Review: Cameco Corporation (CCJ), Fiat Chrysler (FCAU), (YTRA)

We’ve got 3 stocks for you today that our team is bullish on — Cameco Corporation (CCJ), Fiat Chrysler (FCAU), and (YTRA).

Cameco Corporation (CCJ) is one of the largest uranium producers in the world, which makes it a great way to play the coming rebound in the uranium market. Back in 2011 the Fukushima disaster kicked off a 7-year bear market in uranium where prices collapsed 90%. But a nice bottom has been forming over the last few years and we think we’re about to get a bull again. Cameco is one of the best positioned companies to take advantage of this trend. We have a price target on it of $17, which is over a 50% increase from where it is right now.

Fiat Chrysler (FCAU) is crushing the rest of the auto industry is because of their Jeep Wranglers. While every other US auto manufacturer reported a decline in sales for April, Fiat Chrysler reported gains and smashed estimates. And it was all because of a 20% spike in Jeep sales. And that’s great for Chrysler because these are high margin vehicles which make them a lot of money. Our target for this stock is $30 dollars, which is another 30% higher from here.

Yatra Online (YTRA) is one of India’s leading online travel companies. The big reason we like Yatra is because our team is super bullish on India over the next few decades. As the indian population gets richer, they’re going to have a lot more money to spend on travel and vacations. And of course Yatra is perfectly positioned to take advantage of that. This is one of our highest conviction trades.

For more on each of these companies, make sure you watch the video above!

And as always, stay Fallible investors!

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.


Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.