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| BUY | | Largo Resources Ltd. | LGO-X | 0.450 | Highly prospective and very large vanadium resource in Brazil. Likes the company but they are going to have to raise a fair amount of money through equity and debt. Tough market for mining exploration and development. Vanadium prices are very strong and thinks it will stay that way. Very modestly valued. Could be a takeover prospect. | 2008-08-27 | |
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| BUY | | Western Gold Fields | WGI-T | 1.780 | Like most small cap gold stocks it has under performed pretty significantly. In the US, which is good. Had a production shortfall, which they are improving in the 3rd quarter. Low grade and one mine company but he likes it. Very experienced management. Traits that very little multiples. | 2008-08-27 | |
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| BUY | | Fairborne Energy Ltd. | FEL-T | 13.700 | Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow. | 2008-08-27 | |
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| BUY | | Vero Energy Inc. | VRO-T | 9.790 | A steady grower through the drill bit. Has done extremely well during high and low gas prices. | 2008-08-27 | |
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| BUY | | Questerre Energy | QEC-T | 3.050 | In the gas shale play in Quebec with Talisman (TLM-T) and Forest Oil (FST-N). Huge potential upside but not much downside protection. | 2008-08-27 | |
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| WEAK BUY | | Sabretooth Energy Ltd. | SAB-T | 1.990 | Basically oil/gas producer that it was going to sell most of its production and focus on the Montney region where they have very large properties and some very interesting high potential areas. Unfortunately they haven't sold as much as they wanted to. If things work out this is going to be a huge winner. | 2008-08-27 | |
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| TOP PICK | | Cal-Maine Foods Inc. | CALM-Q | 40.280 | Egg prices have gone up very substantially in the US because of fewer hens per cage. Company has had huge earnings growth. Trading at 6X trailing earnings. Pays about a 5% dividend yield. Extremely good value. | 2008-08-27 | |
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| TOP PICK | | Le Château Inc. (A) | CTU.A-T | 13.600 | Specialty retail clothing. Earnings were up 34% last year. Very flexible and can quickly handle changes in the marketplace. Yield of 4.6%. Pretty safe stock with upside. | 2008-08-27 | |
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| BUY | | Sterling Resources | SLG-X | 2.260 | Gas exploration primarily in the UK. Likes the company a lot. This is not a great market for exploration companies. Strong believer in this company. | 2008-08-27 | |
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| Comment | | Thermal Energy International Inc. | TMG-X | 0.275 | Concept stock. Provides equipment for big energy users to be able to use the waste energy and cut energy costs. Somewhat risky. Opportunities are huge. Just signed a $20 million contract a month or two ago. | 2008-08-27 | |
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| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | He is diversified in all sectors, not heavily weighted in one area. | 2007-10-30 | |
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| HOLD | | Falcon Oil & Gas | FO-X | 0.570 | He has followed this stock since it was at 30 cents. The company has been struggling and spending a lot of money. It is a high risk and high potential company. Recommends to continue to hold if you own. | 2007-10-30 | |
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| BUY | | Roca Mines | ROK-X | 3.840 | He believes it is a pretty good and pretty cheap. He is bullish on the price of moly. He likes the company a lot. He bought it at 3.20 or 3.30. | 2007-10-30 | |
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| HOLD | | Oilexco Inc | OIL-T | 17.240 | They like this company at Sprott. They have had great exploration in the North Sea and their production is growing. It is inexpensive. Stock will be a pretty good winner a year up. | 2007-10-30 | |
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| HOLD | | Timminco Ltd. | TIM-T | 16.000 | They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value. | 2007-10-30 | |
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| BUY | | Yamana Gold Inc. | YRI-T | 14.240 | Yamana is kind of a big cap right now. It is pretty good. It is a gold and copper player. Production in gold is growing very quickly. Believes it will do very well. | 2007-10-30 | |
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| WEAK BUY | | Wi-Lan Inc. | WIN-T | 3.800 | He has a small position in this stock. He thinks it is okay but wouldn't have a huge chunk in it. He likes it but doesn't love it. It is a good company and they like the management, but the stock is volatile. | 2007-10-30 | |
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| VAGUE | | Pacific Stratus Energy Limited | PSE-T | 13.900 | He has followed this since $3. He does own some. It is a very volatile stock now. Management is good. It is suitable but it is dependable on exploration success. | 2007-10-30 | |
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| TOP PICK | | Blue Note Mining | BN-T | 0.560 | Blue Note Mining is a penny stock. It is a zinc and lead mining producer. It is a significant producer. At current prices of lead they should be extremely profitable. They like it a lot. Bought it at 55 cents. | 2007-10-30 | |
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| TOP PICK | | Home Capital Group | HCG-T | 42.000 | Company has grown 36% a year over the last 13 years and the multiple has gone up. It is a great company. It is an alternative lending company.Their loan losses are low. Gradually getting into lower risk commercial mortgages. Bought around 35. | 2007-10-30 | |
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| TOP PICK | | Peerless Energy Inc. | PRY.A-T | 5.200 | Just bought it at 4.80. It is an oil and gas company, primarily oil. It has had 100% drilling success. Royalty rights are still low on the new wells. Evaluation is low. It has pretty good value. | 2007-10-30 | |
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