Kashyap_Swamy

Why I'm Long Uranium and Nuclear / Power Engineering

I guess this means that investors have plenty of time to buy nuclear stocks. Until politicans are obsessed with solar energy, biofuels - clearly stocks like Cameco will languish. In the meantime, buy the solar and biofuel stocks!! :-)
I'm only half-joking here. Stock performance will depend on where the money is in the credible near future rather than a possible faraway scenario.

Someone Has to Lend in 2009: Ideas to Profit

While I agree with the macro thesis, I would suggest some additional research on individual stock names.
For example - Fluor (FLR) already trades at a premium to its peers and almost 50% of its backlog is in the refining sector which is under a lot of pressure to cut back capex. FLR is well-run company with excellent management but at this time, I would play the infrastructure theme with other stocks.