possibly a great bright future what are your thoughts?

Q: Hi 5i,
In a US dollar account (non-reg) I have about 1.25% of my overall portfolio sitting in cash.
My approach with this account is to buy stocks that I don't have to sell for a long period of time and therefore have capital gains.

In my overall portfolio I already own Alphabet (4%),Apple (4%), Amazon (2.5%), Disney (2%), Facebook (1.5%), Microsoft (2.5%), Paypal (0.5%), Tesla (7% soon to be trimmed) Visa (4%).
Given what I already own (and that I would like a stock that is a long term 5-10 year hold) would you add to anything from the above list? Or would you invest in something else such as Costco or Pinterest?

A suggested order of preference would be greatly appreciated.

Thanks.

Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.

Q: I am investigating solid state batteries as an investment theme. It sounds like the development, production and adoption of this battery technology may be explosive in the years ahead. Are there any under valued US or Cdn companies in the space that you recommend? Also, do you think that like li-ion in the past, investors will latch onto this as a sector to chase in the future?

Q: commonly, all of these stocks seem to be in sectors that are doing well i know there are many more are there any sectors that you might particularly favour this upcoming year?