STOCKCHASE

After the disastrous earthquake and tsunami in Japan last year, the world basically said that no one is ever going to put another piece of uranium in a nuclear reactor and the entire nuclear industry is going to shut down. Probably an oversimplification. There is need to fuel the existing nuclear reactors. Nuclear power still presents the best trade-off between environmental costs and reasonably priced energy so he is a believer in nuclear energy. However, he would prefer Cameco (CCO-T) which has the contracts, the uranium, the production and a more horizontally diffuse industry than the small ones.

2011-12-19

DON'T BUY

2.410

He has basically decided to steer clear of uranium stocks for the near-term. The disaster in Japan and governments indicating they're not going to go to declare is giving enough headwinds.

2011-12-09

Comment

2.240

Hank Cunningham

Debentures maturing Dec 31/11. Doesn't see any problem with this as it is a very short period of time. A pretty small company so he would be hesitant to recommend anything beyond a month or 2.

2011-11-28

DON'T BUY

2.490

Jamie Horvat

Not bullish on uranium. Doesn't really see the spot price escalating to $100 in the next year or so. Governments are looking to reduce their exposure. Not sure if the demand from China and India will offset the lack of demand from other nations. Doesn't think they are focused on growth for shareholders.

2011-11-18

SELL

2.640

There is some risk. There will be support around $2.40 and then around $2 and then $1.90. It is weaker shorter and longer term. Nothing technically is driving it up right now. Below $2 sell it.

2011-11-15

BUY

2.830

Joey Mack

Bonds maturing December 31? 4.25% coupon and are trading at a discount. Will likely need financing to redeem this position which is why they are trading at a discount which is why they are trading at a discount. Thinks they will be able to tap the market at a reasonable rate.

2011-11-04

DON'T BUY

2.310

Doesn’t like the uranium space. Very politically sensitive now.

2011-10-18

DON'T BUY

2.260

Doesn't like this stock. Keeps on making new lows. The last little downtrend is very sharp. Volume is getting worse and worse. He would avoid the whole sector.

2011-10-14

Comment

2.070

Dennis Da Silva

Russians own 51% of this company which gives it a discount. Low operating costs. Located in Kazakhstan so you have to be aware of the political risks. Expanding into Africa. A bit of the overhang now is that people are expecting an equity issue or some sort of finance.

2011-09-30

TOP PICK

2.380

The world's most successful uranium company. Russian controlled and have put some extra mines into it. The only global uranium company that managed to meet its targets last year. Great performance profile in the future.

2011-09-27

DON'T BUY

2.290

Charles Lannon

He sold it in ’06. Don’t be afraid to pay for quality and for a tier 1 asset. Financing is going to become increasingly hard for them to come by.

2011-09-22

Comment

2.460

Bill Harris, CFA

Uranium is a really small market and there are only a handful of companies. This one would be a much higher quality one. Very well run. Is in exotic places so when liquidity gets sucked out of the market this does not participate in the market, no matter how much money it is making. Trading at about 10X earnings and is at an okay price.

2011-09-19

DON'T BUY

3.060

Bruce Campbell

This is controlled by Kazakhstanis now, which is a relative market against it. Expect it will continue to lag.

2011-08-15

PAST TOP PICK

3.430

(Top Pick July 29/10, Up 43.05%) You wonder when the next accident is going to occur. He’s not selling it.

2011-08-03

Comment

2.940

Chart is not very helpful on this one. 50 day has dropped way down and 200 day it is turning down. Probably a good risk/reward but he would look at the bigger names such as Cameco (CCO-T).

2011-07-06

DON'T BUY

2.610

Charles Lannon

Feels the future for all uranium stocks is incredibly bleak. For a new nuclear project to go forward, realistically you need one senior level politician and a few senior civil servants to champion it. Can’t see this happening. This is not a low cost producer.

2011-06-13

SELL

3.320

Don’t heavily invest in a risky area. It has not receovered. It is still going down. We are below support levels. This is a sell and if you insist on holding it, please reduce holdings.

2011-06-07

WAIT

4.020

John Stephenson

This one would more likely be the acquirer than the acquiree. Believes nuclear will continue. Prefers U-T. Be prepared to wait 6 months.

2011-04-20

DON'T BUY

3.920

Michael Sprung

Tricky as uranium doesn’t act like the other metals regarding supply/demand as there is a large political element involved. Since the Japanese incident there has been a severe retracement in uranium stocks. This could cause it to roll out slower than people had anticipated.

2011-04-19

DON'T BUY

3.860

Bill Harris, CFA

2011-04-18

DON'T BUY

3.840

Christine Poole

It’s a general call on uranium as a sector. Disaster in Japan will have negative near term implications for the sector. She would not buy into the sector right now.

