Q: Can you please comment FSLR? Thanks.
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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.
- 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?
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?
- 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?
- 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 Robotics and Artificial Intelligence Multisector ETF (IRBO)
- ARK Genomic Revolution ETF (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!
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. (META)
- 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.
- First Solar Inc. (FSLR)
- GE Aerospace (GE)
- NextEra Energy Inc. (NEE)
- Quanta Services Inc. (PWR)
- Northland Power Inc. (NPI)
- Tesla Inc. (TSLA)
- Plug Power Inc. (PLUG)
- Jacobs Solutions 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
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
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
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
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.
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
- First Solar Inc. (FSLR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Invesco Solar ETF (TAN)
- JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS)
- Enphase Energy Inc. (ENPH)
- First Trust Global Wind Energy ETF (FAN)
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,
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
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
- First Solar Inc. (FSLR)
- NextEra Energy Inc. (NEE)
- Invesco Solar ETF (TAN)
- SolarEdge Technologies Inc. (SEDG)
- Enphase Energy Inc. (ENPH)
Q: Can I have a short list of American renewable energy companies for a 3 year hold.
Interested in growth mostly.
Thank You
Peter
Interested in growth mostly.
Thank You
Peter
- First Solar Inc. (FSLR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Boralex Inc. Class A Shares (BLX)
- JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS)
- Enphase Energy Inc. (ENPH)
Q: Following the presidential debate it sounds like Biden has a fairly aggressive stance towards a switch to clean energy. Also, he seems intent on renewing spending on infrastructure. I already hold Algonquin and ICLN in the so called clean energy sector. Any others i should look at there? And what might profit from infrastructure spending, should Biden win.
Thanks
Thanks