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


Opinion for Cameco Corporation (CCO-T)

Signal Price Bias Subject Owned

Doesn't expect the cigar lake to get going until 2010-2012. But they are the largest uranium producer and has the worlds largest deposits, so they are confident they will get this going. The key thing though is that they have long term contracts paying $35 a unit which are now rolling over and will continue to do that over the next 2 to 3 years. When they renew they will get the new prices which will give tons of cash flow. Suggests buying a cross section of the companies in this sector, as some are getting new contracts currently, (Denison Mines Corp DML-T sxr Uranium One Inc. SXR-T) Signing contracts today with $90 floors and no ceilings.

Alan Blake
Portfolio Manager, Smith Barney

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