Investment Q&A

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!

Q: 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.

Q: Can you please comment FSLR? Thanks.

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: 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: 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

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: 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.

Q: Great work Guys......Whats the best way to play solar in Canada?

Q: Do you have a solar energy company that you like and would recommend?

Q: 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.

Q: Hi Peter/Ryan, you mentioned in the last update that renewable energy companies are to be considered for investment, can you suggest some companies that manufacture and develop equipment for renewables that are worth investing in. Thanks

Q: Hello,
Renewable energy will be the in the high demand in future. So which stock you prefer to hold on US & Canda side for better growth.
Thx,

Q: Good morning,

With already being up more than 60% YTD does it have room to run and does it depend on policy changes after elections? Looking for a couple of good renewable energy companies with great future potential. Thx