STOCKCHASE

There has been a good stirring in the uranium sector. Partly because it hasn't done much but the spot price did move up a couple of weeks ago. This one is bits and pieces of lots of stuff. Very important assets in the milling area in the processing area in the basin.

2012-02-07

Comment

1.900

Veronika Hirsch

A lot of Japanese plants have postponed uranium deliveries so it is anticipated that deliveries will be lower than anticipated. Thinks this is a great uranium buying opportunity for the long-term. This one would not be her first choice. (See Top Picks.)

2011-07-27

DON'T BUY

1.800

Jamie Horvat

Not a big proponent of the Uranium names since Japan. Countries decreasing exposure to nuclear. Will continue to need to raise capital for exploration. He is out of uranium, space.

2011-07-19

HOLD

1.990

John Stephenson

It’s not in development. Needs to see greater production. They could be taken over. Thinks Germany’s nuclear ban is absurd. They don’t have tsunamis and 9.1 earthquakes in Germany. Doesn’t’ know what they are achieving.

2011-06-06

PAST TOP PICK

2.000

(A Top Pick April 26/10. Up 55.73%.) Uranium producer in the US and have some interesting properties here. Thinks it has found a bottom here so looks attractive from a longer perspective.

2011-05-19

Comment

2.300

(His uranium fund holds this producer.) Their Achilles heel is their higher cost US operations. Starting to ramp up even with $57 US prices. Starting to bring in new production. Higher costs/lower margins.

2011-04-25

WAIT

2.160

Uranium play. Uranium was in a bull market until Japan’s earthquake. Longer term we know nuclear is the way to go. To have something that bad happen that close to a major city and almost no one has died, it is a positive thing. Eventually, say a year, it will go up.

2011-04-12

PARTIAL BUY

2.410

Mike S. Newton, CIM FCSI

Low risk entry point but you don’t know the bottom until it is past. A lot of global projects have been put on hold. He would prefer Cameco (CCO-T) or Uranium Participation (U-T). Wouldn’t hurt to dip your toe in, but not a full position.

2011-04-04

PAST TOP PICK

2.310

(A Top Pick April 26/10. Up 41.82%.) Would prefer a stronger stock but from a longer term perspective uranium is going to be fine and this one will participate.

2011-03-31

WAIT

2.480

Brendan Caldwell

Uranium plays might be the way to go at these levels. If there isn’t a melt down in Japan you could go into Uranium.

2011-03-14

Comment

4.120

Uranium prices are on a tear, so he likes that commodity. This one will participate. With uranium stocks you want to look at the uranium price. If prices go up, this group will continue to go higher.

2011-02-17

Comment

4.070

David Baskin

Bullish on uranium but he does it through Cameco (CCO-T) as they have the best reserves and best access through world markets. A lot of new nuclear plants being planned and under construction.

2011-02-08

BUY

3.300

Peter Hodson

Uranium producer. Has the most leverage to the price of uranium than any other Canadian company. Uranium is clearly in an up trend. Doing a really good job in production but it’s all about leverage. As uranium picks up $2 a week $2 a week like it did in 2006 and 2007, they’ll start making serious money.

2011-01-25

HOLD

3.300

Has been consolidating for 2 or 3 months so wouldn’t be concerned. Likes uranium outlook.

2011-01-12

Comment

3.380

Don Vialoux

About a month ago, it finally broke a key resistance level. Technically all uranium stocks are looking good and are breaking out. Uranium has no index for seasonality.

2010-12-10

HOLD

3.190

Moving right now because short-term price of Uranium is moving. Has sold puts. Long-term uranium has a great story.

2010-11-30

DON'T BUY

2.440

Stock is fully priced. At $0.21 a share of cash flow, 10X is the maximum you would want to pay.

2010-11-16

DON'T BUY

2.490

John Zechner

It’s production. They haven’t been able to execute. Prefers U-T. There’s a lot of upside in U-T. Cameco would be a better way to play as it has been a laggard.

2010-11-05

WAIT

2.570

When uranium moves it can move pretty quickly. But it has missed the recovery of the bull market, but in the last month it has moved quite a bit. He is intrigued by the move in the last few months. When uranium starts to move, you will get a chart that moves upward to the right. He would miss the bottom in this, as he doesn’t know if it will be sustainable at this point.

2010-11-04

DON'T BUY

2.140

Used to own it but ran out of patience. Uranium will be higher in the next 9-12nmonths. They need the drilling in Saskatchewan to succeed. Would prefer Cameco.

2010-10-21

DON'T BUY

1.450

We preferred Uranium Participation (U-T) as he would rather own the metal then the producer. Producers seem to have a lot of difficulty.

2010-08-12

BUY

1.560

Jim Huang

Believes uranium prices will have a pretty strong run and longer term they should be in the $60-$70 range. Very good exploration upside. Little bit strapped in the balance sheet but the upside and expiration and higher uranium prices should do quite well.

2010-08-09

DON'T BUY

1.200

Has significantly under performed other uranium stocks. Uranium prices are low but also operational performance has had an impact.

