Group 1 - Riverwater Partners' "Small Cap Strategy" underperformed the Russell 2000 Index in Q4 2025 and FY2025, primarily due to stock selection and an emphasis on high-quality stocks that lagged behind market trends [1] - The firm anticipates a more favorable environment for high-quality businesses in 2026 [1] - Centrus Energy Corp. (NYSE: LEU) was highlighted as a positive contributor, being the top performer for the year due to its strategic positioning in U.S. national security and nuclear energy independence [2][3] Group 2 - Centrus Energy Corp. (NYSE: LEU) shares traded between $49.40 and $464.25 over the past 52 weeks, closing at $302.37 on January 22, 2026 [2] - The one-month return for Centrus Energy Corp. (NYSE: LEU) was 18.90%, while it experienced a loss of 21.05% over the last three months [2] - Centrus Energy Corp. has a market capitalization of $5.507 billion [2]

Core Viewpoint - Centrus Energy Corp. (NYSE:LEU) is recognized as a solid investment opportunity, particularly in the context of the nuclear power sector, with a recent pullback in stock price seen as favorable for potential investors [1] Company Overview - Centrus Energy Corp. specializes in providing nuclear fuel components and enriched uranium products to nuclear power utilities [1] - The company supplies low-enriched uranium, which is expected to see increased demand, indicating a positive outlook for its business [1] Market Sentiment - Jim Cramer expressed confidence in Centrus Energy, noting that the stock is not overly expensive compared to other companies in the sector, such as American Electric Power [1] - Cramer highlighted that the stock is not highly speculative and has substantial financial backing, making it a good investment choice [1] Investment Comparison - While Centrus Energy is viewed positively, there are suggestions that certain AI stocks may present greater upside potential with less downside risk, indicating a competitive investment landscape [1]