Q: Good afternoon,
What is your current view of First Solar and will it have difficulty appreciating( ie do you deem it a "growth ' stock ) in a rising rate environment?
Thank you
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
First Solar Inc. (FSLR)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
-
Enphase Energy Inc. (ENPH)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: what would be your top 5 companies be that play into the theme of climate change?
-
First Solar Inc. (FSLR)
-
Canadian Solar Inc. (CSIQ)
-
Invesco Solar ETF (TAN)
-
SolarEdge Technologies Inc. (SEDG)
-
Enphase Energy Inc. (ENPH)
Q: Hi 5i,
What would be your top 3 solar stocks for a 5+ year hold?
TIA!
Wayne
-
First Solar Inc. (FSLR)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Boralex Inc. Class A Shares (BLX)
Q: Want to enter the green energy space to take advantage of the required doubling of our electrical power capacity in Canada and US to meet climate change targets. Brookfield Renewable Partners, First Solar, SolarEdge and Ormat all seem to have merit. Which of these, or another company, would you recommend. Thanks!
Read AnswerQ: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.
Read AnswerQ: Can you please comment FSLR? Thanks.
Read Answer-
First Solar Inc. (FSLR)
-
Canadian Solar Inc. (CSIQ)
-
SolarEdge Technologies Inc. (SEDG)
-
JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS)
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 AnswerQ: 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-
First Solar Inc. (FSLR)
-
NextEra Energy Inc. (NEE)
-
Xebec Adsorption Inc. (XBC)
-
SolarEdge Technologies Inc. (SEDG)
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?
Read Answer-
First Solar Inc. (FSLR)
-
Illumina Inc. (ILMN)
-
NVIDIA Corporation (NVDA)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Plug Power Inc. (PLUG)
-
Invitae Corporation (NVTA)
-
Xebec Adsorption Inc. (XBC)
-
SolarEdge Technologies Inc. (SEDG)
-
CRISPR Therapeutics AG (CRSP)
-
NIO Inc. American depositary shares each representing one Class A (NIO)
-
Twist Bioscience Corporation (TWST)
-
ISHARES TRUST (IRBO)
-
ARK ETF TR (ARKG)
-
Electrameccanica Vehicles Corp. Ltd. (SOLO)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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!
-
Meta Platforms Inc. (FB)
-
First Solar Inc. (FSLR)
-
Illumina Inc. (ILMN)
-
Twilio Inc. Class A (TWLO)
-
Workday Inc. (WDAY)
-
Plug Power Inc. (PLUG)
-
Invitae Corporation (NVTA)
-
SolarEdge Technologies Inc. (SEDG)
-
CRISPR Therapeutics AG (CRSP)
-
Enthusiast Gaming Holdings Inc. (EGLX)
-
Twist Bioscience Corporation (TWST)
-
CrowdStrike Holdings Inc. (CRWD)
-
Unity Software Inc. (U)
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-
First Solar Inc. (FSLR)
-
General Electric Company (GE)
-
NextEra Energy Inc. (NEE)
-
Quanta Services Inc. (PWR)
-
Northland Power Inc. (NPI)
-
Tesla Inc. (TSLA)
-
Plug Power Inc. (PLUG)
-
Jacobs Engineering Group Inc. (J)
-
FuelCell Energy Inc. (FCEL)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?
Thank you, Hugh
-
First Solar Inc. (FSLR)
-
NextEra Energy Inc. (NEE)
-
Boralex Inc. Class A Shares (BLX)
-
Xebec Adsorption Inc. (XBC)
-
SolarEdge Technologies Inc. (SEDG)
Q: Hi 5i-ers -
What would your 5 best prospects be for green energy companies and green mfg as well.
Thx & Stay safe - Doug
-
First Solar Inc. (FSLR)
-
SolarEdge Technologies Inc. (SEDG)
-
Wolfspeed Inc Com (CREE)
-
Trane Technologies plc (TT)
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
-
First Solar Inc. (FSLR)
-
NextEra Energy Inc. (NEE)
-
SolarEdge Technologies Inc. (SEDG)
-
Sunrun Inc. (RUN)
-
Enviva Inc. (EVA)
-
Enphase Energy Inc. (ENPH)
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
-
First Solar Inc. (FSLR)
-
Johnson Controls International plc (JCI)
-
Canadian Solar Inc. (CSIQ)
-
Trane Technologies plc (TT)
Q: Please compare JCI and TT and state your preference if you have.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.
Q: I am interested in investing in solar with the thinking it has room to grow significantly. I see from previous questions you have mentioned FSLR and TAN. I would value your opinion on preferred US solar stock(s) and which would recommend now i.e. , FSLR, Tan or other in US? Thanks so much.
Read AnswerQ: Great work Guys......Whats the best way to play solar in Canada?
Read AnswerQ: Do you have a solar energy company that you like and would recommend?
Read AnswerQ: Given the probable outcome of the U.S. election and the continued push on green energy what names would you suggest that would benefit the most.
Read Answer