Rick Rule
Colorado Resources lTD
CXO-X
COMMENT
Aug 11, 2016
A high quality exploration company, and has had a very good recent move. Had some very good results earlier in the week, and the market has responded well.
A very high quality exploration team in the golden triangle of northern BC. This sold off fairly aggressively because of a Sell recommendation that was put out. Their exploration terrain is excellent and the people are really top notch. He remains long on the stock.
A very small company that is active in Northwest British Columbia. The stock oversold recently, and he will likely be adding to his holdings. It is in an area of intense mineralization, that is seeing intense exploration.
Doesn't know if the infighting will end. He likes them from a geological point of view--in northwestern BC. But the political scene about mining is rapidly deteriorating in BC, so he's underweight BC.
A high quality exploration company, and has had a very good recent move. Had some very good results earlier in the week, and the market has responded well.