Investment Q&A

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