Uránový sektor netreba opúšťať
Súčasná cena (vybraných) uránových spoločností nezodpovedá ich fundamentom. Akonáhle sa po japonskej katastrofe trhy upokojia, akcie opätovne začnú reálne odrážať zisky spoločností. Pre prezieravých investorov to bude dobrá príležitosť k zhodnoteniu investícií.
As for uranium stocks, current share prices are completely divorced from underlying fundamentals. Once the noise in the market created by the Japanese catastrophe is gone, stocks will once again reflect earnings - and while sales to one reactor in Japan may slump, the world's other 439 reactors will be as hungry as ever for uranium fuel.
The tragedy in Japan, and subsequent fear in the market, has presented us with the opportunity to invest in several well-managed and fundamentally sound uranium companies. For well-informed investors with the patience to tolerate volatility for a couple of months, I think this could potentially be the single best opportunity to buy and hold uranium stocks.
Článok: www.smallcapinvestor.com/article/why-i-continue-to-be-a-uranium-bull/23146
18.04.2011
"Let me issue and control a nation's money supply, and I care not who makes its laws.” Mayer Amschel Rothschild
"History records that the money changers have used every form of abuse, intrigue, deceit, and violent means possible to maintain their control over governments by controlling money and its issuance." James Madison
