| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Feels that the US "has been robbing Peter to pay Paul, and Peter's tapped out". Feels Bush, before leaving office, will take some direct action against Iran. That will not ne good for the stock market, but will be good for oil and gold.
| 2007-10-22 | |
| BUY | | Northern Dynasty Minerals Ltd | NDM-T | 11.240 | Made a deal with Anglo American. Sold 50% of a project which they are now 50% partners in. Will probably be taken out. The most attractive undeveloped gold/copper deposit in the world today. He would be very aggressive on the long side. | 2007-10-22 | |
| BUY | | Golden Star Resources | GSC-T | 3.680 | Has underperformed. Had fiscal and production issues, but the worst is behind them. Expects it will be acquired. | 2007-10-22 | |
| BUY | | Formation Capital Corp | FCO-T | 0.590 | Likes Cobalt. A play in the US. Working on the final permit, which if they get will make the stock really move forward. (Long term buy). Very undervalued if they get their permit.
| 2007-10-22 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 1.990 | Very interesting deposit in Labrador. Management is very keen. One caution is that uranium deposits will have to have substantial deposits in order for them to go up. | 2007-10-22 | |
| SELL | | Nevsun Resources | NSU-T | 1.560 | Management dropped the ball. Put the mine on maintenance because they can't make it work. Attractive project in Eritrea, potentially strong poly-metalic deposit but in a rough country to work. | 2007-10-22 | |
| TOP PICK | | Geologix Explorations Inc | GIX-X | 2.100 | Geologist's dream. Have made some fantastic discoveries. Zinc, gold, silver. Low grade, but a lot of tons. Just starting it's promotion. Is his current top holding.
Speculative. | 2007-10-22 | |
| TOP PICK | | Oriental Minerals Inc. | OTL-X | 0.980 | Previous producing Tungsten and Gold. He is waiting and watching for November, thinks that Tax season will make the stock weaker, and therefore a better buy. | 2007-10-22 | |
| TOP PICK | | Oromin Explorations Ltd | OLE-X | 2.750 | This company does almost no promotion. Owned by two very wealthy men who have found good mines in the past. They drill for ore, not investors.
Have one of the best projects he's ever seen. Owns stock and has them as a client as well. Speculative. | 2007-10-22 | |
| VAGUE | | Eldorado Gold | ELD-T | 6.230 | Depending on whether or not there is a positive solution on a significant mine of theirs, will say a lot about where ELD goes. If there is a positive solution, then ELD is a primary takeover target. | 2007-10-22 | |
| BUY | | Anooraq Resources Corp. | ARQ-X | 4.200 | Done well. Would own it. | 2007-10-22 | |
| TOP PICK | | Adriana Resources Inc. | ADI-X | 1.160 | Very successful management. Drilling a very interesting nickel/copper project. | 2007-05-11 | |
| TOP PICK | | ATW Venture | ATW-X | 1.140 | Strong management. Indicated some strong indications from drilling in Argentina. Not recommending you Buy immediately, but if assay results indicate good grade, this could have a lot of legs. | 2007-05-11 | |
| TOP PICK | | Geologix Explorations Inc | GIX-X | 2.280 | Gold. One of the best stories in a long time. Recent results are much more positive. Has tremendous upside. Tremendous management. | 2007-05-11 | |
| PAST TOP PICK | | Crosshair Exploration & Mining Corp. | CXX-T | 3.090 | (A Top Pick May 12/06. Up 109%.) One of the best advanced explorers for uranium. Good management. Can go a lot higher. | 2007-05-11 | |
| PAST TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 13.640 | (A Top Pick May 12/06. Up 52%.) The #1 company to own. Expecting a major deal with a large company. | 2007-05-11 | |
| PAST TOP PICK | | Quest Capital Corp. | QC-T | 3.220 | (A Top Pick May 12/06. Up 7.7%.) In the financing sector, particularly resources. Just reported nice earnings. Increased their dividend. | 2007-05-11 | |
