Cameco & Canada Enter Uranium Agreement With India

1,103 views

Here’s the scoop. This has been a rumor for a while now, but India and Canada finally signed an agreement to deliver nuclear fuel to India for their power generation. This comes as India’s economy is (finally?) making it out of the 19th century and power requirements are growing.

Nuclear energy is on the way back in, because it has to be. Environmentalist groups are basically anti-everything, but they have upset the balance in one key aspect – a large block of the population, about half, believe that traditional carbon emitting forms of fuel will end all life on Earth.

While I’m sure Greenpeace would love to block every form of power generation conceivable, their victories against coal are going to create momentum for nuclear power. You cannot block the main source of fuel and also block development of all the other sources of fuel. I mean, advancements in solar are impressive, but we’re still in the midst of a decades long process of incorporating that into the grid. And let’s be honest, Greenpeace hates constructing those too.

The sane folks are going to slowly latch onto the anti-coal message (and by and large already have), but they aren’t going to embrace the hardcore environmentalist message…ever. So that means we’re going to get more nuclear power as public policy shifts to fuel diversification.

Japan restarts are being held up by some asshole judge. That’s actually fine for the Japanese for the moment since import pricing have presumably fallen sharply with the recent oil selloff. But how long do you really think that will last? Eventually power generation costs jump and they have to restart.

India is running to nuclear because growing nuclear is going to provide air pollution free generation, which they need same as China. My guess is CCJ stock jumped yesterday on confirmation that, yes, this is actually happening and not just a pipe dream.

A Free Sample Of The Income Investment Report

772 views

As a token of goodwill and affection, I have decided to hand out a free page from the Income Investment Report.

Feel free to click on the link to preview the research behind my ALDW position. Unfortunately, not all of the functionality will be operational, but that is the penalty of free.

To see the report in all of its raw glory, sign up for the service.

Happy Easter Weekend

3,297 views

Thank you for a wonderful week and best wishes to you and your family from here in the 9th Floor.

As the summer weather sets in, as much as it pains me to do so, I simply must insist you spend a little less time here. Check in once a day, but no more. You are excused to spend all day loitering about my office in rain showers.

Life is short friends, so free yourself to enjoy it.

I made just one move this week, buying ALDW. I have also identified a position which I may short, either directly or synthetically. I’ll decide next week what I want to do.

The next issue of the IIR will be out this weekend. Make sure those of you who are paying members check in to collect your issue. You can reach me either on my wall or at Cain.Thaler@yahoo.com.

Want to become a paying member? Simply click on the link to the Income Investment Report and follow through to receive 100 analyses per year over quarterly installations. We detail which high yielding positions you should and should not be buying.

God I Hate This Market

2,323 views

We had the greatest market of our short dumb lives, and you just couldn’t be happy with that could you? We awoke, for months upon months, every morning to find riches and spoils filling our coffers and bread lining our pockets. My what a terrible situation…(extra sarcasm)

Now we have the market from hell, rising out of bed every morning bracing ourselves, not knowing if we’re to receive a few hundred points up or a beating down. But it doesn’t really matter either way, because these moves are only here to screw with our emotions. At the end of the month, they all average out to a big load of nothing. Sweat and tears and kids crying at their shadows.

I want back my bull market and I want it back now. I’m tired of being on pins and needles every single freaking day, worrying about the financial state of affairs in countries whose names and languages I can barely pronounce quite literally on the other side of the planet. Over half the US didn’t even know these places existed 5 years ago.

The currency markets and interconnectedness of trade is just ridiculous. It was bad enough going to war with these places on a global scale just a century ago. Now a smog laden city with a hand-washing problem in China gets a cough and I get rewarded with a sell-off in Chicago. Greece, inventors of public corruption, exercise their trade and I get a bond selloff in New York. Africa – AFRICA! – sucks and Europe teeters from that…I mean what else would Africa have?

