STOCKCHASE

Uranium stocks had a big boost about 1 1/2 years ago out of the idea that we would see a lot of nuclear plants built. Speculators got in, which doubled uranium prices. There will be nuclear plants built but will take a long time. Would prefer Cameco (CCO-T).

2008-09-23

PAST TOP SHORT

3.600

Ken McCord

(A Top Short Mar 26/08. Up 39%.) Just covered his position. Uranium is very much out of favour.

2008-09-18

HOLD

3.490

Charles Oliver

Affected by indiscriminate selling. Trading at about 10X next year's earnings. Producing just under 2 million pounds of uranium and supposed to go to 4 through global expansions in the next 3 or 4 years. Very positive on uranium long-term.

2008-09-17

PAST TOP SHORT

6.750

Ken McCord

(A Top Pick March 26/08. Down 6%.) No longer Short this one.

2008-07-29

TOP PICK

7.070

Very strong company in uranium. Have 2 of the 4 operating mills that are licensed to deal with uranium. Currently going through a basing period. Outlook for uranium is improving.

2008-07-23

DON'T BUY

7.990

In uranium, he would prefer Uranium Participation (U-T) because he prefers to play the commodities directly and not get hung up with corporate pricing or production problems, etc. Likes uranium looking out 2 to 3 years.

2008-07-16

BUY

8.630

Andrew Cook

Looks like the uranium price has bottomed. This one, being an emerging producer, will have production growth.

2008-07-02

TOP PICK

8.110

Thinks they price of uranium is bottoming. Have 7 mines and 2 operating mills. Good, growing production. Interesting exploration.

2008-06-24

Comment

6.970

Pat McKeough

You should have some commodities, but uranium is riskier. You could hold this one is a small portion of the aggressive portion of your portfolio, but don't bet heavily on it. Prefers Cominco (CCO-T).

2008-06-20

BUY

7.580

Bruce Campbell

Uranium is a low cost alternative to higher oil prices. An excellent long term price point.

2008-06-13

DON'T BUY

8.290

One of the bigger uranium stocks being traded. Uranium has dropped another $1. Not an exciting sector at the moment. Until that turns around, he wouldn't go into it.

2008-06-06

TOP PICK

8.250

Great way to play Uranium, 7 mines and two of the licensed mills out of 4 in North America. Well run operation. A lot of Uranium purchase are long term.

2008-05-30

PARTIAL BUY

6.590

Uranium spot price has been weak of late. Still expects this company to recover as the economy starts to drive forward. That may take a little bit of time. Would buy some now and add along the way.

2008-04-29

Comment

7.530

Steve Martin

Price has come down because spot price for uranium dropped to about $70. Also, a lot of uranium companies were getting valued at a premium to their NAV. Probably near a bottom, so it should turn around soon.

2008-04-18

Comment

7.760

Prefers Uranium Participation (U-T) rather than getting into individual companies and questioning production, future reserves, timing of production etc.

2008-04-17

Comment

7.460

Uranium sector got pretty beaten up. Speculators had driven the price up over $100 but utilities have not paid more than $60 something. Speculators got out, which caused a drop. Uranium is a long-term game. It might not be a bad time to buy this one as long as you're unbelievably patient.

2008-04-16

BUY

6.670

Lyle Stein

A good bell weather for the uranium business in general. Uranium business will be in demand down the road. An interesting name to participate in for a firmer uranium price over the next 5-10 years.

2008-03-28

TOP SHORT

7.290

Ken McCord

A year ago you couldn't get enough of it. Some production problems, they are having a tough time getting it out of the ground and the prices aren't supporting them. Shorted them at $7.

2008-03-26

TOP PICK

7.240

The company just reported their earnings, had a bit of a shortfall, which caused people to sell their stock. A small delay, which the market has overreacted on. Good pricepoint to step in.

2008-03-20

BUY

9.050

Have a decent profile. Operates 2 mills out of the 4 that are in operation in North America. Have a nice dispersion of assets. Good growth profile. Prefers over Cameco (CCO-T)

2008-02-29

PAST TOP PICK

8.620

(A Top Pick Apr 5/07. Down 48%.) Has been hit hard along with the rest of the industry. Should be good upside from this point. Still likes the quality of the assets. Good management. Geographically diversified.

