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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: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.
Read Answer Asked by William Ross on February 06, 2024
Q: What are your thoughts on water etfs or stocks? Should I use 1 or more in this sector? Using C$ or US$ to invest, which etf(s) or stock(s) do you recommend based to have the best potential?
Read Answer Asked by William on December 21, 2023
Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara
Read Answer Asked by Barbara on July 21, 2023
Q: Good afternoon,

How would you play the water theme, with a focus on innovation and solutions to increasing stress on water systems worldwide? Would CWW or PHO be best suited?

I own AQN and HEO currently, know you like XYL too. Any other individual companies you would recommend? I know WWT is a microcap but do you think it has potential or is it too small for now?

Thanks in advance.
Read Answer Asked by Jeff on August 30, 2022
Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you
Read Answer Asked by sam on April 29, 2022
Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?
Read Answer Asked by Dave on August 24, 2021
Q: Recent XYL results and the stock drops 7%. I've held for years and it has been one of my more volatile and poorer performing stocks. Yet even after today's action I'm up 15%.

I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.

Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.

Thx.
Read Answer Asked by Cameron on February 10, 2020
Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
Read Answer Asked by Brad on August 17, 2018
Q: Greetings 5i,

My question is twofold, so please deduct two credits if you see fit.

Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).

I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.

Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?

Thank you.

Read Answer Asked by Lucas on July 23, 2018
Q: Hi,
We have owned PHO for many years and I was planning on adding it. However over the past 5 years it has been rather choppy and not as consistent compared to xylem. Should we stay with PHO or switch into a different water stock? If you were me what would be your top choice in this sector? Looking for growth and consistency with 10 year plus time frame. Thanks
Kerri
Read Answer Asked by KERRI on March 28, 2018
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