WEAK BUY
Tends to be explosive. Very, very deep gas play in Hungary. You have a legendary man behind it. Very promotional. Very speculative.
COMMENT
This is South Africa's great answer to its absence of oil. Good solid stuff. Doesn't know a lot about it but will be looking into it now.
BUY
Steel continues to be a strong sector. A very good solid company.
BUY
Understands that it has been lifting in the last day or two on a kind of a silver background. Not an exciting stock compared to other golds. A serious company to hold.
HOLD
There is a rumour out there that there is an absolute colossal find going on off the east coast of India and this company is just know if of where these discoveries might be. High risk.
PAST TOP PICK
(A Top Pick Jan 3/06. Up 22%.) A high quality equipment provider in high-definition TV. Stock is solid. Feels it is going to do extremely well.
BUY
The world leader in nickel production. You are dealing with the unknown as they are trying to tidy up a merger regarding Falconbridge. An essential one to hold.
BUY
Good solid western telephone company. Not too expensive at 22 X trailing earnings.
BUY
A pure silver play. They do long-term contracts, 20/25 years. An excellent way to buy silver.
DON'T BUY
There is a weather problem here. Their fortunes, year by year, depend on the meteorological situation at the time. Didn't have enough snow this winter and they have had a lot of flooding so not sure how this should be played.
PAST TOP PICK
(A Top Pick Jan 3/06. Up 28.5%.) This was taken over by the New York Stock Exchange (NYX-N) on March 7 which is now $75 for a 50% gain. Still holding.
TOP PICK
(A Top Pick Jan 3/06. Up 110%.) A remarkable story. The old Hudson Bay oil and gas. Have mines in Flin Flon Manitoba. The central key on this one is zinc. Cash flows are are superb.
BUY
Admirable company. Should continue to stay strong. A good company to have.
WEAK BUY
Has 30% of Petrolifera (PDP-T) which is finding rich oil in Argentina. Has a small project the oil sands. Has some conventional stuff in coal bed methane. Okay to hold it on a speculative basis.
BUY
Still one of his biggest holdings. Their partnership with De Beers has been temporarily strained. De Beers has a long-range agenda for bringing this fabulous diamond mine on. This has to be sorted out which is why it has slowed down for the moment.