mike - thanks for your excellent energy recommendations. can you value Pfizer (PFE) and Cameco (CCJ)? I bought cameco in Oct 2022, and am up 50 % (should have sold when it doubled). I bought it based on recommendations from Rick Rule whose advice has been extremely valuable. Nonetheless, I now think its not easy to value that company, and I am inclined to sell. Having worked out the metrics of Pfizer (thanks to Ashwath D's little book) I think it is worth 40-50 dollars per share. The thesis is not.unlike BCE's. It is as cheap as it gets, pays a nice dividend, sound balance sheet, has invested its COVID windfall (although that's hard to assess), and the company won't go away anytime soon. What I don't like is the ten year history of the company.
I am new to oil, but find the valuation exercises much easier than in tech (I work in machine learning/self driving cars). Going over the valuation exercises from a few places (Shubham Garg is one of them).
I've been doing online Co pilot research work on data centers and impact on potential players for the coming energy crisis stemmed from the AI data centers bubble and the potential impact on existing natty and oil positions along + infrastructure positions BIP.UN ( over $7B data centers under construction and commitment ) , + TRP natty and CPX gas fired co gen power plants
FYI research notes form co-pilot 4.0
USA Data Centers: 2,913 data centers across the United States spread across various states.
As of 2024, Canada boasts a total of 336 data centers and total global 5500 Data centers
mike - thanks for your excellent energy recommendations. can you value Pfizer (PFE) and Cameco (CCJ)? I bought cameco in Oct 2022, and am up 50 % (should have sold when it doubled). I bought it based on recommendations from Rick Rule whose advice has been extremely valuable. Nonetheless, I now think its not easy to value that company, and I am inclined to sell. Having worked out the metrics of Pfizer (thanks to Ashwath D's little book) I think it is worth 40-50 dollars per share. The thesis is not.unlike BCE's. It is as cheap as it gets, pays a nice dividend, sound balance sheet, has invested its COVID windfall (although that's hard to assess), and the company won't go away anytime soon. What I don't like is the ten year history of the company.
I am new to oil, but find the valuation exercises much easier than in tech (I work in machine learning/self driving cars). Going over the valuation exercises from a few places (Shubham Garg is one of them).
I've been doing online Co pilot research work on data centers and impact on potential players for the coming energy crisis stemmed from the AI data centers bubble and the potential impact on existing natty and oil positions along + infrastructure positions BIP.UN ( over $7B data centers under construction and commitment ) , + TRP natty and CPX gas fired co gen power plants
FYI research notes form co-pilot 4.0
USA Data Centers: 2,913 data centers across the United States spread across various states.
As of 2024, Canada boasts a total of 336 data centers and total global 5500 Data centers
A+