| BUY | | Kinross Gold | K-T | 15.010 | Has been on the acquisition trail. Doesn't know if Bema has been fully digested yet. This is a stock he would like in his portfolio on any sustained weakness in the gold market. | 2007-05-11 | |
| BUY | | Knight Resources Ltd. | KNP-X | 0.340 | Very speculative. Nickel is on everybody's mind. Ragland is the right area to be. Hopeful of good drill results. | 2007-05-11 | |
| BUY | | Anooraq Resources Corp. | ARQ-X | 3.250 | Hopefully soon to be a producer of platinum group metals in South Africa. Platinum prices remain strong. Market is waiting for a major deal with Anglo Platinum (). Break out on the chart is very bullish. | 2007-05-11 | |
| BUY | | Formation Capital Corp | FCO-T | 0.790 | About to bring a cobalt mine into production in Idaho. The only pure cobalt play in the US. Once their financing is done all systems are Go. There is a tremendous amount of exploration that has never been done on the project. Also have an interest in a uranium project. | 2007-05-11 | |
| HOLD | | Aurelian Resources Inc | ARU-T | 32.500 | If the market concerns about political risks on Ecuador disappear, this gold stock can go a lot higher. No longer cheap. If you are in it, use tight Stops. | 2007-05-11 | |
| BUY | | Harry Winston Diamond Corp. | HW-T | 44.200 | Production has picked up, but this company and diamonds have been off the radar. Target is 10 million carats for 2007. Diamonds should be a junior resource play. | 2007-05-11 | |
| BUY on WEAKNESS | | Golden Star Resources | GSC-T | 4.610 | Finally seems to be making a turnaround on the corporate side. Had a nice pop and has come off. Stock is starting to show some relative strength. Need to go a couple of more quarters to get the analytical community to see that they have their act together. | 2007-05-11 | |
| BUY | | Silver Wheaton | SLW-T | 12.870 | Likes the technical picture of silver. This one is a decent silver play and could participate if he is correct on silver's breakout. | 2007-05-11 | |
| Comment | | Eldorado Gold | ELD-T | 6.510 | Production target of half a million oz. for 2008. Takeover target. Has gotten a little toppy from a technical standpoint. Any weakness in gold and it could sell off 10%-15%. Longer term, they are on the right track. Well-managed. | 2007-05-11 | |
| WAIT | | Solex Resources | SOX-X | 1.140 | Uranium. Have been drilling a lot, but there are no assays back yet. Will be low grade, but high tonnage. $.93 is a potential floor, which might be an entry point for a more conservative investor. | 2007-05-11 | |
| Comment | | streetTracks Gold E.T.F. | GLD-N | 66.450 | Physical ownership of bullion. A good way to trade intraday and if you don't want to own physical gold. | 2007-05-11 | |
| DON'T BUY | | Nevsun Resources | NSU-T | 2.300 | Has been very disappointed in the CEO. Have a phenomenal project in Eritrea. Doesn't think the risk is as much the country as it is management. | 2007-05-11 | |
| TOP PICK | | Geologix Explorations Inc | GIX-X | 1.180 | Gold. Assets in Peru and Nevada. Recently acquired a Mexican property in which they greatly extended the mineralisation trend to over 300% and is still open in both directions. Well-financed. | 2007-03-05 | |
| TOP PICK | | Longview Capital Partners Inc. | LV-T | 1.360 | Very unique story. Allows investors to get into juniors before they go public. Had $.20 in earnings in the first 3 quarters of 2006. Very innovative. | 2007-03-05 | |
| TOP PICK | | Oriental Minerals Inc. | OTL-X | 1.850 | Potentially one of the biggest Tungsten and molybdenum mines. South Korea. Just announced 1st drill results and found far more mineralisation than expected and closer to the surface than expected. | 2007-03-05 | |
