Doug Casey

Tends to follow small caps, so has no input on this one. However, he is very bullish on oil/gas.

Largely a play on Argentina. Have a couple of properties that are spectacular. Has gone up 5 to 1 since he got it and could do this again.

Has about $150 million market cap and is a land bank. Can't see how it could avoid doubling from here and doesn't see any downside. Good people.

Has about a $600 million market cap. Good people. A fantastic company and it is going higher.

They are getting bonanza grade ore on their big property in Mexico. Copper, lead, zinc and silver. Has a lot of cash. Sold his holdings at $20, but will now have to buy it back at this price. Good people.

Natural Gas - you have to be bullish on energy of all types. It's a local market, because it is hard to move. Moving it as Liquid Natural Gas is complicated. As a group, the natural gas stocks are cheaper than they ought to be. Prefers the exploration companies rather than the larger firms.

Gold - The most under priced of the metals at this time. You can't look at things in terms of US$’s. In terms of today’s dollars, it will go to $2000 an ounce and probably more.

Uranium - A lot of misconceptions about uranium. Nuclear power is the way we are going to fly for mass energy generation. It is by far the safest, cleanest and cheapest. There is a tremendous deficit right now. World is using almost twice what is being mined. Takes about 10 years from discovery to production. Wouldn't be surprised if the price goes to $100/$150 a pound.

Diamonds - even though there is a so-called deficit of diamonds, he is not a fan of diamond mining. There are at least 2 technologies today that allow the creation of real and totally flawless large diamonds for just a few dollars a carat.

Silver - Going a lot higher. Silver is gold on steroids. It is in basic supply deficit. Governments, including the US, have sold all their silver.

A wonderful piece of financial engineering, making it possible to invest in a stock to get all the leverage in silver. This is a pure silver company. The perfect way to speculate on higher Silver prices.