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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: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Read Answer Asked by Neil on January 29, 2025
Q: Hi 5i Team - In your answer to a previous question you mentioned First Solar and Next Tracker as two of your preferred companies in the solar energy field. Are there any others in Canada or the U.S. including small and mid-caps that you think have potential. They don't have to be profitable at this point but should have decent fundamentals. Thanks.
Read Answer Asked by Rob on July 08, 2024
Q: I have a very decent return on my VNP shares thanks to a fortunate entry. It has become a too significant part of my portfolio considering the size of the company. I am thinking of selling some of it and rotating the sale proceeds into NEO. Could I have your thoughts on both and the sale idea? Thanks.

Also, with respect to the commentary on long posts, I am certain there will always be differing thoughts but it might perhaps provide a compromise if subscribers could do a small post in the regular section of Q/A that links to a separate space in the blog area to access the full post? Just a thought.
Read Answer Asked by Robert on January 30, 2024
Q: What would be the names of the 3 best company's that supply materials for solar panels?

Thank you.
Read Answer Asked by Ross on April 11, 2022
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