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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: Hello. On uranium companies, what stocks would you look to for outsized returns, in a uranium bull market, irrespective of risks? I’ve listed some for comments but would welcome your thoughts on other potential companies. Of those listed, in addition to any others you might mention, please rank by preference (again on the assumption of a uranium bull market). Thanks!
Read Answer Asked by Robert on January 25, 2023
Q: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?
Read Answer Asked by Chris on January 25, 2023
Q: I'm primarily a growth investor with a tolerance for risk. I do not have any semi-conductor companies in my portfolio. I was considering AMD or NVDA but I'm not wondering if AEHR might be good play to consider since it does chip testing. It does seem to be growing revenue quickly and surprising the market with it's earnings. What comments/advice do you have wrt to how I should think about the chip players including the high tech testing play that AEHR offers? Thanks!
Read Answer Asked by Marc on January 25, 2023
Q: Hi 5i,
If I remember correctly, when Brookfield took over CHR you thought that might be "transformational" for CHR. I've always liked CHR (for some irrational reason I think) and have been in and out of it over the years, sometimes to my benefit and sometimes not. And back in the day it had a pretty nice dividend. After Brookfield got involved, and hoping for a transformation (!) I got back in. It's been pretty steadily downhill since, although it seems to have shown some strength in the last couple of weeks.
I wonder what your thoughts on CHR are now that it's been in the Brookfield stable for a while and given the current economic client. And also its prospects on the dividend front - considering that Brookfield has always seemed to me quite parsimonious in that regard ...
Thanks!
Peter
Read Answer Asked by Peter on January 24, 2023
Q: HI Peter
I have held Acuity in my portfolio for the past few years .
Over that time in your responses to people asking questions if the company is a buy , sell or hold .You have responded it is a hold .
The stock has gone down from over 20.00 to under 3.00 .
In the long term do you see any potential of the stock going back over $20.00 .

Read Answer Asked by Howard on January 24, 2023
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