Investment Q&A

Q: In RRSP account I sold BEPC to decrease exposure to BEP (10%) and purchased ENPH to diversify. Plan was to hold long term. I see you like NEE and it is more diversified over renewables and pays a dividend. Does it make sense to sell ENPH to buy NEE since I don't really need an additional stock?

Q: What sector would you put Enphase in: Energy, Utilities, Technology, Industrial or a mixture as it seems to touch all of these? It is obviously tied to Renewables but that is not a sector on its own.

Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.

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: Hello 5I Team
The following stocks/ETF makes up less then 5% of my portfolio in the green space theme . I am considering in adding PBW ETF to the group , do you see any concerns in the choices or in the weighting .Would you make any changes .Feel free in deducting additional credit in answering the questions .
Thanks
Claudio

Q: Hi there,

What are your thoughts on the energy storage business and can you suggest a few names that you like?

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

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 group what's your top 4 sectors /stocks/etfs in the US assuming Biden is going to the white house the market seems to like the set up with Biden winning but Senate going to republicans Thanks for your insight

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

Q: Can I have a short list of American renewable energy companies for a 3 year hold.
Interested in growth mostly.
Thank You
Peter

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

Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.

Q: I would like to invest in clean energy storage companies but can't find companies listed in the stock market. I did find an etf which is YLCO and I would like to have your thaughts on this. If you know of companies that are worth investing in please let me know.
Thanks for the help

Q: The solar subsector seems to be getting a lot of attention and company valuations are going up. This is on par with the renewables trend we are seeing. Do you have any pure solar picks in the US or Canada or are you only playing the larger infrastructure companies that may own some solar farms? What are your top picks? Thx

Q: Hi gang, any suggestions on this two company’s . Is one better than the other. Or any other suggestions? Or Maybe couple of ETFS . Thanks. Alnoor

Q: Looking at the top ten holdings of the TAN solar etf...can you comment on some of them based on your 5iresearch criteria....sedg, enph, fslr, run, Dq, csiq

Q: I've been watching this one for a while, ever since you compared it favourably within the context of alternative energy / solar stocks. Wednesday's "dip" turns out to have been driven by a class action lawsuit concerning alleged revenue manipulations.

The press release from the legal firm filing the class action has this to say:

"On June 17, 2020, Prescience Point Capital Management issued a report alleging, among other things, that 'at least 39%, or $205.3 million, of [Enphase's] reported U.S. revenue is fabricated.' The report also claimed, citing former employees, that 'a large portion of [the Company's] astronomical growth over the past two years is attributable to accounting gimmicks that artificially inflate revenue and profits.'"

What are your thoughts on Enphase in light of this news?

Also, I'm curious given your experience, are you able to share any insights on how class action lawsuits affect companies and their share performance -- at least, until the allegations are actually proven or rejected in court?

Please deduct as needed.

Kind regards

Q: Good Morning 5i,
Could you please comment on Enphase Energy, its solvency and ability to survive under these difficult circumstances and prospects for the future once the economy returns to normalcy, whenever that may be?