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| PAST TOP PICK | 4.200 | Charles Oliver, HBSc CFA | (A Top Pick July 29/10. Down 48.12%.) Has added to his holdings. | 2011-05-16 | |
| PAST TOP PICK | 5.290 | Jamie Horvat | (A Top Pick Dec 16/09. Down 56.16%.) Seems to be a disconnect between management and operations. Sold his holdings | 2011-04-07 | |
| TOP PICK | 7.980 | Charles Oliver, HBSc CFA | Gold production in Brazil. Small amount of net debt. Contrarian view is that it has been punished. Near its 52-week low. Production is growing from 155,000 last year, up to 200,000 this year and north of 300,000 next year and possibly 600,000 in the next 5 years.. Very cheap. | 2010-07-29 | |
| TOP PICK | 12.180 | Jamie Horvat | Gold production in the Iron Quadrangle in Brazil. Good growth profile with significant exploration upside. Potential to be 600,000 ounce plus producer in the next few years. Relatively cheap valuation. | 2009-12-16 | |
| BUY | 10.450 | John O'Connell, CFA | This would be his preference in the gold sector. Very rapid growing production profile. Plan to be an 800,000 producer in a couple of years. Currently producing 200,000. | 2008-05-15 |
