| Comment | 9.650 | Robert Lauzon | It basically holds uranium and uranium hexafluoride. Denison Mines (DML-T) is the manager. The stock trades in line with uranium. Currently uranium has trended from $92 close to $80. It will probably stay weak until the spot price reaches $75 to $80. At that point it may be a Buy. | 2008-01-28 | |
| BUY | 10.920 | Bill Carrigan | Probably a good way to play the uranium sector. There is a lot of risk in buying individual plays. This has already corrected nicely and you are now into support. As long as you have a long-term perspective, you are probably OK. | 2008-01-09 | |
| BUY | 11.430 | Hugh Cleland, CFA | Had a big pullback after uranium had gotten a little frothy. Feels the basic fundamentals for uranium are intact. He used this more as a trading vehicle. Demand for uranium should get stronger 2 years out and further. | 2007-09-28 | |
| Comment | 10.900 | Peter Brieger | They hold uranium in inventory. No speculative risk regarding production or exploration. Spot price on uranium is coming down. Probably a pretty good buy at $10 or so and is probably a 3-year hold. | 2007-08-14 | |
| DON'T BUY | 10.700 | Robert Floyd | The overall direction on the units is down. There is a little overhang in uranium and spot prices dropped from $138 to $110. Analysts are expecting some additional weakness. | 2007-08-10 | |
| DON'T BUY | 11.910 | Veronika Hirsch | She has taken profit and sold her holdings. Hard to tell where the price of uranium will be. August is a slow month and she would like to see how September/October is. | 2007-08-01 | |
| BUY | 14.950 | Brendan Kyne | Trading below Net Asset Value. Anytime it trades close to or at NAV makes it an excellent buying opportunity. | 2007-06-25 | |
| DON'T BUY | 16.010 | Paul VanEeden | Thinks that the price of uranium can go higher, the chart looks parabolic which is a warning sign that it's time to get out. | 2007-05-31 | |
| PAST TOP PICK | 16.270 | Peter Brieger | (A Top Pick May 15/06. Up 99%.) Likes uranium going out. There could be a pullback at any time. | 2007-05-16 | |
| Comment | 16.220 | Alex Ruus | If you have to have a pure play on uranium, this gives you a play on uranium pricings. If you are a rookie on this, be aware that these stocks have had a huge run in the last 2 years. Think they will continue to do well in the next 1 or 2 years, but at some point it will turn around. | 2007-05-07 | |
| Comment | 15.760 | Derek Webb, CFA | Thinks Uranium in general is going to go a lot higher. Go Long. Would rather be in the big stocks. | 2007-05-03 | |
| BUY | 16.080 | Peter Brieger | Looking out 2 to 3 years, he can see uranium going over $100. This is one way to participate. Selling at a substantial premium to its NAV, but a great vehicle going forward. | 2007-04-18 | |
| Comment | 17.360 | Peter Brieger | Likes uranium very much. Sold a third of his holdings in order to broad note to an exploration type play. Put half in Fronteer Development (FRG-T) and the other half in Aurora Energy (AXU-T). | 2007-04-04 | |
| HOLD | 17.090 | John Zechner | There is a clear shortage of uranium. It's okay this year, but you don't want to own it a couple of years out. Feels uranium price will ultimately be around $50 or lower. | 2007-04-02 | |
| BUY | 15.750 | Brendan Kyne | This is a way that investors can invest in uranium spot price. A low volatile way of playing uranium. | 2007-03-28 | |
| BUY | 14.080 | Peter Brieger | If you are playing uranium, he would suggest a package that would include this one along with something like Aurora (AXU-T). | 2007-03-02 | |
| HOLD | 13.530 | Peter Brieger | Uranium is a key area and this is the way he plays it. Had bought it at $5 and recently sold 20% of his position and reinvested in Fronteer Group (FRG-T) as well as Aurora (AXU-T). | 2007-02-02 | |
| PAST TOP PICK | 12.890 | Peter Grandich | (A Top Pick Jan 27/06. Up 79.8%.) Trades at a premium to nest asset value of what it holds. Would no longer Buy as he doesn’t feel that you get the leverage any more. | 2007-01-26 | |
