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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: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.

Governments have committed to installing charging stations to accommodate future demand.

What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.

What are your favourite Canadian and US power generators to satisfy this demand. Thank you
Read Answer Asked by JACK on October 07, 2024
Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?
Read Answer Asked by Helen on September 30, 2024
Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob
Read Answer Asked by Robert on September 30, 2024
Q: There is alot of talk about nuclear energy for plant renewals or upgrades. Also a lot of (Small modular reactors). Rolls Royce .Are any of these worth looking at for investments. I have a lot of points for answer. What companies would benefit most in near future. From mining to eng'r to construction.
Read Answer Asked by Guy on September 25, 2024
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason
Read Answer Asked by Jason on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: Looking for a 5 year hold for a small position. Which of these, if any, do you suggest? Is this a promising area to invest in and are there others you prefer?
Read Answer Asked by Graeme on September 03, 2024
Q: What is your outlook for uranium as we head into 2025 and If you had to choose, what are you top 5 uranium stock picks in the small to mid cap space until the end of the year and a brief why for each. Thank you.
Read Answer Asked by James on August 28, 2024
Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!
Read Answer Asked by Camille on August 02, 2024
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
Read Answer Asked by Kim on July 23, 2024
Q: So it looks like we are heading into a real electric energy shortage in the US. What utility companies are going to prosper into the next 5 years. Sad to think that coal is not showing any signs of a slow down.
Thanks Again
Read Answer Asked by eugene on July 03, 2024
Q: I understand many Nations will add Nuclear Power How to Play this ?

URANIUM PRODUCERS CCO NXE DML etc

BUILDERS OF PLANTS SNC , WESINGHOUSE CCO and BN or SMR Small Reactors

WHAT ELSE ?

THANK you RAK

Read Answer Asked by bob on June 27, 2024
Q: hi all:

looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future

besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years

(in services, i own bwxt)

more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?

......and anything else you care to add on this theme!

thank you
Read Answer Asked by Robert on June 26, 2024
Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
Read Answer Asked by Ahmed on June 14, 2024
Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?
Read Answer Asked by Catherine on June 13, 2024
Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.
Read Answer Asked by David C. on June 06, 2024
Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.
Read Answer Asked by Jason on June 03, 2024
Q: Hi,

Are there any utilities that will benefit from AI that you thinkares a good long term hold? Can you give me 2 US and 2 CDN?
Read Answer Asked by Graeme on May 21, 2024
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