y***k
发帖数: 1078 | 1 Someone said that Uranium is mid/long-term bullish. Thus I put some
uranium tickers here. If there is a pull back in the next several weeks,
then it might be a good chance to load uranium related etf/stocks.
etf: URA/NLR/NUCL
stocks: URRE/URG/URZ/UEC/USU/CCJ
Some analysis:
Mega Trends for the Next Decade: Uranium and Nuclear Power
http://www.minyanville.com/businessmarkets/articles/uranium-min
uranium-stocks-investment-trend/11/10/2010/id/31050?
camp=syndication&medium=portals&from=yahoo
http://seekingalpha.com/article/230706-going-nuclear-again | y***k
发帖数: 1078 | 2 Buy the first batch of u*[email protected]. See if 1.40 can be held. Since
currently it is still in the down trend, this may be only for short term
trading.
【在 y***k 的大作中提到】
: Someone said that Uranium is mid/long-term bullish. Thus I put some
: uranium tickers here. If there is a pull back in the next several weeks,
: then it might be a good chance to load uranium related etf/stocks.
: etf: URA/NLR/NUCL
: stocks: URRE/URG/URZ/UEC/USU/CCJ
: Some analysis:
: Mega Trends for the Next Decade: Uranium and Nuclear Power
: http://www.minyanville.com/businessmarkets/articles/uranium-min
: uranium-stocks-investment-trend/11/10/2010/id/31050?
: camp=syndication&medium=portals&from=yahoo
| T**********s
发帖数: 647 | 3 loaded some URA today
【在 y***k 的大作中提到】
: Someone said that Uranium is mid/long-term bullish. Thus I put some
: uranium tickers here. If there is a pull back in the next several weeks,
: then it might be a good chance to load uranium related etf/stocks.
: etf: URA/NLR/NUCL
: stocks: URRE/URG/URZ/UEC/USU/CCJ
: Some analysis:
: Mega Trends for the Next Decade: Uranium and Nuclear Power
: http://www.minyanville.com/businessmarkets/articles/uranium-min
: uranium-stocks-investment-trend/11/10/2010/id/31050?
: camp=syndication&medium=portals&from=yahoo
| t*******o
发帖数: 1464 | | l******n
发帖数: 507 | 5 URA Vs. NLR http://etfdailynews.com/blog/2010/11/16/best-uranium-exposure-with-etfs-ura-nlr-ccj-exc/
The biggest difference between URA and the Market Vectors Nuclear Energy ETF
(NYSE:NLR) is the composition of their portfolios.
URA tracks an index concentrating solely on the uranium mining industry.
Meanwhile, NLR may have its largest exposure in the uranium mining stocks (
40 percent), but the ETF isn’t a pure play on the sector. NLR also invests
in nuclear generation (23 percent), plant infrastructure (19 percent),
uranium storage (5 percent) and several smaller narrow-market segments that
make up the remaining 13 percent.
The two ETFs’ country allocations also vary greatly. URA is heavily
invested in Canada (50 percent) and Australia (31 percent), with the U.S.
making up 14 percent, and the U.K. 5 percent.
The breakdown for NLR, on the other hand, is more diverse and U.S.-heavy,
with the U.S. accounting for 29 percent. This is followed by China (27
percent), Germany (22 percent), Taiwan (10 percent), Norway (8 percent) and
Canada a mere 3 percent.
While some of the funds’ top holdings do show some overlap, there are still
some noticeable differences. URA’s largest holding is the Canadian uranium
miner Cameco (NYSE:CCJ), which accounts for 18 percent of the portfolio.
CCJ is NLR’s No. 3 holding, and makes up just 8 percent of the portfolio.
URA’s No. 2 and 3 holdings (Uranium One and Paladin Resources) make up
another 25 percent of the ETF and are also top ten holdings in NLR. But NLR
’s top two holdings are actually utilities: Exelon Corp (NYSE:EXC), based
in the U.S., and Electricite de France, a French utility.
Choosing Your Uranium Exposure
Which ETF should an investor pick? It comes down to the goal of the
investment.
