I think uranium stocks are in a normal consolidation / pullback right now. I believe a new bull market has started for uranium, although the first leg up (the easy money) appears to be over. I've sold some of my winners, but I'm keeping most of my uranium stocks for now. They seem to have been dragged down by the overall market the last couple of days.

The interesting thing about uranium is the stocks have had a pretty good run without the spot price of the metal moving much. I consider this very bullish, but I'd like to see what happens when the uranium price actually moves up (I'm convinced it will fairly soon). This contrasts with the gold stocks, which have been following the gold price fairly closely.