Investment Q&A

Q: Hi Guys!

I see CCJ is once again inching up (about 10% in a few weeks).

Could you give me your thoughts on the company right now and Uranium? Do think it’s ready to pop back up to what many say will be in the 70.00 US range?

Ok thank you!

Q: How much likelihood do you see that some key Canadian resources are sourced in Eastern Europe by the Americans if the Ukraine war should resolve soon? Notably potash from Belarus, uranium from Russia and Aliminum from Ukraine, potentially including others I may know less.

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?

Q: Is Kazastan back in the supplying the market What about Russia and the Ukraine . what is outlook for Uranium Price as demand picks up Where can i find the price for Uranium ? Your top picks please Thank you RAK

Q: Re Nuclear Growth I thought Uranium would be the play but I see the Builders of Plants are moving better then Uraniums ie SMR NNE SNC CCO owns 49 % of Westinghouse with Brookfield What are your thoughts Buy more NXE CCO or SMR NNE

Or others that you think would be a better play on NUCLEAR RAK

Q: Good afternoon,

Given setback in CCO production, how do you assess the stock their ability to replace should this be for an extended period?

Thank you.

Q: What are your current thoughts on uranium investments?
I have CCO, which is up.
Im down 22.5% with URNM in a cash account and thinking about a tax loss sale.
If you are bullish on uranium, what do you recommend to replace it with in $US?

Q: CCO is having a hard time in the market. I thought Nuclear was the worlds future Anything negative out there

Also NXE your thoughts Thanks very much RAK

Q: Is there a Canadian dollar uranium ETF you would recommend?
Would you buy cameco at the current price $82 cad or wait for a pullback? Is it overvalued at todays price
Ty

Q: CCO market cap is$ 36 Billion and NXE market Cap is $7 Billion

CCO produces 92 million pounds of Uranium and NXE will produce 30 million pound of uranium. 1/3 of what CCO produces

Market value of NXE should be 1/3 of CCO or $12 Billion divided by number of shares outstanding of 565 million gives me a price for NXE of $ 21.00, Share at $ 12.00

What do you think of this calculation. Am I on to something

I own NXE

RAK

Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Q: Is Russia restricting (or banning) exports of enriched uranium to NATO countries? Do you know if Kazakhstan is also restricting exports since they are the world's top exporter and a client state of Russia. Russia produces uranium at roughly 10% of the amount produced by Kazakhstan. I understand CCO purchases uranium from Kazakhstan. Is this a good time to purchase CCO or would you wait until Trump enters the White House? If Trump accedes to Putin's demands possibly the uranium restrictions would be lifted leading to weakness in CCO's stock? I do find it hard to imagine NATO countries returning to their pre-war acceptance of Russia and its exports in spite of any Trump Putin peace deal. Any thoughts you have would be appreciated.
Regards,
Jim

Q: NXE is suggesting 30,000,,000 pounds Uranium a year from their Saskachewan mine. How many pounds do CAMECO produce in total ? RAK

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

Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?

Greg

Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?

Q: There is alot of talk about nuclear energy for plant renewals or upgrades. Also a lot of (Small modular reactors). Rolls Royce .Are any of these worth looking at for investments. I have a lot of points for answer. What companies would benefit most in near future. From mining to eng'r to construction.

Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE

Q: Hi there, I own Cameco and intend to do so for the long term. Normally I like to follow one of your portfolios so I can buy / sell when you do and don't need to think too hard about it. But Cameco is not in that portfolio. Two questions (deduct credits accordingly please):

1. What are your thoughts on Cameco for a long-term holding generally?

2. What "user instructions" would you share for a person owning this stock in particular? Eg would you suggest taking profits now and again if/when it's up, because it's cyclical, etc.? One of your recent responses on a different question got me thinking about this.

Thanks very much.