Investment Q&A

Q: I recently read on article on the importance of decarbonization many years into the future.

Can you provide some companies you would currently recommend in order to profit from this secular growth theme.

Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.

Thanks very much

Q: Could I get your take on these two?

Q: After around 3 years holding I find myself at breakeven again, been mostly underwater on this company. Do you guess recent momentum will continue?

Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

Q: SEDG is down a lot. ENPH is holding up. Could you provide your thoughts on what's happened here and briefly compare with your preference, all things considered.

ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?

thanks, M

Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

Q: Electrification Theme: My question is about the "picks and shovels" in the electrical equipment market to support EVs, modern energy grids, storage and distributed power. What stocks would you recommend with a short rationale and, if possible, entry price.
Thank you

Q: Which company would you prefer?
Thanks

Q: Just did a nice roller coaster ride with these two ; worth holding for another 5 years in a registered account ?

Q: Hi 5i,

What would be your top 3 solar stocks for a 5+ year hold?

TIA!
Wayne

Q: I am looking to shift some of my portfolio from the oil & gas sector to the renewable energy sector. Can you please recommend some possible companies/investment opportunities to consider?

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