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| Craig Porter of Altamira Resource Fund |
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| BUY | Harry Winston Diamond Corp. | HW-T | 42.600 | The highest margin mine in the world. The profits are just rolling in. They are buying a high end jeweler so they will have a marketing chain as well. A good core name to hold. | 2004-03-11 | ||
| BUY | Axmin Inc | AXM-X | 0.900 | An expiration gold that stock. It will be a while before the results start coming out, but starting the see some good grades. Will trade with gold as it goes up and down. As a good future ahead of it. | 2004-03-11 | ||
| BUY | Breakwater Resources | BWR-T (Dead) | 0.710 | Thinks the demand for zinc will start picking up. A pure play in zinc. Should do very well if you are a believer and zinc. | 2004-03-11 | ||
| BUY | Cameco Corporation | CCO-T | 61.000 | At a good entry point. They have a real smart strategy in that they are taking an interest in power plants. | 2004-03-11 | ||
| TOP PICK | Canico ResourceCorp. | CNI-T | 12.830 | A junior nickel play in Brazil. Operating costs are very low. Expects to be in production in 2006 which is the real peak squeeze in the nickel market. | 2004-03-11 | ||
| TOP PICK | Canadian Natural Rsrcs | CNQ-T | 72.950 | (A top pick Jun 2/03. Up 38%.) A great company. Well diversified. | 2004-03-11 | ||
| DON'T BUY | Canadian Oil Sands | COS-T | 40.750 | Had massive cost overruns on their oil sands project. Stock has dropped to the low $40's. Don't expect a huge outside from this point. | 2004-03-11 | ||
| BUY | Domtar Inc. | DTC-T | 14.900 | Dependent on the office sector which hasn't started to move yet. We'll probably start seeing some increases. Great management. Well diversified products. | 2004-03-11 | ||
| WEAK BUY | Dynatec Corp. | DY-T | 1.560 | Two main projects. Copper in Madagascar and nickel in Canada with Fort Knox. Getting good results on their nickel. Their Copper is lower grade and will take a lot of money to develop it. | 2004-03-11 | ||
| BUY | Eldorado Gold | ELD-T | 3.890 | Has been a solid growth company. Their future is in Turkey. They have two large deposits they can bring in over the next few years. Solid management team. | 2004-03-11 | ||
| HOLD | First Calgary Petroleums | FCP-T | 7.600 | A bit of a political risk factor involved because of assets in Algeria and Yemen. Would like to see more drill results. | 2004-03-11 | ||
| PAST TOP PICK | FNX Mining Company | FNX-T(Dead) | 7.210 | (A top pick Jun 2/03. Up 10%.) | 2004-03-11 | ||
| BUY | Ivanhoe Mines | IVN-T | 7.010 | Might be a good time to buy. Have a large deposit of copper/gold in Mongolia. Had a very cheap level. | 2004-03-11 | ||
| BUY | Norbord Inc. | NBD-T | 15.150 | Brascan is spinning out the OSB side to make it a cleaner asset for a takeover. Not a bad buy. | 2004-03-11 | ||
| PAST TOP PICK | PetroKazakhstan Inc | PKZ-T | 37.880 | (A top pick Jun 2/03. Up 143%.) There are still hiccups in the region which scares people away. Probably 6/7 X earnings compared to other companies at 15/20. Getting fully valued. | 2004-03-11 | ||
| WEAK BUY | Fibrek Inc. | FBK-T | 8.270 | Pulp has been battered for the last few years so they had to cut distributions. Recently, we have seen the commodity bottom. Looking for a price increase which will benefit this company. Pulp demand is going up. | 2004-03-11 | ||
| BUY | Tahera Corp | TAH-T | 0.420 | Will probably be the third diamond mine in Canada. On track for getting approval by the government. In 2/3 years you have an operating diamond mine. | 2004-03-11 | ||
| TOP PICK | Tembec Inc. | TMB-T | 10.600 | Probably the most levered company to pulp in Canada. Pulp has finally bottomed and is just starting to turn around. As solid company. | 2004-03-11 | ||
| BUY | Talisman Energy | TLM-T | 76.590 | Starting to get back into the growth phase again. Has always been relatively cheap. A solid company. | 2004-03-11 | ||
