Too much of the market is liquidity driven and this worries him. But he doesn't follow the broad markets that closely. He's started to take interest in Alberta oil, which hasn't been this bad since 1989-90--he likes the Canadian oil space now when NOBODY does. Even a dead-cat bounce is overdue. Encouraging news is two First Nations bands have backed out opposing the TransMountain and possible moves for a First Nations band to own the TM. Canadian drillers have curbed drilling and turned into free cash machines. Also, there are too many competent people in oil for this sector to be still for much longer. About Encana: when a Canadian-named oil company has to move to the US, that says something. Overall, Canadian oil/gas companies are too competent and too unloved for too long that contrarian investors should start looking at these stocks. The industry is quite solvent. Also, the mid-eastern and American shale plays will be in 5 years long in the tooth.

With if they drill a high-grade hole in the Ivory Coast? The market would do very well. SME is backed by the most successful exploration financier in this era. It's an interesting project with mixed results. If they hit a deep hole, they will do very well. He's attracted to it.

Not for the faint of heart--political risk. If things work, this has huge upside. It's one of the largest copper gold deposits in the world.

Good and bad. The CEO is great whom she knows. Most of their cash flows comes from a handful of large diamonds, but luckily they turn them up regularly. Diamond markets are spotty and there are wider fears of a global slowdown. Also, there are worries of fake diamonds out there. He doesn't understand the dynamics of the diamond market well enough to recommend this.

A small, very speculative land holder in Canada. Higher nickel prices may push this stock higher

The silver-gold ratio? The silver-gold ratio is artificial; scarcity shouldn't determine the price, rather by production costs. Gold (price) moves first, but silver moves later and further. He owns a lot of MAG, one of the highest-grade silver deposits in the world. Well-run. Will generates lots of free cash.

He doesn't understand the geology here, but the managers are very good whom he knows. But consider it.

People are nervous, making knee-jerk reaction towards problems obtaining a permit in Turkey. But he is attracted to mining and gas activities in Turkey. AGI will likely work out this permit problem

Silver is the poor man's gold. SVL is not far along as MAG but worth buying for silver speculators. Their current deposit is better than the last one they sold. Their exploration is becoming predictive, though there's no guarantee of course, but looks good. He owns alot and likes this a lot.

(A Top Pick Nov 06/18, Up 39%) He's picked this many times. They have a high-quality platinum palladium deposit in South Africa and the highest-grade zinc in the Congo; and likely the best copper discovery. Yes, there's a lot of political risk in the Congo and South Africa, so that's a warning.

(A Top Pick Nov 06/18, Up 40%) A stand up performer. Their mine is getting better and better. They had a great quarter this year. There's pressure on the company to do something, but the CEO doesn't make mistakes. Buy this if you like gold.

(A Top Pick Nov 06/18, Up 81%) In a few years when their Turkish mine goes online, the stock will jump much higher. This stock has given a lot to investors in the past year, so what is there left to give? Great managers and cash flow. They've bought back shares, which is always a good sign.

They a 5-million ounce deposit, rare. A low-grade one in Ghana which scares some investors, and they don't have production financing in place, but will come. But he's bullish about Ghana where insurgency fears are way overblown.

On the sidelines until the CEO impresses him; he's having implementation challenges. He's staying on the sidelines for now. Great CEO though.

The uranium market will take care of itself, but when? The uranium price will depend on Japanese restarts which has been tepid. Low prices have taken a toll on CCO. Also, their balance sheet is no longer great. This depends on your patience in waiting for uranium prices to rise.