Bobwins re uranium:
I committed big bucks to the sector about 15 months ago. I have been in some stocks for the duration, and have been in and out of some. Sometimes my timing on a particular stock has been good, and sometimes not, but over this period of time almost everything has eventually done real well.
I have a feeling that before we have a better sense of who the real stars are going to be, the whole sector will be up another 50-100%. I am inclining toward the "bigger" players right now, because I think that funds and institutional money will be piling into the sector over the next year and will be limited in what they can buy. The announced merger of D E N. T O and I U C. T O has had a terrific effect upon the stock price of both, and I think part of the reason is that the two companies combined are large enough to attract some of that money.
Steve
