Investment Q&A

Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.

Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Q: Looks like there is going to have to be a large build out in electric transmission lines in the US. What companies stand to benefit the most?
Thanks again

Q: Gordon Reid recommended Mas Tec this morning on Market Call. Can I have your opinion on the this company please?

Thanks for all your help.

Mike

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.

Q: I understand these stocks [and others] are involved in grid electrification and modernization. infrastructure modernization and digitization of industry.
Could you comment on which ones [and others] you would recommend with rationale. Thank you.

Q: For infrastructure plays related to EV's I took a position in these 2 stocks at the beginning of the year. Both have done well but now over the last month seems to have trended down or flat.
thoughts going forward.
Thanks for your valued opinion.
Dale

Q: In looking for growth in US market over the next 5 years, would you kindly list these in order of preference, with consideration given to both th growth and risk. Market sector is not a consideration here. If you see a better alternative please do mention.
Thanks.

Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian

Q: Hello Peter,
I would appreciate if you could compare and contrast MTZ and J from an investment perspective today. In light of the the US govt going 'big' on stimulus and spending; and the prospect of shift to growth at a reasonable price, how would you rank MTZ, J, TT and RTX with the best first.
Thank you in advance for your valuable opinion.
Regards
Rajiv

Q: Hi Peter and Ryan.
The US will try to open up the Economy and create employment. I remember they have talked about spending on infrastructure. I am looking for some opportunities there. Do you think CLF is a good mid/long term investment? What are your recommendations if not?
Thank you,
Yiwen

Q: Hi 5I Team
I am looking for a US stock in the Global Infrastructure (like BIP.un) with growth & dividend only even low. (no distributions like .UN)
Thanks Best Regards

Q: Good Morning 5i Team, I would like to have your opinion on this Company .

Q: Hi team,

In the US small or mid cap industrials, I am looking for promising high growth companies. What do you think of the following:

csl -n Carlisle Corp
hsc-n Harsco Corp
mtz-n MasTec Inc

Any other, better you could suggest ?

Have a good day,

Jacques

Q: Good Morning 5i Team, I would like to have your opinion on this Company . I am interested in purchasing some shares. Thank you. Catherine

Q: Why the sudden almost 10 % drop in the last week?

Q: Hi Peter and Ryan,
Mastec Inc, an US company reported qrt earnings last night, raised its 2017 guidance, share went up after market trading. Today early trading its share went up more then 3.50 or 8%, but later it reversed to fall and ended up 3.00 drop in share price or 6.5%

I am holding this stock, and need your help to enlighten me what is the reason for the share price reversal.
Pls also give your thought for the outlook of this company.

Thank you for your professional advice as always.

Q: Mastec reported a record quarter with eps of .99 against an estimate of 0.62 and increased its guidance as well. The stock spiked 7% but is now in a downward drift trading below the pre release prices. Could you direct me to any information or news that would help explain this downward pressure? Also, do you have an opinion on this company? Would you buy at these levels?
Thank you.