Q: If one wants to invest in the nuclear energy, which seems to have a bright future for the long term, which component stocks will see the most growth in terms of price appreciation. Would it be the builders who build the infrastructure (i.e nuclear plants) or the mineral (Uranium) or the mining companies. Is there any ETF which would encompass all these?
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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: I don't have any uranium stocks. Would Cameco fit the bill or should I look at an etf to be more diversified. thanks and Greetings, Peter
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Cameco Corporation (CCO $115.99)
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Global X Uranium ETF (URA $49.90)
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Sprott Uranium Miners ETF (URNM $56.28)
Q: Hello Peter
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
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NexGen Energy Ltd. (NXE $11.44)
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Cameco Corporation (CCO $115.99)
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Denison Mines Corp. (DML $3.82)
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BWX Technologies Inc. (BWXT $205.24)
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Sprott Physical Uranium Trust (U.UN $24.56)
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Constellation Energy Corporation (CEG $358.79)
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Global X Uranium ETF (URA $49.90)
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NuScale Power Corporation Class A (SMR $38.37)
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Sprott Uranium Miners ETF (URNM $56.28)
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Oklo Inc. Class A (OKLO $139.44)
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
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
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NexGen Energy Ltd. (NXE $11.44)
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Cameco Corporation (CCO $115.99)
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BWX Technologies Inc. (BWXT $205.24)
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Constellation Energy Corporation (CEG $358.79)
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Global X Uranium ETF (URA $49.90)
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NuScale Power Corporation Class A (SMR $38.37)
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VanEck Uranium Nuclear Energy ETF (NLR $143.69)
Q: Can you suggest some good ways to invest in the future of nuclear energy, such as individual stocks or ETFs?
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Global X Uranium ETF (URA $49.90)
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Sprott Uranium Miners ETF (URNM $56.28)
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VanEck Uranium Nuclear Energy ETF (NLR $143.69)
Q: I want to invest in Uranium ETF. I came across 4 ETF. URNM, NLR, URA and NUKZ. Which one do you recommend or do you recommend another ETF.
Thanks for the great service.
Thanks for the great service.
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Global X Uranium Index ETF (HURA $58.30)
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Global X Uranium ETF (URA $49.90)
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Sprott Uranium Miners ETF (URNM $56.28)
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VanEck Uranium Nuclear Energy ETF (NLR $143.69)
Q: Hello. What are the ETFs available to trade/cover the uranium and nuclear space? Any aside from URA, HURA, URNM, NLR and NUKZ?
Can you rank the top three and provide some commentary on each? Seems like NLR is winning the year to date performance race.
Thank you.
Can you rank the top three and provide some commentary on each? Seems like NLR is winning the year to date performance race.
Thank you.
Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE
Q: Considering the holdings (with low or no dividends) ,I wonder how this etf can offer 6% dividends,if it is really a 6% dividend,should we deduct +/-15% foreign tax in RRSP account,since most Cies are foreign Cies out of USA..thanks for your always excellent comments
Q: Can you confirm the distribution yield for the URA etf? The profile on 5i (and other financial sites) seems to suggest a yield of over 6%. But looking at the distribution history and underlying holdings, it doesn’t seem correct. Can you confirm?
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NexGen Energy Ltd. (NXE $11.44)
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Cameco Corporation (CCO $115.99)
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Constellation Energy Corporation (CEG $358.79)
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Global X Uranium ETF (URA $49.90)
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!
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Miscellaneous (MISC)
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SPDR Gold Shares ETF (GLD $377.24)
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VanEck Gold Miners ETF (GDX $72.79)
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VanEck Junior Gold Miners ETF (GDXJ $95.11)
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SPDR Gold MiniShares Trust (GLDM $81.32)
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Global X Copper Miners ETF (COPX $59.30)
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Global X Uranium ETF (URA $49.90)
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Sprott Uranium Miners ETF (URNM $56.28)
Q: Can you please recommend your favourite metal ETF for URANIUM, COPPER and GOLD.
Thanks for the great service
Thanks for the great service
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Cameco Corporation (CCJ $82.77)
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Global X Uranium Index ETF (HURA $58.30)
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Sprott Physical Uranium Trust (U.UN $24.56)
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Global X Uranium ETF (URA $49.90)
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?
Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?
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GLOBAL X FDS (BOTZ $36.88)
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KraneShares Global Carbon Strategy ETF (KRBN $33.70)
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Global X Uranium ETF (URA $49.90)
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Sprott Uranium Miners ETF (URNM $56.28)
Q: Hey Guys,
- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?
Thanks,
M
- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?
Thanks,
M
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Mega Uranium Ltd. (MGA $0.37)
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Energy Fuels Inc. (EFR $28.93)
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First Uranium Resources Ltd Com (URNM)
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Global X Uranium ETF (URA $49.90)
Q: Please comments on mega Uranium and Efr, sell or hold?
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Cameco Corporation (CCO $115.99)
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Sprott Physical Uranium Trust (U.UN $24.56)
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First Uranium Resources Ltd Com (URNM)
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Global X Uranium ETF (URA $49.90)
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
Thank you
Q: 1)I'm interested in uranium, do you think I should wait or buy now? What do you think of URG?
I think you like CCO in Canada, what do you like in the US?
2) I was listening to someone on BNN suggest that in times like this in the past, the bottom of the market is only in when the last rate hike is announced? What do you think?
I think you like CCO in Canada, what do you like in the US?
2) I was listening to someone on BNN suggest that in times like this in the past, the bottom of the market is only in when the last rate hike is announced? What do you think?
Q: Hello,
I am looking to gain exposure into Uranium market for part of my portfolio with 2-5 year outlook. Which of the three would you rank as best to worst and would you have any other suggestions in the US market. Thanks in advance!
Irek
I am looking to gain exposure into Uranium market for part of my portfolio with 2-5 year outlook. Which of the three would you rank as best to worst and would you have any other suggestions in the US market. Thanks in advance!
Irek
Q: Can I have your thoughts on this stock URA as an etf play on the energy space. Do you expect the dividend to be reliable too.
Thanks.
Thanks.