URANIUM AND SPINOFFS
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average rating: 3.00 / 1 ratings
Created by ut9999
DESCRIPTION:

Date updated:05-12-2007

Objective is capital appreciation using long-term theme-based ideas.

Portfolio is split into 3rds.
1/3 focused on Uranium and metals
1/3 focused on emerging markets and spinoffs/takeover candidates
1/3 focused on sector concepts.

symbol name last price % change open
  • +
  • URPTF.PK
    Uranium Partc Cor
  • $6.3866
  • -1.04%
  • $6.43

Uranium closed-end play on the commoditiy. It is currently the only play for direct exposure to the commodity itself. This is the portfolios largest holding.

People owning URPTF.PK also tend to own: CTFRPTGYOCCXCSDDDIEEB

TheStreet.com Rating: No Rating What is this?

  • +
  • URRE
    Uranium Resources
  • $1.01
  • -2.88%
  • $1.06

Producing uranium with significant assets and properties. Cost of production are high, but this should subside as management becomes more focused on stream-lining productions and increaseing effieciencies.

People owning URRE also tend to own: ABBAEMAEOBIDUDSXEMCFMCN

TheStreet.com Rating: D What is this?

  • +
  • STHJF.PK
    Strathmore Minera
  • $0.5555
  • +1.00%
  • $0.5644

Tremendous assets and property potential. Will split/spinoff into 2 businsess, 1 focused on the developement of US properties, the other focused on Canadian propeties. Volatile play but tremendous upside. Tied for 2nd largest holding.

People owning STHJF.PK also tend to own: APCAPPAUYAVNXBMDCBICOLM

TheStreet.com Rating: No Rating What is this?

MOLYDBENUM play that invests directly in exploration company's, smalll firms currently producing and the alloy itself. Volatile play but the metal is used in strengthing steel, oil pipelines and a variety of other industrial appilications.

People owning SMPCF.PK also tend to own: CSDDDIEEBEWAEWMEWSFXI

TheStreet.com Rating: No Rating What is this?

  • +
  • DDI
    Wisdomtree Intern
  • $21.839
  • +0.36%
  • $21.73

International infrastructure play for a growing and demanding world economy. Descent yield as well.

People owning DDI also tend to own: CSDEEBEWAEWMEWSFXINMX

TheStreet.com Rating: No Rating What is this?

  • +
  • XLU
    Utilities Sel Spd
  • $29.25
  • +0.45%
  • $29.05

Sustained, yet growing demand for electricity makes XLU a solid play. Descent yield and good indirect exposure to nuclear/uranium assets.

People owning XLU also tend to own: AAPLACHADRECEOCHLCOGOCTRP

TheStreet.com Rating: No Rating What is this?

  • +
  • CSD
    Claymore Beacon
  • $18.04
  • -0.72%
  • $18.04

Straight play on spinoffs. I use CSD when I have cash on the sidelines that i want to put to work, which keeps the portfolio committed to the overall strategy.

People owning CSD also tend to own: DEFNFOOTPPKWCVYDFEDNH

TheStreet.com Rating: No Rating What is this?

  • +
  • EWA
    Ishare Msci Austr
  • $23.30
  • -0.94%
  • $23.06

Tied for 2nd largest holding. Democratic, capitalist society that has both international exposure as well as mining and financial exposure. Great play on Macquarie Bank and their various infrastructure vehiicles and global reach. Terrific yield and expanding economy make this a great addition to the portfolio.

People owning EWA also tend to own: GABTXPHOSAGBXSFVBXUAASPVHAL

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Start Price

Return Value

Start Date

URPTF.PK 15.5465 -58.92% Apr 10th
STHJF.PK 4.617 -87.97% Apr 10th
EEB 32.99 +29.13% Apr 10th
EWM 11.53 -4.94% Apr 10th
EWS 13.20 -13.86% Apr 10th
FXI 108.29 -58.81% Apr 10th
EWA 27.35 -14.81% Apr 10th
XLU 41.01 -28.68% Apr 10th
NYX 96.20 -73.22% Apr 10th
NMX 127.49 ------ Apr 10th
URRE 9.67 -89.56% May 12th
SMPCF.PK 5.67 ------ May 12th
DDI 33.73 -35.25% May 12th
CSD 29.44 -38.72% May 12th

Average return:

-30.18%

Success rate:

8.33%

Deleted Stocks:

URRE.OB 9.25 +5.95% Apr 10th
PPA 19.67 +3.00% Apr 10th
ICE 127.95 +0.95% Apr 10th
CME 550.50 -2.58% Apr 10th

Tracking Started: 04-10-2007

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