STOCKCHASE

The uraniums had a little bump here in the last 2-3 weeks when China came out and said that they were not abandoning uranium. Longer term, you would have to think that with uranium prices going sideways, $20-$21 would be a good entry point.

2012-02-06

DON'T BUY

23.570

Charles Lannon

Doesn't own any uranium stocks. Doesn't see huge capacity for nuclear energy coming on anytime soon. Commodities are the most cyclical and volatile of stocks.

2012-02-02

BUY

23.260

Got creamed after the tsunami in Japan. A lot of people thought that nobody was ever going to build another nuclear reactor or buy uranium. Existing nuclear plants have to be fuelled and he believes a lot of nuclear reactors will be built in the next 10-20 years. He is long-term bullish on this company.

2012-01-31

DON'T BUY

23.730

Reached its old 2009 low last year but has now violated the downward trend. The big question is, how far will it go. The whole uranium sector was upgraded by a few institutions and a lot of money ran into it. Daily charts would indicate it has been very much overbought.

2012-01-27

DON'T BUY

23.850

Peter Brieger

Sold after tsunami on Japan. One has to have a good view on uranium, which he does not have yet. He would not play Uranium right now and would play Uranium participation units if he did.

2012-01-25

WAIT

23.540

Dennis Da Silva

Has been a good start to the year. Everything that didn’t work last year is working this year. Getting more bullish on Uranium. CCO is licking its wounds a bit. It will be interesting to see how they refocus.

2012-01-24

DON'T BUY

23.300

Feels the management needs to be more heads up. On a longer term basis the demand is there and they will do ok. He has tended to stand back from this one, though.

2012-01-20

BUY

23.230

Norman Levine

Looks clear that uranium stocks have bottomed out and have turned up. Now is as good a time as any to buy them.

2012-01-19

BUY

21.710

Uranium prices have pretty much flat lined since the Japanese disaster. Doesn't see any alternative for energy in future and expects to see a lot more reactors. This is a great company with huge reserves, terrific balance sheet and trading at a ridiculous multiple.

2012-01-16

WAIT

20.670

Laura Wallace

The farther we get away from the Japan situation, the more Uranium looks like it might be the energy source, so we wait to see it start to move up.

2012-01-12

DON'T BUY

20.670

Douglas Kee

They have increased their dividend, but he questions the production growth in that company. They had a lot of flooding problems and not sure that is over with.

2012-01-12

PAST TOP PICK

19.310

Michael Decter

(Top Pick Dec 31/10, Down 51.32%) Thought Japanese events would affect Uranium in a permanent way. Got out a few days after the disaster

2012-01-04

HOLD

19.000

(Market Call Minute.) Making progress on Cigar Lake, but uranium prices are not cooperating. A Hold at best.

2012-01-03

PAST TOP PICK

17.780

Gavin Graham

(A Top Pick Dec 17/10. Down 54.58%.) This was based on the continuing growth of nuclear power. Hit by the Japanese disaster. Demand from emerging markets is still there.

2011-12-28

DON'T BUY

19.010

Looks like a great entry point but the uranium outlook is a little muddled because of the tsunami of 8 months ago. Cameco’s break even costs are about $20 a pound and uranium prices are double that but it’s probably a couple of years before you get the Tsunami further behind you.

2011-12-07

DON'T BUY

17.510

Stan Wong

A lot of headline news with Uranium type companies. Chart is showing both lower highs and lower lows. Until the tide changes on the uranium space, he would avoid this.

2011-11-24

PAST TOP PICK

19.690

(A Top Pick Nov 9/10. Down 45.98%.) Still owns, but is on his question list. Could be dead money for a while.

2011-11-10

DON'T BUY

20.250

Uranium has taken quite a hit ever since the Japanese problem surfaced. Doesn't show any signs of turning around yet. In the longer term, we know the Chinese will be buying uranium. Yield isn't enough to attract him. Wants to see a nice base being built before the steps in.

2011-10-21

BUY

21.140

Ian Ainsworth

Great Buy. Great ore body and can grow production by 30% over the next 3-5 years. Product price has to go up from current price of around $54 to over $75 to justify enough production to meet demand. India, Russia and China have not cut back on demand.

2011-10-12

WAIT

20.240

Lorne Steinberg

Has looked at it quite recently. Nuclear disaster in Japan caused share price to come down. They generate free cash flow, well run. In process of acquiring more properties in Saskatchewan. Germany is eliminating their nuclear program and it will negatively affect CCO.

