TOP PICK
A large tonnage low-grade, high ounce gold deposit in NE China. Will be doing a joint venture with the provincial government. Moderately speculative.
BUY
Being propelled a little by their discovery in Russia of a very high grade gold deposit. South African project is not doing as well because of the strong rand.
BUY
Has been perplexing. Have delivered but price has stayed flat. Feels there is a little light at the end of the tunnel.
SELL
Newmont has taken an interest in their property in Peru which looks interesting. The real driver is their Boca project in China, but there is a lot of risk as to whether the gold is mineable.
TOP PICK
A large tonnage, low grade deposit. Very comfortable with their rights to mine in Venezuela.
HOLD
The mineralization is very good in their properties in northern Québec.
BUY
A perfect time to get in. Exposed to two projects in Turkey plus one in Brazil. As the Turkish production gets in place, you'll see the market really appreciating this stock.
BUY
A terrific exploration package. Speculative. Active in Africa.
TOP PICK
Has tremendous cash flow. Growing at 26%. Trading at 30 X earnings.
TOP PICK
A play on help-wanted ads picking up. They also benefit with their WB stations and advertising revenues.
TOP PICK
Feels there will be a mini PC boom with corporate America recycling their PCs. Have a lot of cash and very strong cash flow.
TOP PICK
Very high-quality stock.
TOP PICK
TOP PICK
A turnaround situation.
TOP PICK
Will benefit from the need for backup and uninterruptible power sources. Would also benefit from the trend in increased Information Technology spending.