Investment Q&A

Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,

Q: What would you say are the top US manufacturing stocks to buy now for growth?

Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!

Q: Greetings 5i,

Made a killing on Oklo and sold with the last pop. 114% thank you, Ill take that and run. Possibly will revisit Oklo if there is significant pull back from its highs.

All the same selling Oklo has left a spot in my portfolio where I would have liked to keep something related to the energy needed for all the new AI data centers. My main question is regarding GE Vernova, which I think trades both in CAD and USD. I see that GEV has started construction on a SMR near Toronto with at least 3 others approved. Is this a fair play on the need/push/development of SMRs for Ai and datacenter needs?

Cheers!

Q: A family member was a Long Term employee of GE and acquired substancial shares of GE stock during the Jack Welch era and subsequently left the company for health reasons.

Needless to say the stock performed terribly and his shares languished for years but he held.

Now GE has been spun out into 3 divisions and separate stock issued for each which have performed tremendously in most cases what course of action would you recommend on the 3 new entities based on today's market prices for each.

Q: Would you prefer TLN o GEV for a long term hold? There is quite a difference in P/E.

Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.

Q: hello 5i:
could you do a comparison between the above companies? Would you consider them competitors? If only buying one, which do YOU favour?
thanks
Paul L

Q: hello 5i:
Last question asked on GEV was on January 25th. Can you please update your views with respect to P/E, Cash Flow and Free Cash Flow? Debt looks tiny, can you confirm?
Last, I have a small position in HPS.A. Is GEV a direct competitor, and would a US company benefit from the threatened tariffs on other countries? Adding your general opinion on the stock and on the industry would be appreciated.
thanks
Paul L.

Q: On January 21st you replied to a question by Graeme "electrification" plays and one of companies in his list was GEV which had split from GE in April of last year. At that time I was looking at it and the stock was priced at about $137/share and today (early Friday), it sits at $437 and unfortunately I never pulled the trigger.

In your reply to Graeme, you noted that GEV had the highest valuation currently.

I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.

Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.

I would very much appreciate your thoughts.

BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.

Q: Of these 'electrification' plays which are your favourites and why for a long term hold?

Q: Hello. What did you think of Vernova's quarterly report this morning?

Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason

Q: Looking for a 5 year hold for a small position. Which of these, if any, do you suggest? Is this a promising area to invest in and are there others you prefer?

Q: Based on the growing need to power the data centers. What is your opinion of GEV:US?

Thank you

Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.

Q: Hi 5I,

What are your thoughts on starting a position in GE Vernova. Would this be a good entry point?

Thanks for your input.
Jane