Betting BIG on Uranium Stocks? Watch This First.

[@Nanalyze]

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[@MartinD9999]

Good report. I bailed on uranium last year on a decent spike. Took my profit and left it in the rear view.

[@Nanalyze]

Glad you enjoyed the piece!

[@MSportsEngineering]

Thanks for the upload! Been here for a while and happy with my URNM investment.

[@Nanalyze]

Nice work man. You know what would be interesting? To see how the Sprott Uranium Miners ETF (URNM) compares against their physical uranium trust in terms of performance. That tells us if the risk of investing in miners results in added leverage. :)

[@MSportsEngineering]

@Nanalyze good idea. I have been buying since late 2021. 2 year: SRUUF +52%, URNM +38% 3 year: SRUFF +55%, URNM +42% In 21 and 23, there was a dividend. The 3 yr annualized return is 1.2%. This should be 47% total gain for URNM over that time.

[@Nanalyze]

@@MSportsEngineering Thank you very much for adding some good value around the topic. Intuitively it seems like the physical uranium asset would provide the best risk adjusted reward.

[@MSportsEngineering]

@@Nanalyzeyou're welcome. I agree. I will start looking at where it makes sense to enter a position.

[@jekatskin3860]

I am half Cameco half sprott, Cameco outperform lately

[@brandonklosterman2978]

Kameeco and nucleer

[@Nanalyze]

(Pens quick note to Joe's speech therapist.)

[@maxbreak147]

for the life of me I cannot make out if Joe is just trolling everyone with saying "nukelar"

[@Nanalyze]

The world may never know ;)

[@SchwuppSchwupp]

Great to see a little bit of interesting analysis of some balance sheet! I think it is as difficult to make it interesting as it is important to know something about that balance sheet analysis stuff. thx!

[@Nanalyze]

Yes we'll work in more nitty gritty details when they're both highly relevant and simple to explain (intuitive). Thank you for the feedback!

[@Jwasy]

Can you do an analysis on Moderna? It’s being hit very hard and I think it’s an amazing opportunity

[@Nanalyze]

We've covered them in the past but didn't care for the temporary nature of the pandemic thesis. This would be one to raise on our Discord server so the community can decide if they want it covered :) If you think it's an amazing opportunity the next step would be to shoot holes in that thesis. Value or value trap? Always a good discussion.

[@Y_Invest]

Nice video, all my best to you sir!

[@Nanalyze]

You're most welcome sir!

[@mk-ki3jc]

Daily conedy quota met. Thank you.

[@Nanalyze]

We always try to break up the mundane a bit. Finance can be dreadfully boring sometimes.

[@mk-ki3jc]

Goals met, mission accomplished.

[@ForProfit-x100]

I'm holding 55 DNN and 100 URG

[@Nanalyze]

Thank you for the info. This has been noted in our ongoing ledger of "all stocks people are holding ever." ;)

[@ForProfit-x100]

@Nanalyze your video came up in my feed and your video satisfied my confirmation bias for the day 🤣 have a good one! Great video

[@Nanalyze]

Thank you sir :)

[@sr-wn3vn]

$URA - let’s see how that works out

[@Nanalyze]

Charges 60 bps so bit spendy. Tracks the MVIS®Global Uranium & Nuclear Energy Index, the methodology of which would need to be reviewed to see how their selection methods work. Contains both nuclear and uranium plays so more holistic.

[@BrentSchmurda]

Hey Nana, sorry to hijack the comments but are you still keeping your BTC allocation at ≈2% ?

[@Nanalyze]

We discussed this in our quarterly webinar review which took place last week for Premium subscribers ;) If you're a Premium subscriber, drop us an email anytime with any question and we'll sic our least hungover MBA on it.

[@mk-ki3jc]

Joe is all about risk mitigation, so I'd assume yes, 2%, but give these guys your money. They will save you lots of time on DD

[@Nanalyze]

We'll send your commission check in the mail ;) In all seriousness, thanks for the kind words! -Wyatt C.

[@PresidentBob1989]

😂 I just opened new positions on two companies: CJJ and SOBO last week after Trump won.

[@Nanalyze]

Saw on South Bow's latest deck they'll consider growing the dividend once dividends as a percentage of earnings have been reduced to below 100%.

[@PresidentBob1989]

@@Nanalyze the dividend is nice, but my thesis is on President Trump to restarting Keystone XL pipeline again, and get it done this time. Drill baby drill.

[@Nanalyze]

@@PresidentBob1989 Gotcha. Ideally they have a bull thesis that goes beyond the next administration's 4-year tenure.

[@PresidentBob1989]

​@@Nanalyze Right, but Keystone XL will be a stock jumper. I am currently up 150% this year and would like to continue this trend next year also.

[@Nanalyze]

@@PresidentBob1989 Always be sure to compare returns to an appropriate benchmark to gauge performance. Have a pre-defined reason to sell as well. Otherwise just hold. :)

[@adamm2716]

no plz no roast me

[@Nanalyze]

Your request has been granted. You may now enjoy immunity for 90 days after which time we reserve the right to roast accordingly. Carry on good sir.

[@adamm2716]

@@Nanalyze ty ser