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

To: Madharry who wrote (41758)	3/15/2011 9:48:57 AM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78549

You are completely right Madharry, but fear freezes the minds of people. tomorrow I will have to stick my hand in the margin :) No more cash left. What is your opinion on Cameco and uranium? Georgi

To: Madharry who wrote (41758)	3/15/2011 10:02:12 AM
From: Spekulatius	Read Replies (3) \| Respond to of 78549

Rebuilding Japan will require materials, steel, concrete and lot's of other materials and quite a bit of fuel. I agree that a selloff in raw materials is unwarranted. I do not see a rebuilding effort requiring gold. I think US treasuries will be a source of funds for the Japanese rebuilding effort. As for the nuclear industry, I sadly believe that the LT out look is very bleak. Sure, existing reactors will continue to operate but they will be phased out sooner now (Take my word for it that it will be the case in Europe). I think the Korean will reconsider as will of course the Japanese.