Uranium One Inc.

(See comments under “Uranium”. Wouldn't be overweight in this for a few months.

Stock has been whacked over the last couple of days and this is a pretty good entry point.

He is very keen on uranium. Doesn't know this company but is playing uranium through Uranium Participation (U-T).

One of the few companies that are poised to bring uranium onto the market. Recently signed a contract where the uranium supply is going to be at spot prices, but with an escalating floor. Believes that uranium will continue going up.

They are close to production and are buying more assets in the northern US.

Spiked in Oct/Nov. Uranium stocks got re-valued higher when the Cigar Lake mine of Cameco (CCO-T) was flooded. Looking at supply constraints coming into that industry, uranium outlook is extremely strong. He is looking for a short-term over-valuation pullback. If you own, consider taking some profits.

An Australian Uranium company with assets in South Africa and Australia. They are about to come into production. Speculative.

Have recently added a couple of projects. Uranium prices should stay high for the next year or two.

The value for stock can go much higher than it is now. The stock can double its value.

The market for uranium should be quite strong. Has done reasonably well, but not in a position to get the markets attention.