Q: Why is uranium getting hit so hard today? It gave me an opportunity to buy Cameco but I hope it turns around.
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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 have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.
At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?
Thank you,
Greg C.
I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.
At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?
Thank you,
Greg C.
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Cameco Corporation (CCO $155.18)
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Celestica Inc. (CLS $419.62)
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State Street SPDR S&P Aerospace & Defense ETF (XAR $272.23)
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MDA Space Ltd. (MDA $34.50)
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Global X Defense Tech ETF (SHLD $72.86)
Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.
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Amphenol Corporation (APH $136.23)
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Freeport-McMoRan Inc. (FCX $60.67)
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Cameco Corporation (CCO $155.18)
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Arista Networks Inc. (ANET $137.49)
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Southern Copper Corporation (SCCO $200.04)
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Matrix Service Company (MTRX $11.06)
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GE Vernova Inc. (GEV $779.35)
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TCW Transform Systems ETF (PWRD $102.05)
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Defiance AI & Power Infrastructure ETF (AIPO $24.80)
Q: Your thoughts on the etf MTRX.
Q: I like the nuclear energy outlook but find CCO expensive- would you buy in at this price or is there another name with better valuation / potential upside?
Q: what would be you take on Denison mines.Do you think the stock will increase along
with the rest of the uranium mines like Cameco ?
with the rest of the uranium mines like Cameco ?
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Loblaw Companies Limited (L $67.09)
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National Bank of Canada (NA $169.07)
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Constellation Software Inc. (CSU $2,434.02)
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Dollarama Inc. (DOL $192.27)
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Cameco Corporation (CCO $155.18)
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Stella-Jones Inc. (SJ $97.82)
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Granite Real Estate Investment Trust (GRT.UN $88.57)
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Magna International Inc. (MG $73.80)
Q: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years
Q: I have enough money to buy one, which one would you choose? And why for at least a 5 year holding.
Thanks for your service.
Dorothy
Thanks for your service.
Dorothy
Q: Thoughts on CCO today? Valuation, growth, etc?
Q: AtkinsRealis (ATRL) is increasingly focused on serving the nuclear industry. Cameco (CCO) is no longer stritcly a unranium mining company and now seeks to provide the similar services and products as ATRL (think SMRs, for example). Which company do you see as having the better prospects for growth and share price appreciation? Would it be too redundant to buy both?
Q: Bought on Oct. 17 so pretty happy today. 3rd qtr. results on Nov. 5. Take quick profits now or hold?
Q: I don't have any uranium stocks. Would Cameco fit the bill or should I look at an etf to be more diversified. thanks and Greetings, Peter
Q: Would you take profits on Cameco?
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Cameco Corporation (CCO $155.18)
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Global X Uranium ETF (URA $52.16)
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Sprott Uranium Miners ETF (URNM $68.60)
Q: Hello Peter
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Q: Can not figure out why Cameco was down graded and value dropped signifigantly?
thanks
thanks
Q: CCO is currently at its high. Do you think it still has room to grow?
Q: What percentage of one's portfolio do you recommend to put into cyclical stocks, for someone with moderately high risk tolerance and 30+ years to invest? Why?
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NexGen Energy Ltd. (NXE $15.04)
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Cameco Corporation (CCO $155.18)
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Pan American Silver Corp. (PAAS $75.46)
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Sprott Physical Silver Trust (PSLV $34.16)
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First Majestic Silver Corp. (AG $30.06)
Q: I would like to hear your opinion on investing in silver and uranium. Can you give me 2 or 3 stocks in each sector preferably on thr TSX. Thank you.
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NexGen Energy Ltd. (NXE $15.04)
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NextEra Energy Inc. (NEE $89.47)
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Cameco Corporation (CCO $155.18)
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Vistra Corp. (VST $149.65)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.29)
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Constellation Energy Corporation (CEG $261.42)
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?
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NexGen Energy Ltd. (NXE $15.04)
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Cameco Corporation (CCO $155.18)
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Constellation Energy Corporation (CEG $261.42)
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VanEck Uranium Nuclear Energy ETF (NLR $142.77)
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Centrus Energy Corp. Class A (LEU $263.47)
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.