| BUY on WEAKNESS | | Tyler Resources Inc | TYS-X | 0.530 | Management hasn't given up, but they haven't got the drill results yet that would make believers. Very speculative. Look at it under $.50. There are a lot of other companies he would prefer. Not bullish on copper. | 2007-03-05 | |
| BUY | | Denison Mines Corp | DML-T | 11.950 | Has taken the place as the #1 major uranium company. | 2007-03-05 | |
| BUY | | Strathmore Minerals Corp. | STM-X | 3.810 | One of the earliest companies in uranium, which accounted for its big move up. This has enough projects that it will continue to do well. | 2007-03-05 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Uranium: - We’re past the 5th inning in the uranium game. Expect we will see a separation between the real producers versus the ones using the name “uranium”. | 2007-03-05 | |
| BUY | | Quest Capital Corp. | QC-T | 3.210 | Wonderfully managed company. Cutting edge of 21st century financing. Specializes in bridge loans and other capital investments that local bankers don't do. Well diversified. Good long-term hold. | 2007-03-05 | |
| BUY | | Eastmain Resources Inc | ER-T | 0.740 | Wonderful land positions around Red Lake. Has taken the turtle approach in what is usually a rabbit race in exploration. Is expecting aggressive drilling later this year. | 2007-03-05 | |
| BUY on WEAKNESS | | Lundin Mining Corp. | LUN-T | 11.340 | Merged with Denison recently. Presume they are going to continue to make acquisitions and will continue to be a leader. | 2007-03-05 | |
| BUY on WEAKNESS | | Eastern PlatinumLtd. | ELR-T | 1.760 | Platinum. Well-run company. Anything in the platinum/palladium area, particularly in South Africa, should continue to do well. Could have a small correction. | 2007-03-05 | |
| BUY on WEAKNESS | | Stillwater Mining Co. | SWC-N | 11.450 | A platinum/palladium play. Had a lot of management problems. A new group has taken over. Would try to buy add $10.50-$11.00. | 2007-03-05 | |
| BUY | | Oromin Explorations Ltd | OLE-X | 3.800 | Tremendous new high-grade discoveries in Senegal. Valuations could go considerably higher. | 2007-03-05 | |
| BUY | | Agnico-Eagle Mines | AEM-T | 42.270 | One of the better producing mining companies. Technically, there has been a lot of resistance at the $50 area. Would be one of the first companies, from a producing standpoint, that he would look at. | 2007-03-05 | |
| DON'T BUY | | Cameco Corporation | CCO-T | 42.670 | Not a big fan. Cigar Lake is still in danger of being greatly delayed or unable to reach its potential. Stock is trending down. | 2007-03-05 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 2.820 | This is his favourite uranium stock. One of the foremost management teams in uranium. Just did a phenomenal financial move by getting their warrants exercised, allowing them more drilling in their Labrador operations. Good price. | 2007-03-05 | |
| PAST TOP PICK | | La Mancha Resources Inc. | LMA-T | 1.090 | (A Top Pick Nov 27/06. Down 23.3%.) Management doesn't seem to promote. Has tremendous assets. Would add if they got under$1. | 2007-03-05 | |
| PAST TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 11.510 | (A Top Pick Nov 27/06. Up 29%.) Still his favourite. Just announced an increase of its resource by 90%. Strong possible takeout. | 2007-03-05 | |
| BUY | | Anooraq Resources Corp. | ARQ-X | 1.400 | (A Top Pick Nov 27/06. Up 12.5%.) Starting to trade under heavy accumulation. Still likes platinum/palladium. Still a Buy. | 2007-03-05 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold : - Overall gold remains strong. Best way to track is to watch the physical market that trades overseas overnight and if the premium to physical bullion goes to a premium or discount. A discount means a lot of physical bullion is being sold. Market is climbing a wall of worry, which is what you want to see. Looking for $735 this summer. | 2007-03-05 | |