Screw it, let’s erect some trade barriers again. Globalization inevitably boils down to having to trust that illiterate countries are meticulous with paperwork and mafia run countries don’t have theft problems. It’s almost uncanny, really.

Interesting Move By ETP

1,872 views

Former position ETP just announced ink drying on an $816 million deal to sell retail gasoline assets to Sunoco; the second wave of such sales to Sunoco.

In a sense it seems like ETP is doubling down on their plans to serve as midstream logistics (notably to the Bakkens), oil prices be damned.

I really am very intrigued by certain key plays in the oil sector. I know they are a charred grounds right now, but that is historically where I make most my money anyway. I just happened to have had the bad fortune of being at ground zero when the sky lit up this time around. It happens, unfortunately.

There will be a few more energy sector ideas in the new issue of the IIR. I found one very tantalizing play which is completely shrugging off the US oil meltdown.

Next Issue Of The Income Investment Report Coming Soon

1,726 views

I have been busy working to finalize the next issue of the Income Investment Report. I will have you know that each issue is lovingly, painstakingly put together via a combination of analytics I have provided (the data engine of which is The PPT), which are then intensively vetted through an on the ground process.

With most financial newsletters (you know who you are), you get a computer algorithm – which an intern has kindly half-glanced at – telling you “XYZ stock saw earnings growth of #REF!% in 2014!”. This kind of offish offering is an embarrassment and I would never allow it.

Rather each issue is combed over by myself to ensure it passes muster.

You cannot reasonably expect an analytical approach on its own to produce winners all day long. The number of charlatans and hustlers outstanding dwarf the good…never forget that.

Accordingly, the number of false positives in any statistical work you undergo must be present. If you use a fair process to look for deals in a sea of liars and get only quality on the other side, you are being taken for a fool.

It is the job of the investor to carefully vet out the garbage. That is the second value we provide with this report. Make no mistake that we read hours worth of financial reports to make this happen, hunting for red flags and evidence that the metrics are misleading.

Cameco & Canada Enter Uranium Agreement With India

1,103 views

Here’s the scoop. This has been a rumor for a while now, but India and Canada finally signed an agreement to deliver nuclear fuel to India for their power generation. This comes as India’s economy is (finally?) making it out of the 19th century and power requirements are growing.

Nuclear energy is on the way back in, because it has to be. Environmentalist groups are basically anti-everything, but they have upset the balance in one key aspect – a large block of the population, about half, believe that traditional carbon emitting forms of fuel will end all life on Earth.

While I’m sure Greenpeace would love to block every form of power generation conceivable, their victories against coal are going to create momentum for nuclear power. You cannot block the main source of fuel and also block development of all the other sources of fuel. I mean, advancements in solar are impressive, but we’re still in the midst of a decades long process of incorporating that into the grid. And let’s be honest, Greenpeace hates constructing those too.

The sane folks are going to slowly latch onto the anti-coal message (and by and large already have), but they aren’t going to embrace the hardcore environmentalist message…ever. So that means we’re going to get more nuclear power as public policy shifts to fuel diversification.

Japan restarts are being held up by some asshole judge. That’s actually fine for the Japanese for the moment since import pricing have presumably fallen sharply with the recent oil selloff. But how long do you really think that will last? Eventually power generation costs jump and they have to restart.

India is running to nuclear because growing nuclear is going to provide air pollution free generation, which they need same as China. My guess is CCJ stock jumped yesterday on confirmation that, yes, this is actually happening and not just a pipe dream.

A Free Sample Of The Income Investment Report

772 views

As a token of goodwill and affection, I have decided to hand out a free page from the Income Investment Report.

Feel free to click on the link to preview the research behind my ALDW position. Unfortunately, not all of the functionality will be operational, but that is the penalty of free.

To see the report in all of its raw glory, sign up for the service.

Happy Easter Weekend

3,297 views

Thank you for a wonderful week and best wishes to you and your family from here in the 9th Floor.