2008-02-25

HOLD

7.490

Is down with the bear market and the weird trading patterns of uranium. At some point, utilities have to start buying again. If you own, be patient.

2008-02-21

DON'T BUY

6.540

Kenneth P. Norquay, CMT

Uranium. Had a flurry of an uptrend and then right back down to the old base. Looks like it is about to go sideways and fall asleep again.

2008-02-12

BUY

6.740

Robert Lauzon

A good holding in a diversified portfolio. One concern he has is that in their US properties they use contract miners, which gives them less control. Have a percentage ownership of a couple of mills of which there are only 3 or 4 operating in the US.(Buy uranium stocks when uranium is near its bottom, possibly around $75/$80.)

2008-01-28

HOLD

6.710

Bruce Campbell

If you are looking for non-economically sensitive places, uranium should fit. Weekly short-term spot market in uranium was down by $4 and stocks got hit but the supply/demand looks very good. Thinks the stock price goes higher this year.

2008-01-23

BUY

6.660

Between Uranium One (UUU-T) and Denison (DML-T) he would probably choose Denison, which has a good spread and diversified holdings, mainly US and Canada. Production hasn't been good recently, but when you look at the difficulty of getting anything else on, this is the better one.

2008-01-22

TOP PICK

8.360

Has a strong North American presence. Have 2 operating mills with their production nearby. Good growth outlook. Good exploration portfolio in Australia and Africa.

2008-01-15

BUY

9.000

Gavin Graham

(Market Call Minute.) Continues to like this one as a secondary uranium play.

2008-01-02

BUY

9.100

Alex Ruus

Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays.

2007-12-13

BUY

9.280

There are only a handful of uranium producers around the world. As a diversity of locations.

2007-12-12

TOP PICK

9.370

Uranium. They are an operator of 7 mines and 2 mills and are showing decent growth. Valuations are looking fairly decent.

2007-12-11

BUY

9.440

Robert Lauzon

Currently producing uranium. Has exposure to infrastructure as it has some ownership of the White Mesa mill in the US as well as the McLean Lake mill in Canada. Production disappointment in the last 12 to 24 months. Under $9 would be around NAV. could be an acquisition target by a major or a utility.

2007-11-29

BUY

9.440

Cominco (CCO-T) is his choice of a uranium producer, simply because of its scale and size, which dwarfs this company. However, it does have ore in the ground and the ability to produce it. Not a bad Buy but there will be more volatility because it is a smaller company.

2007-11-29

BUY

10.140

More dependable uranium play where production is more involved with North America.

2007-11-14

PAST TOP PICK

12.900

Then $15.23 One of the small group of companies that he calls the top tier. Well managed. He's still holding, and will be for the next 5 or 6 years.

2007-10-30

BUY

10.490

Feels the sell-off of uranium is now over. Stocks have started to move up. Would own larger companies that are more liquid such as Denison (DML-T) and Uranium One (UUU-T) Both have a very open hedge policy and realize close to spot prices. Production is expected to double over the next 1 to 2 years.

2007-09-24

HOLD

10.270

Peter Hodson

You want to own a large company in this space. The commodity is fine. Quality company. $20 in 4-5 years

2007-09-20

BUY on WEAKNESS

10.110

Has been negative on this company for most of this year as he felt the commodity has gone too far and too fast. With the pullback, it is an interesting entry point now. Would consider on further pullback.

2007-09-14

PAST TOP PICK

8.730

(A Top Pick Sept 21/06. Up 26.6%.) The #2 domestic producer in Canada. Still a Buy.

2007-09-10

BUY

8.500

Stephen Carlin

Whole uranium sector has been battered. Supply/demand fundamentals still remain very strong, but commodity price of $130 does not favour the company. He uses $100 uranium for his estimates giving it a very favourable price of $15.

2007-08-21

SELL

8.900

Jeff Parent

Definitely in a downtrend. He does see some buying going on now, as the volume is a little bit higher. Would exit or reduce this stock.

