Q: CanI please have your thoughts on BWXT. Is it too late to get in? As well is there an ETF that trades on the TSX that follows Uranium stocks? Thank You.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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NexGen Energy Ltd. (NXE $9.41)
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Cameco Corporation (CCO $104.44)
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Denison Mines Corp. (DML $2.81)
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BWX Technologies Inc. (BWXT $173.50)
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Sprott Physical Uranium Trust (U.UN $23.00)
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Constellation Energy Corporation (CEG $322.23)
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Global X Uranium ETF (URA $39.01)
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NuScale Power Corporation Class A (SMR $35.47)
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Sprott Uranium Miners ETF (URNM $47.30)
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Oklo Inc. Class A (OKLO $71.06)
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
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
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Quanta Services Inc. (PWR $380.81)
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BWX Technologies Inc. (BWXT $173.50)
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Constellation Energy Corporation (CEG $322.23)
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NuScale Power Corporation Class A (SMR $35.47)
Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L
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NexGen Energy Ltd. (NXE $9.41)
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Cameco Corporation (CCO $104.44)
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BWX Technologies Inc. (BWXT $173.50)
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Constellation Energy Corporation (CEG $322.23)
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Global X Uranium ETF (URA $39.01)
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NuScale Power Corporation Class A (SMR $35.47)
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VanEck Uranium Nuclear Energy ETF (NLR $115.76)
Q: Can you suggest some good ways to invest in the future of nuclear energy, such as individual stocks or ETFs?
Q: May I have your take on BWXT’s latest quarter? They seem to have beat analyst’s expectations. Any red flags? Thank you for all your help.
Jim
Jim
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Quanta Services Inc. (PWR $380.81)
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Cameco Corporation (CCO $104.44)
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BWX Technologies Inc. (BWXT $173.50)
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Constellation Energy Corporation (CEG $322.23)
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
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?
Greg
Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.
Q: NNE- Nasdaq- nano nuclear energy. Sorry not in your wheelhouse, but could this have potential or just hopeful thinking? Are bigger players doing the same thing? ( I’m assuming this stock would be considered high risk). Answer and or post as you see fit.
Thanks
Thanks
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Quanta Services Inc. (PWR $380.81)
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Cameco Corporation (CCO $104.44)
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BWX Technologies Inc. (BWXT $173.50)
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Constellation Energy Corporation (CEG $322.23)
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NuScale Power Corporation Class A (SMR $35.47)
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Oklo Inc. Class A (OKLO $71.06)
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.
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Pacific Gas & Electric Co. (PCG $15.02)
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Public Service Enterprise Group Incorporated (PEG $85.32)
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Cameco Corporation (CCO $104.44)
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NEMI Northern Energy & Mining Inc. (NNE)
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BWX Technologies Inc. (BWXT $173.50)
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Constellation Energy Corporation (CEG $322.23)
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NuScale Power Corporation Class A (SMR $35.47)
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Oklo Inc. Class A (OKLO $71.06)
Q: hi all:
looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future
besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years
(in services, i own bwxt)
more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?
......and anything else you care to add on this theme!
thank you
looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future
besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years
(in services, i own bwxt)
more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?
......and anything else you care to add on this theme!
thank you
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NVIDIA Corporation (NVDA $180.45)
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Quanta Services Inc. (PWR $380.81)
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Cameco Corporation (CCJ $75.60)
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Eagle Materials Inc (EXP $233.47)
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BWX Technologies Inc. (BWXT $173.50)
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Vertiv Holdings LLC Class A (VRT $133.07)
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Celsius Holdings Inc. (CELH $57.30)
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Palantir Technologies Inc. (PLTR $177.17)
Q: Morning,
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service
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Cameco Corporation (CCO $104.44)
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BWX Technologies Inc. (BWXT $173.50)
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NuScale Power Corporation Class A (SMR $35.47)
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AtkinsRéalis Group Inc. (ATRL $95.90)
Q: I would like to get some exposure to nuclear energy. What would you suggest? Do you like any of these companies?
Q: I have been holding this stock for a while, just wont to know your thought on it, great job 5i
Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim
Regards,
Jim
Q: Hi 5i Team - Could you provide an update on BWX Technologies, particularly in relation to its small nuclear reactors technology. Do you think that there will be a demand for this type of energy source and is BWXT the best positioned company to commercialize them, or are there better choices in this field. Also are there already small nuclear reactors been built or up and running.
Thank you
Thank you
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iShares U.S. Aerospace & Defense ETF (ITA $195.08)
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Elbit Systems Ltd. (ESLT $464.00)
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BWX Technologies Inc. (BWXT $173.50)
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Leonardo DRS Inc. (DRS $41.67)
Q: Hi 5i.
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Thanks!
Scott White, Victoria BC
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Thanks!
Scott White, Victoria BC
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Ford Motor Company (F $11.44)
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General Motors Company (GM $56.31)
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Tesla Inc. (TSLA $330.56)
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BWX Technologies Inc. (BWXT $173.50)
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Extreme Networks Inc. (EXTR $19.72)
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ChargePoint Holdings Inc. (CHPT $11.92)
Q: CHPT held a lot of promise but now I find myself looking at a 30% loss on paper after the GM,F & TSLA news.
Any significant opportunity for a recovery or time to sell and move on?
If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)
Thanks.
Any significant opportunity for a recovery or time to sell and move on?
If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)
Thanks.
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Duke Energy Corporation (Holding Company) (DUK $122.45)
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Exelon Corporation (EXC $44.58)
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Fluor Corporation (FLR $41.88)
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Cameco Corporation (CCO $104.44)
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Denison Mines Corp. (DML $2.81)
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BWX Technologies Inc. (BWXT $173.50)
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Jacobs Solutions Inc. (J $147.95)
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NuScale Power Corporation Class A (SMR $35.47)
Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks
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GE Aerospace (GE $267.85)
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Lightbridge Corporation (LTBR $16.17)
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Unifirst Corporation (UNF $173.63)
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BWX Technologies Inc. (BWXT $173.50)
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NuScale Power Corporation Class A (SMR $35.47)
Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.
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Cameco Corporation (CCO $104.44)
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Fission Uranium Corp. (FCU $0.72)
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BWX Technologies Inc. (BWXT $173.50)
Q: Hello, I am wondering what your thought is on nuclear energy and uranium stocks. As we know the world is turning fully electric with cars and much more. All this power has to come from somewhere and nuclear seems like one of the best ways to create clean energy. I know OPG is building a new SMR (small modular reactor) at darlington plant in the future and if it all goes well more are to be put up in other areas. Would this be a sector worth while looking into sooner rather then later?
Thank you.
Thank you.