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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.

Q: Hi 5i,

I've only owned ENPH for about 6 to 8 months but have been somewhat disappointed in the results. What do think of the company at this time and is it worth holding or should one think of moving on?

As an alternative, I'm considering NXT. What would you think about the switch?

It is for the growth portion of my portfolio.

Thank you!!
Read Answer Asked by Brian on January 24, 2024
Q: 4 disasters in my cash account these year. Each position down between 30-45%.

How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?

Please feel free to deduct credits as you deem fit.

Thank you.
Read Answer Asked by Karim on December 08, 2023
Q: Do you think Blink looks interesting at these levels for a long term hold? Anything to do with the EV industry has been beaten up but sales are going to inevitably increase. Are you aware which business currently has a stranglehold on the home EV charging ports?
Thanks
Read Answer Asked by Curtis on November 27, 2023
Q: Hi, I was wondering if I can get your opinion on these stocks I'm holding losses on ATZ down 50%, ENPH down 25%, CROX down 25% and GSY down 20%.
I did tax loss selling last year in late December which bit me hard when the stocks took off in January with me sitting on the sidelines. Should I consider selling any of these now with the intention of buying back in 30 days and harvesting the tax loss? If so which would you suggest selling and which would you buy back? Short of that would you suggest averaging down on any of these instead? Thanks in advance! Take as many credits as you wish.
Read Answer Asked by Harry on September 21, 2023
Q: Which TSX listed stocks would significantly benefit from a major expansion and overhaul of electricity delivery infrastructure within Canada (which seems likely)?
Read Answer Asked by John on July 27, 2023
Q: Hi 5i,

I see in a recent Canadian Press article that Canada will need to build more green electricity generation and transmission to support the future net-zero emissions economy.

Are there any companies in 1). generation (nothing nuclear please) or 2). transmission related to this that would be good investments?

We already own most of the green utilities such as BEP, AQN, INE, BLX, NPI, NEE as well as other non-utilities such as HPS-A, PWR, ENPH.

Also, with regards to others countries also moving towards electrification, are there other companies outside of Canada that you would recommend?

Thank you 5i!
Read Answer Asked by Brian on July 24, 2023
Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.
Read Answer Asked by Stephen R. on May 02, 2023
Q: There are many small cap (and some larger cap) companies looking into new technologies for energy storage systems. As innovation in this area would appear to be necessary with most “green” energy solutions to our current climate problems, have any of these come to your attention as worthy of speculative investments?
A couple of recommendations for further research would be appreciated.
Thanks, Len
Read Answer Asked by Leonard on March 20, 2023
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