Investment Q&A

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: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks

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: Looking to invest in nuclear energy, many companies I like are are private and not listed publicly, can you suggest a few that are good options.

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: Nuclear/ Uranium

There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.

Wayne

Q: I'm presently under water on these stocks : could you please, based on potential growth, list them as hold or sell ? Looking for faster returns ?

Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.

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: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!

Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L

Q: Hi, just looking at CPX, (unbelievable). I missed out on this one , not my first or last miss, but was wondering if you could provide two or three recommendations that are geared towards the electrification boom that is here or coming. (I already have HPS.A) or is CPX still the one to buy?
Thanks

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: Can you suggest some good ways to invest in the future of nuclear energy, such as individual stocks or ETFs?

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You