Southwestern Resources (SWG.TO)

DON'T BUY
When they abandoned the business plan of prospect generation (generating projects and using other peoples money) he had to sell. Very attracted to what they are doing in Peru. Expects they will go lower given the concentrated nature of the ownership.
TOP PICK
Feels the Chinese asset will be validated when the engineering report finally comes out. They are fantastic generators of mining exploration properties. Has a lot of cash. Buying back stock.
HOLD
Nothing tremendous going on in the gold sector. Has been doing its development work in China for a long time. Has a good asset there as well as in Peru. Have patience.
BUY ON WEAKNESS
Has been in a major downtrend. Has been bearish on this stock. Now coming to a level where some long term value appeal can be had but feels there is still some correction left in metals. Below $7 it would start to become interesting.
BUY
Bulk of deposit is in China. Market is waiting for a scoping study. If gold and the US$ stabilize, gold is an attractive area at these levels.
DON'T BUY
Doesn't mind the company nor the assets, but it was a very painful stock to own so he sold all his shares. The buyers just aren't there, whether it's China, management, etc. it's one of those ones that he held for 1 1/2 years and couldn't take it any more.
BUY
There's good value in this stock. Have 2 of the best exploration projects on the planet, one in China and the other in Peru which is a joint one with Newmont Mining (NEM-N). You'll have to be patient with this one 12/24 months. You will make money. Will be choppy.
DON'T BUY
Have some interesting drilling results in China, but prefers this type of stock on North American property where you can see what there is. Too many questions.
BUY
Nothing negative. Firing on all cylinders. Continuing to patiently develop their potential mine space in China and they do have some very rich positive finds in Latin America. Probably dropped because of a lack of interest in gold stocks.
BUY
Very light retail selling volumes. The junior golds are weak. A great opportunity for the good quality stocks.
HOLD
Very boring, but it is for real. Have great assets in Peru, and some other tie ins in China.
DON'T BUY
Volatile, gold likely to rise as US dollar falls.
DON'T BUY
Too expensive not to be taken over. Assets in Boca, China.
BUY
Brilliant management. Great assets in gold and other metals.
BUY
In a distinct downward trend and has a support around the $10 level. Has been responding very sharply to changes in gold prices during the last couple of weeks. Should do very well between now and the end of May. Can be volatile.
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