Q: I understand that Cameco and the other major uranium producer have lowered their production estimates. As CCJ is locked into contracts they may not even be able to fulfill I don't see how they would benefit from uranium shortage. Would an investor be better looking at uranium as a commodity rather than buying a miner?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Cameco Corporation (CCJ)
- Global X Uranium Index ETF (HURA)
- Sprott Physical Uranium Trust (U.UN)
- Global X Uranium ETF (URA)
Q: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?
Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?
Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?
Q: Good morning,
The price of uranium and subsequently CCJ is on a roll this year. Do you think they both have more room to run and things continue to look rosy for the foreseeable future…or?
Thanks!
The price of uranium and subsequently CCJ is on a roll this year. Do you think they both have more room to run and things continue to look rosy for the foreseeable future…or?
Thanks!
Q: What do you think the outlook for this stock is for the next 12 months? Buy sell or hold?
- ConocoPhillips (COP)
- Imperial Oil Limited (IMO)
- Tamarack Valley Energy Ltd. (TVE)
- Cameco Corporation (CCJ)
Q: Which oil and gas companies have no debt? Which would you recommend?
Q: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you
- Energy Fuels Inc. (EFR)
- Cameco Corporation (CCJ)
- Encore Energy Corp. (EU)
- Sprott Physical Uranium Trust Trust Units (U.U)
Q: Hi Team
Any views on these two speculative uranium plays? Thanks.
Any views on these two speculative uranium plays? Thanks.
Q: With the embargoes against Russian, do you feel the US will exempt their uranium exports?
Google suggests that Russian and its surrounding countries account for 46% of their purchases, would this be a good time to purchase shares in Cameco?
If yes, would you suggest any difference between owning US or CDN stock?
Google suggests that Russian and its surrounding countries account for 46% of their purchases, would this be a good time to purchase shares in Cameco?
If yes, would you suggest any difference between owning US or CDN stock?
- Williams Companies Inc. (The) (WMB)
- Rio Tinto Plc (RIO)
- Cameco Corporation (CCJ)
- Teck Resources Ltd (TECK)
- West Fraser Timber Co. Ltd (WFG)
Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.
My thanks.
My thanks.
Q: In my total holdings, I am very well diversified across sectors (perhaps need to increase Industrials). Specifically, in an USD RRSP acc't, I am 20% cash after some adjustments (high-grading and trimming).
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
Q: What is you option on the mid-term (2 - 3 years) outlook for Uranium. Would you consider Cameco Corp. as an attractive investment at this time?