Opinions
Mike Philbrick
MV Uranium+Nuclear Energy ETF
NLR-N
TOP PICK
Sep 26, 2025
$135.805
Stock price when the opinion was issued
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COMMENT
Pretty bullish on nuclear power. A lot of countries are realizing they cannot survive without nuclear power. US has a Passive Foreign Investment Income ruling, which basically states that if a foreign company has revenue, non-business venture, then that revenue must be sent out to shareholders. While you are getting a 12.2% yield today, you may get 0% tomorrow so you cannot buy this for yield because it may not be there, only for unit price appreciation. This would be a longer-term Hold.
E.T.F.'s
BUY
The whole nuclear energy theme has really jumped back into the spotlight. No matter what happens with tariffs and other things, we know that there will be expanded (perhaps exponential) demand for energy. Some of that will come from natural gas, and some from nuclear.
Making new highs. Big technical bases that can support higher prices. The ETF is a great way to play the space, and you don't take on too much business risk.
E.T.F.'s
AI buildout will require more power. Nuclear is round-the-clock energy, whereas solar and wind are not. Clean and carbon-free, unlike natural gas. This ETF has torque to some mining companies, as well as to some of the utility operators. A broader play on the power bottleneck that's emerging.