Candian Gold Uranium Base Metal Plays for Americans

[VancouverGoinUp]

Hi Folks,

Introducing Longview Capital Partners. A globally diversified Resource Group which is trading at a 52 week low. One of their largest holdings Cue Resources has partnered recently with Cameco. The stock is followed by Peter Grandich. Note: Many US investors can only participate in Canadian Resource stocks through Pink sheets and OTC. Do your own due diligence and you will find these stocks trade on the TSX Canada's largest and most respectable exchange. As well if you want to look at the news feed you can go to

www.longviewcp.com (http://www.longviewcp.com)

http://finance.yahoo.com/q?s=LGVWF.PK

My second pick would be Pinetree Capital another stock in the space which was trading at a premium to NAV but now has fallen back to earth and ready to rise. This is a Jim Dines favourite

http://finance.yahoo.com/q?s=PNPFF.PK

Canada has some of the largest resources or "pounds in the ground" of anywhere in the world. Recently with the credit crunch and sub prime mess of the US coupled with increased investor paranoia regarding a recession there are resource/commodity stocks at fire sale prices.

China and India have burgeoning middle classes and they want all the same things that North Americans have enjoyed for years from things as simple as toasters to cars. The things we enjoy in life (materially that is) take an incredible amount of energy and resources.

I base my picks here is some basic assumptions

1. The US dollar will continue to fall making gold the only true currency
2. Greenhouse gases - the world will turn to Uranium and nuclear power or as Jim Dines states "face shivering in the dark:
3. Burgeoning China and India on an unprecedented growth of the middle classes
4. These stocks have been unfairly punished in the market
5. These stocks are not exposed to sub prime issues

Unfortunately Canadian stocks that trade on Canadian exchanges cannot be bought by Americans but these two stocks can currently be bought on the pink sheets. I'd love to change that but for now you can take solace that these two stocks trade on the TSX a very legit and largest exchange in Canada.

[Tulpen]

I would want to invest in uranum but the options are limited. The uranium holding company (U.TO) on Toronto holds uranium but trades at a premium.

[Lukester]

What about buying tranches of Vancouver rooftop condos with a "Uranium Call" included? I hear there are some new financial instruments planned by some CAANDIAN Bay Street firms, which consist of asset backed securities built out of AAA+ Vancouver Condo rooftop units, where they've filled the rooftop pool with Uranium tailings?

You get a triple play. Rising Canadian dollar, rising condos (poking right through the cloud cover and glowing at night) and rising Uranium. Sweet deal! :)

[zoog]

Hi Folks,

Introducing Longview Capital Partners. A globally diversified Resource Group which is trading at a 52 week low. One of their largest holdings Cue Resources has partnered recently with Cameco. The stock is followed by Peter Grandich. Note: Many US investors can only participate in Canadian Resource stocks through Pink sheets and OTC. Do your own due diligence and you will find these stocks trade on the TSX Canada's largest and most respectable exchange. As well if you want to look at the news feed you can go to

www.longviewcp.com (http://www.longviewcp.com)

http://finance.yahoo.com/q?s=LGVWF.PK

My second pick would be Pinetree Capital another stock in the space which was trading at a premium to NAV but now has fallen back to earth and ready to rise. This is a Jim Dines favourite

http://finance.yahoo.com/q?s=PNPFF.PK

Canada has some of the largest resources or "pounds in the ground" of anywhere in the world. Recently with the credit crunch and sub prime mess of the US coupled with increased investor paranoia regarding a recession there are resource/commodity stocks at fire sale prices.

China and India have burgeoning middle classes and they want all the same things that North Americans have enjoyed for years from things as simple as toasters to cars. The things we enjoy in life (materially that is) take an incredible amount of energy and resources.

