Uranium Participation Corp. (U.TO)

Price of uranium has come down. There is some question about how fast the Japanese will embrace uranium again. This is the one he would buy if he was playing uranium.

(A Top Pick March 13/13. Up 9.33%.) Likes this space better than ever. Chart shows a base building from early 2012 until late 2013 when there was a breakout. He is still in the space, but not this one. If you own, continue to Hold for 2-years.

This is basically tracking the price of uranium. You can buy this today at around $5.40 and you are effectively buying uranium at the current spot price of around $34-$35 a pound. Cost of new production is over $60. As you tighten supplies and demand continues to grow, he feels the price is going to move. This is a good levered way to play it.

Uranium stocks over the last 3-4 weeks have started to pick up. Their seasonal strength is from around the end of October through until usually January of each year. Chart shows there is a nice little period of seasonal strength taking place currently. This should continue until early January.

This follows the price of uranium. Doesn’t think the short-term outlook is terrific, but the longer-term outlook is very good. He follows Cameco (CCO-T) directly.

A direct play on the commodity. Forget mine risks and everything else. Basically, you are buying uranium at $34 a pound. Term price is $50 a pound and you can bring in new production anywhere from about $70 a pound. China is ramping up dramatically. Also, expects some restarts in Japan because they don’t have any substitute power. Expects uranium prices to move back into the $45-$50 range over the next 2 years.

It’s time to get into uranium. Industry needs $80. This gives access to Uranium market without risk of corporate performance. Just a warehouse full of uranium.

Is like a uranium ETF. It is trading at a discount of 7.5% to the net asset value. A lower risk scenario.

This is basically tracking the price of uranium. Thinks the worst is over for uranium. The bad news for Japan is over now so that is out of the market. This is a Buy & Hold product so you just have to be patient with it.

This is a direct play on uranium which is one of those sectors that if the market gets into trouble, will probably be unaffected.

(A Top Pick Dec 28/11. Up 5.73%.) With all that went on in the market last year, uranium came under pressure. Also, there was a lot of doubt whether Japan would restart their nuclear plants. Long-term the growth is there. Still thinks uranium prices will end up at $60-$70 a pound.

(A Top Pick Dec 28/11. Down 0.37%.) Hadn’t expected uranium to go down as far as it had. Long-term price has stayed at $60, but the spot price rolled down as low as $40 recently. This one started trading at a discount to NAV as well. Long-term fundamentals look great. (See Top Picks.)

(Top Pick Oct 28/11, Down 8.13%)