 Monday, August 25th, 2008 Dear Fellow Investor, With election season now kicking into a higher gear, the real issue of 2008 has suddenly grabbed the center stage. It's the energy crisis and it's changing the political landscape. But that is what happens when energy prices skyrocket, wallets slam shut and our economy gets crippled in the process. So people worry... people get angry... and suddenly people demand answers. And who can blame them? Meanwhile, sensible people have agreed that while there is no one solution to the problem, everything that we do have needs to be thrown at it. That includes a much bigger role for nuclear energy in the years to come. That's the edge for investors as the nuclear revival begins to take hold. And one company stands to benefit... in a major way. We're calling it the "government-aided nuclear monopoly," and it's about to turn one stock into an easy double bagger. You can learn all about it in the following free report. Good investing, Brian Hicks Publisher, Gold World "Expanding nuclear energy is one way that we can actually [reduce] reliance on fossil fuels in a big way." "There are 104 plants right now. We probably should have, as a nation, 200 or 250 plants. Now that's a long-term prospect."
Dear Fellow Investor, While most Americans have been fixated on oil and the cost of a fill-up lately, America's "other energy crisis" has gone largely unnoticed by the thundering herd.I'm talking about a potential future shortage of domestic enriched uranium that could put the U.S. at the mercy of imports again in the future... that is, unless we do something about it, at once. You see, while everyone knows we're emboldened to foreign oil, fewer of us are aware of this startling fact: We currently import some 92% of the enriched uranium necessary to run our domestic nuclear plants. It's a current danger that we can ill-afford... and Washington knows it! What's more... The situation will get worse once a 20-year program with Russia called Megatons to Megawatts runs its course in 2013. After that, all bets are off. We could be completely on our own, unable to meet our own needs. That's where our "government-aided nuclear monopoly" enters the picture... and why its share price is set for an extraordinary run-up. Because just like Freddie and Fannie, this is one monopoly that's too important to our security to fail. According to the EIA's 2007 Uranium Marketing Annual Report:
The reality is, the government won't let it fail. You see, without this former "government-sponsored enterprise," there would be no domestic producer of nuclear fuel. And that's simply unthinkable in today's world. And that is precisely why the U.S. government has every interest in aiding this nuclear power house... and why Uncle Sam is literally helping the company build the kinds of moats Warren Buffett would be proud of. Plus, with America right now on the brink of a nuclear renaissance, this is one domestic monopoly squarely in the right place at the right time. The nuclear tide is clearly turning... as the looming crises of energy and climate change force all of us to get sensible about nuclear. Here's how it's all unfolding... Peak Oil and the Nuclear Renaissance Of course, we wouldn't be talking about this at all if it wasn't for Peak Oil. Peak Oil, as it turns out, is actually one of the biggest investment opportunities we'll see this century. That's because huge sums of money will be needed to fix the problems that have sent the price of crude to the moon. And needless to say, numerous industries will benefit from these massive expenditures -- like our nuclear monopoly, for instance. In fact, the Peak Oil problem is now so serious that the International Energy Agency (IEA) estimates it'll take well over $22 trillion in spending -- worldwide -- to fix. Zogby Poll: 67% Favor Building New Nuclear Power Plants in U.S. Survey finds Americans more likely to support a nuclear power plant in their own community than a coal, natural gas or oil plant. That's a ton of dough... but the truth is that figure is probably just the beginning. So, in reality, $22 trillion is just the starting point on a journey that could easily double before it's all said and done. Those are the figures that have put alternative energy sources such as nuclear power on the uptrend while the energy complex climbs higher across the boards. That is what the energy markets are actually pricing these days as they come to the realization that Peak Oil isn't just the work of some lunatic fringe. It's real. After all, this is one cup that won't be passed. Which is why I'm so bullish on nuclear power investments these days... and why you should be, too. Take a look at nuclear's resurgence in this chart...  And despite the long shadow cast by those cooling towers in Pennsylvania, nuclear power--like it or not--is in the throes of a dramatic comeback -- one that promises to be a big issue in the Presidential elections this fall. When that happens, it'll be a stunning reversal of fortune for an industry that had to fight tooth and nail just to survive over the last two decades. Now consider this the next time you open your monthly power bill...