| BUY | | Formation Capital Corp | FCO-T | 0.570 | The only junior in North America that is focused on cobalt. Cobalt is a story that's no one knows about now, but in the next 6 months, there will be a lot more talk. | 2007-03-05 | |
| BUY | | Great Basin Gold | GBG-T | 2.310 | Recently took over a project in Nevada in a joint venture. Quite undervalued. Run by one of the better mining groups. | 2007-03-05 | |
| BUY | | Rockwell Ventures Inc. | RVI-X | 0.610 | Recently acquired a diamond project in South Africa. Has a lot of attractive assets. Diamonds are more about of favour now than they have been in the last 10 years. Interesting contrarian scenario. A producer, not just exploration. | 2007-03-05 | |
| BUY | | Soho Resources Corp. | SOH-X | 0.450 | Has had problems getting equipment and drillers along with weather issues. Optimistic that this is behind them. A lot of shorting, but wouldn't be too concerned. | 2007-03-05 | |
| DON'T BUY | | Rubicon Minerals Corporation | RMX-T | 1.250 | Has been management challenged. New management coming in. A little rich at this price. Would prefer between $.75 and $1. | 2007-03-05 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Base Metals: - Current market conditions will soften economies globally. Base metals are very sensitive to the economies. The only base metal he likes, outside of uranium, is cobalt. | 2007-03-05 | |
| TOP PICK | | Oromin Explorations Ltd | OLE-X | 2.090 | Senegal project is probably one of the 3 best exploration projects in the world. You can own and sleep well at night. | 2007-01-26 | |
| TOP PICK | | Anooraq Resources Corp. | ARQ-X | 1.200 | Has finally gotten a restructuring and put the balance sheet right. A great play in platinum/palladium in South Africa. New feelings that Anglo and this company could work closer together on potential new projects. | 2007-01-26 | |
| TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 9.510 | Gold, molybdenum and copper. Rio Tinto (RTP-N) has upped its ownership in the company to 20%. The play to own. 50 million ounces of gold plus 25 billion pounds of copper. New drill results show this may be twice as big. Wouldn’t be surprised to see a bid for a takeover in the 1st quarter. | 2007-01-26 | |
| PAST TOP PICK | | Uranium Participation Corp. | U-T | 12.890 | (A Top Pick Jan 27/06. Up 79.8%.) Trades at a premium to nest asset value of what it holds. Would no longer Buy as he doesn’t feel that you get the leverage any more. | 2007-01-26 | |
| BUY | | Farallon Resources | FAN-T | 0.530 | The worst is behind it. A good speculative play. | 2007-01-26 | |
| HOLD | | Eldorado Gold | ELD-T | 6.720 | A little overpriced at the moment, but one of the potential candidates to be taken over. In the next year or two. | 2007-01-26 | |
| BUY on WEAKNESS | | Formation Capital Corp | FCO-T | 0.580 | Good cobalt player with a uranium kicker. Buy on any weakness. | 2007-01-26 | |
| WEAK BUY | | Goldcorp Inc | G-T | 32.220 | Not the favourite that it once was. Prefers Kinross (K-T). | 2007-01-26 | |
| BUY | | Aurelian Resources Inc | ARU-T | 28.650 | This is one of the best deposits in a long time. The problem lies in location. There is more concern that Ecuador will become the next Venezuela. The price drop warrants the risk. | 2007-01-26 | |
| SELL | | Serengeti Resources | SIR-X | 1.500 | Good quality management. Had a big spike and you will need more drill holes fairly soon to justify that this wasn’t a one-hole wonder. If you own, consider taking some profit. If you don’t own, wait for a pullback. | 2007-01-26 | |
| DON'T BUY | | Pacific North West Cap Corp | PFN-T | 0.350 | Focused on platinum and palladium in the Sudbury area. These 2 metals are the safest metals you can play. They may not go up a lot, but chances are they are not going to decline a lot. Has a couple of majors as partners. Very undervalued, but because it has been around for a long time, it can’t get the market interested in it. | 2007-01-26 | |