2007-08-15

WAIT

9.380

In the short term, there is a little overhang in uranium. Spot price dropped from $138 to $110 and analysts are expecting some additional weakness. Some companies have long-term contracts, so spot price may not be an issue. Some earnings reports have been disappointing.

2007-08-10

DON'T BUY

9.860

Uranium dropped $10 today and he expects it will drop further in the short term. Would only buy producing companies with low multiples. This company does not fit that.

2007-08-07

Comment

10.380

Likes uranium. Has been under some short-term pressure, but going forward nuclear energy will be an alternate source of energy.

2007-08-03

BUY

13.610

Just made an acquisition of a small uranium play in Zambia. It has huge production profile growth in 2008. Good price.

2007-06-25

DON'T BUY

14.440

Decommissioned Elliot Lake property has about 200 million pounds of very low-grade uranium. If uranium prices stay high, it is probably economical. Have disappointed investors many times in terms of expected production versus actual production. Not a fan.

2007-06-21

DON'T BUY

14.540

Everything having to do with uranium has doubled or tripled and the easy money is gone. Prefers Cameco (CCO-T) whose hedged uranium will be falling off giving them extremely high increased earnings.

2007-06-19

WEAK BUY

14.350

Nothing wrong with this stock, just not the type of play he likes.

2007-06-04

HOLD

14.040

Quarterly numbers where a little weaker than expected. The contracted price for some companies is moving towards the higher valuations of uranium. Analysts targets have been reduced.

2007-05-30

WATCH

14.900

Gavin Graham

Is the second biggest play besides Camico. It's a real company with real production. They don't own currently but perhaps will again.

2007-05-22

PAST TOP PICK

14.450

(A Top Pick Apr 5/7. Down 7%.) Still likes. This has been a tough week for mining in general. An emerging major producer. Just revised their 2007 forecasts down by 10%. It will become a 5 to 7 million pound producer over the next 3-4 years.

2007-05-17

Comment

15.920

If you own, consider taking some off the table to lower your risks.

2007-05-10

BUY

13.550

Uranium. Not one of his favourites, but because it is a producer and will be increasing its production, it has to do well.

2007-04-27

Comment

13.150

Benj Gallander

Good management. He is not interested in uranium right now. It has become too expensive.

2007-04-19

HOLD

13.150

If the growth rate for the commodity maintains itself, this would be a reasonable time to get in with a target in the higher teens.

2007-04-19

DON'T BUY

13.880

Veronika Hirsch

Prefers other names for uranium. Made a lot of acquisitions and expect they will make more. Good growth story. Haven't delivered on production in the last couple of years.

2007-04-18

SELL

14.780

Michael Sprung

He is looking to sell his holdings at this time. He feels all of the uranium stocks are priced to perfection. He is quite happy to take a profit.

2007-04-11

Comment

14.910

Feels uranium prices will go up further this year, and again in 2008. This stock will participate. Would prefer Laramide (LAM-T) or Energy Metals (EMC-T).

2007-04-11

Comment

15.360

This company has the advantage of actually producing uranium. Fully valued at this time. He prefers Comeco (CCO-T).

2007-04-09

DON'T BUY

15.230

Stephen Carlin

Likes this and would rate it as 2nd in the uranium field to Paladin (PDN-T). Fully valued right now. Very attractive growth profile 2008 and beyond.

2007-04-05

TOP PICK

15.230

One of the top 3 that will become the #2 pure uranium producer in the world. 4 licensed uranium mills in North America and they own 100% of a Utah one and 22% in another.

2007-04-05

BUY

14.540

Bruce Campbell

Likes uranium and his picks of companies are Paladin Resources (PDN-T) and Denison Mines (DML-T). On a valuation basis, he would have slight preference for this one.

2007-04-02

TOP PICK

14.160

Robert Lauzon

Produce just under a million pounds of uranium. Cheaper than some of the other mid-tier producers. Control a uranium mill in Utah and 25% of another one in Canada. There are only 4 operating mills in North America.

2007-03-30

BUY

13.470

Doesn't own a uranium mine of its own, but has pieces of a couple. Owns a uranium mill in the US. Has lots of lands for lots of exploration.

2007-03-23

DON'T BUY

13.080

Very keen on uranium, but feels this is too high-priced to its cash flow. Prefers Uranium Participation (U-T).

