Investment Q&A

Q: Hello 5i
I noticed one of your answers about Trump tariffs in which you cite Aritzia as an example of how difficult it is to predict which consequences certain actions will have on stocks. Fortunately, I did not sell that company. But, I did sell icln a few months ago, fearful of Trump’s disdain for renewable energy. But, icln has not moved much lower in those several months. In fact, it has risen a little. I wonder if you have any speculations on why that is? I am thinking about getting back in. How would you see that possibility?
Thanks

Q: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.

Q: Good morning 5i
I noticed this morning that there was a question showing concern for the election and stocks. I am not thinking about selling out completely. But, I have considered selling everything that has to do with green energy. While I think it is important and necessary, it doesn’t look like Trump thinks so. And there looks like a strong possibility that he will be given another chance to see what he can do. So, the question is not about selling all but certain things, such as icln. How would you see that?
Thanks for your great help

Q: Hello 5i,
I recently asked a question regarding icln , which as you mention, is an etf in clean energy area. I asked whether it might respond similarly to AQN and other stocks mentionned in the article you recently wrote on possibility for a rebound with changing rates.

I am interested in this etf, but the stronger possibility of Trump entering the Whitehouse, this time legitimately, worries me. If I can trust what I read, he has made deals with Big Oil and sees climate change as Woke propaganda. This makes me hesitant. How would you see a Trump presidency affecting this sector? although, if it affected the US sector, I imagine it would also affect the Canadian stocks, as well.
thanks for your great service

Q: Please advise how I can invest in Solar Energy , long term investor, medium risk ok
Many thanks
Peter

Q: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service

Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you

Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?

Q: What are likely to be the most durable investment themes for the next 5-10 years or more, and what would be the best ways to play them?

Q: AC,BTE,BCE,BIR,CJ,CP,CVE,CPG,EIF,FRU,GEI,NVEI,OLA,PD,
US STOCKS DIS,FOXF,INMD,ICLN,OPRA,PDF.
Please also advise if any of these don't need to sell.(TAX REASON)
Highly appreciate your opinion.

Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?

Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.

Q: I’m looking for a global fund, primarily green with medium risk. Would appreciate 4 or 5 names in order of preference.

Something similar to Mackenzie Greenchip Global Environmental All Cap A

Q: I'd like to build on Brian's question of July 24th regarding electrification. I have
a small position in Hammond and a couple of full positions in renewable power producers.

If you wanted to build a small sub-portfolio of stocks for the green energy trend, which companies (and how many) would you include? How much of a total portfolio might you allocate in this direction? Would you include a copper producer or consider this part of your materials allocation?

One area that seems to get very little discussion is companies that make systems to control electrical grids, and I think this will need some focus as generation becomes more distributed (e.g. rooftop solar all over the place). Suggestions in this area would be especially welcome if you think there are players worth consideration.

Thanks for your help, and for all the other people who ask public questions. I learn a lot from their queries!

Q: ALB-N,ICLN-N,REMAINING ALL TSE,RCI.B,FCR.UN,TCN,GOOS,NTR,TSU,NVEI
Which stocks need to sell or all of them.

Q: ICLN Any reasons for the decline over the last few days?
Thank you.

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Q: It Looks like India is booming what etf you would recommend Also Grren Energy is the future Is It time to buy any stock for grren energywhich)or it is too early?

Q: i am interested in buying a intorenewable energy . is it better to by an ETF ( need a name ) or a company. what companies would you recommend ?

Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!