Slow release fertilizer, which helps the Chinese food problem. Have the formula that was just adopted as the country standard. Gives them a huge competitive edge.

Allows trading reward and loyalty points for others. As more customers and merchants sign on, they can become very powerful. No competition at the moment so they have a great lead. Probably won't break even on a cash flow basis until 3rd quarter 08. Well-managed and financed.

Probably the most leveraged company to gold in North America. All North American assets and on a per ounce basis, trades at about $27 per ounce.

Basically the traffic cop of the Internet. Fabulous management team. Continues to beat expectations. Stock may be a little weak for the next couple of weeks because of a big block done by venture capitalists. He tends to buy a little at a time. Consider holding for a 2-year time hold.

Meridian merger was great and this is a great company. Has a nice solid gold asset. Personally, he is more comfortable playing the larger companies in case he is wrong about gold.

Molybdenum. You're starting to see more usage of the metal. The supply/demand picture is not getting any better. Could be an acquisition target.

5 million acres in Peru and are hugely prolific. Hd great success and know what they are doing. Doesn't seem to get the respect it deserves. Would rather buy after they have had some success and then buy the rest of their acreage as opposed to the first one.