Michael Murray: What is fascinating to watch are the developments with e-cigarettes. Big Tobacco is playing a blinder

The past few weeks have been interesting for investors in uranium and tobacco.

9th March, 2014

The past few weeks have been interesting for investors in uranium and tobacco.

We saw the first signs of a comeback of nuclear power since the Japanese Fukushima earthquake - good news for uranium miners. And on the tobacco front we saw British American Tobacco (BAT) publish good results, with somewhat camouflaged insights on their e-cigarette venture.

Take uranium first. Last December, I explained why I had bought shares in the Canadian uranium miner Cameco....

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