2011-09-20

SELL ON STRENGTH

21.900

Ron Meisels

Down trend channel. Too soon to buy. Sell into any kind of a rally. Want to see it build a base before buying.

2011-09-06

WEAK BUY

21.580

Made progress at cigar lake where they were having trouble. Sales were a bit sluggish. Uranium market is one he has always had trouble predicting. 10 year cycle to get a power plant into production. Demand will ultimately go up. Not sure how fast that is going to happen.

2011-08-23

WAIT

22.410

Hap (Robert) Sneddon FCSI

This is a good longer-term bet but in the short term it has been quite disappointing. There are only a few places where we can get base rates in electricity and nuclear is going to make a comeback. It may be a year down the road before you start seeing things turn around. Also, uranium does better in the fall than in the summer.

2011-08-08

PARTIAL BUY

22.410

There was a breakdown where it had gapped down to about $32. Chart now shows a clear downtrend but there is support at its current level. He thinks the risk/reward on this is pretty good. Long-term, the stock should take out the $44 high.

2011-08-08

TOP PICK

23.780

Oversold in that there was too much deviation from the mean. The deviation was over 20%.

2011-08-05

TOP PICK

25.840

Veronika Hirsch

All uranium stocks have been beaten down after the Japanese disaster. Countries like India and China will continue with their programs. Good time to acquire uranium stocks.

2011-07-27

DON'T BUY

26.790

Large political element to the nuclear industry. Sold off a lot because of Japan’s earth quake. CCO also had problems at cigar lake. He is steering clear of uranium stocks.

2011-07-26

Comment

26.350

John Zechner

There are other uranium players that he finds more attractive. Feels the uranium market is going to surprise to the upside a little. There are fewer options available for power generation. (See Top Picks.)

2011-07-25

DON'T BUY

25.430

His model price is $29.81, a 17% upside but he thinks it is going to consolidate here. If it broke below the $23-$24 level, he thinks it will go down to $18.50. At best it will trade sideways.

2011-07-08

DON'T BUY

25.440

Don Vialoux

Seasonally this usually bottoms around the end of February through until May. Technical trend does not look good. Strong downward move and he can’t see it bottoming.

2011-06-30

TOP PICK

24.860

Ian Ainsworth

Nuclear disaster in Japan has had a negative impact on uranium stocks but China and India are not going to stop building nuclear reactors. Long term buying opportunity.

2011-06-28

DON'T BUY

22.740

There are a lot of dynamics going on with this company. Uranium is the one base metal that he has always had the most trouble judging the supply/demand because of the political element that gets involved. The event in Japan has probably postponed many projects for some time. In the long run, nuclear is going to be part of the solution.

2011-06-20

HOLD

23.330

Got hurt badly with the Japanese nuclear problem. This has been deeply oversold, so far beneath the 200 day that it is mathematically impossible to go any lower. Support on a point and figure is around $23.

2011-06-17

Comment

23.910

Suffered tremendously from the problems in Japan with the nuclear reactor and from Germany threatening to mothball nuclear reactors. Most of the nuclear plants will have to be refueled and will need uranium. He believes in nuclear power, but this could be a long time.

2011-06-16

SPECULATIVE BUY

25.890

Thinks a lot of speculators got into this name after Japan. Thinks there are a lot of speculators holding this stock now. There’s a lot of stock held in weak hands. He would buy it here if he was going to buy it. If it breaks $25, then it would go way down.

2011-06-09

BUY

26.690

Depends on time horizon whether you get rid of it. 3-6 months, nothing will happen, but after that it should recover. Thinks it is undervalued. Similar to BP situation where stock got hammered. There will be demand for uranium. Good 6-12 month trade.

2011-05-24

Comment

25.950

Had some operational problems, particularly at Cigar Lake. Q1 was a little disappointing with lower production and sales than what people expected. Japan’s setback will put a question mark over growth rate in the nuclear industry. Fairly good bet if you have a very long term view.

2011-05-17

Comment

25.920

Michael Decter

Sold his holdings after Japanese nuclear problems. Has put a permanent dent in prospects for nuclear energy because 1) a lot of older reactors that might have been extended in life will come under greater scrutiny and 2) more public scrutiny of new proposed reactors.

