Deflation stocks

Fri, 2009/02/06 - 3:38pm | Your editor
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     Now that we all have bought our Areva CIP, I figured I had better tell you why it is a deflation stock (as well as of course a play on nuclear energy.) ARVCF.PK is, as noted yesterday, controlled by the French Republic. CIP means we own investment certificates, not common shares.

 

     Areva is also a total political football because it is state controlled. And in a deflationary environment, boy oh boy does the state take control.

 

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