| BUY | | Blackstone Ventures | BLV-X | 0.870 | A very well run company with a really interesting variety of nickel exposure in Norway and 1st rate exploration projects. | 2007-01-26 | |
| PAST TOP PICK | | Dundee Precious Metals Inc. | DPM-T | 10.850 | (A Top Pick Jan 27/06. Up 7.4%.) A holding company of other juniors as well as having their own projects. Would still Buy. | 2007-01-26 | |
| PAST TOP PICK | | Quest Capital Corp. | QC-T | 3.280 | (A Top Pick Jan 27/06. Up 26.2%.) Bridge financiers. Earnings continue to grow. Prudent lenders. Would still buy. | 2007-01-26 | |
| WEAK BUY | | GLR Resources Inc. | GRS-T | 0.430 | Fast approaching a feasibility study on its Goldfield property. Looks like it could go into production for a million ounces. May not get the news coverage of other companies as it has been around the block too often. | 2007-01-26 | |
| BUY | | Soho Resources Corp. | SOH-X | 0.510 | Has been active in Mexico. Had weather problems and trouble getting equipment and drillers, but seems to have fixed those problems. Well run with a multi-million ounce deposit. | 2007-01-26 | |
| BUY | | Adriana Resources Inc. | ADI-X | 0.800 | Strong management. A consortium of projects from uranium to iron ore. Not a big story yet because they haven’t gone out and beat the bushes. | 2007-01-26 | |
| BUY | | Strathmore Minerals Corp. | STM-X | 3.820 | Well managed. Had the foresight to see the uranium bubble, so got a lot of projects. Has been some takeover talk that may be the reason for the rise in the price. | 2007-01-26 | |
| BUY | | Great Basin Gold | GBG-T | 2.150 | 2 key projects, South Africa and Nevada. It may be in its best interest to focus more on its South Africa project and sell the Nevada holdings. New management with good past experience. | 2007-01-26 | |
| HOLD | | Bema Gold | BGO-T | 6.800 | Being acquired by Kinross (K-T). If you own, he would take the shares of Kinross rather than cash. | 2007-01-26 | |
| Comment | | Taseko Mines Ltd. | TKO-T | 3.020 | Very special Copper Company. Making a bid to take out bcMetals (C-X). Should also have their financing completed soon for their Prosperity mine. This has probably seen its worse. We'll be one of the first ones of the box when he becomes bullish on copper again. | 2007-01-26 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 2.850 | Like most uranium stocks last year, they got ahead of themselves. They have outstanding fundamentals and the picture is just starting to play out. | 2007-01-26 | |
| BUY | | Denison Mines Corp | DML-T | 11.420 | This company replaces Cameco (CCO-T) as the first producing uranium company that he would want in his portfolio. | 2007-01-26 | |
| SELL | | Crystallex International | KRY-T | 3.540 | He wouldn't own anything in Venezuela. He feels the long, long overdue permit is part of the government’s strategy to forestall. | 2007-01-26 | |
| BUY | | Canadian Royalties Inc | CZZ-T | 3.150 | A nickel play in the Ragland area. Management is spending at Fairmont time in a spin-off, which makes it more likely there will be a takeover. Stock has broken out and could mean another $1. | 2007-01-26 | |
| DON'T BUY | | Southwestern Resources | SWG-T | 7.780 | Has gone sideways to down for quite a while. Wouldn't be his first choice and wouldn't be interested until it went below $7. | 2007-01-26 | |
| HOLD | | Radius Gold | RDU-X | 0.550 | Had a lot of high expectations a couple of years ago. Didn't deliver up to what the market wanted. Very good management. Prefers others. | 2007-01-26 | |
| DON'T BUY | | Tyler Resources Inc | TYS-X | 0.440 | A copper play, and he is not a fan of copper at this time. Had a lot of high expectations that didn't pan out. | 2007-01-26 | |
