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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.

Q: Using Uranium as a fuel seems like a no-brainer. It is available, cheap, and naturally disintegrates energy by half-life. Nuclear reactors make electricity, produce no CO2, and should last 50-60 years with proper maintenance. Why are "climate change" countries not rushing into nuclear energy and be done with "fossil fuels"?
The questions I have are:
1. How many years does it take to pay back the cost and be nuclear profitable?
2. For me, Chernobyl was the only disaster, 3 mile bend was a scare and Japan was poor private maintenance.
3. Will the world not see this as the best alternative compared to huge wind farms, solar acres, trainloads of crude or pipelines everywhere.
4. Does 5i see the day in the near future when nuclear is the answer to the carbon imprint and pollution.
Thank you, I read 5i everyday. Rene
Read Answer Asked by Rene on June 09, 2016
Q: Peter and His Wonder Team
I realize that the uranium sector is out of favour and a purchase at this time could be classified as "early". However I am wondering if this might be a contrarian play. Please compare U vs CCO. Which company do you think is stronger going forward? On the other hand you may have a better choice!
As always thanks for your exceptional- professional service...it is like having a quick consultation!
Respectfully...
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 16, 2016
Q: My dad has had 70% of his portfolio in bonds. He is satisfied with a 6% capital return per year, prefers companies with a 10y history, and rarely looks at his holdings. In Canada, he owns a fund plus AW, PZA, REI.un, BPY, CAR.un, HR.un, BNS, SLF, BCE, T and the etf ZPR. All are in the green. Last week, he bought a small amount of Concordia. He wants to buy two more "blood on the street" stocks that pay > 2% dividend, have little chance of going bankrupt, and that have a good chance of doubling over 7 years. what would you suggest? I'm thinking AutoCanada and Cameco. Thank you!
Read Answer Asked by Matt on May 16, 2016
Q: With all the "green" power talk, I am considering an investment in nuclear power. Would you opt for a uranium miner or a nuclear power producer? What are your top dividend-paying Canadian picks in each category? Is it still a little too early for this? Do you see a better future in other sources like wind or solar v nuclear? I already hold some NG producers, which I intend to keep.
Thank-you
Read Answer Asked by grant on December 22, 2015
Q: Hi Peter, I have 10% of my portfolio invested in Cameco 6 months back and just basically broke even on that. I know you don't like the sector and it is not going anywhere. So I am planning to sell it and buy 2 high growth stocks. What is your top 2 Canadian high growth stocks to buy today(for a 5-8 year hold)? Do you like any of these? HCG/SW(Sierra Wireless)/PHM/MDA(based on current valuation)? Please give me your best 2 high growth stocks to buy today(it does not have to be one in the list). Would really appreciate your valued opinion.
Read Answer Asked by Sridip on August 11, 2015
Q: Peter and team:
I have watched this one from the sidelines for some time now. It is currently on a bit of a roll. Your last comment on CCO was back in Feb. Is there anything driving the current upward trend, and What are your thoughts on this stock as a 5 year+ investment? Is the 800 mil. potential back tax a real issue?

Thanks
Phil
Read Answer Asked by Phil on April 16, 2015
Q: In 2011, I purchased 2000 shares of CCO for growth in my RRSP prior to the collapse of uranium prices. CCO has recovered a bit but I am still down 33%. I am toying with selling now, absorbing the loss, and redeploying the approx. $42K to higher-yielding stocks like FRU or AW.UN with potentially better medium-term growth prospects. Now retired, I want more income and think CCO is dead money, at least for the next few years.
I would welcome your opinion on this approach.
Read Answer Asked by Jean on November 14, 2014
Q: I hold Cameco now for nearly 2 years in my RRSP account, which is 100% invested in diversified canadian equities. I felt the company prospects were tantalizing and bought it for the long term. While the market has done pretty well over this 2yr period, I am slightly underwater here. I am wondering if there is an opportunity cost lost here and should I get out now when traditionally there could be seasonal strength?
If you think I should indeed get out, what would you replace it with either in Canada or USA? I have a fairly well diversified portfolio with no exposure to metals/mining and a very small exposure in healthcare with PHM, 10% in oil and gas and overweight in financials. Would you consider switching to Seven generations if trading below $20, something else in Canada or do you have a suggestion something south of the border.
I know this question now extends to more than one, and if you prefer, give a separate answer. How would you compare Tourmaline and Seven Generations @ around 20 dollars?
I would appreciate your viewpoint.
Thanks.
Read Answer Asked by Rajiv on October 31, 2014
Q: The uranium sector seems to be moving up a bit and I would like to start accumulating in the sector. Everyone agrees we are going into a mining supply issue and with the Russian weapons supply having stopped I don't see how the price can not go up. What would be your suggestions in the sector.
Would be nice if members could search questions by a key word (like uranium).
Hope you had a good holiday and Thanks for the wonderful service you provide.
Read Answer Asked by Doug on January 06, 2014
Q: When do you expect the uranium spot price to move up. With the HEU expiring and mining not able to fully supply the need, not to mention more reactors being built we have to have a move soon. I would like to pick up a basket of small cap explorers working the Athabasca Basin, what do you think of the Sky Harbour Partners. Or any suggestions, instead of going to Vegas thought I'd try this.

Thanks
Read Answer Asked by Doug on October 21, 2013
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