Investment Q&A

Q: The deal with Waymo seems like a slam dunk. This could lead to a full collaboration as robots proliferate. Thoughts?

Q: It seems Tesla (TSLA) is no longer a favorite pick in 5i Research. Its CEO, Elon Musk, is working on many interesting projects. If revolutionary projects, such as the humanoid robot, are successful, they could bring billions to the company. I don’t own TSLA. What do you think about TSLA this year, next year, or in the future? Please comment. Thanks in advance.

Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !

Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara

Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you

Q: Can I please get your thoughts and opinion about selling a position in TEAM to initiate a new position in TSLA for a long term hold?

Thanks, hopefully a million:)

Q: Thoughts on Tesla at current prices?

Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Q: Battery storage for renewable energy production in the US is expected to double over the next year. Can I get your opinion on the above stocks as well as any others that may benefit from this?
Thank you

Q: I have a few questions re the upcoming Tesla Shareholder vote in June.
1. Do you have any thoughts re how the markets may react if Elon Mush does not get what he wants re his compensation package (in the short and long terms). My thoughts are that the price may drop quite a bit (in the short term) if he does not get what he wants; however, long term I feel that Tesla still has great potential. The reason I am confused with my (short term) logic is that if Elon does not get what he wants, it is the result of shareholders voting against it (so why would the price drop if that is what shareholders want – unless it could cause a sell off for those that wanted the package)?
2. If we feel that the price of shares will drop and wanted to insure our investment, I know that we can buy ”puts”; however, in one of your postings you mentioned that this was an expensive way to do so and that you were going to write something up. I am wondering if you could provide me the link (assuming you’ve had the time to do the writeup). If no writeup, can you provide a few words.

Thanks.

Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: UBER Can I have your analysis on the report. Buying opportunity or hold ?

Q: Is it possible that if Tesla's robotaxi is successful Tesla could become competition to Uber. Your overall opinion of both companies would also be appreciated. Thanks

Q: Hello 5i,

Could you please share your thoughts regarding the TSLA robotaxies announcement.

Also do you think there are downsides in owning TSLA via the CDR as opposed to the US stock directly? Is $16 CAD a good entry point for the TSLA CDR?

Thank you

Q: When does Tesla report? And is there a date for Teslas second report this year, thanks, Jean

Q: Hi Folks,
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks