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  5. CCO: I am underweight in Materials sector and if I want to add some Uranium exposure. [Cameco Corporation]

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Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE
Asked by ZIM on September 16, 2024
5i Research Answer:
We like the uranium sector, and overall the demand outlook should continue to be favourable in...
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