2011-05-16

BUY

25.370

Stan Wong

Uranium stocks were massively hurt in the last few months. Likes the space. Uranium fuel can't be replaced. Good value at this point. This company has long term contracts with China.

2011-05-12

DON'T BUY

26.670

Steve Carlin

Just sold his holdings because he sees some uncertainty for the company and the prospects for uranium over the next 6-12 months.

2011-05-11

BUY

27.680

This is a case where emotion has gotten in the way of reason. Global nuclear reactors are not going to be shut down. There will be a uranium shortage going forward. This is the power of the 21st century.

2011-05-05

Comment

27.680

Brooke Thackray

Investors will remember the Japanese disaster for a little bit. There will be more stringent standards built in. There is no choice and we’ll have to go back to uranium down the road. Eventually things will pick up again. It may stay at its current level for a year or two. Needs to build a long base.

2011-05-05

WEAK BUY

28.640

The market has a short-term memory for everything accept nuclear power. Uranium held up pretty nicely, so CCO is going to see good earnings. Maybe in 2-3 year you might see mid-30s. This is the best nuclear power company.

2011-05-03

DON'T BUY

27.860

Peter Hodson

Believes the nuclear industry is dead for 15 years. Tough for politicians to advocate this energy source.

2011-04-26

DON'T BUY

27.780

Has a very tiny bit in this one. Japanese situation has pulled the whole uranium sector back. There is a lot of concern on how many new plants are going to be built. Too many question marks around it.

2011-04-21

DON'T BUY

29.440

Would stay away from uranium for the time being until it blows over. The nasty stuff could last for months.

2011-04-01

DON'T BUY

28.910

John Zechner

What happened in Japan is a game changer. There will be more public awareness now. Some future reactors might be mothballed. Even in China, which is the biggest area of growth going forward, they may slow down and look at alternatives. There is lots of other energy plays out there. He prefers Nat Gas, which is the cheapest source.

2011-03-29

DON'T BUY

29.290

Mohsin Bashir

Waiting on the sidelines regarding uranium. China has held off on their nuclear development and are taking more interest in natural gas, which is where he prefers to be.

2011-03-28

BUY on WEAKNESS

30.970

Suspects it will come back. Model price $32.94. If it came back to the $28 level it would be good for a short-term trade.

2011-03-23

BUY

31.530

16% of all electricity is generated by nuclear and they wont be turned off because there is nothing to replace them with. There are a huge number of plants that are in construction and he believes they will all be built. Every summer in Toronto when we get smog, someone says we will get thousands dieing of pollution. He believes very few will die from radiation vs the thousands that due from coal, gas, and oil fired plants (carbon emissions). Nuclear is safer and cleaner than any other source of power. He has not sold a share.

2011-03-22

BUY

31.090

Douglas Kee

Well managed. Had some problems with some of the mines coming on. They have increased their dividend twice now and have potential to increase it more. Their model is to have long term contracts and over time they participate in the rise in uranium prices

2011-03-21

Comment

27.730

James Hodgins

The political risk of these uranium projects has increased in risk dramatically. These guys have low cost mines and they have a cost advantage over most of the miners. One of their mines has the moratorium being lofted at the end of this month or so on Uranium mining.

2011-03-17

TOP PICK

27.730

Stan Wong

Comfortable that it had fallen far enough. Is not going to wait for a base. Just as the Gulf oil spill did not spoil the off shore drilling industry, Japan wont spoil the nuclear industry. Put a stop-loss on this stock.

2011-03-17

BUY

29.430

Ben Stadelmann

Nuclear does have a bright future. Uranium stocks are really getting kicked right now. He will look at a smaller one right now. If you wanted to go with the classiest, this is a blue chip. He would prefer DML. It’s going to take a while.

2011-03-16

Comment

42.090

Beat earnings estimates by a mile because of strong uranium prices. Feels there’s better growth and possible takeover prospects in Paladin (PDN-T).

2011-02-16

DON'T BUY

42.530

John O'Connell, CFA

Uranium prices have been on a tare. Stock has had a huge, huge run. It is not trading at cheap valuations. They have a good strong balance sheet, paid down a lot of debts. They are still not producing enough uranium to meet all their commitments. Prefers BHP.

2011-02-15

HOLD

39.260

Likes Uranium. It has lagged. Finally turned around in the last few months, so stocks have been ignored. CCO is the behemoth in the area.

