Hopefully, the Japanese can get control of those reactors. If they do, there may be a little pop in the uranium stocks. That will likely be the last selling opportunity in those stocks, methinks. There will be no good news from that sector at least until 2013 when the Russians stop selling weapons grade uranium to the US government. This has been a significant souce of supply for many years. Even that might be easily replaced if Cameco's Cigar Lake mine gets fixed in the meantime.
I'm going to avoid the uranium sector for the forseeable future. But, this does make nat gas more attractive than it's been in years.....