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

To: Tommaso who wrote (7934)	2/16/2007 2:21:40 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 30237

Things do seem rather stretched if things like the VIX are any indication and the almost total absence of a perception of risk in the market is...worrisome. Either the world economy is more resilient than we thought or the Fed's ability to keep pumping liquidity into the system hasn't hit the wall yet. I did see that the last T-Bill auction did not go very well, apparently. So, I share your concern that something bad could happen, probably coming from a direction that nobody anticipates, that could put a serious damper on things. Liquidity in the small juniors suddenly evaporates and there we stand with a fistful of paper. Aw, jeez, why'd you have to awaken me from my reverie!

To: Tommaso who wrote (7934)	2/16/2007 2:39:09 PM
From: Lee333	Read Replies (2) \| Respond to of 30237

Tommaso Are you using ETF'S for your Bear Funds and if you don't mind could you list the names / symbols. Thanks Lee

To: Tommaso who wrote (7934)	2/16/2007 4:15:10 PM
From: energy_investor	Read Replies (5) \| Respond to of 30237

Tommaso, My take on the matter is that, if there is a market crash and everything takes a bath, you should still be relatively OK as long as you hold a fair proportion of UR stocks with UR in the ground. As I see it: 1) The world will still need electricity. 2) Global warming is still a threat. 3) There is still a shortage of Uranium for the next several years. I agree the juniors will take a bad licking, but IMHO that is why you should have only a modest proportion of exposure in these high risk/high return Ur stocks. My strategy is to have a fairly high number of good juniors but with modest investments in each ( Typically, my cost basis is $15k - $20k per junior and I have over a dozen). One last point, and I know it's obvious but it is worth repeating: Uranium is a terrific inflation and currency hedge ( now for the newer producers and increasingly for the big names -- ERA, BHP, RTP CCJ - who are changing the way they write contracts.) Although the spot is set in US dollars, it is increasingly world supply and demand which is running the show! As long as there is tight supply and strong demand, we have to do OK. If the US Dollar takes a beating, we still have to do OK ...IMHO. It isn't for me to advise you, but one risk you run with your strategy is waiting for the crash to happen and missing the big Uranium boat altogether. I did something similar in the mid 1990s with my 401(k). I became too cautious, played too safe, and missed out on some incredible returns. Fortunately I made up for it with my private equity investments -- but I have vowed never to make that mistake again. So, my friend, be of good cheer! Cheers Energy Investor

To: Tommaso who wrote (7934)	2/20/2007 3:32:12 AM
From: Postman	Read Replies (1) \| Respond to of 30237

What are your leveraged bear funds if I may ask? Even though I don't think the market will have a severe collapse it could have a correction sooner or later- All in all uranium is apparently going to be the saviour of the planet until science tells us otherwise- the trick is to pick the ones that will produce and sell it- I think LAM will be one of those- UMN has just announced that they could/should be producing 8 million lbs a year- I like and own WRI.V, their partner-