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Gold/Mining/Energy : Uranium Stocks -- Ignore unavailable to you. Want to Upgrade?

To: smh who wrote (3535)	10/27/2006 1:06:32 PM
From: onepath	Respond to of 30204

Good point.Those who are against uranium on strictly environmental concerns should look at the main alternative(as far as power generation)coal.What a mess that creates from mining to burning.We will have a much cleaner planet using uranium for power generation.

To: smh who wrote (3535)	10/27/2006 6:12:19 PM
From: Cogito Ergo Sum	Respond to of 30204

I would expect Coxe has decided that Iraq will continue to be a big unproductive mess and therefore nuclear is now likely to be more widely embraced... but what do I know :O) Al

To: smh who wrote (3535)	10/27/2006 10:02:15 PM
From: Condor	Respond to of 30204

Thank you to all for the Don Coxe summaries and comments etc. It was all interesting and helpful for myself and others, I'm sure. C

To: smh who wrote (3535)	10/28/2006 11:23:37 AM
From: siempre33	Respond to of 30204

There is a hedging war going on. Desperate brokers will try to pull every trick in the book to intimidate and persuade the miners to hedge zinc [or any other resource]. The miners who hedge will lose. It makes no sense to lock in dollar prices for real things in a time of hyperinflation! Part of the beauty of owning explorers is that they are too far away from production to even think about hedging. silverstockreport.com

To: smh who wrote (3535)	10/28/2006 1:12:21 PM
From: kurtwalter2	Read Replies (1) \| Respond to of 30204

I remember Coxe, many moons ago, being asked about uranium. He answered that most of the brokers on Wall Street were young and of a generation that remembered uranium mainly as something strongly negative - (Three Mile Island, bombs, radioactivity, nuclear waste, etc.) and uninformed about the positive aspects of nuclear power (Coxe did not mention this, but the French use of nuclear power comes to mind). Coxe has a very low opinion of WS traders, but he recognizes their power and their ability to label anything as politically incorrect. During the 3+ years I have been following Coxe, and making money of his advice, he has rallied against WS. An example of something he still considers ridiculous: the low P/E ratios of resource and commodity companies. BTW, in his latest Basic Points he now mentions agricultural commodities as rising stars.