| PAST TOP PICK | 12.720 | John Zechner | (A Top Pick Oct 16/06. Up 33.7%.) Getting close to the end of the uranium price move. Getting closer to taking his money and running. | 2007-01-22 | |
| BUY | 12.300 | Peter Brieger | Given the attraction of uranium, this is a great sector to be in. | 2006-12-29 | |
| WEAK BUY | 12.180 | Peter Hodson | The premium to net asset value is too high. It trades at a premium because it is one of the only ways to participate in the uranium market directly. | 2006-12-28 | |
| BUY | 12.360 | Peter Brieger | Likes uranium. This company buys and holds uranium oxide. Going forward, the commodity is hugely attractive. This company relieves you of speculation. | 2006-11-29 | |
| BUY | 11.980 | Gordon Higgins, CA, MBA, CFA | Uranium prices have doubled in a year. The market still remains tight. | 2006-11-28 | |
| PAST TOP PICK | 12.320 | Peter Grandich | (A Top Pick June 26/06. Up 53.4%.) A physical way of owning uranium. Has already priced in about $85 for uranium but will go higher. Continue to hold for the time being. | 2006-11-27 | |
| HOLD | 12.300 | Michael Smedley | This is a quick way of getting straight into uranium. | 2006-11-22 | |
| BUY | 11.690 | Bill Harris, CFA | The momentum is up on uranium. A safer way than buying an exploration Company or Cameco (CCO-T). | 2006-11-20 | |
| Comment | 11.240 | Jean-Francois Tardif | The drop in price had nothing to do with the price of uranium, not because investors were getting nervous. Thinks the price of uranium will potentially go up a lot. | 2006-11-16 | |
| Comment | 12.250 | Robert Floyd | Long term outlook is still very strong for uranium. | 2006-11-13 | |
| SELL | 12.940 | Glenn MacNeill, P.Eng. | Uranium is trading at $60 a pound, so is very fully priced. Prices have been driven up by the Cigar Lake mine flooding, which will take 1 to 2 years to get that back on stream. Would take some profit. | 2006-11-10 | |
| BUY | 12.110 | Stephen Carlin | If you like uranium, you’ll like this stock. A pure call on uranium prices. | 2006-11-08 | |
| BUY | 12.110 | John Zechner | His preferred play, which is a pure play on uranium, | 2006-11-08 | |
| BUY | 12.090 | Ian Nakamoto | This is a call on uranium prices. You shouldn't go wrong even though uranium prices have gone up. Try to buy on a pullback. | 2006-11-07 | |
| SELL | 11.450 | Norman Levine | Uranium stocks got a huge boost last week when Cameco’s (CCO-T) Cigar Lake mine had a disastrous flood. This is a very speculative area. Would take some quick profits here. | 2006-10-31 | |
| BUY | 11.330 | Jean-Francois Tardif | A holder of raw uranium, so moves with the price of uranium. There is a lot more leverage on an exploration company that finds uranium and puts it into production. It is still a good way to play uranium. | 2006-10-26 | |
| BUY | 11.070 | Chris Smith | He is bullish on uranium. This is a structure that holds physical uranium. Had a big move. Market is starting to anticipate that next year there will be higher uranium prices. | 2006-10-25 | |
| TOP PICK | 9.490 | John Zechner | This is a pure play on the uranium commodity. This company basically buys it, holds it with no production risks or cash flow risk. Uranium price is expected to go higher. This may not be a long-term hold. | 2006-10-16 | |
| BUY | 9.490 | Peter Brieger | In the short term, between now and May, he'll probably end up exercising his warrants. Likes the long-term outlook for uranium. Use a 3-5-year view on this. | 2006-10-16 | |
| BUY | 9.070 | Bill Carrigan | The chart looks good. It is bullish Thinks it will be fine. There is a possibility that the stock could go to $10.00 a share. | 2006-10-02 | |
| TOP PICK | 8.950 | John Zechner | Company holds a pure commodity that he believes will go higher. Nuclear is growing and there are now safer ways to produce it. Demand is growing and there is a shortage of supply. Predicts it will hit around $12.00 in the next twelve months | 2006-09-27 | |
| BUY | 8.910 | Peter Brieger | Feels that uranium is going to be one of the key resources that allows the US to break its hegemony on oil. He has chosen this as his play. | 2006-08-14 | |
