Investment Q&A

Q: There is alot of talk about nuclear energy for plant renewals or upgrades. Also a lot of (Small modular reactors). Rolls Royce .Are any of these worth looking at for investments. I have a lot of points for answer. What companies would benefit most in near future. From mining to eng'r to construction.

Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?

Q: Morning,
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service

Q: Hi, Could you please provide more details on Quanta Services, as a niche operator in Power Infrastructure sector. Why do you consider it as one of your best picks in the sector ? How is its debt and current valuation ? After recent earnings of May 2, stock has gone up from $255 to $285, before pulling back briefly yesterday to $280. Would you be comfortable to start a position at current level or wait for a better entry point ?

Thank You

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: Hi 5i,

Multiple related questions:

#1 - I believe the purchase of Encore Wire (WIRE) by Prysmian @ $290/share should be confirmed in the next few days. Do you know anything further about this?

#2 - Would you recommend selling WIRE at this time @ +/- $282/share or waiting for the deal to go through at $290/share? At what point after the sale are shareholders paid?

#3 - In looking for a like-minded company (electrification transition, green renewables etc.) I came across Atkore Inc. (ATKR). What are your current thoughts on this company for a 3 to 5 year hold?

#4 - Between MYRG, STRL, ATKR and PWR how would you rank them out of 10 (10 being the best) and in what order for a 3 to 5 year hold?

Thank you for your wisdom and guidance!

Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!

Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.

Q: Hi 5i Team - Could you provide an update on BWX Technologies, particularly in relation to its small nuclear reactors technology. Do you think that there will be a demand for this type of energy source and is BWXT the best positioned company to commercialize them, or are there better choices in this field. Also are there already small nuclear reactors been built or up and running.
Thank you

Q: Good morning; I am curious as to what, if anything, is behind the drop in share price of PWR over the past 3 weeks? I cannot see any news on sites I have access to, and am wondering if politics or analysts are having an impact behind the scene? It suffered a more extreme price decline back in September '23. Thanks very much!

Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Thanks!
Heather

Q: Good morning your thoughts on Quanta Services

Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.

Q: Which TSX listed stocks would significantly benefit from a major expansion and overhaul of electricity delivery infrastructure within Canada (which seems likely)?

Q: hi folks:

1) what is your opinion of the long term viability of this company?

2) do you have any other companies in mind that would be competitors (direct or indirect)

3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?

thanks

Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.

Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.

Q: I understand this company is involved in ev charging facilities and ask if this would be a good position in terms of participating in the growing ev space. Also your general info and info on the strength and financial stability
Cheers, Doug

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.