2007-03-21

DON'T BUY

13.500

Uranium is hot and there is a bit of a mania going on. This company actually produces uranium. Doesn't think uranium will stay at $90 a pound.

2007-03-14

BUY

14.100

Greg McCoach

One of the top 5 uranium plays. Great management. Uranium prices are going to go higher.

2007-03-08

BUY

11.950

Peter Grandich

Has taken the place as the #1 major uranium company.

2007-03-05

BUY

11.950

Jay Taylor

One of the few producers of uranium. A core holding.

2007-03-05

BUY

12.720

Has access to uranium sources because it manages Uranium Participation (U-T) reserves.

2007-03-02

BUY

13.880

Alex Ruus

Uranium prices are going higher. There is a real supply crunch. This is one of the more blue-chip ways to play it.

2007-03-01

BUY

14.430

Brendan Caldwell

Can't see any reason why uranium would slow down in the next little while.

2007-02-27

BUY

15.720

There is a shortage of uranium production versus consumption. Doesn't feel the Cameco (CCO-T) will be in production for at least 3 years and, perhaps, 5 or more. They pre-sold some of this lost production. This will be a “go to” stock for investors.

2007-02-26

BUY

15.720

Very positive on uranium. Doesn't own, but does own SXR (SXR-T), Paladin (PDN-T) and Uranium Participation (U-T). Dennison manages all 3. Strategic position is brilliant. Have the 2 best uranium refineries, one in Canada, and one in US.

2007-02-26

TOP PICK

14.590

(A Top Pick Oct 19/06. Up 117%.) The #2 producer of uranium. Has a tremendous spread of lands. As production that it has stockpiled. They have mills to process the materials, which many companies do not have.

2007-02-22

BUY

11.750

Veronika Hirsch

Since the merger with International Uranium (IUC-T) they are sort of expanding and looking at acquisitions. It will become a growth story.

2007-02-07

BUY

11.640

Bill Carrigan

This one has been a laggard in the uranium sector. Formed a long base into October when it had a break out, followed by a consolidation period. The MACD is trying to turn up again. A nice big cap stock, safe, assets in Canada and institutional money will probably go to this one. Probably a good place to be.

2007-02-01

BUY

11.420

Peter Grandich

This company replaces Cameco (CCO-T) as the first producing uranium company that he would want in his portfolio.

2007-01-26

Comment

10.830

John Zechner

Still a little upward momentum in uranium prices, perhaps $80-$100, but getting close to the end of its move. Denison (DML-T) would be his1st choice followed by Uranium Participation (U-T). Getting closer to taking his money and running.

2007-01-22

WAIT

10.750

Did a recent share issue so there is a little bit of an overhang. They have been a consolidator and have been acquiring some of the smaller uranium plays. Likes the company very much, but it's a question of the price point. Wait for a pullback.

2007-01-19

BUY

10.390

Loves uranium going forward. A prudent investor should have some holding in uranium and this would be a good company for that.

2007-01-18

BUY

10.400

Merged with international uranium (IUC-T). 2 medium cap stocks that will become a senior 2nd producer. It will take 5 to 8 years before they reach a certain level of production, which could result in problems and delays. What include this with a basket of geraniums.

2007-01-10

DON'T BUY

10.750

Kyle McKay

Like most uranium stocks it has done extremely well. Has integrated with IUC and will increase production to 1,000,000 tn. this year. This should increase to about 4 to 4.5 million in next few years. As hedging in place for a certain amount of its production, but they do roll off at the end of 08. Prefers others that are unhedged.

2007-01-08

Comment

11.340

Supply/demand matrix for uranium is extremely strong. The real crux to the problem are the Caneco (CCO-T) operations, which are still experiencing difficulties. Denison has been a consolidator and have been acquiring a number of companies and building their reserves.

2007-01-03

WATCH

11.760

David Cockfield

Has had quite a good run. Seems to be one of the emerging offsets to Cameco (CCO-T) in term of uranium plays. Looking at this one himself. Would like to see it keep at these levels for awhile before stepping in.

2006-12-27

DON'T BUY

12.150