2011-01-06

SELL

39.710

Model price is $28.76 so is overvalued by about 28%. Would be more of a Seller than a Buyer on materials stocks in Canada. As an absolute high, he can’t see it going past $47.

2011-01-05

TOP PICK

40.120

Michael Decter

Uranium boom a few years ago turned out to be speculative and phony. Now the real deal is happening. Chinese are building reactors and need uranium.

2010-12-31

BUY

40.200

Thinks uranium is the energy source of the next few decades. Ample supply in the long term but in short supply in the short term. Just tuck it into your portfolio and watch it go up and up.

2010-12-22

Comment

40.230

Douglas Kee

Sold it. They increased their dividends and uranium prices came up but he didn’t think they would.

2010-12-21

TOP PICK

39.940

Gavin Graham

A play on China and India going nuclear. Looking at 15 nuclear power plants in China and 7 or 8 in India. Also UK has to replace their existing 10 nuclear plants in the next 10 years. The 5-year contracts that they sign continue to go up in priced. Just raised their dividend.

2010-12-17

PAST TOP PICK

38.400

(Top Pick Dec 2/09, Up 18%) The long-term outlook for uranium is so bright. China only generates 2% of power with uranium and wants to hit 15%. Still a good time to buy it.

2010-12-07

DON'T BUY

38.280

David Taylor, MBA, CFA

Uranium is very much in favour right now and stock has done well but doesn’t understand valuations. Using today’s uranium price, stocks are trading at net asset value. Compared to a copper stock with $2 copper, they trade at half net asset value. Valuations are overdone.

2010-12-06

SELL

38.060

There could be some M & A activity in the uranium area. Pretty expensive at this point with large multiples that are priced to perfection. Still have a problem with Cigar Lake.

2010-12-01

BUY on WEAKNESS

35.730

Laura Wallace

Had a good run but is expensive. You are at risk of disappointments at Cigar Lake. Uranium is attractive longer term and the price is primarily driven by China.

2010-11-18

TOP PICK

36.380

Demand for nuclear energy will rise. Spot price for uranium is starting to move. Likes the long-term outlook. This company has the best resource. Cigar Lake is now under control.

2010-11-09

BUY

31.550

Michael Smedley

Hit a bit of a hiccup with Sonora (?) on a land dispute. Looks pretty good.

2010-10-29

Comment

31.580

Christine Poole

Likes uranium. Prefers Uranium Participation (U-T).

2010-10-25

WAIT

30.310

Peter Brieger

Is a leader, but had all kinds of troubles with Cigar lake. You could own this, but prefers U-T.

2010-10-12

WAIT

30.210

Jeff Parent B. Eng. FCSI

Uranium is making an upward trend. Good company. Chart is difficult to read right now. A year from now, maybe $35, but not a lot of growth in this stock. Stop loss should be $27.

2010-10-08

BUY

28.600

Jim Huang

Biggest uranium miner in Canada. Demand for uranium is steadily increasing and this company should do well.

2010-09-30

WAIT

26.750

Ron Meisels

Fell below the 200-day moving average in 08, moved above it in 09 and right now it is just below it again. Wait for a definite breakout around $27-$28 because there is a chance it could make a double base.

2010-09-08

PAST TOP PICK

25.370

(Top Pick Dec 2/09, Down 21%) China play. 200 reactors to be built. Agreement between US and Russia to convert weapons into uranium ends in 2013 and there will be a supply shock so uranium prices should double and CCO price will double.

2010-07-20

STRONG BUY

22.620

Chart is ugly. This was almost a top pick. They made a key deal with China, who is going to build 100 nuclear power plants. CCO had major geological problems in mine but under control now. Feels all of his clients should own it. Doesn’t know when the stock is going to go up.

2010-07-06

DON'T BUY

21.810

Martin Hubbes, CFA

This is a challenging one and he is never sure what to do with his holdings. Probably a stock that will remain challenged. There is a lot of talk about increasing the reactor fleet but that takes a long time.

2010-07-05

DON'T BUY

22.350

Don Vialoux

Chart shows a definite downtrend. No technical signs that the stock wants to bottom. Good news is that the stock is oversold and the company recently sold a very good long-term deal with the Chinese, which put a floor on uranium prices at about $40 a pound.

