Peter Grandich

Institutions are paying a premium for companies they believe can have production growth. This company acquired very interesting projects in Australia at a very low price. Now a significant producer. Bumped up estimates from 100,000 ounces of production to 120,000 with a potential target of 500,000.. Long-term prospects look extremely good.

2 world-class projects. Rattlesnake is a multimillion-ounce project. Just announced a major discovery in Nevada. Grossly undervalued.

Iron ore project in Labrador. Management has had great past success.

(A Top Pick June 3/09. Up 70.69%.) Still a Buy. Favourite takeover target.

(A Top Pick June 3/09. Up 1.05%.) Multi-project company mainly in Ontario, with 3 advanced stage exploration. More than a survivor in the exploration business and is only a question of when that one of its major partners decides to buy in or take them over.

(A Top Pick June 3/09. Up 58.13%.)

Spun off their African project into a separate company. Thinks this is going to be the new news in the majors in order to get a bigger bang for shareholders.

Low-grade but big gold deposit in British Columbia. Revamped management. Potential good future. Worthwhile speculation.

Gold. $1300-$1500 this year and $2000 before the eventual end of the bull market and doesn't know when that will be.

Zinc mine in Mexico showing very rich grades. Zinc has rebounded along with many of the base metals. More bullish on precious metals than base metals. Good company. Will have to either get on the acquisition trail or find new projects to grow. Good long-term hold.

Had some really great news of late. Lithium play is going through the inevitable shakeout. The sizzle part of the move is over and we now have to find the few players that will become producers and this is one of them. Speculative.

Lithium play is going through the inevitable shakeout. Sizzle part of the move is over and we now have to find the few players that will become producers and this is one of them. Speculative.

Silver, unfortunately, is a very thin traded market compared to gold. Believes you still have to own gold first but one of the big surprises in the year could be a big bump up in the silver price.

Uranium under pressure. Difficult to get excited about uranium prices right now. Inevitable turnaround will come as uranium and nuclear energy will become a major part of the world going forward. This will be one of the companies that more than survives. No short-term reason to get all excited about uranium stocks. Look to buy on sustained weakness.

Exploration gold company in Eritrea, a country that is not getting favourable press. Market has overreacted. Thinks the worst is behind them.