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Top related persons:
Kupperman - 3 it's - 3 Harris Kupperman - 2 Jared Woodard - 1 Woodard - 1 URA - 1 Canaccord - 1 George Gianarikas - 1
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Kazakhstan Uzbekistan Russia Ukraine NLR Canada Tidewater Saudi Arabia
Top related orgs:
Praetorian Capital Management - 3 Uranium Trust - 2 Praetorian - 2 Fund - 2 Uranium Trust Fund - 2 Energy - 2 Bank of America - 1 Cameco Corp - 1

Search resuls for: "Uranium Trust"


5 mentions found


☆ It's time to buy the dip in nuclear and uranium ETFs, Bank of America says
  + stars: | 2024-02-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Uranium stocks have cooled off in recent weeks, making this a good time for investors to jump in, according to Bank of America. Many of the biggest uranium stocks like Cameco Corp. are down about 14% in February. Since 2021 clean energy ETFs with heavy exposure to wind and solar power have suffered a sharp bear market ( > 30% losses and $2.4bn outflows), but over the same period investors added $2bn into uranium & nuclear power ETFs," Woodard said. An example of a uranium fund that is seeing such a blip is the Global X Uranium ETF (URA) , which is Woodard's top pick in this space. Another uranium fund that Bank of America is bullish on is VanEck Uranium and Nuclear Energy ETF (NLR) .
Persons: Jared Woodard, Woodard, URA, Canaccord, George Gianarikas, they've, Gianarikas, — CNBC's Michael Bloom Organizations: Bank of America, Cameco Corp, Uranium, Nuclear Energy, Public Service Enterprise Group, Uranium Trust Locations: NLR, Canada
☆ 'There's a lot of things that can go wrong': A market-beating hedge fund manager shares how he's preparing for chaos in 2024 — and explains why uranium will continue to soar
  + stars: | 2023-11-10 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
Prepare for volatility and chaos in 2024Kupperman's confidence in his hedge fund is inversely related to his outlook for the economy. "Recent geopolitical events, along with the collapse of bonds in many developed markets, seem likely to lead to an increase in overall market volatility," Kupperman wrote in his letter. If he's right about inflation, his hedge fund would be well-positioned to beat the market for a fifth consecutive year in 2024. "I do the same thing always, which is you buy cheap companies with really strong tailwinds and you hold 'em through the volatility," Kupperman said. For the last 18 months, Kupperman has been convinced that the future is in two commodities: oil and uranium.
Persons: Harris Kupperman isn't, Kupperman, I'm, it's, Wall, Valaris Organizations: Praetorian, Fund, Praetorian Capital Management, US, Uranium Trust Fund, Valaris, Tidewater Locations: Tidewater
☆ 'Insanity upside potential': A hedge fund manager up 734% since the start of 2019 highlights the best investing opportunity he's ever seen — and explains why the remarkable oil rally will gain steam
  + stars: | 2023-09-19 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Renewed optimism about the economy calmed demand concerns while expectations of the largest oil production cuts since 2007 started to sap supply. Saudi Arabia and its OPEC allies refuse to boost oil production, much to the chagrin of the US. And so that's why I think it's just really, really interesting. Boosting uranium production takes years, he added, so it may take years to fix the shortage. Oil-adjacent stocks are the second-largest part of the Praetorian Capital Fund, Kupperman said.
Persons: Harris Kupperman, Kupperman, it's, I've Organizations: Energy, OPEC, Praetorian Capital Management, Capital Fund, Uranium Trust Fund, Praetorian Capital Fund, drillers, Offshore Locations: Saudi Arabia, Kazakhstan, Uzbekistan, Russia, Ukraine
☆ 'It seems inevitable': A $254 million hedge fund manager warns that banking and fiscal crises are coming as reckless government spending gets out of hand — but investors can avoid the pain by making t
  + stars: | 2023-08-24 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
Investors should prepare for fiscal, banking, and energy crises, a hedge fund manager warned. And thanks to a strong performance in July, the $254 million hedge fund has risen 16.8% after fees in 2023. Oil prices came under pressure when government reserves were released, but Kupperman said that's not a viable long-term recipe for reasonable energy prices. He expects a massive spike in oil prices in either 2024 or 2025, which will greatly benefit companies tied to the commodity. The investing opportunity Kupperman said he's most excited about is uranium, which he's playing through the Sprott Physical Uranium Trust.
Persons: Capital's Harris Kupperman, he's, Harris Kupperman, Kupperman, —, He's, he'll, we've, Macrotrends Banks, it's, that's, Joe, JOE Organizations: Praetorian Capital Management, Praetorian, Fund, Treasury, Uranium Trust, Energy, Florida Panhandle Locations: Kazakhstan, Uzbekistan, Russia, Ukraine, Florida
☆ Uranium is having a 'renaissance.' What to know about it, and how to play it
  + stars: | 2023-04-07 | by ( Alex Harring | ) www.cnbc.com   time to read: +6 min
But despite the strong outlook for the commodity price, stocks and funds related to the commodity have not risen in lock step. The Sprott Uranium Miners ETF (URNM) and Sprott Physical Uranium Trust (SRUFF) are down about 7% and 4% so far this year, underperforming the broad S & P 500 , which has gained 6.5% . He said the Sprott Physical Uranium Trust is a smart play because it has the best risk-to-reward ratio in his eyes and has the benefit of holding actual uranium as opposed to just mining stocks. The company also manages the Sprott Uranium Miners ETF, which Huhn said has a larger emphasis on the mining stocks than the commodity price. Zuri-Invest's option is unique because it has a shorter settlement time and can be redeemed for either money or physical uranium, Huhn said.
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