Ivanhoe Mines Ltd (IVN.TO)

He did well with this a while ago, a past top pick, at 556% return. It's one of the best copper development assets in the world. They're discovering even more copper. They now have a Chinese partner, so this makes it easier to work in Africa. But there's still a lot of unrest in the DRC (Congo) which means negative sentiment.

He bought this Dec. 2015 at cash value at the right time. Sold it around $5. Fantastic deposit now going into development, but not buying now.

Not for the faint of hear. A tier-one platinum and palladium discovery in South Africa; Zinc deposits and a massive copper discovery both in Congo. So, three tier-one deposits. What could go wrong? Well, South Africa is not a great country and Congo is a horrible country (political instability). (Analysts’ price target is $6.67)

He doesn't like to sit on profits and would rather trade it here if it's made you money. $3 level would be support. If he didn't own it, he'd buy it now.

He would be a buyer. We haven't seen the uptick that we’ve seen with other stocks, but there is a nice little base with a lot of support at around $4 and at $3.75. The 1st upside target would be around $5. If it could get back to the highs that we saw last April of about $5.50, then we would see much bigger highs, closer to $7.

(A Top Pick Nov 11/16. Up 102%.) Speculators need to understand that there is a lot of political risk. This is in a bad country, south Africa, and a horrible country, the Congo. However, they have 4 world-class deposits, wrapped around Robert Friedland, who is the most serially successful mining financier of his generation.

4 world-class deposits. The best mining financier in this generation. 2 great partners, being the Chinese government and the Japanese government. What stands against it? South Africa and Congo. If you can take the political risks, and you want to be in this business, it’s a name you have to own. (Analysts’ price target is $5.70.)

They have a mine in Africa which potentially has copper and platinum. The seasonality for base metals is from Nov 19 into April. Chart shows there was a ramp up in 2016, but has been consolidating this year.

Had bought this at around $.60 and sold it at over $4. An incredible asset in a copper market that was going up. However, he doesn’t like the DRC, so he got out of this.

A base metal stock that has a very distinct seasonality. Historically, the best time has been from October to approximately May of each year. Currently, this is still in a trading range and September could be a little difficult for base metal stocks. Watch this, because it looks like it is lining up for the next period of seasonal strength at around the middle of October.

(Top Pick Sep 28/16, Up 116.01%) Take your capital off the table, although he has not sold any of his holding because he tolerates more risk. The biggest risk is political instability in the Congo.

The base metal stocks over the last three weeks are showing some very strong technical strength. The long term trend is still to the upside. The resistance is at the $5.50 level. Strength will continue seasonally until the end of July. It is outperforming the TSX and above the 20 & 50 day moving averages. Watch for it to move above the $5.50 mark.

(A Top Pick Aug 11/16. Up 152%.) He has a tolerance for political risk, which is the only risk this company has. 3 world-class deposits including the best undeveloped platinum deposit in the world, and the 2 best undeveloped copper deposits in the world. Their 4^th asset is the highest zinc/copper deposit in the world. This is fronted by the most successful mining entrepreneur. What is wrong is that South Africa is challenging and the Congo is wrecked.