This post is part of Japan: A Special Report for Investors.

"Uranium and nuclear power stocks are the most directly impacted by events in Japan. In my view, this isn't the time to sell uranium plays," says Elliott Gue, who continues to recommend Cameco Corp. (CCJ), the leading uranium mining company.

The editor of The Energy Strategist explains, "Investors looking for a road map of what's likely to transpire over the next few weeks should recall the Macondo Oil spill in the Gulf of Mexico in late April 2010.

Continue reading Japan: Stay Bullish on Cameco (CCJ)

Japan: Stay Bullish on Cameco (CCJ) originally appeared on BloggingStocks on Thu, 24 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Zero emissions is the holy grail of green technology as the world looks to grapple with the converging pressures of tight fossil fuel supplies, air quality issues and global warming," says Brendan Coffey.

The editor of Cabot Green Investor explains, "I see the push for zero emissions reviving a technology once largely written off: nuclear power. In light of this, my top pick for 2011 is Uranium Resources (URRE).

Continue reading Top Picks 2011: Uranium Resources (URRE)

Top Picks 2011: Uranium Resources (URRE) originally appeared on BloggingStocks on Tue, 04 Jan 2011 09:30:00 EST. Please see our terms for use of feeds.

"Cameco (CCJ) is a Canadian miner and the second largest producer of uranium in the world," says Brendan Coffey.

The editor of the Cabot Green Investor explains, "However, the company is more than just a uranium miner. It also operates further up the nuclear supply chain, and has a goal of continuing to expand its related services.

"The company delivered 16% of world demand in 2009 and is aiming to double production by 2018. It has 'proven and probable' uranium reserves of 480 million pounds, enough to meet nearly three years of current global demand.

Continue reading Rising Uranium Prices Power Cameco (CCJ)

Rising Uranium Prices Power Cameco (CCJ) originally appeared on BloggingStocks on Mon, 13 Dec 2010 10:30:00 EST. Please see our terms for use of feeds.

"The global nuclear power industry is in the early stages of a multiyear growth spurt similar to what the industry experienced in the late 1970s and '80s," says energy sector expert Elliott Gue.

The editor of The Energy Strategist explains, "The nuclear renaissance will generate tremendous wealth for investors over the next few years. Two stocks that will benefit are Cameco (CCJ) and Shaw Group (SHAW).

"The nuclear power industry benefits from both a lack of dependence on imports as well as costs that don't vary excessively with commodity prices.

Continue reading Cameco (CCJ) and Shaw Group (SHAW): Top Nuclear Power Plays

Cameco (CCJ) and Shaw Group (SHAW): Top Nuclear Power Plays originally appeared on BloggingStocks on Wed, 13 Oct 2010 10:00:00 EST. Please see our terms for use of feeds.

Continue reading Cameco (CCJ): The 'Superman' of Uranium Stocks

Cameco (CCJ): The 'Superman' of Uranium Stocks originally appeared on BloggingStocks on Fri, 23 Jul 2010 14:10:00 EST. Please see our terms for use of feeds.

"Certain commodities are getting hot again; both copper and gold have the wind at their backs in this market, while uranium has also caught our attention," says Brandon Clay.

In his Invest with an Edge, he explains, "One such company that should gain from a spike in gold, uranium, and copper is Vancouver-based Fronteer Development Group (NYSE: FRG).

"Uranium is a perennially despised substance with a back story in catastrophe, espionage, protests, and nuclear fallout. But this sometimes-sordid history may prove too weak an objection for the outstanding potential in uranium.

Continue reading Fronteer (FRG): Copper, gold & uranium

Fronteer (FRG): Copper, gold & uranium originally appeared on BloggingStocks on Wed, 03 Jun 2009 13:40:00 EST. Please see our terms for use of feeds.

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

"If McCain is elected, we would suggest USEC (NYSE: USU); after slumbering for over 20 years, nuclear power is quickly emerging from hibernation and will be satisfying a much larger percentage of the nation's energy-hungry appetite during McCain administration," says value investor Nathan Slaughter, editor of Half-Priced Stocks.

"Currently, there are 104 nuclear plants in operation nationwide, which combined, account for 20% of the country's electricity. But both of those totals are set to rise markedly. Current forecasts suggest nuclear facilities could double their share and ultimately account for 40% of power in the U.S.

"There are several factors underpinning this resurgence in nuclear energy, not the least of which is $100 per barrel oil and elevated prices for natural gas and coal.

