Nuclear Seasonals

Two of the writers I like most Jake Bernstein and Larry Williams obsess over seasonal influences of investments.

I personally believe and would love to profit this year from the one that I'm confident in and that is uranium mining. They drill and explore in the summer and make public their results in late September through late November. The investors that got in early sell in the summer as a result of not knowing what the drill results will bring, but come late September, with information coming in, the big investors can accurately gauge the value of these miners. We, as somewhat smaller investors than the big boys, can profit by getting in ahead of them and hopefully they will put us on their shoulders for the ride of a lifetime. Now of course the results could be bad, but this industry is still small that if you focus on the bigger plays, they are more likely to strike great results which will add tremendously to the bottom line.

Now everyone knows that September is a horrible month for the market, but I'm not so sure concerning uranium (and, truthfully, about the market as well; excluding banks and REITs.)

So buckle up because I think we are going to see some merger mania of the bigger names this year. The top of this market was too sudden and the writing wasn't on the wall as Mr. Mitchell of hedge fund fame claims. He was correct about the mania surrounding uranium mining shares but not the inherent growth aspect that is like a speeding locomotive-once in motion HARD TO STOP!

And I think that governments haven't placed the words "monopoly" and "uranium consolidation" together, as governments never do in new industries until its too late at which time Mr. Rockefeller's saying that "instead of owning one great company, I now own eight." (this is a paraphrase by the way)