Allan Jacobs

Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies.

Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend.

Just announced reserves are up 60%-70%. Have about $.60 a share in cash. Supposed to cash flow about $.25 next year. Very cheap.

Has been hammered recently. Very good company and very good management and are in very good projects.

Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.

Have a patented process to make high-grade alumina from clays in Québec. There is huge demand for alumina both from aluminum producers and for high purity alumina.. Has its risks. No sales or earnings yet. They keep moving forward and it is an interesting company.

Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free.

Gold in northern Ontario. Had quite a few problems and operating costs are quite high. Looking quite interesting, because despite its problems, it has several million ounces in resource.

Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.

Gas producer with some liquids. Gas is a tough market, but liquids does help a lot. Costs are very low. Have several properties that have much higher net backs than others. Huge inventory of wells to drill. Cheap.

bought gold assets in Botswana from Iamgold (IMG-T). Was fairly high cost at $900 an ounce but negotiated a good price. Will earn its share price in less than 2 years. In production with 50,000 ounces a year. 6-7 year reserve life with a lot of exploration potential. Extremely cheap.

(A Top Pick Nov 24/09. Up 381.82%.) Still likes.

(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.

(A Top Pick Nov 24/09. Up 8.76%.)

Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself.