• NexGen Energy Ltd. (NXE $9.03)
  • $9.03 Cap: $5.14B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $98.47)
  • $98.47 Fwd P/E: 180.16X Cap: $42.86B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $2.36)
  • $2.36 Cap: $2.22B
  • View DML Profile
  • View Questions on DML
• BWX Technologies Inc. (BWXT $137.37)
  • $137.37 Fwd P/E: 45.79X Cap: $13.05B
  • View BWXT Profile
  • View Questions on BWXT
• Sprott Physical Uranium Trust (U.UN $22.63)
  • $22.63 Fwd P/E: 2.53X Cap: $5.22B
  • View U.UN Profile
  • View Questions on U.UN
• Constellation Energy Corporation (CEG $312.84)
  • $312.84 Fwd P/E: 33.54X Cap: $99.74B
  • View CEG Profile
  • View Questions on CEG
• Global X Uranium ETF (URA $37.02)
  • $37.02 Fwd P/E: 82.31X Cap: $3.73B
  • View URA Profile
  • View Questions on URA
• NuScale Power Corporation Class A (SMR $35.08)
  • $35.08 Cap: $9.97B
  • View SMR Profile
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• Sprott Uranium Miners ETF (URNM $45.22)
  • $45.22 Fwd P/E: 60.24X Cap: $1.65B
  • View URNM Profile
  • View Questions on URNM
• Oklo Inc. Class A (OKLO $53.52)
  • $53.52 Cap: $7.78B
  • View OKLO Profile
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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

Upvote 3

Read Answer Asked by Wayne on June 10, 2025

• NexGen Energy Ltd. (NXE $9.03)
  • $9.03 Cap: $5.14B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCJ $71.94)
  • $71.94 Fwd P/E: 180.16X Cap: $32.73B
  • View CCJ Profile
  • View Questions on CCJ
• Sprott Physical Uranium Trust (U.UN $22.63)
  • $22.63 Fwd P/E: 2.53X Cap: $5.22B
  • View U.UN Profile
  • View Questions on U.UN
• Sprott Uranium Miners ETF (URNM $45.22)
  • $45.22 Fwd P/E: 60.24X Cap: $1.65B
  • View URNM Profile
  • View Questions on URNM

Q: Can you rank these 4 in terms of upside over the next decade? Do you prefer the stocks, ETF's or the actual metal? Also, do you recommend any other that's not in this list?
Thanks

Upvote 3

Read Answer Asked by Rob on April 10, 2025

• Cameco Corporation (CCO $98.47)
  • $98.47 Fwd P/E: 180.16X Cap: $42.86B
  • View CCO Profile
  • View Questions on CCO
• Sprott Uranium Miners ETF (URNM $45.22)
  • $45.22 Fwd P/E: 60.24X Cap: $1.65B
  • View URNM Profile
  • View Questions on URNM

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?

Upvote 2

Read Answer Asked by William on December 20, 2024