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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: $12.3100 on 2017-08-22

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Date Signal Expert Opinion Price
2017-08-10 DON'T BUY Robert Lauzon

The Japan accident took off a lot of demand for Uranium.  There has been a surplus of uranium out there from nuclear weapon dismantling and low cost countries’ production.  He sees the price of uranium more neutral over the next 6 months.


Price:
$12.320
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-24 WATCH Matt Kacur

It is a really tough industry.  The best they have done over 20 years is a 5% return on capital and it is at 1% right now.  He would look for it to come out of a cyclical bottom in return on capital.


Price:
$12.420
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-19 COMMENT Veronika Hirsch

If you want to own uranium, you own this stock because it is the pure play and the best play in the world for uranium. She doesn’t see demand coming back. The Japan story has been problematic. Every time there is a new plant supposed to be started, locals get involved and it gets killed. Also, periodically there are countries talking about switching out of uranium. She doesn’t see a robust demand for uranium.


Price:
$12.620
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-06-20 COMMENT Bruce Murray

Uranium is still one of the few ways to solve the world’s energy deficit if we are going to move away from hydrocarbons in a big way. The stock was hit by Korea announcing that they may shut down their nuclear power plants. However, uranium production is now below the price that most companies can produce it at. China is still moving ahead with a massive number of reactors, which will be bullish in the longer-term. Regarding their dealings with the CRA, the company believes that everything they did was rock solid with all the legal contracts in place. Dividend yield of 3.3%.


Price:
$12.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Fabrice Taylor

Uranium prices just keep sinking, without a bubble, which is dragging down this company’s share price. Although new power plants are coming online in some parts of the world, they are being closed in other jurisdictions. This is a world leader, but he is just not sure how long you are going to have to wait.


Price:
$12.630
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-12 COMMENT Christine Poole

You could argue that uranium prices have really topped out. Uranium has really come back a lot since the Japanese crisis a few years ago. The nuclear reactor is coming back on stream, but is very slow. A few months ago, a major Japanese utility company cancelled their contract. A lot of their business is long-term contracts. They are also having issues with CRA on tax returns from a few years ago, which is a big overhang on the stock. If you have a very long-term outlook, uranium prices should improve, but she doesn’t see any catalyst for it to get back to $17 in the near term.


Price:
$15.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-11 DON'T BUY Cole Kachur

Doesn’t know what the catalysts are going to be to move it up, other than it just getting so cheap that it would reach the point of capitulation and so cheap that people would start to buy it. They still have the CRA overhang, which should probably be resolved later this year.


Price:
$15.740
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-05 TOP PICK Brian Madden

The real game changer in his view was when the OPEC cartel opted to take about 2 million barrels a day of global oil supply off the market to support prices. The Kazakhstan state owned mining company who controlled 30% of the global uranium supply, curtailed production by 10% in early January, and that immediately tightened the uranium market. The stock actually responded prior to that, so there might be some element of a Trump bump in there. Uranium prices have strengthened from $18 a pound to $23, and long-term prices are much higher. Dividend yield of 2.7%. (Analysts’ price target is $16.)


Price:
$14.600
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-04-03 HOLD Keith Richards

The trend line was down for a couple of years.  Then it broke out.  It is consolidating after the breakout.  It needs some positive news.


Price:
$14.760
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-04-03 WEAK BUY Benj Gallander

China has a lot of plants potentially coming on line.  Uranium prices took a big beating and have come back somewhat.  There is a good chance they go up in the future.  He does not like CCO-T enough yet to buy it.  If you want to invest in this field, this is one to invest in.


Price:
$14.760
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-03-16 DON'T BUY Zachary Curry

They are selling to nuclear reactors, which take a long time to build and a long time to get going. The news out of Japan is certainly not constructive. He is not very positive on this. Feels natural gas is more cost effective, and is available in abundance.


Price:
$14.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-13 DON'T BUY Matt Kacur

Uranium is always difficult. Every uranium company has had a difficult time earning an acceptable ROC. This has a 4% ROC, and he would have trouble justifying the price.


Price:
$14.800
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-02 WAIT Jon Vialoux

The period of seasonal strength is October all the way through to January. The best months of the year are November and December. It bottomed in the month of November, ran up to January and has consolidated since. Now it is flagging. The chart is showing a consolidation pattern, nothing bullish or bearish, but it would suggest that break would be in the direction of the trend, which is higher. Wait for this to break.


Price:
$14.580
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-15 COMMENT Brian Madden

The world’s largest publicly traded uranium producer. The stock has been in a slump since the Fukushima disaster in 2011. Things started to change in advance of changes of the uranium market fundamentals last summer. Kazatomprom, Kazakhstan’s state owned mine, which owns 30% of the uranium market, decided to cut production by 10%, which will meaningfully tighten things. The price has responded. Cameco has a dispute with Canada Revenue on back taxes and transfer pricing, which is not going to go away in the next 12-18 months. They also have a dispute with the Tokyo Electric Power Company.


Price:
$15.510
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-02-02 DON'T BUY Lyle Stein

2.9% dividend.  Supply vs. demand, which dried up due to the Japanese nuclear accident.  He wants to avoid it.  It is not a commodity he wants to do.


Price:
$13.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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