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Dec 18, 2018

Rarely do you see a decoupling of industry fundamentals from stock prices—but we're seeing it in the world of uranium right now.

Massive supply deficits will require a significant rise in the price of the underlying commodity to incentivize new production required to meet growing nuclear power demand…

But the...


Dec 10, 2018

The show must go on…

Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu.

Yep, I had the double whammy last week. But a good thing about being laid up in bed is I had plenty of quiet time to think. (See… I’m not always a contrarian!)

Market volatility is high—and it’s...


Nov 26, 2018

Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley…

Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can be well worth it.

But making a contrarian...


Nov 19, 2018

My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know.

Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged.

But we finally had a chance to meet face to face at the...


Nov 12, 2018

Jacob leegard went from professional poker player to full-time deep-value contrarian investor. It’s not such a stretch…

The contrarian approach requires a great deal of patience and risk/reward assessment…

And when you’re buying what everyone else is ignoring, you can only play your best hand… That means...