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PAST TOP PICK
(A Top Pick Jan 4/06. Up 25%.) Still buying.
precious metals
TOP PICK
(A Top Pick Jan 4/06. Up 24%.) If you're going to have energy exposure, this is the stock you want to own. There was a correction from the end of January through the end of February. The average oil stock went down 20% to 30%. This company held in very, very well.
integrated oils
PAST TOP PICK
(A Top Pick Jan 4/06. Up 24%.) Asset management continues to be hot and doesn't expect the market to roll over any time soon.
investment companies / funds
TOP PICK
A great copper stock. Feels there will be continued consolidation in the mid-tier of the metal stocks. He sees copper stocks continuing strong.
metal mines
TOP PICK
Was a chronic underperformer for a number of years. Some of the restructuring efforts have really started to take hold. Had two quarters in a row were they have beaten the estimates. Feels we are into a 2/3 years cycle.
electrical / electronic
DON'T BUY
Seating increased strength in growth oriented stocks in North America. Semiconductors is one of these. Competitor, Nvidia (NVDA-Q) has been outperforming. Prefers companies in this sector with a broader global outlook.
electrical / electronic
BUY
Japanese security firm and a direct beneficiary of trading volumes, increased financing, etc. Feels the secular bear market in Japan is over.
other services