If you would like to profit from an increase in nuclear energy usage around
the globe, continued infrastructure expansion in the sector, as well as
heightened demand for uranium, then the best choice is the more diversified
NLR.
On the other hand, if you want a more targeted approach and would like to
leverage the supply/demand dynamics of uranium coming out of the ground with
mining stocks, then URA is the best choice. URA, I feel, offers the best
pure-play exposure to an array of individual uranium stocks not available on
U.S. stock exchanges.
URA does come at a slightly higher cost: Investors pay an annual expense
ratio of 0.69 percent, versus 0.62 percent for NLR.
But all things considered, given that the likelihood of rising uranium
prices and a sustained commodity bull market remaining high, I think URA
will benefit more than NLR, and so it remains my choice of the two. | P********n
发帖数: 372 | 6 how about URRE? dropped a lot today. should load some? | y***k
发帖数: 1078 | 7 Good article.
The following article seems also valuable:
http://goldstocktrades.com/blog/2010/10/21/time-to-buy-uranium- (It is pity that I didn't see it earlier.)
ETF
invests
that
【在 l******n 的大作中提到】
: URA Vs. NLR http://etfdailynews.com/blog/2010/11/16/best-uranium-exposure-with-etfs-ura-nlr-ccj-exc/
: The biggest difference between URA and the Market Vectors Nuclear Energy ETF
: (NYSE:NLR) is the composition of their portfolios.
: URA tracks an index concentrating solely on the uranium mining industry.
: Meanwhile, NLR may have its largest exposure in the uranium mining stocks (
: 40 percent), but the ETF isn’t a pure play on the sector. NLR also invests
: in nuclear generation (23 percent), plant infrastructure (19 percent),
: uranium storage (5 percent) and several smaller narrow-market segments that
: make up the remaining 13 percent.
: The two ETFs’ country allocations also vary greatly. URA is heavily
| c******o
发帖数: 282 | 8 我今天也买了URG 1.46,等着再加。中国现在也要增加核能，这个行情不会短的
【在 y***k 的大作中提到】
: Buy the first batch of u*[email protected]. See if 1.40 can be held. Since
: currently it is still in the down trend, this may be only for short term
: trading.
| t*******o
发帖数: 1464 | 9 铀的问题是，储量充足，不可能出现长期under supply的情况，所以决定价格的关键是
库存投放量，年初价格bottom的原因就是中亚某国决定向市场释放一批铀库存
2007铀价格猛涨之后，导致市场库存过剩。指望中国和印度的电力市场来消化这部分库
存。中国目前的政策是铀矿供给立足国内自给自足。目前没有向国际铀市场购买的意向。
所以我的结论是这波铀价格上涨仅仅是QE2的结果。无关供需。 | y***k
发帖数: 1078 | 10
Sold it to get some buffet money. As I said, I don't know if the market is
bottomed, so I hesitate to keep the long position for several days.
【在 y***k 的大作中提到】
: Buy the first batch of u*[email protected]. See if 1.40 can be held. Since
: currently it is still in the down trend, this may be only for short term
: trading.
| t*******o
发帖数: 1464 | 11 发信人: tanmaomao (坛猫猫), 信区: pennystock
标 题: Re: 铀价格走势图
发信站: BBS 未名空间站 (Wed Nov 17 10:01:56 2010, 美东)
铀矿 和 核能是两个板块
炒点不一样
铀矿股炒铀矿价格（通胀，供需关系），看第一大矿CCJ足以，占ETF绝对权重。
核能股炒技术输出，看销售订单，同时也收铀矿价格影响。
【在 y***k 的大作中提到】
: Someone said that Uranium is mid/long-term bullish. Thus I put some
: uranium tickers here. If there is a pull back in the next several weeks,
: then it might be a good chance to load uranium related etf/stocks.
: etf: URA/NLR/NUCL
: stocks: URRE/URG/URZ/UEC/USU/CCJ
: Some analysis:
: Mega Trends for the Next Decade: Uranium and Nuclear Power
: http://www.minyanville.com/businessmarkets/articles/uranium-min
: uranium-stocks-investment-trend/11/10/2010/id/31050?
: camp=syndication&medium=portals&from=yahoo
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