Uranium Stocks Awake Like Lazarus

The uranium ETF is at the highest levels since September, and miners in the space are showing signs of investor interest three years post-Fukushima, so is now the time to get back into the sector?

Jan 26, 2014 at 2:43PM

Uranium stocks have been laggards in the energy sector, largely due to concerns about safety issues after the tragic Fukushima incident in Japan. Since the event, there has certainly been investor aversion to the space, especially since Germany moved to abandon its nuclear program to focus on renewables. Yet that move has caused a surge in power prices, largely due to renewables maybe being asked to do too much too soon in the aftermath of Fukushima. With that said, subsidies galore in Germany are now being curtailed and lofty power prices remain, well, lofty. 

China recently announced it would put another five reactors into operation this year. Japan, yes the same Japan that experienced Fukushima, may restart 10 out of 50 reactors this year after safety reviews, according to Bloomberg News. Here at home, the U.S. is forging forward with supporting development of small modular reactors (SMRs). Add on top of that a growing concern about focusing on reducing global carbon issues, and nuclear power is quietly starting to regain investor interest. This, coupled with uranium moving above $35 per pound (still down from pre-Fukushima levels above $70), is likely behind the upside moves with above-average trading volume seen recently in shares of Energy Fuels (NYSEMKT:UUUU), Denison Mines (NYSEMKT:DNN), Cameco (NYSE:CCJ), Uranium Energy Corp. (NYSEMKT:UEC) and the Global X Uranium ETF (NYSEMKT:URA).

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4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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