(A Top Pick Apr 11/07. Up 505.5%.) Metallurgical silicon for solar cells. World’s 2nd largest solar manufacturer just signed a long-term agreement. Expect to be fully running with 3 lines by the end of the 1st quarter giving $.40/45 earnings, $1.50 in 09 and $2.50 in 2010.

(A Top Pick Apr 11/07. Down 3.4%.) Huge gold discovery in Ecuador. 15 to 18 million high-grade ounces. Will get acquired at some point. Still likes.

A sector that has been a disaster for a while. Stocks are starting to trade at NAV or below. You get a little over $5 in cash flow in 08. Rough weather could help natural gas.

Recommends 25% cash. The subprime issue in the US is still happening. There will be more write-downs. China is trying to contain growth a little.

(A Top Pick Apr 11/07. Down 75.4%.) As uranium started to come off, hedge funds dropped out. Sold at a loss of 30%. Wait until there is some directional movement in uranium prices, which could be 2009/2010.

Copper prices have dropped precipitously. This is a very small company and very speculative. Doesn't think there will be near-term production and financing will be next to impossible to acquire.

Manufactures solar cells. A sleepy name that will do well and will participate in the sector. Will possibly earn $.25 a share in 2 years.