Now compare that to: · Coal at 2.37 cents per kilowatt-hour; · Natural gas at 6.75 cents per kilowatt-hour; and · Oil at 9.63 cents per kilowatt-hour The numbers don't lie. Nuclear power is the cheapest and most reliable power source by far... day or night... windy or calm. Nuclear power delivers. Nuclear's "Carbon-Free" Advantage That's right. Aside from being cheap and reliable, nuclear energy is also carbon free. That makes the industry an even bigger winner if cap and trade legislation becomes law. That's all part of the equation that has 17 companies preparing license applications for as many as 31 new U.S Reactors. (And that's on top of the 15 construction and operating permits already under review by the US Nuclear Regulatory Commission.) And while that doesn't exactly match the 112 new nuclear reactors that were built between 1957 and 1990, it is definitely the start of a trend... one that investors will soon catch wind of. You see, energy prices have simply gotten too high to stomach... and nuclear makes too much sense to ignore it. Nuclear Energy Powers the World... and, Now, Your Portfolio For investors, that means following a growth trend that is already firmly in place in the rest of the developing world. It's no secret that while America allowed its nuclear industry to wither on the vine out of fear, the rest of the world moved forward. While we dithered, everyone else kept building... and building... and building.
In fact, according to the Nuclear Energy Institute, as of March 2008, 30 countries worldwide were operating 439 nuclear reactors for electricity generation. Additionally, 35 new nuclear plants are currently under construction in 14 countries. Naturally, that includes numerous new plants in both China and India, where power demand is expected to nearly triple between now and 2030. But no matter where all these new plants will be built, the majority of them will be fueled with enriched uranium... which will inevitably become... The "End Product" of our Domestic Nuclear Monopoly You see, when this single company begins to open up its new production facility in late 2009, it will hit the market at precisely the right moment. Moreover, the U.S. government has basically set up the company with a protected U.S. market... by restricting cheaper foreign imports, largely from Europe. That includes a restriction on imports from Russia into 2020. But make no mistake... While this company may be aided by the federal government, it's certainly no start up. To the contrary, it has an established foothold... with its roots going back to the beginnings of the U.S. nuclear power industry. In fact, just last year this company supplied nearly 1/3 of the world's enriched uranium supply, fueling 150 reactors on 3 continents. All this while meeting over 50% of the U.S. supply. But as I mentioned earlier, that feat was only possible using fuel from old Soviet warheads... and that program is rapidly coming to an end. Without the program, only 12% of our enriched uranium would come from domestic sources. That has this particular company working feverishly on a plan to replace those resources before they run out for good -- one that will help the country rebuild its enrichment capacity before it's lost to foreign competition. Now, understand this... The plant itself has been costly and subject to big cost overruns. And without explicit government backing, investors have been harder to find. But with a $2 billion government loan guarantee likely on the way -- sooner rather than later -- the news itself will catapult shares of this vital company much higher... as investors begin to pour in on the announcement. This One Could Be a Double as the News Crosses the Wire! And here's the kicker... The stock price is cheap. In fact, it's trading well below both its book value and its cash per share. (But don't expect this key piece of the nuclear infrastructure to be on the bargain rack for long.) Fundamentally and technically, it's forming an investment springboard that will send its share price on a long, long run. The key, then, is catching it at the right time. And that time is now. But before you go any further, you have to ask yourself one critical question: Would you really let $49 stand between you and the insight that could double your money in a bear market? Now think about that for a minute. Because that's a micro-fraction of the fees and commissions investors dole out every year to their brokers and those 401K guys. Meanwhile all they do is spend half their day thinking of new ways to bleed you over a 10% annual return. And don't even think about trying to get one of those dinosaurs on the phone when you really need them. Fortunately, there's a better way... The Sure Way To Wealth My name is Steve Christ, and I developed The Wealth Advisory newsletter specifically for the individual investor. It's a weekly look at the