Energy Diversification

Uranium Miners Expected to Benefit from Falling Inventories

If there is any renewed interest in uranium in 2008, would we not expect Uranium One and Dennison to be more leveraged to this development?

These are both pure play uranium producers, with fewer hedging issues than CCJ has had. Uranium One has been hammered for other good, fundamental reasons. Perhaps CCJ is the "safe" play, but if you are looking to take a strong view, I would think there are better ways to go.

I don't own any of these but am interested in the logic of going with CCJ.