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RBC U.S. Mid-Cap Growth Equity Fund Series F (RBF617 $65.73)
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NuScale Power Corporation Class A (SMR $21.06)
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AtkinsRéalis Group Inc. (ATRL $88.24)
Q: Ok, let's try this again.
For the past 2+ years I've been waiting for the RBC US Midcap Fund to pop.
So a "gut" response to my first question: given the recent sell off in the markets, do you see small/midcaps popping or continuing to languish in the shadows of the AI trade? (Although it's early, in terms of seasonality the fund is doing nothing).
Second question: I'm thinking of taking all or half of this position (it's a full position for me), and picking up ATRL based on the nuclear energy/SMR theme. ATRL is up significantly in the past year. Is it fully priced at this point or does it have a lot more to grow in the next five years? Considering the the nuclear/SMR theme, would it be your top pick or do you have other companies (Canada or US) that you favour more?
Thanks in advance,
Pete, Calgary
For the past 2+ years I've been waiting for the RBC US Midcap Fund to pop.
So a "gut" response to my first question: given the recent sell off in the markets, do you see small/midcaps popping or continuing to languish in the shadows of the AI trade? (Although it's early, in terms of seasonality the fund is doing nothing).
Second question: I'm thinking of taking all or half of this position (it's a full position for me), and picking up ATRL based on the nuclear energy/SMR theme. ATRL is up significantly in the past year. Is it fully priced at this point or does it have a lot more to grow in the next five years? Considering the the nuclear/SMR theme, would it be your top pick or do you have other companies (Canada or US) that you favour more?
Thanks in advance,
Pete, Calgary
5i Research Answer:
You and us both; midcaps have had a few starting runs this year, only to be knee-capped by...