markets that matter, along with the detailed investment insights that winning portfolios are made of. Because let's face it... Making serious money in the stock market is a ton of hard work. I'm not going to candy coat it for you. It takes patience, savvy, and a certain level of market smarts if you want to play with the big boys. And the cold hard truth is that if you don't possess each of these traits, the big boys will drain your portfolio dry. "Due diligence" simply can't be done by watching a show or two on CNBC. It just doesn't work that way. The market eats naive investors for breakfast. Sure, it might work for a while in a bull market, but in a bear market it is another story entirely. That's why I hope that you'll join The Wealth Advisory today. You see, the Wealth Advisory goes well beyond winning stock picks. We don't just deliver the stock recommendations that can help members build a lifetime of wealth. We know it's just as important to teach investors how to think for themselves... The Wealth Advisory Investment Philosophy As for our philosophy, it's as simple as the man who taught it to me over 25 years ago. And it has served me well ever since. We will look to buy stocks that have been heavily discounted and sell them at a time when others will pay any price. This was the philosophy taught to me by my uncle Charlie, a man who hadn't held a job, in the traditional sense, since the Great Depression. My uncle was very much out of the Benjamin Graham school when it came to investing. A few words from Steve's subscribers: "Keep up the good work!" Mike M. "Your 2006 call on the homebuilders was right on. It made me a ton." Peter K. "I remember when Steve started with Wealth Daily and I asked him a question on the housing market bottom. Steve was right on. I thoroughly enjoy his insights into the markets and look forward to his letter. Thanks for sharing your knowledge with us Steve." Ann P. "Thanks from one happy "lazy" investor. It works as advertised." Gerry L. Of course, if you were behind him in line at the grocery store that's the last thing you would've expected. But it's true-- he was a self-made man and he owed it all to his winning investment philosophy. "It's all about taking and managing risks," he'd say. "It's just that simple." "Figure that out, and you'll never have to work again." And to be honest, it's not much more complicated than that -- as long as you know how to keep your risks to a minimum. You see, if there is one thing that I have consistently discovered in talking to retail investors, it's this: they simply take on too much risk. And that, in the end, is what ruins their portfolios. That to me is the big lesson in it all. The markets really are more than happy to reward you. It's just a matter of having enough patience to protect your principal, and be willing to learn along the way. That much I'm sure of. So Here's the Bottom Line: If you are willing to part with a buck a week, you can gain full access to everything The Wealth Advisory has to offer, including detailed information on how to invest in our play on the 'nuclear monopoly.' I'll also include, at no charge, the following two new investment reports:
All for only $49 a year! And here's my guarantee to you: If, for any reason, you're not completely satisfied with The Wealth Advisory, the stocks in it, or the level of research presented, simply let me know within your first 30 days, and I'll personally refund every penny. No questions asked. And, by the way, you can hold on to my two newest investor reports. They're yours to keep. Now, look. If you're still on the fence, be assured... The Wealth Advisory has consistently posted impressive gains, at a time when other investment newsletters are struggling to come up with ANY positive returns. Bull market or Bear market... it doesn't matter. In fact, here's a peek at how we've done so far on our closed positions since we opened the service:
That's a cumulative gain of 290% vs losses of only 55%... or a net gain of 235%!
....Not bad for a bear market.
Your profit-hungry analyst,
Steve Christ Gold World, Copyright © 2008, Angel Publishing LLC, P.O. Box 84905, Phoenix, AZ 85071. All rights reserved. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. While we believe the sources of information to be reliable, we in no way represent or guarantee the accuracy of the statements made herein. Gold World does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. The publisher, editors and consultants of Angel Publishing may actively trade in the investments discussed in this newsletter. They may have substantial positions in the securities recommended and may increase or decrease such positions without notice. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info here, including our privacy policy and information on how to manage your subscription. |
The Best Way to Play the Nuclear Revival
