All Posts Tagged With: "energy and oil"

Energy Q&A Part III: Investing in Uranium Stocks

Q: “I would very much appreciate your opinion and discussion of uranium mining stocks, as well as the future of uranium, in light of the oil price.”

I think that Denison Mines (DML: TSX) is a well-managed uranium mining company with great future potential. It’s a buy.

I think that Cameco Corp. (CCJ: NYSE) is a poorly managed company that is sitting on a great uranium reserve position. Cameco is a hold — only because I pray every night that someone comes along to buy it out and install new management.

I recently recommended Curtiss-Wright Corp. (CW: NYSE) to my Outstanding Investments…

20Jun2008 | Energy and Oil | Comments Off | Continued

US Agriculture Supply and the Coming Election

I received an article from Kevin Kerr the other day on our current US agriculture supply.

Here is the link:
http://biz.yahoo.com/rb/080609/markets_grains.html?.v=4

I like this…

“Worries about tight fundamentals, such as low stocks and high demand, was likely to continue feeding the rally in corn, market participants said.”

Gee, do ya think so?

Hey, over the weekend, parts of Indiana got hit with 10 inches of rain. Not exactly corn-weather, if you get my drift. Can’t do much planting in those conditions.

Stand by for an ag disaster this fall….

Also over the weekend, I was listening to a speech by Obama… He said that we’d solve our energy…

13Jun2008 | Energy and Oil | Comments Off | Continued

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