STRONG BUY
Likes the form of mineralization in their Sweden holdings. Very early stage, but the company has very good exploration potential. Volatile and significant risk.
BUY
Seems to have won control and legal title of Las Cristinas which is a world class gold deposit. Feels their problems are behind them. Question is, are they going to sell the project or develop it. A good speculation.
BUY
One of the highest quality uranium exploration companies. Only own if you feel uranium prices will appreciate.
WEAK BUY
South African operating margins are being squeezed by the strength of the rand. Does have some major operations outside of S.Afr. A good stock if you want a general exposure to the gold market.
DON'T BUY
Not a fan of the company. Has had one problem after another. Management changes have brought some improvements.
BUY
High on his radar screen. Navidad (silver) is one of the finest mineral discoveries in the last 10 years. Some legal wrangling between them and Aqualine. Play this one by buying both.
BUY
Navidad (silver) is one of the finest mineral discoveries in the last 10 years. Some legal wrangling between them and IMA Exploration. Play this one by buying both.
TOP PICK
Likes to have exposure to Navada through exploration. Has the best technical team in Nevada. Have good land holdings. Very volatile.
TOP PICK
Good management. Team in S.A. has uncanny ability to do successful early stage grass roots exploration.
TOP PICK
Management team focuses on joint ventures reducing their risks. Have a vast holding in Central Labrador of uranium projects.
TOP PICK
Interested in companies that have very good earnings growth and visibility. Wonderful history of increasing dividends. Well over a 3% yield.
TOP PICK
Interested in companies that have very good earnings growth and visibility. Excellent management.
TOP PICK
Interested in companies that have very good earnings growth and visibility. Have a pipeline that is not being valued appropriately.
TOP PICK
Interested in large cap companies that are more value oriented. Benefiting from a stable Dept. of Defence budget. Recent contract wins. Less used business jets available will help their Gulf Stream operations.
TOP PICK
Interested in large cap companies that are more value oriented. Big oil companies are investing more into deep water drilling.