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BUY
An incredible success story. Could end up as a trust.
oil / gas
BUY
Watching as it has dropped quite a bit. A good insurance bet in a portfolio as it is based in the anti-terrorists sector. Decent company with decent growth prospects.
consulting
BUY
Big upside over the next couple of years. Have some significant prospects. His favourite in oils.
oil / gas
HOLD
Not a fan of junior golds at this time. Likes this company. Didn't raise money during the recent gold craze. A producing company now. A little pricey.
precious metals
DON'T BUY
Have some troubles in Eritrea and doesn't expect this to be resolved in the near term. Well financed.
precious metals
BUY on WEAKNESS
A pretty decent company. Got smeared with the same brush as Conjuchem. Doesn't expect anything this year as it will probably be sold as a tax loss. OK for the long term.
biotechnology / pharmaceutical
PAST TOP PICK
(A Top Pick July 8/04. Up 22%.) Likes it even more as they recently bought Alanx Wear Solutions which is tied into some US customers. Perfect business strategy.
misc industrial products