2010-07-13

BUY

1.340

Jim Huang

Bullish on uranium. With all the nuclear reactors that are going to be built globally, there is not enough supply of uranium coming in the next few years. This one has some pretty exciting exploration news coming. You could also look at Cameco (CCO-T), Paladin (PLB-T) or Uranium One (UUU-T).

2010-05-21

TOP PICK

1.650

Just bought last week. Put a bottom in recently. Real story is Wheeler River prospect in Saskatchewan. Looks like the 6’th largest find in Athabaska. Significant upside still left. Could be a company maker.

2010-04-26

DON'T BUY

1.530

Robert Lyon

Prefers other uranium players a little more. Great land package but have had some challenges.

2010-04-09

BUY on WEAKNESS

1.440

Peter Grandich

Uranium under pressure. Difficult to get excited about uranium prices right now. Inevitable turnaround will come as uranium and nuclear energy will become a major part of the world going forward. This will be one of the companies that more than survives. No short-term reason to get all excited about uranium stocks. Look to buy on sustained weakness.

2010-03-09

Comment

1.380

Benj Gallander

Used to own it. Play on Uranium. He does not follow the financial statements so can’t comment. An interesting play. It’s a supply demand situation and demand is rising. There is a move toward nuclear power again.

2010-02-09

PARTIAL BUY

1.570

Peter Grandich

Intermediate uranium producer. 3 mines active in the US and exploration projects globally. Has been working its way lower but is starting to bottom out. He is considering easing his way back into uranium plays.

2010-01-15

DON'T BUY

1.310

Like uranium but doesn't particularly like this company. His least favourite. He owns Paladin (PDN-T), which has better growth, better mines, lower costs and is a little cheaper.

2009-12-30

HOLD

1.410

Uranium. This one has been a disappointment. The good news is they have some good sponsorship. Some offshore Asian funds have come in to support them. Have had some promising drill results in northern Saskatchewan.

2009-12-10

DON'T BUY

1.460

John Zechner

Feels uranium is going higher. Global costs is rising to $50-$60 a pound. Demand for nuclear facilities continues to grow. Would not have this company on the top of his list. Have a higher cost structure and not as much growth in production.

2009-11-30

Comment

1.510

David Baskin

He prefers playing uranium through Cameco (CCO-T) because of stability. There will be a tremendous number of nuclear plants built but these take about 10 years. This will be a slow process for uranium.

2009-11-19

DON'T BUY

1.560

Loves uranium as a commodity. Nuclear energy is the future, although it will take a long time to put into effect. Had a number of accidents lately, which seems to be an ongoing theme. If he was to buy anything it would be Uranium Participation (U-T).

2009-11-02

DON'T BUY

1.650

David Cockfield

Significant speculation about uranium prices a year or so ago and price dropped since then. Now seem to have turned a corner but is still early in the game. Price needs to be in the $80-$90 range.

2009-10-30

WEAK BUY

1.590

Uranium prices started to turn around in the last few weeks. A commodity that had not moved and was overdue so he likes uranium longer-term. Prefers Paladin Resources (PDN-T) to this one because of its lower costs and a better growth profile.

2009-10-28

DON'T BUY

1.910

Jeff Parent B. Eng. FCSI

Had a big rally in April but did not continue. The downward trend since May, even with a spike in September, is too long. Downside risk is about $1.50.

2009-10-07

HOLD

1.840

Robert Lauzon

Very interesting exploration play called Wheeler River, which looks very promising. Have some issues with its high cost US production. Also they are part owner of a mill in eastern Athabasca, which may not have enough feed and may potentially have to shut it down for while.

2009-10-05

SELL

1.780

Some drill results were distinctly disappointing. Also had a joint venture partner with whom they were to do some explorations for eventual production in Canada. That has been cancelled, or at least postponed and the market is guessing that it won't happen before 2018.

2009-10-01

BUY on WEAKNESS

2.140

Peter Grandich

If you're going to have exposure to one of their uranium plays, this is a good one. Wouldn't chase it but on any pullback he would be a buyer.

2009-09-25

SELL

1.750

(Market Call Minute) Prefers another in this sector.

2009-09-15

Comment

1.460

Rick Rule

One of the class acts. Working through some operational challenges now. Likes uranium in the longer term but is still working through excesses when it peaked 2 or 3 years ago. Believes energy prices will be rising in the next 4 to 5 years so the outlook is quite promising.

2009-09-01

Comment

1.520

Longer-term the uranium market looks okay. In a shoulder season for uranium and the uranium price hasn't done much all summer. Doesn't expect it to do a lot for a while. Usually there is price firming in the fall. This company has some interesting things happening for it. They are drilling and there could be some positive results in the next little while. Consolidation in the sector could result in a takeover. Longer term play.

2009-08-27

BUY

1.700

Prefers the smaller plays in uranium and this is a good one.

