Wheaton Precious Metals (WPM.TO)

Thinks that silver will go from being in the shadow of gold to being in the forfront. Phenominal management.

A brilliant concept. They acquire silver production, in many cases with a steady cost base. Making money now, but if there is a big explosion in the silver price, which is more likely than in the gold price, this will be the go-to stock in silver.

Get's to buy silver from the parent company at a fixed price, and get's to leaverage the price. It's not cheap. But he expects silver to go up, and he expects it to do well.