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Compiling comments that experts make about stocks while on public TV.

Cameco Corporation Stock Symbol: CCO-T

Notes:uranium/gold

Last Price Recorded: $15.8500 on 2017-01-19

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Date Signal Expert Opinion Price
2017-01-19 DON'T BUY John O'Connell, CFA

This has a couple of problems. There is a big tax liability outstanding, which is a substantial issue. The pricing of uranium is problematic. This is world-class in terms of its resource, but he just doesn’t think there is any pricing power. Thinks it is dead money.


Price:
$15.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-16 HOLD Jason Mann

He was short until November when it started to turn the corner.  It has taken off since then.  The valuation is a bit of a challenge for him.  The commodity is changing very quickly.  Uranium has come off its bottom.  On a price/momentum basis you could own it, but there has been a big move without knowing that cash flows will show up in the share price. Wait until earnings materialize.


Price:
$17.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-11 COMMENT Christine Poole

There has recently been a rally in uranium stocks. The general impression is that uranium prices have probably troughed at the $20 spot level. There is no near term catalyst to get the prices going up. It is unprofitable at this level for mines to be producing, and mines have been shutting down. Nuclear reactors have been very slow to start up with very weak demand for uranium.


Price:
$16.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-11 COMMENT Brian Madden

Owned this in the past, but sold it last fall. If bullish on uranium, this is one of the very, very few ways to play the trade. Physical uranium, unlike most other commodities, is restricted because it is dangerous and has uses in weapons production. This is the most liquid way to play an improving uranium market. It looks like the supply/demand balance is shifting heavily and moving closer to balance, and this company should benefit from that.


Price:
$16.370
Subject:
CANADIAN & FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2017-01-05 DON'T BUY Douglas Kee

Owned this years ago, and has no intention of buying again. The stock has done better with uranium and energy prices in general going up, but uranium is uranium. You read in the papers about 60 nuclear plants being built, but that was 6 years ago, and they are still having trouble bringing them on. He would avoid this.


Price:
$14.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-04 COMMENT Craig Porter

What would be a trigger to make you purchase this? This is a commodity that has been in decline for a decade. It really got hurt when we had the Fukushima tsunamis. Japan shut down a lot of the nuclear reactors. He would want to see Japan restart their reactors. There is a big supply of uranium available, and you have to question where the demand is going to come from.


Price:
$14.230
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-21 COMMENT Rick Stuchberry

This has really been spanked in the last 4-5 months, taking it down from $13-$14 to around $10, and it is now coming back. When watching some of the commodities, the recovery in some of them fits into the whole infrastructure buildout and fiscal policies. There is always demand for uranium, because all global reactors need to be refilled, and this company is the low cost one. At this price, you won’t hurt yourself, you just have to wait for materials to come back in again.


Price:
$14.050
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-06 BUY Brian Acker, CA

His model price is at $15.71, a 21% upside. It looks like it is going to go to $14.63. Pays a 3.43% dividend.


Price:
$13.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-12-05 HOLD Don Vialoux

It has been in a distinct downward trend for years.  Last year it did not do anything.  This year we have mild encouragement.  It is trying to bottom.  Short term momentum indicators are positive.  It moved above the 50 and 20 day moving averages. 


Price:
$12.950
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-12-05 COMMENT Alex Ruus

For a 5+ year hold? On a 5-year basis, even on a 1-year basis, he would say this is definitely a Buy. It has undergone a fair bit of pressure in the last year, which has to do with the Spot uranium price, which has been very, very weak. Also, they are going through a tax battle with revenue Canada.


Price:
$12.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-30 COMMENT Lyle Stein

This has had a rally in the last few weeks, and like all commodity stocks it participated in the post Trump euphoria. The price of uranium has been a significant disappointment. We really haven’t seen a cleaning out of excess supply. He would like to see significant announcements with respect to sustaining the life of these nuclear reactors in the US, and a reaffirment of the Japanese strategy to restart reactors.


Price:
$12.360
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-11-28 SELL John Stephenson

The price of uranium has basically gone nowhere but down over the years. It is very hard to see what would be the catalyst for this name. He would be looking to lightening up. The underlying driver is uranium prices, and you are not going to get a bump.


Price:
$12.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2016-11-15 DON'T BUY Christine Poole

She understands that the dispute with the CRA is still ongoing. The stock is quite depressed which is really a function of uranium prices. Uranium demand has been quite weak. There is no real near term catalyst. She would not be interested in buying this right now.


Price:
$12.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-14 HOLD Keith Richards

This is not a double bottom.  There was no distinctive bottom between two rallies.  The two bottoms should be more equal.  Materials are doing better with Trump and this one has broken its downtrend.


Price:
$12.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-11-10 DON'T BUY Gerard Ferguson

He is not sure it has bottomed.  He is going to look into it soon.  It will be impacted slightly by a Trump presidency.  Uranium is a clean burning fuel.  Trump is against it.  It could be dead money for years.


Price:
$12.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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