"I predict that 2007 will end with a bang and not a whimper," says global expert Nick Vardy, who predicts a strong a strong fourth quarter global rally.

Meanwhile, in his industry-leading Global Bull Market Alert, he notes, "Canadian mining giant Cameco Corp. (NYSE: CCJ) combines the global commodity supercycle theme with the recent turnaround in the price of uranium."

Vardy explains, "As the world's largest uranium producer -- accounting for around 20% of global uranium production -- Cameco is the closest thing to a blue chip name in what has been one of the hottest sectors in the past few years."

Why? He states, "Blame the law of supply and demand." In 2006, he observes, the world's nuclear reactors used 173 million pounds of uranium. Yet uranium mines only supplied 103 million pounds. The gap, he contends, was met by dwindling U.S. and Russian government stockpiles of weapons-grade uranium from decommissioned nuclear weapons.

"And the supply and demand imbalance likely will get much worse," says Vardy. In the past 12 months, he notes, the number of proposed nuclear reactors has risen by 67% to 256 as governments across the globe turn to nuclear as a way to cut carbon emissions quickly and painlessly.

Can you add more of your own analysis here? We have to be careful about just kind of paraphrasing other people's stuff.

"We're going nuclear," says Mark Skousen. The editor of the premium Hedge Fund Trader newsletter notes that since 1985, demand for uranium has outstripped supply by 139%."

The advisor adds, "Now is an excellent time to add USEC Inc. (NYSE: USU) – which supplies low-enriched uranium for commercial power plants worldwide -- to your hedge portfolio." Here's his analysis.

Despite increased demand and limited supply, he says, very little has been done to correct the world's capacity to create more uranium. He notes, "That situation has driven spot prices sharply higher."

Skousen adds, "In addition, spot prices are likely to rise. Nuclear energy now supplies a full 16% of the world's total power. That number is expected to grow by leaps and bounds, as petroleum-based economies continue to seek lower-priced alternatives to oil.

Further, he notes, "An estimated 440 power plants in 30 countries now depend on uranium to run steel plants, auto assembly lines, mass transportation and thousands of factories.

China's current plans, he observes, call for building more than 29 new reactors to fuel the country's explosive growth. And, he adds, worldwide, 69 new nuclear reactors are already under construction or will be completed within the next 10 years. All this, he says, will require massive amounts of uranium to operate.

Domestically, he notes that the Nuclear Regulatory Commission just recently issued a construction and operating license for USEC's American Centrifuge Plant in Piketon, Ohio. The license, he points out, is good for 30 years.

Says Skouosen, "Profits at USEC are surging already. Fourth-quarter net earnings climbed 35% to $40.1 million. And with nuclear energy looking like the best alternative to oil right now, the future looks bright.

For more stock picks from the leading financial newsletter advisors, visit Steven Halpern's free daily website, TheStockAdvisors.com.