High Plains Uranium Inc. (HPU.TO)

Uranium. Sold his holdings into the energy/metals takeover and went on to other names. A couple of years away from production. In the US which is a positive. Prefers (See his Top Picks) Paladin Resources (PDN-T). Not a good entry point

Uranium is a good place to be. Commodity has done nothing but go straight up. Stock went up on a recent merge offer and he sold at that time. There are a lot of junior uraniums and you will have to do your homework. As they are not producers, check them out on a per pound basis.

Extremely cheap. Won't be a producer for another 18/24 months. Good value.

A small cap uranium growth stock. Have deposits in Wyoming and Texas. Ignored by the market. Probably the cheapest per uranium pound stock out there.