Sandstorm Metals & Energy (SND-X)

Has about 4 deals under its wings including a deal with Colossus Minerals (CSI-T). Stock has not done well because when they came out with the metal stream on the energy and base metal, it was at a time when metal and energy prices were strong so there was a lot of hype built into it. It is now a “show me” story.

(A Top Pick with Estrella (EEN-X) and Swisher Hygeine (SWI-T))Dec 29/11. These 3 did okay.) Part of a “triple tax loss” 3 week trade where owners did tax loss selling and then are buying back their stocks.

A royalty streaming company focused on coal, natural gas and base metals. Recently piggybacked off a deal that Sandstorm Gold (SSL-X) did with Colossus Minerals (CSI-T) in Brazil and this company took the palladium piece which is very positive and why he feels the stock has had a bit of a bounce here. He is always iffy about buying stocks at this time of year that have been under a lot of pressure because he thinks you are going to start to see tax loss selling. Wait until after the tax loss selling season and this would definitely be a name he would look at.