Viewing Company Cameco Corporation | StockChase
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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: $14.7400 on 2017-03-27

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Date Signal Expert Opinion Price
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
2017-01-30 DON'T BUY John Stephenson

On uranium demand, the market is probably not going to come into balance until 2024 or so. It is hard to see how this company can do well when there is not going to be much of a lift in uranium. Expects it to be range bound for the foreseeable future in the $10-$15 range. It’s best of breed and he likes the name, but it is very hard without a resurgent in the uranium price. Doesn’t know why you would want to be a buyer of this.


Price:
$16.530
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
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
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