Investment Q&A

Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks

Q: Hello 5i
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave

Q: Hi, to piggy back onto my recently submitted question, are there any Canadian companies that might also fit this criteria?
Thanks in advance!!


cheers...

Q: The above firms I've been following on a watchlist for possible additions to my U.S.account.
My themes are bricks & mortar U.S.Nuclear, Renewable Energy, Space Launch / Satellite Services, Quantum Computing, Residential Real Estate recovery and Industrial Robotics.
My questions:
The momentum is solid for most of these,
I have no problem buying positions in BXWT or BE. The others are like investing in OKLO....the financials are dubious at best. Which 2 of the other themes would you consider investible today and why?
Thanks in advance. David

Q: Hi Folks,

Given the strong involvement and capital investment by Brookfield in these two companies do you think there is a good growth play here respecting they are different?
Would you consider RGSI and BE a buy today for a 3-5 year hold?

Thanks so incredibly much for your insight!

Q: Bloom Energy is surging. Lots of institutional holders and a very high short position. Can I have your updated thoughts since the last question? Thank-you.

Q: Do you have any more info to update your last comments on Bloom energy. It seems to be garnering some internet gossip attention lately. Would it have the potential to ever be in your top 25 US stocks for growth ?(growth with moderate risk stocks)

Q: Interesting article on BE in the Globe today, focusing on Bloom's readiness for on site power generation, and the surging growth of data centers. Does this influence your thinking about BE's current investment attractiveness? Your thoughts are appreciated, thank you

al

Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?

Cheers,

Tamara

Q: what are your best suggestions for an investment in hydrogen energy? Are any profitable?

Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.

Q: Do you agree, Hydrogen Takes Off?

Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).

Which has the most potential and rank the 3.

Would you recommend another?

Thank you.

Q: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks

Q: This mornings earnings look like a disaster and the stock is down heavily and their margins are out of whack - but the management commentary indicates things are just dandy. What gives? Lumpy order recognition, shipments ........ ?? Appreciate your observations and outlook.

Q: Could I get your opinion on:
" Opportunity for the hydrogen market is in heavy transportation, such as big trucks."
Any company you would suggest in relation to this?
Thank you.

Q: Hi Everyone at 5i! It has been reported that the UK is designing a few model homes which use hydrogen for heating and powering appliances . Are there any notable companies in North America that are working on Hydrogen as an energy alternative that maybe worth while investing in? Cheers, Tamara

Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.

Q: Appreciate your comments on the latest earnings reports for A, BE, & NUAN, and if you would continue to hold, add or move on. Thank you.

Q: Hi, US president wants to move to an al-electric federal vehicle fleet, above stocks can benefit from this policy? Can you recommend stocks will benefit from his policy?

Thank you.