Mining Sector Ideas

[bigworld]

gfp: I have a small position in UEC. I wish I had bought more. It's done really well. My biggest individual uranium stock is Cameco (CCJ). I have my eye on Denison Mines (DNN) but don't own any yet. And I have some URA. I'm getting influenced by BAR. I like good dividend plays now, especially in IRAs. You can't beat URA yield while you wait for capital gains. I view it as a core hold investment. I also own RIO for it's copper exposure primarily. The yield isn't bad either. I bought it in late 2021, saw it surge higher, then plummet below my buy in. But I held on. I'm currently green on the stock but I view it as a long term hold due to my hard asset focus. Electronics need copper. I have some COPX also for easy diversity in the copper space.