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Thanks for the update again Saad. I am down a lot since the May highs, so I needed to hear this!

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Definitely not easy when the market tells you you're wrong every day.

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Jul 21Liked by Saad Khan

What are your preferred uranium equities these days? Any thoughts on holding URA for a longer timeframe? I'm not sure if it experiences decay like say UNG or BOIL for natural gas (which has killed me in the past).

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Jul 21·edited Jul 21Author

My largest position is in the Sprott Physical Uranium Trust. I also own EnCore Energy, Denison Mines, NexGen, Global Atomic and UR-Energy (which I recently initiated, and haven’t written about yet). URA is fine, URNM is better as it’s more of a pure play. There is no decay on those, but they have income tax liability from capital gains and also pay out a dividend at YE which can lead to some volatility, as they sell the underlying stocks to fund those obligations.

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