| DON'T BUY | 7.830 | Bill Carrigan | Doesn't have a very pleasant chart. Has problems with commodities in general. Feels we are late in the cycle. Short-term it could be messy. The June low is important. | 2006-07-17 | |
| PAST TOP PICK | 8.110 | Peter Grandich | (A Top Pick Mar 7/06. Up 11%.) The purest way to play uranium. Still likes this. | 2006-06-26 | |
| TOP PICK | 8.400 | Peter Brieger | Given the global increase in demand for power and the shortage of oil/gas, nuclear power is one of the ways the US can avoid potential disaster. | 2006-05-15 | |
| WEAK BUY | 9.540 | Jean-Francois Tardif | Basically a legal entity to own and hold raw uranium. Trades at a premium to the price of uranium. You have to believe that the price of uranium continues to go up. It is better to own a company that will eventually produce uranium to give you more leverage. | 2006-04-19 | |
| BUY | 8.500 | Michael Smedley | A good buy. As the uranium price goes up, the value of the holding of this company goes up. | 2006-03-29 | |
| TOP PICK | 7.260 | Peter Grandich | Uranium Participation is a company that just owns uranium. Formed and managed by Dennison. It trades at a premium, 20% more than its net asset value. This is because of its pure way to trade it. If you believe that uranium is going to go up and you don't want the risk of a stock this is the way to go. | 2006-03-07 | |
| BUY | 7.180 | Peter Brieger | When they can he likes to buy the commodity directly. In 3-5 years it will work out well. | 2006-02-20 | |
| TOP PICK | 7.170 | Peter Grandich | An investment holding company created basically to put all its assets into uranium as an investment objective. One of the few ways you can have direct participation in uranium. | 2006-01-27 | |
| BUY | 7.080 | Peter Brieger | Likes uranium and it is ultimately going to get more of a play but his problem with Denison (DEN-T) and Cameco (CCO-T) is the price to earnings ratio or the price to cash flow ratio is fired too high. He prefers Uranium Participation (U-T) which gets rid of the price earnings ratio issue and you get rid of the exploration rests. Given a three outlook, Uranium Participation could be much higher. | 2006-01-16 | |
| DON'T BUY | 6.600 | Ben Stadelmann | Uranium has been on a tremendous tear. Nuclear energy has a tremendous future. There's not going to probably be a lot of new plants added in North America, but will be in India and China. This stock would have been good a few years ago, but now you are paying up full price. | 2005-09-06 | |
| BUY | 6.600 | Gavin Graham | A pure uranium play. The hurricane has increased the shortage of energy supplies, so alternative sources look very attractive. | 2005-09-06 | |
| BUY | 5.700 | Jean-Francois Tardif | The only way to buy pure uranium for a small amount of money. At the current stock price, you are paying about $35 for uranium which is a 15/20% premium on today's uranium prices. Feels that the price of uranium will go up. | 2005-07-18 | |
| BUY | 5.850 | John Zechner | A direct play on uranium. | 2005-07-04 | |
| DON'T BUY | 5.750 | Paul VanEeden | Have to store uranium after it is mined and, unlike gold, a tricky and costly product to store. | 2005-06-27 | |
| TOP PICK | 5.960 | Peter Grandich | A company that was designed to take advantage of increases in the price of uranium. Has all the facets that you would want, dramatically increasing demand, no know areas to find supplies to meet demand and a thin market. Probably about 10% overvalued at this time, but thinks it will stay that way as it works its way higher. | 2005-06-24 | |
| VAGUE | 6.010 | Jean-Francois Tardif | | 2005-06-01 | |
| VAGUE | 5.030 | Peter Grandich | A direct way for an investor to participate in uranium prices. | 2005-05-19 | |
| BUY | 5.000 | Peter Brieger | At 48 X earnings, Cameco (CCO-T) scares him. Likes uranium so has started buying this one. | 2005-05-18 | |
| BUY | 5.200 | Peter Hodson | New IPO today. They have $100 million and they are going to buy uranium concentrate and hold. The key thing is there is no operational risk from a mine, etc., geopolitical risk. Should do quite well. | 2005-05-10 | |
Experts that have talked about Uranium Participation Corp.
Rss Top Picks Feed
