From the desk of Steve Strazza @sstrazza and Ian Culley @ianculley
In last week’s Commodity Report we highlighted the Uranium ETF $URA and promised to dig up some trade ideas within this outperforming group of stocks.
While everyone was enjoying the Labor Day weekend, barbecuing, and watching football - we were pouring over our Uranium universe to uncover the best risk/reward opportunities in the strongest names.
But hey, this is what we love to do!
So let’s dive right in and see what we found.
First of all, why do we like Uranium so much right now?
Both the Uranium ETF and the underlying commodity are showing leadership and breaking out of 6-year bases. That's more than good enough for us.
Now, let's look at some of the strongest stocks that we can use as vehicles to express our bullish thesis.
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