Likes them. Have a variety of projects in the Newfoundland area. Seem to be on early stage in South America on a project that merits a lot of attention. Had a management change which was good. Total speculation.

Had an intial drill result that proved worthy. Stock ran up in anticipation and on rumours of the drill results that it sold off on the actual news. They'll probably want to raise capital now. Has some speculative appeal. Good management.

The Russian project is formidable and more viable than some people thought. Will probably be in the 2nd tier of companies that he sees as take over candidates.

Taken a long time developing a cobalt deposit in Idaho. Had a hiccup on an announcement about access being denied on the property. Stock dropped and he bought more. A judge then ruled in their favour. Still have to get feasability studies and permitting. Sells at book value which is about $0.80/1.00. Speculative.

A very interesting story. They have put together a merchant bank operation that is 2nd to none. Looks like they have the right formula to make money even in a troubling environment.

Long term, this is the premier operating company. His concern is that he can see an economic slowdown. Longer term, because of their ability to partipate in the next economic cycle, it has value.

A speculative uranium play. It has managed to get a very interesting land position and is positioned to take advantage of any up movement in uranium prices. Highly speculative.