2011-03-30

DON'T BUY

3.760

Philip Doyle

Highly leveraged to uranium prices. He prefers the more established and more profitable players such as Cameco (CCO-T). He would hold fire until the nuclear situation in Japan clarifies itself. As long as the news flow is as negative as it has been, it will be difficult for projects to continue to go ahead.

2011-03-29

WAIT

4.370

Perfectly good company and could be a way to play a recovery in the industry. He is looking at it.

2011-03-24

BUY

6.330

Dennis Da Silva

Very high growth rate and very high leverage to uranium. One of the lowest production costs in the industry at about $20 a lb. 51% owned by a Russian company, which can open a lot of doors when working in Kazakhstan. Just moved into West Africa, which has conventional production, which is not their forte so would like to see how they develop this.

2011-02-14

Comment

6.430

Uranium has been a very hot sector and prices have been moving up. A lot of nuclear power plants are coming on line. Fairly tightly controlled commodity so demand/supply conditions are favourable.

2011-02-04

BUY

5.850

Don Vialoux

Technically it looks great. Recently broke above a key resistance level due to the price of uranium. Outperforming the market, which is a very good sign. Recent correction in the market, which will last into Feb, is a classic opportunity to buy stocks like this.

2011-01-27

SELL

5.420

Recently merged with some Russians in Kazakhstan. Is it safe? Politics will put a risk factor in giving it a lower multiple than comparable uranium companies. Production growth over the next couple of years will beat competitors. Sold his holdings. Still bullish on uranium, but prefers Uranium Participation Corp (U-T), a direct play on the commodity.

2011-01-19

BUY

5.270

Dennis Da Silva

Very few pure uranium producers globally. Russians hold 51%, which gives them almost unlimited access to cash for opportunities.

2011-01-13

WATCH

4.640

Bill Carrigan

Chart shows a nice base from April to August, followed by a break out and then a drop. Expect there will be a short rally, which you should sell into.

2010-12-20

BUY

5.070

Derek Webb, CFA

Well-positioned uranium stock, trading on increased price of uranium.

2010-11-30

Comment

5.090

Christine Poole

Uranium Participation (U-T) or Uranium One (UUU-T)? Uranium One is a uranium producer. A Russian company will be acquiring 51%. Leverage will be higher uranium prices and higher production. Uranium Participation just buys uranium and if prices go up, they benefit. She prefers Uranium Participation. Bullish on uranium.

2010-11-29

BUY

4.570

Peter Brieger

Likes uranium as a commodity. There have been sharp pickups in spot prices recently and expects this will go higher. (See Top Picks.)

2010-11-16

SELL

5.000

It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.

2010-11-05

BUY

4.240

Brooke Thackray

There is no seasonality with Uranium. Just broke out at $3.30. It is a very positive development. A strong chart pattern breakout.

2010-11-01

Comment

3.710

Bruce Campbell

Special dividend to be paid later in the year and stock will probably go down by same amount. If you own, for taxation purposes, you could sell now and buy back after it drops. Uranium is starting to move but the stocks are lagging. This is the exception because they did a deal with the Kazakhs, who now own 50%. Prefers Paladin Resources (PDN-T).

2010-10-06

BUY

3.470

Uranium in Kazakhstan. Highest growth rate in production globally. Will be completing a merger with the Russian company owning controlling stake. Attractive dividend.

2010-09-30

HOLD

3.260

Acquiring ARMZ’s interests in 2 Kazakhstan uranium mines.

2010-09-24

Comment

3.210

Michael Sprung

Has always found it hard to predict uranium because there is a much political baggage that comes with nuclear energy. Metrics are getting better.

2010-09-22

PAST TOP PICK

3.470

(A Top Pick Oct 5/09. Up 31%.) Asset base is focused in Kazakhstan where there is very strong uranium production growth. Russians have a controlling interest, which he prefers over the Kazakh government. Paying $1 special dividend late this year or early next. NAV is $3-$3.25 so there is still very good short-term upside.

2010-09-13

HOLD

3.490

Has been volatile because of the Russians and the arms deal coming through. Stock has done really well in the past month. Well positioned for growth going forward. Uranium and uranium equities look good going forward. (See Top Picks.)

2010-09-09

HOLD

3.500

(He owns the convertible debentures.) Russians have moved in and looks like they are taking it over. Uranium prices have really done nothing.

2010-09-03

HOLD

3.540

Bruce Campbell

A special dividend of $1.06 will be paid because of the Kazakh deal and the stock will drop to about $2.50 which is the asset value. From there it becomes 1) a consolidating play or 2) at play on the price of uranium.