2010-07-02

DON'T BUY

22.640

Key is uranium. Had problems at Cigar Lake last couple of years but have made progress in clearing it up. Hoping for production by October 2013. Doesn't look unreasonably priced for a longer-term view but not cheap.

2010-06-30

DON'T BUY

23.500

Paul Thornton

Behaviour of investors changed in mid-January when it undercut the uptrend. Money is now coming out of uranium. No attractiveness from an investor's standpoint.

2010-06-25

PARTIAL BUY

23.180

David Driscoll

Depends on whether commodity prices will be sustainable over the short run. If not, prices will continue to fall. As a long-term investment, big issue uranium and a little bit of copper and gold. For a long-term investment of 5-10 years, there's nothing wrong with this one.

2010-06-24

PAST TOP PICK

24.910

David Burrows

(A Top Pick May 15/09. Down 12.64%.)

2010-05-10

SELL

24.600

(Market Call Minute.) Not much yield, uranium price has been doing nothing and is pretty much dead money. Buy it back at a later time.

2010-05-07

DON'T BUY

24.780

Steven Conville

If you feel confident in the price of uranium and the direction the world is going to blow, you shouldn't worry. However, the chart is telling you that people are not comfortable with this stock. This one is always just a disaster a way from losing half your money.

2010-05-03

DON'T BUY

25.040

Don Vialoux

Usually seasonality is positive at this time of year but this year it is not there. Recently broke its 200 and 50 day moving averages.

2010-04-30

DON'T BUY

25.520

Christine Poole

Operational problems. Last week released an updated project plan. Costs have gone up and this is negative. They are hurting on the operational side.

2010-04-26

HOLD

26.370

Jim Huang

(Market Call Minute.) Long term, uranium will go up with oil prices and this would be one of the major beneficiaries.

2010-04-19

SELL

26.730

Peter Brieger

Good company but has too many issues with the Cigar Lake properties. Likes uranium. (See Top Picks.)

2010-04-15

DON'T BUY

27.100

Costs of production in the Cigar Lake mine keep going up. Difficult geology and a lot of water problems. Long-term story. There will be a lot more nuclear power plants built globally but they take a long time to build.

2010-04-08

DON'T BUY

28.060

Too much risk because of Cigar Lake and that the company has failed to address this risk in the past. Also, the price of uranium isn't doing much for anyone.

2010-03-19

Comment

28.360

Likes uranium longer-term. Prefers Paladin (PDN-T) because it does not have the Cigar Lake problems and a bit better growth profile. Possibly a takeover target. You will have to have some patience with any uranium play.

2010-03-15

Comment

28.880

Jeff Parent B. Eng. FCSI

Chart shows it is in a downward trend in the short term. New highs are not being made and it is now coming down to the $27 support level. If you buy it for a short term, 2 weeks, it may be good for a dollar but use a stop at around $27.

2010-03-12

DON'T BUY

28.900

Not a fan. Technical problems are not resolved yet. Doesn't have confidence in the management to get the stuff out of the ground.

2010-02-26

BUY

29.420

Earnings came out today, strong. Don’t be deceived by the numbers because they were boosted by the sale of their gold interests. Making good progress. He is a long-term believer and it is a core holding.

2010-02-25

HOLD

28.670

Dennis Da Silva

This is clearly your proxy for uranium. Cigar Lake has continually had delays and I'm now looking at 2014 but he is less optimistic. Also in Kazakhstan, which has political risks.

2010-02-10

BUY

27.800

(Market Call Minute.) China is going to build somewhere between 80 and 100 reactors in the next 15 or 20 years. The world does not have that much uranium.

2010-02-08

WAIT

29.960

Norman Levine

Starting to come up on his radar but not ready to buy yet. Pumping water out of cigar Lake is almost finished. Outlook for uranium is improving.

2010-01-28

TOP PICK

31.910

China, a laggard environmentally because of coal usage, will be building between 20 and 40 nuclear plants in the next 25 years and doesn't have enough uranium. Cigar Lake is now being successfully de-watered, making it the biggest global producer. A story for the next 2 decades.

2010-01-14

TOP PICK

33.900

If recovery and move towards clean power continues as well as India and China's move towards nuclear facilities, this one looks interesting. No rush to buy. Looks like Cigar Lake is being fixed. Biggest producer globally.

2009-12-30

HOLD

32.150