2009-08-20

HOLD

1.990

(Market Call Minute.) Has gone through the worst part. Seems to be some good exploration that seems to be coming out of Wheeler River.

2009-07-16

BUY

2.000

Screening very well.

2009-07-15

Comment

1.690

Thinks there will be consolidation in agriculture but as the market starts to advance there will be consolidation in other sectors too. Thinks this one is a candidate for consolidation in the next round when uranium starts to get going again.

2009-07-10

DON'T BUY

1.940

Bill Carrigan

Uranium stocks have had quite a run. To see how your stock is doing check it against the bellwether Cameco (CCO-T). This one has not done as well.

2009-07-02

Comment

2.050

Benj Gallander

Has gone up quite a bit recently. Uranium long-term will do well. It's a good sector because there will be more nuclear power. Doesn't know their balance sheet, so he can't speculate on where it will go.

2009-06-12

HOLD

2.030

(Market Call Minute.) Has been in this one for ever.

2009-06-10

Comment

2.060

David Cockfield

Long-term prospects for uranium are still excellent. If we get $80 oil, uranium energy looks cheap. No one is paying any attention to uranium at the present time.

2009-06-05

BUY

2.110

Robert Lauzon

(Market Call Minute.) Just bought some.

2009-05-26

DON'T BUY

2.210

Jaime Carrasco

Thinks it is early for uranium. The problem is, it takes a long time to build a nuclear plant.

2009-05-22

PARTIAL BUY

2.220

Jeff Parent B. Eng. FCSI

(Market Call Minute.) Has had a very strong increase and a pullback, which could represent a buying opportunity but only a partial position.

2009-05-13

DON'T BUY

2.890

For the time being you have missed the boat on this one.

2009-05-04

DON'T BUY

1.810

Just did a financing with a Korean company. Financial issues alleviated. Canadian mines look like they are shutting down. Not his favorite way to play Uranium.

2009-04-24

DON'T BUY

1.660

Charles Lannon

Did well with unrestricted access to capital markets. You would now be far better off with others.

2009-04-23

DON'T BUY

0.830

Ben Stadelmann

Company overreached last year and took on quite a bit of debt trying to move up a level in size and timing couldn’t have been worse. They are now in a really tough spot.

2009-04-01

PAST TOP SHORT

1.050

(A Top Short March 26/08. Up 63.1%.) Sold Sept 12/08.

2009-03-19

PARTIAL BUY

1.410

Jaime Carrasco

The only way demand for energy can be met is through nuclear. Uranium is a very good long-term play. You could start adding a little bit if you have a long-term spectrum.

2009-03-13

SHORT

1.420

Veronika Hirsch

Uranium has one of the better fundamentals. A bankrupt US bank had to liquidate their uranium holdings so uranium has dropped short-term. This company has not delivered. Would be a good Pair trade going long Paladin (PLD-T) and short this one.

2009-02-05

PAST TOP SHORT

1.570

(A Top Short March 26/08. 63.1% gain.)

2009-01-29

PAST TOP PICK

1.380

Hap (Robert) Sneddon FCSI

(A Top Pick Jan 15/08. Down 83.7%.) Uranium prices dropped and companies got pounded. Added to his position at about $.85. Current spot for uranium is around $51 with long-term contracts trading around $70. Recently did an issue, which flushed out their balance sheet. Well set up for 09.

2009-01-15

BUY

1.650

Clearly above its 50-day moving average. Momentum has just started to get above the zero line, which is very positive. There are 2 resistant levels, $3 and $5. If it gets through $3, it is clear sailing until it hits the $5 range. Good volume.

2009-01-08

BUY

1.850

Jeff Parent B. Eng. FCSI

Likes uranium but you have to expect tremendous volatility. If you can buy it under $1 it's a great deal but a reasonable level would be $1.50. Wouldn't be surprised if it dipped down and rallied up to $3. Use $1.25 as a Stop.

2009-01-05

DON'T BUY

0.830

An Achilles heel with this company is concern over its debt covenants. Because production is lower than projected, there are CapX cuts and higher operating costs.

2008-12-18

PAST TOP SHORT

0.800

(A Top Short March 26/08. Down 88% and he was up 40%.) Still considers this to be a Short.

2008-12-04

Comment

1.020

Decided to do some closures to curtail spending. There seems to be a basing out of the metals and has been rising very strongly for the last 2 or 3 weeks. Uranium companies have been doing badly. One of the most diversified and seniors. (See Top Picks.)

2008-11-25

BUY

1.350

Don Vialoux

(Market Call Minute.) Uranium prices are going higher so this should be basing here.

2008-11-24

DON'T BUY

1.230

Veronika Hirsch

Uranium as a commodity could very well be the first to bottom. Uranium is probably a good place to start, but she has a problem with this company. They disappoint quarter after quarter and they need more financing.

2008-11-21

DON'T BUY

3.840

Michael Decter

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

(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, HBSc CFA

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

(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

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

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

2008-06-13

DON'T BUY

8.290

Brendan Kyne

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

Michael Decter

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

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

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