Investment Q&A

Q: Besides CCO or Uranium in general, what might be some other equities to gain exposure to a potential resurgence in clean nuclear energy?

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: I'm hearing a lot more talk about the electrical distribution system and overall infrastructure and how we need to upgrade to handle the greening of the world. Thoughts on companies that will be involved. picks and shovel type. Copper?

Thanks for all you do.

Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.

Q: What's the best way to take advantage of the likely infrastructure spending in the US, post election. Thanks.

Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. It’s been great but I realize more diversification is important.
I know that you’ll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis

Q: Hi Guys,

Happy New Year ! Keep up the great work !
Can you please provided an updated opinion on Quanta Services (PWR). Thanks !

Dave

Q: I'm looking for options for a high revenue growth rate companies in the U.S. exchanges for industrials/services sector.

Q: I wonder if you could comment on PWR (quanta services).Although I have not done too badly the stock has seemed to drift a bit lately. Do you see upside from here?

Thank you