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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 Peter,

Iím looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

Read Answer Asked by Matt on August 25, 2022

Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks





Read Answer Asked by Terence on August 25, 2022

Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you

Read Answer Asked by Allan on August 12, 2022

Q: HI team
there is alot of talk of developing Hydrogen energy in Alberta for the future
are there any stocks such as Su, CVE, atco etc that is crucial in the future of this clean
hydrogen energy that investors should pay attention to? thanks
Michael yu

Read Answer Asked by Michael on June 02, 2022

Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?

Read Answer Asked by umedali on March 15, 2022

Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.

Read Answer Asked by Cameron on November 22, 2021

Q: Hi 5i,
I know you havenít been big fans of BLDP and neither have I. I donít know if it ever made any money. However, in the past few weeks it has announced a couple of development partnerships and a fuel cell deal to power a Talgo passenger train in Spain on a trial next year with expected commercialization in 2023. Is it too early to climb aboard? The stock price seems to be gaining a bit of traction lately as well.
Thanks again.
Dave

Read Answer Asked by Dave on November 01, 2021

Q: I think electrolysers / electrolysis†may be a growth area in the near term.†

Can you suggest some public companies†or ETFs† that are in this technology or space?†

Read Answer Asked by Elliott on October 29, 2021

Q: I have very significant losses on these stocks, 45-55%. Are any worth holding for recovery? Your assessment of the potential and problems for each, please.
Thanks for the help. I enjoy the questions every morning, and have learned a lot.
Len

Read Answer Asked by Leonard on May 14, 2021

Q: I made the mistake of buying 200 shares of Ballard @$46.50 a couple of months ago just before it commenced its early-February fall from an all-time high. At the current price (~$30), I am tempted to double down with another 200 shares to bring my avg share price cost to ~$38, representing about 4% of my portfolio, a level with which I am comfortable. Am I nuts, or is BLDP poised to reward my faith and patience over the medium term (5 years)?

Thanks for your insights!

Read Answer Asked by William on April 08, 2021

Q: Hi Guys!
WIth the announcement made by the Trudeau and legault administration yesterday, do you see any interest why Lion would not want to venture alone without NGA tagging along? Also as mentionned by Lion officials, they will have to purchase their cells trough another party preferably a Canadian company. Would you see another partner than Ballard to be able to achieve this?

Best regards
Ben.

Read Answer Asked by Benoit on March 17, 2021