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Description: The selloff in uranium stocks has prompted Encompass Fund manager Malcolm Gissen to add to his positions, he tells MarketWatch’s Laura Mandaro. Plus, Japan’s quake recovery is likely to slow demand for rare earths, but only temporarily.

Source: – video report

Date: 03/22/2011


Questions for discussion:

  • Summarize the investing strategies argued by Malcolm Gissen. 
  • Do you agree with his thinking?
  • What do think the nuclear power industry will look like in 25 years from today?
  • As such, how should investors respond?

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