Ticker

Yellow Cake offers low-risk, passive uranium exposure, currently trading at a 17–26% discount to NAV, making it attractively valued. Uranium's supply/demand dynamics remain favorable, with ongoing deficits, slow mine restarts, and ambitious global nuclear expansion targets supporting long-term price strength. YLLXF's recent 60-day buyback program enhances per-share uranium exposure, addressing prior concerns over…

SUMMARY The Fed is on hold as inflation concerns continue. The US Trend remains positive and has regained short-term momentum.

Big Yellow has seen its stock price nearly halve since its 2021 highs. big Yellow is a UK market-leader and benefits from an attractive real estate portfolio. Constraints on supply make the UK self-storage industry an attractive bet.

Big Yellow Group offers an attractive investment case with a 39% discount to NAV, a high dividend yield, and robust growth prospects. BYLOF is expanding its portfolio by 0.9 million square feet, targeting a 30% share price upside over the next few years, excluding dividends. Despite lower occupancy from new openings, rising rents and operational efficiencies support stable earnings and dividend growth.