As the summer weather sets in, as much as it pains me to do so, I simply must insist you spend a little less time here. Check in once a day, but no more. You are excused to spend all day loitering about my office in rain showers.

Life is short friends, so free yourself to enjoy it.

I made just one move this week, buying ALDW. I have also identified a position which I may short, either directly or synthetically. I’ll decide next week what I want to do.

The next issue of the IIR will be out this weekend. Make sure those of you who are paying members check in to collect your issue. You can reach me either on my wall or at Cain.Thaler@yahoo.com.

Want to become a paying member? Simply click on the link to the Income Investment Report and follow through to receive 100 analyses per year over quarterly installations. We detail which high yielding positions you should and should not be buying.

God I Hate This Market

2,323 views

We had the greatest market of our short dumb lives, and you just couldn’t be happy with that could you? We awoke, for months upon months, every morning to find riches and spoils filling our coffers and bread lining our pockets. My what a terrible situation…(extra sarcasm)

Now we have the market from hell, rising out of bed every morning bracing ourselves, not knowing if we’re to receive a few hundred points up or a beating down. But it doesn’t really matter either way, because these moves are only here to screw with our emotions. At the end of the month, they all average out to a big load of nothing. Sweat and tears and kids crying at their shadows.

I want back my bull market and I want it back now. I’m tired of being on pins and needles every single freaking day, worrying about the financial state of affairs in countries whose names and languages I can barely pronounce quite literally on the other side of the planet. Over half the US didn’t even know these places existed 5 years ago.

The currency markets and interconnectedness of trade is just ridiculous. It was bad enough going to war with these places on a global scale just a century ago. Now a smog laden city with a hand-washing problem in China gets a cough and I get rewarded with a sell-off in Chicago. Greece, inventors of public corruption, exercise their trade and I get a bond selloff in New York. Africa – AFRICA! – sucks and Europe teeters from that…I mean what else would Africa have?

Screw it, let’s erect some trade barriers again. Globalization inevitably boils down to having to trust that illiterate countries are meticulous with paperwork and mafia run countries don’t have theft problems. It’s almost uncanny, really.

Interesting Move By ETP

1,872 views

Former position ETP just announced ink drying on an $816 million deal to sell retail gasoline assets to Sunoco; the second wave of such sales to Sunoco.

In a sense it seems like ETP is doubling down on their plans to serve as midstream logistics (notably to the Bakkens), oil prices be damned.

I really am very intrigued by certain key plays in the oil sector. I know they are a charred grounds right now, but that is historically where I make most my money anyway. I just happened to have had the bad fortune of being at ground zero when the sky lit up this time around. It happens, unfortunately.

There will be a few more energy sector ideas in the new issue of the IIR. I found one very tantalizing play which is completely shrugging off the US oil meltdown.

Next Issue Of The Income Investment Report Coming Soon

1,726 views

I have been busy working to finalize the next issue of the Income Investment Report. I will have you know that each issue is lovingly, painstakingly put together via a combination of analytics I have provided (the data engine of which is The PPT), which are then intensively vetted through an on the ground process.

With most financial newsletters (you know who you are), you get a computer algorithm – which an intern has kindly half-glanced at – telling you “XYZ stock saw earnings growth of #REF!% in 2014!”. This kind of offish offering is an embarrassment and I would never allow it.

Rather each issue is combed over by myself to ensure it passes muster.

You cannot reasonably expect an analytical approach on its own to produce winners all day long. The number of charlatans and hustlers outstanding dwarf the good…never forget that.

Accordingly, the number of false positives in any statistical work you undergo must be present. If you use a fair process to look for deals in a sea of liars and get only quality on the other side, you are being taken for a fool.

It is the job of the investor to carefully vet out the garbage. That is the second value we provide with this report. Make no mistake that we read hours worth of financial reports to make this happen, hunting for red flags and evidence that the metrics are misleading.

Previous Posts by Mr. Cain Thaler