Capstone Copper Corp (CS.TO)

Thinks copper is undervalued and does not worry about breakdown of demand in China. They have used their capital effectively. It is in the right area and has growth potential ahead of it. They took political risk out of the equation. It`s volatile, more than most.

If you think there is going to be an issue with emerging markets or China, that is not going to bode well for the stock. Long-term, he likes their assets very much. Have good cash flow ability. Their recent acquisition is going to add value to them down the road.

Likes the copper producers because the inventory is very low. Some of the copper producers may not be around a year from now. He would own one or two of them for now. This is a space he would like to be in.

Well run. New operation has only been going for 6 weeks. He likes it. They have moved up from a small cap to more of a mid cap. It is now 60% American but you buy in Canadian dollars. Thinks it will go higher and it could be a takeover play. With Copper, the wild card is China but he is comfortable.

3 producing copper mines including the new Pinto acquisition. Likes the way they are positioned. The big risks are copper prices. It all comes down to what you believe about copper. A great buy, because it has current production, have used their cash effectively and have a strong management.

A “go to” name in copper in Canada. It is big enough and there is good liquidity in the story. Mexican operations are low cost in terms of copper production. In Canada they are higher but the blended costs are still fairly low on a relative basis. There are not too many mid-cap names in the copper sector. Good management.

Acquired the Pinto Valley mine in Arizona and the stock went all the way down below $2. Thinks copper should hold in at $3-$3.30. This is almost a pure North American copper play. Thinks this company goes higher.

Gold, silver, copper, zinc, iron, lead. His company has this as an outperform with a $3 target on it. This is diversified and he is concentrating on gold/silver producers.

Gold, copper, zinc, iron and lead. Doesn’t hold it but one that he follows. He has a $3 target and has it as an Outperform.

Not worried about new supply coming on-stream from competitors. Every time you hear about supply issues, others don't bring them in when expected. China is a high cost producer. Thinks the market will stay tight. These guys went out and bought additional properties.

Likes it. Stock got down to $1. Got oversold.

Really likes this. Very cheap, trading at a ridiculous 3X 2014 cash flow. If the Pinto Valley acquisition does well, they will have 3 producing mines. Focuses on copper and gold.

Likes management. They bought Pinto Valley mine in the US. A North American producer of copper, well positioned. Expects company will eventually be in play.

Likes copper. Right now you are getting a big offtake in the Shanghai exchanges. Recently did an acquisition off of BHP Billiton, which is a great time to add production. Also, have some development projects.

Likes this. Growing copper producer, levered to both copper and gold. Have a couple of operating mines including one in the Yukon as well as one in Mexico. Recently purchased assets in the US from BHP Billiton (BHP-N). Stock could go higher once copper prices firm up.