ValueTrend> Today’s article features two uranium stocks: Cameco Corporation (TSX: CCO) and Uranium Participation Corporation (TSX: U). Most of the time the two stocks follow each other but, when they diverge, it sets up a possible arbitrage opportunity.
eResearch> Keith Richards did not mention in his article that the U.S. Administration recently ruled that there will be no new trade restrictions on uranium imports into the United States. Removing this uncertainty is like lifting a dark cloud from the uranium industry which is already struggling with challenging global market conditions. The President also initiated a 90-day task force to analyze the state of U.S. nuclear fuel production and to have it make recommendations regarding enhancing domestic capabilities if necessary
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Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).
eResearch has summarized an article by Keith Richards of ValueTrend. Investors love the high-yielding REIT sector, but warning signs are appearing and, if they morph into sell signals, investors should take heed and, more importantly, take action. [more]
At PDAC 2025’s Investment Leaders Forum, panelists discussed key strategies for investing in small-cap mining companies. Moderator Kai Hoffmann led a conversation with Robert Cohen of Scotia Global Asset Management and Willem Middelkoop of the Commodity Discovery Fund. They emphasized the importance of technical expertise, geopolitical awareness, and strategic risk management. Topics included emerging discoveries in gold, copper, and uranium, as well as the role of critical metals like antimony. With M&A activity increasing and geopolitical shifts impacting the sector, investors must remain adaptable. Their bottom-up approach focuses on exceptional discoveries and long-term value creation in the resource industry. [more]
Clean energy transition is a topic of growing importance as the world seeks to address the climate crisis and decarbonize the global energy infrastructure. One critical mineral that often goes unnoticed but plays a vital role in this transition is uranium. This article summarizes a Technical Session by Alice Wong, Senior Vice-President & Chief Corporate Officer at Cameco, titled “Clean Energy Transition and Uranium”. [more]