| BUY | | Staccato Gold Resources Ltd. | CAT-X | 0.650 | Doing all the right things. Has great exploration potential in Nevada. Very good management. Strong upside potential. | 2007-01-26 | |
| HOLD | | Wolfden Resources Inc | WLF-T | 2.920 | . Interesting at this point. A premier exploration company. Has some very advanced stage exploration projects. Strictly in North American. Would like to see it pull back $.50-$.60. | 2007-01-26 | |
| BUY | | Kinross Gold | K-T | 15.350 | Expect this will become a fan's favourite. Expect it will become one of the better performing producers in 2007. | 2007-01-26 | |
| TOP PICK | | Anooraq Resources Corp. | ARQ-X | 1.280 | Turning a corner and there is a light at the end of the tunnel. The black economic empowerment company has been caught in the middle of a fight between Anglo Platinum and South Africa regarding credits. The logjam is about to end. | 2006-11-27 | |
| TOP PICK | | La Mancha Resources Inc. | LMA-T | 1.500 | Involved in a reverse takeover by a French company. Has 2 producing mines and large-scale exploration potential. | 2006-11-27 | |
| TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 8.970 | Expect it will be involved in a strategic relationship or takeover. The largest gold/copper deposits in the world. | 2006-11-27 | |
| PAST TOP PICK | | Crosshair Exploration & Mining Corp. | CXX-T | 3.290 | (A Top Pick June 26/06. Up 143%.) The single best non-producing uranium company in the world. Continuing to define a much larger deposit than anybody thought. Not cheap, but has a long upside. | 2006-11-27 | |
| PAST TOP PICK | | Denison Energy | DEN-T | 25.630 | (A Top Pick June 26/06. Up 99.5%.) Among institutions, this will rival Cameco (CCO-T). On any serious pullback it would be a buy. | 2006-11-27 | |
| PAST TOP PICK | | Uranium Participation Corp. | U-T | 12.320 | (A Top Pick June 26/06. Up 53.4%.) A physical way of owning uranium. Has already priced in about $85 for uranium but will go higher. Continue to hold for the time being. | 2006-11-27 | |
| DON'T BUY | | Cameco Corporation | CCO-T | 40.000 | Some mining people are questioning if the Cigar Lake mine is salvageable. If so, it could take a long time before recovery. | 2006-11-27 | |
| BUY on WEAKNESS | | International Uranium Corp | IUC-T | 8.920 | There may be a little consolidation at this point. Would recommend buying it at 10-15% correction. | 2006-11-27 | |
| BUY on WEAKNESS | | Messina Minerals Inc. | MMI-X | 0.950 | Spending a lot of time and effort in drilling versus promoting the stock. This is one where you put a bid in on what you would like to pay ($.75-$.80?) and, if you get it, you should be happy. | 2006-11-27 | |
| BUY on WEAKNESS | | Eldorado Gold | ELD-T | 6.300 | Has been locked in a trading range from $4.50 to $6.50. Had a little hiccup in operations, but expect it will be the next candidate as a takeover. | 2006-11-27 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US $: - Terminally ill dollar will propel gold to a new high in 2007. The average party has too much debt. Real estate market has now completely died. Expecting to be in a pretty sharp recession in 2007. Forecasting gold at $875 next year. | 2006-11-27 | |
| HOLD | | NovaGold Resources Inc | NG-T | 18.320 | Hostile takeover bid by Barrick (ABX-T) will probably not be successful and they will have to raise their offer. | 2006-11-27 | |
| DON'T BUY | | Queenstake Resources (merged to Yukon-Nevada Gold) | QRL-T | 0.270 | There are so many other stocks available. Have had a series of problems. Has not performed well. | 2006-11-27 | |
| Comment | | Canadian Royalties Inc | CZZ-T | 1.980 | Have a good nickel project in the Nunavut area, but has fallen below the radar. Feels they are takeover candidate. Probably won't get a big premium, but it's in an area he likes. | 2006-11-27 | |
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