Investment Q&A

Q: How would you rate the solar space currently? What are your favourite names in the sector? Do you think SPWR being owned by TotalEnergies gives them added safety beyond their own numbers? Thank-you.

Q: The company has been stagnant or falling. Is it time to move out of renewable energy.

Thomas

Q: Noticed an interesting pop in solar stocks today. Any particular reason for this? Also, I’ve noticed that they have traded sideways for several months now. Would you rather trade or invest in this sector?

Q: I noticed that when people ask for top “energy” names they are often provided with companies involved in oil and gas (eg. SU, CNQ, TOU, etc). What sector is the solar industry in and how do they compare to the top oil and gas names?

Q: Hi 5i Team,

Can you please provide your update commentary on SEDG and whether you would consider it a good investment right now? How would you compare it to some of the other companies in the renewable energy space?

Thanks,
Jon

Q: Just wondering about this stock? Down a fair bit was hoping earnings might save me but...

Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.

Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day

Q: Why Sunrun is dropping so much lately. Currently do you see it as a Hold, or sell and move to other better company. Pls share your thoughts

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: What are you top picks (US or Canada) related to renewable or green energy? Is it too late to get in to some names?

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: I've been interested in SEDG for the past couple of weeks and I don't own many stocks in this industry. Do you think now would be a good time to get in? Additionally, I'd like to avoid going beyond approximately 20 stocks in the portfolio, so adding SEDG would mean selling my position in one of the other four stocks above. Do you see greater potential in SEDG over the next 3-5 years? Or would it be better to build on the positions I already have?

Thanks

Q: Hi 5i-ers -
What would your 5 best prospects be for green energy companies and green mfg as well.
Thx & Stay safe - Doug

Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

Q: I am really not following the US market --but I would like to take a look at 3 or 4 of so called green energy producers in the US.
Can you make some suggestions ?--Been a subscriber for many years and glad of it
Thanks
Peter

Q: Any comments on the rather precipitous decline of SEDG today?

Q: Hi
We are considering tax loss selling ENB -- we've only lost about 8% on ENB. This is because of the trend towards renewables. We don't rely on the dividend, although it is quite good at over 10%. You said ENB plans to continue to increase the dividend going forward. But if the stock price doesn't rise as a result of policies of the new US Administration, or if it goes down, would that cause ENB to reconsider their high dividend? What would cause ENB to adjust the dividend? It is a nice buffer to a drop in share price.

We are also interested get concerned and and replacing it with SEDG. You mentioned on 3 Nov that you "would consider it a 'slow' buy with a partial position into the decline. The shareholder base may churn a bit on these results and it might stay week for a month or so." Do you still hold to this view?
Given the renewables trend, we are considering moving from ENB to SEDG.
Thanks once again for your very useful advice.

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS