A gold story that has been overlooked. Very economic Mexican deposit. Expect they will be acquired and candidates would be Silver Standard (SSO-T), Goldcorp (G-T) or Penjoles (?), a Mexican gold company.

Silver. Have 2 deposits that he thinks are economic. A high-grade deposit in Peru and one in Mexico. Feels this will be a takeover in the next 12 months. If they don't, shareholders will have the cash flow in a 2 to 3 year time frame. Has $12 to $13 million in cash. Very cheap.

Merging with 2 other companies and will have its name changed to RAM. Thinks geothermal is probably the single most attractive resource opportunity. He is a bull on energy particularly alternative energy.

(A Top Pick March 3/09. Up 76.39%.) Owns mineral royalties on a global basis. Most important royalty is a 2.7% on the Voisey’s Bay nickel deposit. Trades at about 80% of NAV compared to competition of twice that. Expect that either market will catch up or a competitor will acquire it. Good Buy.

(A Top Pick March 3/09. Up 46.29%.) Gold. A superior name among junior producers. Strong balance sheet and very well run. Hold.

(A Top Pick March 3/09. Down 7.66%.) $185 million in cash. Still a Buy.

Natural gas. Thinks this will do reasonably well in the long term. Near-term outlook for natural gas is very poor. Expecting a major drop in natural gas stock prices in April/May. That would be the time to buy.