Mining Sector Ideas

[gfp927z]

Bigworld. Speaking of nuclear energy, there's been some wild activity among some US utility stocks with nuclear exposure. Check out the charts for CEG, VST, and TLNE --> straight up for months, mostly based on the idea that the rapid growth of AI / data centers will require the steadiness of nuclear power (article excerpt below).

Btw, just curious which stocks / ETFs you are using for nuclear exposure? Thanks. I have URA and NLR, and also got a small amount BWXT on Friday. BWXT has both US Navy exposure as well as the commercial side. It's had a big run, but has consolidated somewhat over the last month, although still not anything close to cheap.

CCJ seems like an obvious choice, though the broad ETF (URA) has over 20% in CCJ, so I figure that's one way to go, and URNM is another ETF. Both URA and URNM have high expense ratios though (0.69%, 0.75% respectively), but also pay a nice dividend (5.8% and 3.5%). Likewise with NLR, and it has some exposure to the nuclear utilities.

Fwiw, I had all these last Fall but then decided to exit, so missed out on much of the move. Now back in with small amounts (URA, NLR, BWXT). On the regular mining side I have RIO and PICK. Thanks for any additional ideas :o)


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