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Pastimes : The Case for Nuclear Energy
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From: Sam Citron1/28/2005 4:33:52 PM
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Starting to get a diversified nuclear portfolio together. I think the storage safety issue still needs to be ironed out, but the signs are in place for a really big turnaround toward acceptance of nuclear in the American fuel portfolio.

So far I have positions in:

PEG (cheaper than EXC if you assume the risk that the merger may not get done for some reason)

CCJ (uranium)

BHP (uranium + nearly every other mineral and fuel)

MDR (Babcock and Wilcox sub)

SGR (Stone & Webster sub)

Any other ideas on good adds to a nuclear portfolio?

Sam
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