| Comment | | Talisman Energy | TLM-T | 18.410 | Tends to follow small caps, so has no input on this one. However, he is very bullish on oil/gas. | 2006-10-18 | |
| BUY | | Mansfield Minerals Inc. | MDR-X | 2.600 | Largely a play on Argentina. Have a couple of properties that are spectacular. Has gone up 5 to 1 since he got it and could do this again. | 2006-10-18 | |
| TOP PICK | | Northern Peru Copper | NOC-T | 5.640 | Has about $150 million market cap and is a land bank. Can't see how it could avoid doubling from here and doesn't see any downside. Good people. | 2006-10-18 | |
| TOP PICK | | Tenke Mining Corp. | TNK-T | 11.490 | Has about a $600 million market cap. Good people. A fantastic company and it is going higher. | 2006-10-18 | |
| TOP PICK | | Silver Standard Resources Inc. | SSO-T | 24.300 | They are getting bonanza grade ore on their big property in Mexico. Copper, lead, zinc and silver. Has a lot of cash. Sold his holdings at $20, but will now have to buy it back at this price. Good people. | 2006-10-18 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural Gas - you have to be bullish on energy of all types. It's a local market, because it is hard to move. Moving it as Liquid Natural Gas is complicated. As a group, the natural gas stocks are cheaper than they ought to be. Prefers the exploration companies rather than the larger firms. | 2006-10-18 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold - The most under priced of the metals at this time. You can't look at things in terms of US$’s. In terms of today’s dollars, it will go to $2000 an ounce and probably more. | 2006-10-18 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Uranium - A lot of misconceptions about uranium. Nuclear power is the way we are going to fly for mass energy generation. It is by far the safest, cleanest and cheapest. There is a tremendous deficit right now. World is using almost twice what is being mined. Takes about 10 years from discovery to production. Wouldn't be surprised if the price goes to $100/$150 a pound. | 2006-10-18 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Diamonds - even though there is a so-called deficit of diamonds, he is not a fan of diamond mining. There are at least 2 technologies today that allow the creation of real and totally flawless large diamonds for just a few dollars a carat. | 2006-10-18 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Silver - Going a lot higher. Silver is gold on steroids. It is in basic supply deficit. Governments, including the US, have sold all their silver. | 2006-10-18 | |
| BUY | | Silver Wheaton | SLW-T | 10.690 | A wonderful piece of financial engineering, making it possible to invest in a stock to get all the leverage in silver. This is a pure silver company. The perfect way to speculate on higher Silver prices. | 2006-10-18 | |
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