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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: 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
Q: Looking to build a position in renewable. You often suggested Brookfield but digging the sector, results of Constellation seem more impressive. I don't know what to do. Your analysis and advice will be appreciated;

Thanks
Read Answer Asked by Daniel on February 26, 2024
Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Read Answer Asked by Stephen on August 17, 2023
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