2010-09-02

BUY

3.140

Declaring a special large dividend and any time this happens, the price will drop by about the same amount. Have a very good low-cost position in Kazakhstan production. Thinks there is a lot of upside in this one.

2010-08-09

TOP PICK

2.840

Extremely impressed with the way it is getting together with its Russian partners. Have been the only Uranium company in Europe to meet its targets. Had gone down because Russians acquired 51% of company but it turns out this is ok.

2010-07-29

BUY

2.870

Likes the sector. Has not done much in the last couple of years. This one is a name that is known and has a good production profile.

2010-07-27

BUY

2.820

Looking to acquire about 50% of 2 uranium mines in Russia giving a $1.06 dividend. Uranium prices are on the verge of turning up. Can see it getting into the $3.50-$4 range.

2010-07-23

BUY

2.850

Bill Carrigan

Chart shows a big upward movement since mid-June. Its peers have also been moving up so it is a sector play. Likes what he sees in the group.

2010-07-16

Comment

2.830

Looks like there is a little bit of resistance at about $2.80. Long-term, uranium is a pretty good place to be.

2010-07-08

TOP PICK

2.710

Being acquired by a Russian government controlled conglomerate, which will make it 3rd in global uranium production.

2010-06-28

BUY on WEAKNESS

2.250

Craig Machel

Likes the space and believes the commodity will come back around. Is a volatile stock so buy when it is low. Paying out a special dividend when their recent acquisition closes.

2010-06-11

WEAK BUY

2.560

Nuclear power is going to be THE energy source of the 21’st century. The only problem is do you buy and wait for 2 years for wait for them to double over night.

2010-06-03

DON'T BUY

2.420

Just reported earnings, which didn't look good. Uranium is a long story, not a short story. There will be a lot of nuclear reactors built but slowly. Takes a long time to design, build and commission a reactor. Prefers Cameco (CCO-T), which is a hold for 5-10 years.

2010-05-10

PAST TOP PICK

2.760

(Top Pick Apr 24/09, Down 17%) Price of uranium has gone sideways.

2010-04-26

Comment

2.590

Jaime Carrasco

Uranium will be key in the energy sector in the next 20 years.

2010-04-14

DON'T BUY

2.660

Bill Harris, CFA

(Market Call Minute) Stay away.

2010-04-13

SELL ON STRENGTH

2.640

Veronika Hirsch

Doesn't particularly like this story because of the Kazakhstan political risks. Recently raised some money so perhaps they will make an acquisition. Uranium has been in a decline. Sell on good news.

2010-03-26

HOLD

2.650

(Market Call Minute.) Uranium is very tricky. The $40 price is not doing very much for it.

2010-03-18

DON'T BUY

3.200

Benj Gallander

This company moves up and down in crazy fashion. A uranium play. Often with companies like this things don’t happen as planned. There is political risk.

2010-02-09

Comment

3.210

(Market Call Minute.) He believes in uranium and nuclear power but he prefers to play it with the senior producer, Cameco (CCO-T).

2010-02-08

DON'T BUY

3.310

(Market Call Minute.) Likes uranium as a commodity but there are specific risks with this company.

2010-01-28

PAST TOP PICK

3.520

(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.

2010-01-20

BUY

3.560

Peter Hodson

(Market Call Minute.) Uranium is coming back pretty strong.

2009-11-16

DON'T BUY

3.070

(Market Call Minute.) He owns the debentures but wouldn't buy the stock.

2009-10-30

PAST TOP PICK

3.020

(A Top Pick Apr 24/09. Down 12.1%.) After this had been picked, there was an investigation into how they acquired a number of their assets. Still a bit of a cloud hanging over the company. (See Top Picks.)

2009-10-28

Comment

2.980

High risk. Partnerships with Russia. Doing relatively well where most uranium stocks don't.

2009-10-26

DON'T BUY

3.070

Laura Lau

Because of problems with the 4th largest uranium mine globally there has been a lift in uranium prices. This is a temporary thing for 3 or 4 months. Longer term, the problem with this stock is its location in Kazakhstan. There is a 20%-30% chance of them losing their license there. She doesn't like the political risks to read

2009-10-13

TOP PICK

2.650

Expecting good things from uranium in 2010. Trading below its NAV. Had concerns with its ownership stakes in Kazakhstan properties but Russians are buying 16% so he is not worried about this now. Could double production year over year.

2009-10-05

Comment

2.570

Laura Lau

(Market Call Minute.) There are a lot of questions whether the Kazakhstan government will let them keep their properties. Hold or Sell.

2009-09-30

DON'T BUY

2.470

Pries are still under pressure. Likes it longer term.

2009-09-08

DON'T BUY

2.400

Rick Rule

Delivered to many negative surprises in an operating and political sense and were too aggressive with their balance sheet. Risk/reward is not good enough for him.

