Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?
Q: I hold the listed equities/ ETF in my 14 year old grandson's RESP account. Given thee current environment what changes would you make in preparation for the next 4 years? I consider HFR is cash available.
Woule you consider adding some US listings for diversification? Given some current thinking regarding the US dollar would it be wiser to add Cdn listed ETFs of US companies? . What would be the tax implications of adding US listed companies that do not pay a dividend? Any paperwork?
Thanks very much. Take whatever credits are needed.
are there any stocks in the account that you would replace?,
Q: I believe that the tides are changing for nuclear power/attitudes are shifting.. over the next decade i expect there will be a lot more demand for uranium.
What are the best ways to play this? Cameco is the one that comes to mind, but would a Uranium price based index be best or some sort of mix? I'd like something that has a bit of torque without being too risky.
Q: With the purchase of Westinghouse nuclear reactor maintenance operations and the re-opening of the McArthur River Mine which should double production, do you have an improved outlook for the Cameco? How would you rate this equity versus other uranium producers? Would you recommend purchasing and if so, what purchase price would you recommend?
Q: For exposure to expected growth in demand for nuclear power globally, would exposure to the etf for physical uranium be the smarter play, or best to go with a leading uranium producer such as Cameco? Or, other suggestion welcome.
Q: Hi - do you have an opinion on investing in the Uranium market with the potential globally for increased nuclear power generation? If a positive view, do you prefer owning CCO or Sprott for exposure...and is it worthwhile to start building a position now? Thanks as always.
Q: Which North American uranium companies are actual producers at this time. For an additional credit which ones would you buy today? (Ranked please)
Thanks for your great daily assistance!
Terry
I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.
Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.
Q: Please comment on the Second Quarter results. May I have your thoughts as well on the joint venture with Kazatomprom? I take it the Russian Embargo prevents the shipment of ore out of Kazakhstan. I presume any money invested in the project by CCO will need to be written off at some time. I just don't see Russia making any allowances to have the ore shipped out through their territory. Do you think this potential write-off has been accepted by the market and the share price has already been already adjusted (downwards?) or is the embargo overall so overwhelmingly positive to CCO that it doesn't matter?
Sorry to be so convoluted,
Jim
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?