I have been asked by many who visit my site www.ragingbullz.com to comment on investment strategy in the comming months and year. Also I have been asked to comment on current market volatility and current market headlines.
As an investor either personal or institutional we are constantly faced with dreaded market/segment consolidations, seasonalities , news casting, international economy jitters, politicking and market manipulation by the powers to be.
Rational investors decipher the mega trend , draw out a plan and stay the course.
Mega Trend That I like:
Uranium (U3O8) : This yellow cake has been in mega uptrend since 2001. I thank Jim Dines of for drawing my attention to this raging bull. From $14.50 per lb to $122 per lb without a dip in the last 5 years - unheard off.
One thing for sure we all agree that stocks market has been on a decend for last couple months.
I believe the current spot price does not reflect in the value to some good grade uranium stocks producers and near term producers.
By now I had imagined that Uranium spot price would be north of $145 .
We can put all uranium U3O8 buyers in one Starbucks Coffee Shop.
My gut is that Uranium producers are sitting out and watching the uranium futures at play. The enriched Uranium is a small component of a nuclear plants cost structure. Current spot prices may not have significant financial impact as much coupled will low price supplies locked in for a year or two.
But not for long. Rude awaking of supply shortage is in the making , (hopefully by the end of the year.)
However, in light of mega uptrend most of us should perhaps rebalance our portfolio to hold high quality current producers, near term producers and few explorers who are rich and prime for merger and acquisition.
Currently, I am in the process of rebalancing my Uranium portfolio to include not only quality uranium U3O8 producers or near term producers but quality heavy water producers and nuclear power infrastructure, equipment supplier stocks.
One should exercise caution on their uranium and related stock picks, because we can already see that the mining and exploration sector facing difficulty on the field attracting skilled tradesmen, mining services and meeting timely deliverables. You can already notice that some exploreres have gone quite with no drill updates and geological results.
For those who cannot stomach the volatility and are risk averse, you may chose Uranium Focused Energy Fund.
For latest relevant articles and a view of my portfolio please visit www.ragingbullz.com.
As always please share your thoughts and comments.
As an investor either personal or institutional we are constantly faced with dreaded market/segment consolidations, seasonalities , news casting, international economy jitters, politicking and market manipulation by the powers to be.
Rational investors decipher the mega trend , draw out a plan and stay the course.
Mega Trend That I like:
Uranium (U3O8) : This yellow cake has been in mega uptrend since 2001. I thank Jim Dines of for drawing my attention to this raging bull. From $14.50 per lb to $122 per lb without a dip in the last 5 years - unheard off.
One thing for sure we all agree that stocks market has been on a decend for last couple months.
I believe the current spot price does not reflect in the value to some good grade uranium stocks producers and near term producers.
By now I had imagined that Uranium spot price would be north of $145 .
We can put all uranium U3O8 buyers in one Starbucks Coffee Shop.
My gut is that Uranium producers are sitting out and watching the uranium futures at play. The enriched Uranium is a small component of a nuclear plants cost structure. Current spot prices may not have significant financial impact as much coupled will low price supplies locked in for a year or two.
But not for long. Rude awaking of supply shortage is in the making , (hopefully by the end of the year.)
However, in light of mega uptrend most of us should perhaps rebalance our portfolio to hold high quality current producers, near term producers and few explorers who are rich and prime for merger and acquisition.
Currently, I am in the process of rebalancing my Uranium portfolio to include not only quality uranium U3O8 producers or near term producers but quality heavy water producers and nuclear power infrastructure, equipment supplier stocks.
One should exercise caution on their uranium and related stock picks, because we can already see that the mining and exploration sector facing difficulty on the field attracting skilled tradesmen, mining services and meeting timely deliverables. You can already notice that some exploreres have gone quite with no drill updates and geological results.
For those who cannot stomach the volatility and are risk averse, you may chose Uranium Focused Energy Fund.
For latest relevant articles and a view of my portfolio please visit www.ragingbullz.com.
As always please share your thoughts and comments.
