| BUY | | Vangold Resources Ltd. | VAN-X | 1.520 | Was an oil/gas story for quite some time, but lately the story has changed. Have done some spin outs which are very interesting. Very undervalued. Owns 25 million shares of International Beryllium (IB-X). This company is worth almost as much as Vangold. | 2008-03-05 | |
| Comment | | Evolving Gold Corp. | EVG-X | 1.550 | Gold in Nevada. A good story. Acquired 29 km of land between 2 existing gold areas. A drill hole right in the middle and got a hit. Very volatile but very interesting. | 2008-03-05 | |
| Comment | | Capital Gold Corp. | CGC-T | 0.750 | A Mexican gold play. Producing between 4000 and 5000 ounces a month at a cash cost of $2.40 an ounce, which is a significant profit and will generate $50 million in net revenue. | 2008-03-05 | |
| Comment | | Argentex Mining | AGXM-Q2 | 1.450 | A new junior story that has great potential in Argentina. A large polymetallic mineralized system that still has a lot of drill holes to go, but looks like a very big system that could work out well for investors. | 2008-03-05 | |
| BUY | | Endeavour Silver Corp. | EDR-T | 4.280 | Silver play in Mexico. Have plenty of exploration upside potential in addition to what they are doing on the production side. Very solid story for those who like a little bit less risk. Good upside potential with a higher silver price. | 2008-03-05 | |
| DON'T BUY | | Noront Resources Ltd. | NOT-X | 6.920 | Had a significant, exciting discovery in Ontario. Still have a lot of drilling to do. It was over-hyped as the drilling was all done in one concentrated area. Could be some downside risk in the near-term. Overall it could be a good story. | 2008-03-05 | |
| BUY | | Miranda Gold | MAD-X | 0.710 | A Nevada gold play. Likes this one. Great professional team of geologists. Great story to be involved with. | 2008-03-05 | |
| TOP PICK | | Pediment Exploration Ltd. | PEZ-X | 3.440 | Gold, silver and copper in Baja Mexico. Moving up to the #1 position in his portfolio. Believes they are in the process of a major, major gold discovery. | 2008-03-05 | |
| TOP PICK | | Excellon Res Inc. | EXN-T | 1.920 | Silver producer in Durango Mexico. Sees silver prices being very explosive in the next 6 months. Sees this one as an amazing cash flow story and will give great leverage to the share price. Great value. | 2008-03-05 | |
| BUY | | San Gold Corporation | SGR-X | 1.520 | Gold. Has property in the Red Lake area. Had some old historic workings including some existing plants and equipment shafts. A production story with great exploration upside. Good management people. Good value. | 2008-03-05 | |
| STRONG BUY | | Romios Gold Resources Inc. | RG-X | 0.435 | A good story. Good management. Have a major gold discovery and process near the Galore Creek project where NovaGold (NG-T) halted their development. This knocked them back and they are very undervalued at this point. The road they built goes past Romios property, which helps them. | 2008-03-05 | |
| BUY | | Vista Gold Corp. | VGZ-T | 9.040 | Different business model. Refer to themselves as a company that doesn't want to go into production. Recently spun off some Nevada properties that is very good for shareholders. Have some great projects. | 2007-03-08 | |
| TOP PICK | | Acadian Mining Corp. | ADA-T | 1.210 | Recently purchased a zinc mill and with zinc prices coming back up, they will put the mill back online in the next couple of months. Will be very profitable. With the profits, they will be able to develop their advanced stage gold projects. | 2007-03-08 | |
| TOP PICK | | Polymet Mining Corp. | POM-T | 3.400 | They have in situ value property that is probably worth $55 billion. The rock is worth $55 a ton and they can mine it for $10-$11. Feels they will get their permit this year and they do, it's the $10 plus stock. | 2007-03-08 | |
| TOP PICK | | Vangold Resources Ltd. | VAN-X | 0.530 | They have a combination oil/gas projects that are producing revenue as well as a tremendous amount of mineral properties in Papua New Guinea and base metal in Uganda. Also recently got a concession for oil/gas in Rwanda. | 2007-03-08 | |
| BUY | | Uranium One Inc. | UUU-T | 16.500 | A “go to” company with the background and experienced management. With the higher uranium prices, they will do well. | 2007-03-08 | |
| BUY | | Scorpio Mining Corp. | SPM-T | 2.030 | A silver/gold play in Mexico. The share price has started to make a move. Have had some great news on drilling results. Very bullish on this company. | 2007-03-08 | |
| Comment | | Iamgold Corp | IMG-T | 9.160 | A good company. Any of the major producers are faced with higher mining costs. Feel they will get things worked out. | 2007-03-08 | |
| DON'T BUY | | Aurelian Resources Inc | ARU-T | 26.560 | Their deposit in Ecuador is truly one of the world-class situations. Share prices run up tremendously. Politics is a major question. Some of the countries in South America seem to be moving towards nationalization. There are some risks buying this stock at this price. | 2007-03-08 | |
| BUY | | Gammon Lake Resources | GAM-T | 19.700 | A wonderful situation in Mexico. Stock price has performed very well. Represents less risk now, but with a higher pricing in silver/gold it should continue to appreciate. | 2007-03-08 | |
| Comment | | Barrick Gold Corp | ABX-N | 27.980 | NovaGold (NG-T) has some big tonnage properties and Barrick made an unsuccessful hostile bid. Left with 11 or 12 million shares and they could come back with a better offer. | 2007-03-08 | |
| HOLD | | NovaGold Resources Inc | NG-T | 19.570 | Barrick made an unsuccessful hostile bid last year. Expect they will come back with a better offer at some point. | 2007-03-08 | |
| Comment | | Goldcorp Inc | G-T | 29.350 | Even though they've had some increased costs issues, like many of the major producers, it represents great value with a higher gold price. | 2007-03-08 | |
| BUY | | Guyana Goldfields Inc. | GUY-T | 10.090 | Has done very well. Made a tremendous discovery in Guyana. Will probably be taken out by a major producer at some time. They still have further exploration potential. | 2007-03-08 | |
| BUY | | Copper Fox Metals | CUU-X | 1.340 | Copper in northern British Columbia. A tremendous resource that is developing. Have some great projects. | 2007-03-08 | |
| BUY | | Yamana Gold Inc. | YRI-T | 16.220 | Run by a very sharp management group. Recently acquired Viceroy Exploration (VYE-T). Have some tremendous gold properties in Argentina. | 2007-03-08 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 3.220 | Very bullish on uranium. This one is a unique situation and should do very well. Also likes that they have gold as well. | 2007-03-08 | |
| BUY | | Paladin Resources | PDN-T | 8.100 | Had a tremendous run up and made a lot of money for its early investors. One of the forces to be reckoned with in the uranium industry. | 2007-03-08 | |
| BUY | | Northern Dynasty Minerals Ltd | NDM-T | 12.350 | Tremendous deposits. One of the largest discovered in recent years and it will become a mine. Still has a lot of upside. | 2007-03-08 | |
| BUY | | Denison Mines Corp | DML-T | 14.100 | One of the top 5 uranium plays. Great management. Uranium prices are going to go higher. | 2007-03-08 | |
| BUY | | Jinshan Gold Mines Inc. | JIN-T | 1.870 | Old mining in China. They will be in production in Q2, which will represent about 120,000 oz. of gold with “out of the ground” cash costs of about $2.50 an ounce. Very profitable situation. This will give them the cash flow without any further shareholder dilution, to explore their other properties. | 2007-03-08 | |
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