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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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?

Read Answer Asked by Jeff on April 27, 2022

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

Read Answer Asked by sam on March 29, 2022

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?

Read Answer Asked by Brian on October 08, 2021

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?

Read Answer Asked by Mike on June 29, 2021

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?

Read Answer Asked by Mike on June 11, 2021

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

Read Answer Asked by Rob on April 30, 2021

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

Read Answer Asked by El-ann on April 23, 2021

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

Read Answer Asked by Gilles on March 08, 2021

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!

Read Answer Asked by Michael on February 18, 2021

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.

Read Answer Asked by Brad on February 04, 2021

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

Read Answer Asked by Gresham on February 02, 2021