2009-09-01

Comment

2.520

Bill Carrigan

Uranium. Used to be a component of the S&P/TSX 60. It got hurt for a while when it was taken off. Thinks it will be okay but he would rather be in Paladin (PDN-T), Cameco (CCO-T) or Uranium Participation (U-T). If you want to be in small-cap uranium, by 1 or 2 stocks, not just 1.

2009-08-28

BUY

2.950

(Market Call Minute.) Above its 50-day and 200-day moving averages. If you don't own, you could buy that uses stop at around $2.60.

2009-08-04

HOLD

2.920

Has had a nice rally out of the October low. Use a Stop at $2.50.

2009-07-24

Comment

2.780

Ken McCord

He prefers Denison Mines (DML-T), which is screening very well right now. Generally this would mean most of the stocks in that sector are screening well so this could be a reasonable bet.

2009-07-15

HOLD

2.580

Jaime Carrasco

Wouldn't be a buyer of uranium right here. If you own, hold but it will be a while. Some holdings in Kazakhstan.

2009-07-06

DON'T BUY

2.720

Got hammered with some of the political issues that arose. Short-term, it looks like this has been put to bed but there are enough things out there that you don't need to take that risk.

2009-06-17

DON'T BUY

2.720

With this one you are into the trickiness of Kazakhstan so it is either a Hold or Sell. You really don't know what the dictators and former dictators will finally decide. Great assets.

2009-06-10

DON'T BUY

2.160

Hates the offshore Kazakhstan type things. Until that is resolved, he will just sit and watch. (Have some of their debentures.)

2009-06-05

SELL

1.870

Gavin Graham

You have to have tolerance for them being in Kazakhstan. There is a conflict between the government and the parties that sold the property to Uranium One.

2009-06-04

DON'T BUY

1.660

Peter Grandich

Think uranium companies have reached their peak but doesn't think uranium has reached its yet. He is waiting for pullbacks. Doesn't care for the location in Kazakhstan. Would prefer something like Uranium Participation (U-T) instead.

2009-06-03

Comment

2.410

Rick Stuchberry

Positive on uranium going forward. Trend towards more nuclear stations is intact, especially in Asia. Uranium prices should be stable to higher over the next 5 to 10 years. This company is in Kazakhstan and there are currently some problems with the government.

2009-05-28

HOLD

3.290

A compelling story. Has growing, low-cost production. New management has cleaned up the cobwebs. Kazakhstan is not an easy place to operate and this is what will hurt you with this stock. Japanese have a 20% stake so over time it could be a full takeout.

2009-05-26

BUY

3.560

David Burrows

Good risk/reward. Big and putting in a bottom well before the beginning of this year. Expects there will be consolidation in the sector. (See Top Picks.) (He uses a $3 stop.)

2009-05-15

BUY

3.630

Chart looks wonderful. Stock has potential of going up to a consolidation area of about $5. Use a stoploss of about $3. Widely followed company and actively traded.

2009-05-13

BUY

4.050

He doesn't own any uranium stocks but the outlook for uranium is very good with strong demand fundamentals and limited supply.

2009-05-12

BUY

3.640

Likes uranium and think the prices are poised for a rebound to something like $60

2009-05-07

HOLD

3.460

(Market Call Minute)

2009-04-28

TOP PICK

3.300

It’s the supply demand – little supply. Not easy to bring on production. 2-013 we will see a significant shortfall due to reactors coming on line. Suppliers are trying to source a supply. There are significant buyers.

2009-04-24

BUY

2.420

Stock is doing well with a beautiful looking chart. The big drop followed by a nice steady incline is positive. Fundamentally it is also not bad. See it going to $4.

2009-03-18

BUY

1.810

One of the few growing uranium producers in the world. Will have quite an increase in the next 2 to 5 years. Still not comfortable with Kazakhstan as a place to do business but they did manage to pull out $200 million in dividends in the last while, which makes them feel better. Anything under $2 is a pretty good buy.

2009-03-02

WATCH

2.000

Holding above its short-term moving average of around $2 but below the 200 day of around $3. If it gets above $3 with some decent volume it would be a decent stock to be in. MACD seems to be flat lining.

2009-02-17

Comment

2.230

Peter Hodson

Sold part of their company to get security of the supply for the long-term. The only thing he didn't like about the deal is that the sale eliminates a takeover possibility.

2009-02-12

DON'T BUY

2.010

Veronika Hirsch

Uranium has one of the better fundamentals. A US bank has gone bankrupt and their uranium holdings had to be liquidated so uranium has dropped. Short-term and expects it to start edging up again. This is not a favourite. She would prefer Paladin (PDN-T).

2009-02-05

BUY

2.160