skip to content
  1. Home
  2. >
  3. Investment Q&A
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.

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
Read Answer Asked by Wayne on June 10, 2025
Q: Can you rank these 4 in terms of upside over the next decade? Do you prefer the stocks, ETF's or the actual metal? Also, do you recommend any other that's not in this list?
Thanks
Read Answer Asked by Rob on April 10, 2025
Q: Hi
If I am bullish on the nuclear energy sector, what investments should I consider and why?
thanks
Read Answer Asked by Mark on December 05, 2024
Q: What do you think of the long-term price of uranium? If positive, how best could one invest? mineral etf or company etf?
Which one specifically for a 10 year hold in retirement acct?
Read Answer Asked by Tim on March 14, 2024
Q: Good Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
Read Answer Asked by Toge on January 30, 2024
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?
Read Answer Asked by Husseinali on December 11, 2023
Q: Since early 2023, I de-risked my general asset allocation to 30% equity. 30% ultra-short-term corp bonds, 30% MMF. The rest is mostly physical gold (PHYS), with a tiny bit of silver exposure. I am wondering about starting a small position in oil such as CPG or WCP. My other interest is also Sprott Physical Uranium as I have a tiny position in CCO which also did well. Any thoughts on which one is a better story, Uranium or oil?
Read Answer Asked by Ford on November 02, 2023
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.

Thank you
Read Answer Asked by Tony on November 09, 2022
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.
Read Answer Asked by Doug on October 19, 2022
Q: I am considering uranium exposure as a long-term part of my portfolio. What do you consider to be the advantages between a position in the commodity itself (for e.g. through U.UN) versus an equity like CCO? In the equity space, would you suggest a basket of uranium miners, or simply go with CCO?
Read Answer Asked by Tom on April 21, 2022
Q: I would appreciate your opinion whether CCO or U.UN would be better investment at this time. I guess I'm wondering if there are any weaknesses they might have or if there might be catalysts that might support one over the other.
Read Answer Asked by Les on November 22, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!