Cameco

CCJ

Market cap $51.6B

Cameco just reported a roughly 240% jump in annual earnings and raised its dividend a year early, and retail investors are cooling on the stock anyway.

Energy Transfer LP is a strong dividend-paying stock with a 7% yield in the fossil fuel midstream business. Cameco is a dominant and growing player in the global uranium and nuclear fuel industries.

U.S. electricity demand is projected to increase by 35% to 50% by 2040, driven by several factors. Uranium producer Cameco is well-positioned to meet the growing demand for nuclear energy.

The SPDR S&P 500 ETF has a very low expense ratio and moves in lockstep with the index it tracks. In the long term, the S&P 500 has always recovered and moved higher after each crash.

This week has started out poorly for nuclear stocks with Vistra down 3.1%, Constellation down 1.2%, and Cameco 2.4% as of 2:40 p.m.

Centrus Energy LEU and Cameco CCJ are both well-positioned to benefit from the accelerating global shift toward nuclear energy. Centrus Energy supplies nuclear fuel and services for the nuclear power industry, and is pioneering the production of High-Assay, Low-Enriched Uranium (HALEU).

The nuclear renaissance represents an exciting opportunity for  investors to allocate their capital to some of the most technologically advanced methods of electricity production.

Canadian company Cameco is one of the world's largest uranium miners with some of the best assets in the world. Its joint ownership of Westinghouse allows it to profit from almost the entire nuclear fuel cycle.

CCJ's Q4 EPS jumps 38% on strong Fuel Services and Westinghouse growth. Expanding long-term contracts strengthen future visibility.

Here is how Cameco (CCJ) and Ultrapar Participacoes S.A. (UGP) have performed compared to their sector so far this year.