Investment Q&A

Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?

Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.

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?

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

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.

Q: I would like to invest in a water related company. I am looking at the above, and would appreciate your comment on what looks best to you. I have a long-time horizon. Or, is there another company you would recommend? Thanks.

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

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?

Q: HI,

Im interested in a long term hold for a water ETF. I was hoping for international exposure as well. I own CWW already. What do you think of PHO or FIW? FIW seems more risky?

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.

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.

Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

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.

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

Q: Any explanation for positive move of PHO today?

Q: Good morning, I am interested in companies/ETF's that have fresh water as their major theme. Please could you offer a few names?
Thanks
Rick

Q: On My 18, you mentioned water industry stocks. Would you know of a Cdn or US ETF for the water industry covering a wide range of technologies?

Thanks

Andre