TOP PICK
Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.
TOP PICK
About 80% production is natural gas with about a 15% production growth. Also have a pretty strong drilling program over the next year. Also have some light oil exposure.
PAST TOP PICK
(A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention.
PAST TOP PICK
(A Top Pick Apr 4/09. Up 6.7%.) Sold last year because of noises being made about how they got title to some of their properties in Kazakhstan. On his short list now and still considering.
PAST TOP PICK
(A Top Pick Apr 4/09. Up 22.1%.) Do a lot of horizontal drilling and businesses going quite well for them.
BUY
Likes uranium but doesn't own a lot at the moment. Thinks it's setting up very nicely for the next 1 to 2 years. This one has a good growth production going forward. Have had a few stumbles while ramping up production but not unexpected.
BUY
Primary asset is potash deposit in the Congo. Working on a deal with Sino Hydro to take a stake. The value for the project is extremely low and should have a lot of upside in it. If this deal is not done, another one will be.
BUY
Good management. Primary asset is their land holdings in Quebec lowlands. A shale gas play, extremely prospective. Partnered with Talisman (TLM-T). He is positive on natural gas.
BUY
Likes their coal and nickel exposure and are well positioned to benefit from the economic recovery.
BUY
Has exposure to the shale gas play in the Quebec lowlands. Has a good shot to go back to its all-time high.
BUY ON WEAKNESS
Oil/gas producer focused in Colombia. Has had a really good run so probably has to go through a period of consolidation. Have significant upside from drilling later this year. Wait for it to consolidate before buying.
BUY
Likes the oil/gas service sector and this is the largest public company. Sector has been ignored but with the pickup in natural gas this is a great way to play the resurgence.
BUY ON WEAKNESS
Silver producer in Mexico. Really good production profile going forward. With higher production combined with higher prices, cash flows can be quite significant. Currently overbought.
BUY
Silver. Should go higher over the next few years. Currently positioned to outperform gold. With the economy continuing to accelerate, industrial commodities are going to be the beneficiary.
COMMENT
Thinks this will do quite well over the next 2 to 3 years. Prefers the smaller caps, which will give more opportunity.