Cameco: One Of Few True Safe-Haven Stocks In Event Of Recession

RHJ Investment thesis

There is growing talk of an impending recession. It might be perhaps just certain countries that may experience it, or perhaps it could become a global one, which means that it is time to talk about safe haven investments. Generally, the sectors we automatically think about tend to be along the line of the consumer staples sector, as well as a few other potentially non-cyclical industries. Whenever the next recession will occur, most of the commonly held notions will fail, because this recession will differ from most recessions since WW2 in terms of causes, as well as consequences. Few industries will be unaffected, but uranium mining may be an exception. It is a non-cyclical commodity and Cameco (NYSE: CCJ ) is arguably the most solid, and least exposed company within the sector to a growing list of increasingly diverse risks. It is therefore my number […]

About the author: StockMan
Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.
Posting Guidelines
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!


No comments yet