Energy stocks are getting more attention lately, and for good reason. Electricity demand is booming. On top of that, the ongoing conflict in Iran has put oil markets in the spotlight, and ExxonMobil (NYSE: XOM) stock has surged over 47% since the start of the year. Meanwhile, uranium miner Cameco (NYSE: CCJ) stock is down 11%. That divergence may be creating an opportunity. Is it time to forget about ExxonMobil and buy Cameco instead? I think the answer is yes. Here's why.
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