(A Top Pick July 8/04. Up 16%.) Also pays a 5% dividend. A very well run company. When the steel cycle turns, their cash flow will actually increase. Would still buy.

(A Top Pick July 8/04. Up 12%.) Came out with some drill results that were pretty good. This is early stage. Drilling in Sudbury and Falconbridge owns a piece of the company.

A fabulous company that's well run. Great balance sheet. In a big battle with Lego. Have some good new products and the Christmas season will be fine.

Farmed out about 2/3 of their holdings rather than risk their capital. Good strategy.

Sold some convertibles which kneecaps the stock when it gets into the money. Sold some at that time. Still some upside.

Well managed and well financed. Takeover is a possibility.

Not aware of any upcoming short term catalysts. Continuing with their trials. Never had bad results. Very volatile and still early stage.