"Believe it or not, one kilogram of uranium-235 has the stored energy equivalent of 1,500 tons of coal. And while up-front construction expenses can be high, ongoing operating costs for nuclear reactors are running just $15-20 per megawatt hour, far cheaper than traditional plants.

"John McCain is an outspoken champion for the nuclear power movement, outlining ambitious plans to commit $315 billion towards the construction of 45 new reactors over the next two decades.

"Beyond that, he has a clear goal of achieving energy independence by building '100 new plants to power the homes and factories and cities of America.'

"All of this spells plenty of opportunity for USEC, owner of the nation's only uranium enrichment facility. The company is in the business of supplying fuel for commercial reactors around the world -- and competition is sparse.

"The firm also benefits from a longstanding nuclear non-proliferation treaty with Russia. Specifically, USEC participates in the salvaging of old Soviet nuclear warheads under the 'Megatons to Megawatts' program.

"The company has carved out a dominant market share and now supplies about half of the nation's enriched uranium (most of the rest comes from Russia).

Continue reading McCain stock: Mining gains with uranium miner USEC (USU)

McCain stock: Mining gains with uranium miner USEC (USU) originally appeared on BloggingStocks on Fri, 10 Oct 2008 17:30:00 EST. Please see our terms for use of feeds.

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

"McCain has been a strong supporter of nuclear power and his energy plan calls for building 45 new nuclear power plants in the U.S. by 2030; our pick for a McCain victory is uranium miner Paladin Resources (Toronto: PDN)," says Elliott Gue in The Energy Strategist.

"McCain's plan would represent by far the most significant build-out of nuclear plants in more than three decades. He has an ultimate goal of building 100 new U.S. reactors. America's 104 existing plants account for about 20% of electricity generation.

"The U.S. is not the only country in the world considering a major expansion in nuclear power. Russia, India and China have already committed to a major expansion of their nuclear energy capacity. And nuclear is also enjoying a renaissance in other developed markets such as the U.K. and Italy.

"The main fuel for nuclear plants is uranium. Last year, mined uranium supplies only covered about 64% of global uranium demand; to make up the difference, utilities tapped secondary sources such as stockpiles and reprocessed nuclear warheads.

"But, secondary supplies are expected to decline sharply in coming years and the Megatons to Megawatts program for reprocessing Russian nuclear weapons into power plant fuel ends in 2013. Therefore, mined supply will have to ramp up to meet rapidly growing demand.

Continue reading McCain stock: Nuclear plant build-out heats up Paladin Resources (PDN)

McCain stock: Nuclear plant build-out heats up Paladin Resources (PDN) originally appeared on BloggingStocks on Sun, 05 Oct 2008 13:00:00 EST. Please see our terms for use of feeds.

"I love buying great companies near the bottom of the barrel," says resources expert Eric Roseman, who has added Canadian-based Cameco Corp. (NYSE: CCJ) to his buy list.

The edtior of The Commodity Trend Alert explains, "Cameco, the world's largest uranium concern, is a gem, right in the middle of a long-term earnings boom amid high energy prices and a massive backlog of orders for its raw material used to feed nuclear reactors." Here is his review.

"I'm drawn to quality at a distressed price, for whatever reason, such as earnings-related surprises, management changes, special one-time write-downs, etc. Most of our recommendations are founded on exactly these principles of value-contrarian investing.

"Cameco Corporation was a $60 stock 12 months ago, but because of production bottlenecks caused by a major flood at one of its biggest mines (Cigar Lake) in late 2006, the stock suffered a beating and has bounced all over the map lately. Yet, for years, Cameco was Canada's uranium darling and I always wanted to own this gem. But the problem was, Cameco always fetched a high price, and I hate paying top dollar - even for a great business.

Continue reading Global gains: A Canadian 'gem' at Cameco (CCJ)

Global gains: A Canadian 'gem' at Cameco (CCJ) originally appeared on BloggingStocks on Mon, 25 Feb 2008 13:47:00 EST. Please see our terms for use of feeds.

"The last technical bastion of bullishness had been the 1490 support level on the Standard & Poor's 500 Index," notes David Nassar. In his Marktwatch Technical Indicator he observes, "That level had held numerous times, despite a deteriorating technical picture from the other indicators."

Now, he notes, "It has now given way. This now leaves a wide area of resistance on the S&P 500 chart, from 1490 up to 1520. It will likely have trouble getting back through that area, because there were so many longs 'trapped" at those prices.'