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| BUY | Baytex Energy Corp | BTE-T | 10.590 | Smaller % of distribution in order to keep a larger amount of cash flow in order to develop their assets. Distribution is safe this year. Good management. | 2004-03-11 | ||
| DON'T BUY | Ainsworth Lumberf Co. Ltd. | ANS-T | 29.000 | Very illiquid making it difficult to trade for fund managers.OSB panels have had a great run but can see them staying at this level. Good lumber Co., but tightly held by a small group of shareholders. Fully valued. | 2004-03-11 | ||
| WEAK BUY | Cabo Mining Enterprises Corp | CBE-X | 1.110 | An interesting company. Getting into the drilling side which is moving the stock up. It should do very well. Earnings will take a bit of time to come through. | 2004-03-11 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 2.660 | The market has been disappointed that management hasn't put any deals into the company. Other gas plays can offer better opportunities. | 2004-03-11 | ||
| DON'T BUY | Aur Resources | AUR-T (Dead) | 3.380 | Assets are good and generating a lot of cash. Management is a concern. One of the few copper plays in Canada. A lot of capacity. | 2003-06-02 | ||
| BUY | Compton Petroleum | CMT-T | 5.950 | A favourite. Exploration for new gas finds looks very good. Buying back a gas plant from Dynagy at a lower price. Under valued. | 2003-06-02 | ||
| DON'T BUY | Calvalley Petroleum Inc (A) | CVI.A-T | 0.460 | With their assets in Yemen and fear on anti-Americanism, refinancing has to be put on hold. | 2003-06-02 | ||
| TOP PICK | FNX Mining Company | FNX-T(Dead) | 6.410 | Should have fantastic growth in nickel. Should have good earnings over the next few years. | 2003-06-02 | ||
| BUY | IGM Financial Inc. | IGM-T | 27.800 | Mutual funds have been slow to recover, but thinks they wil come back. | 2003-06-02 | ||
| BUY | Inco | N-T | 28.670 | Great company. They have the only two nickel growth projects out there right now. | 2003-06-02 | ||
| BUY | Placer Dome | PDG-T | 14.800 | Good company. Strong asset base. Closing out their hedge book. Has new projects coming along. A possible takeover candidate. | 2003-06-02 | ||
| BUY | Power Corp | POW-T | 43.220 | Their holdings of Great West Life and Investors Group have been doing quite well. | 2003-06-02 | ||
| BUY | Tahera Corp | TAH-T | 0.130 | A long term position. Very cheap. | 2003-06-02 | ||
| BUY | Trans Canada Corp | TRP-T | 24.600 | Well positioned to get into the Artic pipeline system. Also have access to the McKenzie delta. Making good acquisitions and they should benefit well from their interests in the Bruce power plant. | 2003-06-02 | ||
| BUY | Aur Resources | AUR-T (Dead) | 3.600 | Have had some problems with management. Owns some good assets. Treat as a trading stock within its range and try to buy at $3. | 2003-04-24 | ||
| BUY | Compton Petroleum | CMT-T | 5.300 | Have done a good job over the last 5 years. A takeover candidate or possibly will spin off as a royalty trust. | 2003-04-24 | ||
| BUY | Encana Corp | ECA-T | 47.900 | Very good asset base. Should grow well. | 2003-04-24 | ||
| WEAK BUY | Southwestern Resources | SWG-T | 12.800 | Have some good finds. Has potential, but it is very risky. | 2003-04-24 | ||
| DON'T BUY | Barrick Gold | ABX-T | 23.150 | Wait for management to prove themselves. | 2002-12-10 | ||
| BUY | Dynatec Corp. | DY-T | 0.700 | Good results on old Inco properties. | 2002-12-10 | ||
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| BUY | Kinross Gold | K-T | 2.880 | In the midst of a merger with TVX and Echo Bay. Higher cost mines. Good to own when gold is moving. | 2002-12-10 | ||
| TOP PICK | Petro-Canada | PCA-T | 48.250 | Good acquisitions. | 2002-12-10 | ||
| BUY | Pason Systems Inc. | PSI-T | 12.150 | Their busy season is coming. Have a good pipeline of new products. | 2002-12-10 | ||
| DON'T BUY | UTS Energy | UTS-T (Dead) | 0.420 | They are delaying their oil sand project because of heavy cost overruns. | 2002-12-10 |
