Latest Top Picks

Stock Opinions by Doug Casey

COMMENT
Talisman Mining Ltd
Tends to follow small caps, so has no input on this one. However, he is very bullish on oil/gas.
oil / gas
BUY
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.
precious metals
TOP PICK
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.
metal mines
TOP PICK
Tenke Mining Corp.
Has about a $600 million market cap. Good people. A fantastic company and it is going higher.
metal mines
TOP PICK
SSR Mining
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 $20, but will now have to buy it back at this price. Good people.
precious metals
COMMENT
Natural Gas - you have to be bullish on energy of all types. It's a local market, because it is hard to move. Moving it as Liquid Natural Gas is complicated. As a group, the natural gas stocks are cheaper than they ought to be. Prefers the exploration companies rather than the larger firms.
Unknown
COMMENT
Gold - The most under priced of the metals at this time. You can't look at things in terms of US$’s. In terms of today’s dollars, it will go to $2000 an ounce and probably more.
Unknown
COMMENT
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.
Unknown
COMMENT
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.
Unknown
COMMENT
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.
Unknown
BUY
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.
metal mines
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