The technical continues, "Market breadth (advances minus declines) has not been good lately. That's good news and bad news. It's bad news in that breadth continues to remain on a sell signal.

"However, it's potentially good news because -- once the breadth indicators get extremely oversold (and they're well on their way to doing that right now) -- lasting buy signals can eventually spring from deeply oversold readings.

"However, one must be careful about waiting for confirmed buy signals before making a speculative purchase. 'Oversold' does not mean 'buy.'"

Meanwhile, as for specific buy recommendations, Ashbaugh says, "Uranium Resources (NASDAQ: URRE) is a low-priced, volatile stock that broke out to the upside on Tuesday. Stock volume patterns are very strong, and there is support at 12-1/2.

"This is a 'hot' industry that is undergoing some consolidation. As a result, there are vague takeover rumors for URRE. The stock pulled back today to support near 13, giving us a convenient entry point.

"The options on this stock trade with wide markets, as they are somewhat illiquid, so be sure to stick to the limit. We recommend the URRE Dec 12.5 calls at a price of 2.10 or less. Stop yourself out on any close below 12."

Each day, Steven Halpern's TheStockAdvisors.com website features the latest investment commentary and favorite stock picks of the nation's leading financial newsletter advisors.

MarketWatch technician eyes Uranium Resources (URRE) originally appeared on BloggingStocks on Tue, 13 Nov 2007 15:15:00 EST. Please see our terms for use of feeds.

"Nuclear power is about to enter a new phase of rapid growth," says Tony Sagami. "Plain and simple, the demand for uranium is going to go through the roof."

"What's the best way to profit from this unstoppable trend?" he asks. In his Asia Stock Alert, he answers: Cameco Corp. (NYSE: CCJ). "The biggest producer of uranium in the world should be a cornerstone of your natural resource portfolio.

"According to the World Nuclear Association, there are nuclear power plants 34 under construction, 86 on order or planned, and 223 proposed. By 2013, 48 additional nuclear power plants should go into service, and over the next 10 years, an additional 100 plants will be built, with 40 of them in Asia.

"All those new nuclear power plants, of course, are going to need uranium. Next year, uranium demand is estimated to hit 83,000 tons. But according to the Uranium Information Centre, the world only produced 46,720 tons of uranium last year.

"We're talking about a huge increase in the demand for uranium and a severe production shortage. That is, of course, extremely positive news for uranium prices and uranium producers.

Continue reading Best energy ideas: Cameco (CCJ), the 'Saudi Arabia' of uranium

Best energy ideas: Cameco (CCJ), the 'Saudi Arabia' of uranium originally appeared on BloggingStocks on Sat, 20 Oct 2007 11:10:00 EST. Please see our terms for use of feeds.

"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.

Continue reading Cameco (CCJ): A power play in uranium

Cameco (CCJ): A power play in uranium originally appeared on BloggingStocks on Thu, 04 Oct 2007 11:21:00 EST. Please see our terms for use of feeds.

I've just returned from the World Money Show, where some 10,000+ investors gathered to learn about global investing. I had a chance to meet with many of the advisors who were featured at the show, and I have been highlighting some of their favorite investment ideas. To view all of the stocks featured in this special global report, click here.

Elsewhere in this global report, we feature the top South African stock from Adrian Day, editor of The Global Analyst. Here, he looks north of the border to a top pick among more speculative Canadian-based, global exploration play.

He explains, "Altius (TSX:ALS) has its roots as a prospect generator, focusing on mineral-rich but under-explored Newfoundland and Labrador. It has grown beyond that, but still looks at opportunities to grow, using other people's money to advance projects and minimize its risk.

"And it still generates properties; recently it staked three new uranium properties in central Newfoundland and a nickel property in the east with a plan to advance to a joint venture or strategic equity stake.

Altius has seven main assets now, four of which are joint-ventures or minority interests developed through staking, including 10% of Aurora Energy, 30% of London-listed Rambler Metals, and a uranium property in western Newfoundland, joint-ventured with JNR Resources.

"Altius also owns a royalty on Inco's Voisey's Bay nickel project, which started operations just a year ago. This will generate about $1 million a quarter to Altius, with no cost, at today's nickel prices. This multi-decade project has plenty of exploration upside and great leverage to nickel prices.

Continue reading Global gains: Altius goes prospecting

Global gains: Altius goes prospecting originally appeared on BloggingStocks on Mon, 19 Feb 2007 14:30:00 EST. Please see our terms for use of feeds.