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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Tapcon who wrote (31010)	5/20/2008 4:46:41 PM
From: Jurgis Bekepuris	Respond to of 78708

Paul, I really liked nuclear energy as a counter to peak oil. However, I am less convinced about the need and ways to invest into it NOW. I will repeat some of your caveats as reasons: "NIMBY problem in US; very slow permitting process in democratic countries. Nuclear reactors VERY expensive to build." and "building itself is slow and long". It just seems that investments will be very very slooooow. Also, I am not an expert, but I think that most new reactors are going to be breeder reactors that produce their own fuel (more or less). I have a very tiny position in NLR for tracking of the field, but I really don't see a very good way to invest into the field. And I am not sure we will see explosive growth in any of the companies soon (or ever). I am late to the solar party and I will not invest there, since it is unclear which companies and approaches will win in the long term, but there is one HUGE advantage in that area: there are small-scale solutions that can be adopted without multimillion capital and time commitments. And such commitments are the bane of nuclear.

To: Tapcon who wrote (31010)	5/20/2008 5:38:11 PM
From: Paul Senior	Respond to of 78708

Uranium. USU looks like a value bet to me. I have recently bought a few shares and have open orders for more. Low relative (to itself) p/bk, low (relative to itself) p/sales, low forward p/e (per Yahoo). finance.yahoo.com