I base my picks here is some basic assumptions

1. The US dollar will continue to fall making gold the only true currency
2. Greenhouse gases - the world will turn to Uranium and nuclear power or as Jim Dines states "face shivering in the dark:
3. Burgeoning China and India on an unprecedented growth of the middle classes
4. These stocks have been unfairly punished in the market
5. These stocks are not exposed to sub prime issues

Unfortunately Canadian stocks that trade on Canadian exchanges cannot be bought by Americans but these two stocks can currently be bought on the pink sheets. I'd love to change that but for now you can take solace that these two stocks trade on the TSX a very legit and largest exchange in Canada.

Good to see you branching out to other topics.

I became interested in uranium mining stocks about midway through the recent run-up. However, I soon realized, as you have noted, that about the only way these companies are available to American investors is on the pink sheets. My discount brokerage will not allow trading OTC stocks electronically; you have to call in to a broker, and they charge a higher commission for that. I didn't relish the idea of paying more than twice the commission on what I considered to be very risky stocks. Which is why they make it more difficult, to protect novice investors from ourselves.:D

[Lukester]

BTW Vancouver (apologies for my impertinent post), you can change your avatar any time you want all by yourself. Just post whatever expresses who you are. Just like Mega posts the homicidal maniac Malcolm McDowell from Stanley Kubrick's Clockwork Orange as his bloodthirsty (Mad Dog British) avatar, you too can be any kind of outrageous personage you wish. Of course you may like Gollum, but I wouldn't.

I owned a basket of uraniums for three to four years. I find no problem buying or selling them through a brokerage which specializes in international stocks. Yes the buy and sell commissions are high, but when you are building positions in stocks that run 20,000% I think a 4% commission is manageable.

[zoog]

BTW Vancouver (apologies for my impertinent post), you can change your avatar any time you want all by yourself. Just post whatever expresses who you are. Just like Mega posts the homicidal maniac Malcolm McDowell from Stanley Kubrick's Clockwork Orange as his bloodthirsty (Mad Dog British) avatar, you too can be any kind of outrageous personage you wish. Of course you may like Gollum, but I wouldn't.

I owned a basket of uraniums for three to four years. I find no problem buying or selling them through a brokerage which specializes in international stocks. Yes the buy and sell commissions are high, but when you are building positions in stocks that run 20,000% I think a 4% commission is manageable.

As long as you're not buying the ones that return negative 20,000%.;):eek:

One often sees the "victory lap" from people like Doug Casey about how this mining stock returned 1500% and that one 1000%. They rarely mention the many others that had feeble returns or dropped into a chasm. If you can afford to buy every uranium stock in the world (or gold, or silver, etc), you ought to do spectacularly well no matter how many of them post negative returns. If you only buy one or two, the odds of picking jaw-dropping winners are very slim.

[Lukester]

Zoog - I actually don't buy that - these small stocks obviously have enormous swings, but the point for investing in them has much less to do with momentum than it does with some very compelling fundamentals. "Risky microcap"in this sector does not do them justice.

When I started a uranium portfolio in 2004 I was severely underwater on several occasions - the point is, if the fundamentals are as compelling as Uranium is, and you've picked the "real" stocks and not the mere "story" stocks, you can realise some quite predictable returns as long as your holding time is minimum 3-5 years.

As for Doug Casey, I agree with you, and don't actually think very much of him. He has a tendency to be all wrapped up in himself and leaves his clients up in the air sometimes on close in buy and sell recos. He's also a callous hearted self preoccupied SOB, which I gleaned from reading his newsletters for a year until I canceled. Did not trust him.

The point about the "risky microcaps" in the Uranium sector that takes a little thinking about is that those microcaps ARE the Uranium sector. There are two or three large ones, but all the others who are "real" stocks really are the entire rest of the sector.

Therefore at some point if you believe Uranium will become an ever bigger story, these are the actual, bonafide candidates to become the mid-tier Uranium stocks. The sector is that tiny, and when you think how much the world will start depending upon it it's a little startling.

[huntercav]

Regarding trading on the TSX or TSX-V, I never had an issue with a transaction. The additional broker's fee was a minor inconvenience.