Cameco Corp (USA) (NYSE:CCJ)

I think nuclear power will become more popular in the future.

Uranium is slowly rebounding. Current oversupply will turn into undersupply within the next couple years. Cameco has a long-term (over 10 years!) contract with China. And India is planning to grow the use of nuclear energy 10x (from ~2% of electricity production to over 25%).

Down 26% over the last six months -- this looks like a good time to buy in.

Upturn inevitable. Attractive entry-point. Consensus very favourable.

There was too much negative press over the nuclear incident in Japan. Although the reactors/facility were 40 years old and do not represent the current technology we have today, no-one seems to notice. New reactors have an abundance of fail-safes to prevent a similar incident from happening. Once the shock from the Japanese incident dies down, countries will revert to uranium and its price will increase again. Cameco is the best company to be in for a situation like this.

I think uranium has been hit to hard because of the spot price and fukushima. It is trading at 16 times PE but due to the shortage, I think CCJ will outperform.

Uranium demand will rise as nations reconsider nuclear.

in my real portfolio

A bet on Nuclear energy and reactors that are being built in India and China

Nuclear power is on the rise, espicially in China and India. Uranium will become a high demand, low supply product in the next 2-4 years due to all of the new plants coming on line. Also, this stock remains damaged from Japan disaster, which too will fade in future years.

The nuclear sector still has not recovered from the Fukushima disaster. Germany's plan to abandon nuclear energy is highly ambitious, and is more of an outlier than a trend. It will make up for the unmet energy demand by importing from France, which is almost exclusively nuclear.

Value Play. Demand for Uranium is going up in emerging markets. This is probably the best company in the sector. Good Price to Book. This might go to $18 before it comes back around, but it looks like most of the downside is out of the stock compared to the upside.

This rating was originally for Uranium One (UUU.TO), but it seems Uranium One ticker is not accepted by CAPS. The closes proxy is Cameco (CCJ).
After Fukushima, Uranium spot prices dove, because of the fear that nuclear active countries such as China, Japan, France and Germany would shut down nuclear programs. To date, only Germany has changed its nuclear policies stance. While there is uncertainty around the long term (10-20 years) political viability of nuclear power, the picture is quite clear in the medium term. China plans to add to its 25 reactors, an additional 150. India, Russia also plan more reactors. The demand for uranium in the next 5 years will likely exceed supply. The HEU (conversion of weapon grade uranium to fuel grade) will expire in 2014, putting additional upward pressure on prices.

CCJ is the B.O.B. in the uranium mining sector. The uranium sector is highly oversold due to the Fukashima incident. Also, nuclear warhead recovery is tapering off. The price of uramium is supposed to double in 2-3 years

No more Earth Quakes Please...

This may not be the best choice in terms of growth for the Uranium sector. Been watching this one for months and finally we are at a price I want it at. Slightly speculative to say that uranium power is going to increase over the next few years, but in order to win at this game you need to be good at speculation.

Lowest cost base uranium producer

Best choice to replace oil, coal, etc... It is going to happen, like it or not.

Feel that the anti nuclear hype is being overplayed and will wear off soon.

Love it or not the world needs nuclear power in order to ween itself off oil