Investment Q&A

Q: Which of these - if any - would you be interested in at these levels?

Q: After TLN results, your opinion please, are these good price entry points for these stocks
Thanks

Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Q: Please rank these independant power producers for a new buy and provide any other suggestion you may have. Thank you.

Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.

Q: Relate to a AI driven energy demand, any investable companies or ETF you could suggest? Thanks.

Q: Given the growth in data-centre construction and electrification, which Canadian or U.S. power producers do you see positioned to benefit most. Looking for companies with actual and planned capital investments support that potential?” Additionally, as this will be a RIF addition, also looking for sustainable yield

Q: Having previously moved most of my energy holdings out of traditional oil and gas, now I am considering ENERGY again BUT …. In the context of the expected huge need for energy to drive the computing power required by AI and crypto. With that in mind do you have strong conviction for the upside potential of a basket of such stocks?

Thanks for your help.

Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?

Q: Do you consider CEG a BUY/SELL or HOLD today? A reason please ?

Are there better options in this sector?

US and CND options

Q: How do you feel about a buy now on this company now and what do you expect for its future growth.
Thanks Again

Q: Are there some utility or resource companies that will especially benefit from the need for increased electricity for data centres for AI and crypto?

Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.

Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.

Q: I own these three companies currently, and am having a challenge, keeping my mind about me given their waterfall declines. Given what’s happening in the world today would you continue to hold the stocks or would you just cut your losses and try and live another day?
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies

What are your thoughts?

Sheldon

Q: Hello 5i,

Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.

BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.

Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.

Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?

Thank you for your advice over all these years

D&J

Q: Of these 'electrification' plays which are your favourites and why for a long term hold?