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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (41799)	3/16/2011 3:16:33 PM
From: Area51	Read Replies (2) of 78518

If EXC was indeed in freefall I would probably buy some as they are the premier US nuclear operator in my opinion (but looks to me like it is down 10%). Yes they have some reactors similar to the japanese plants but it is all about location, location, location. STM.TO and EFR.TO (uranium miners) are down 50% in 5 trading days, are that is more of what I think of as freefall. If I didn't have any exposure to uranium I might be tempted, but valuation is still not overly compelling in my opinion (especially the nuclear buildout is delayed significantly as seems a possibility). Besides which the Uranium stocks are notoriously volatile, and prone to emotional buying and selling, and I can't see a lot of emotional buying in the short term.

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