WATCH
Has been one of the great stories over the last few years. Their gold deposit keeps getting bigger and bigger with great grades and looks like it will continue to get bigger. He anticipates a rise in the US$ and expects gold will go sideways to down for the next few months.
PARTIAL BUY
Overhang on this stock is a land dispute in Colombia. Once this gets reconciled, stock should go a lot higher. Recommended buying this in stages.
BUY
Molybdenum producer. Not a lot of ways to play moly and this is one of the best producers. Molybdenum prices have started to rise in the last few months.
BUY ON WEAKNESS
Copper and molybdenum exposure. A little overbought but on a pullback of 10%-15% he would start accumulating.
BUY
Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.
BUY
Emerging Zinc producer. Favourably disposed to zinc over the next few years.
BUY ON WEAKNESS
Designed and developed a little portable mining drill that can get into tight areas. Likes it quite a bit but is a little overbought on the daily charts. Wait for a pullback.
COMMENT
Likes Natural gas. A plentiful commodity, but it is in the ground and you have to get it out and it needs a high enough price to convince producers to get it out. Inventories have been coming down significantly. Suspects that over the next 6 months or so gas will go to $7 and even $8-$9 if it gets overdone.
BUY
Has been a bit of a laggard but thinks that energy over the first 6 months is poised to outperform. Sees oil in the $70-$90 range and all natural gas producers will benefit.
BUY
Saw an analyst increase estimates for the first time in 2 or 3 years. Doesn't have as much issue on their debt as everybody thinks. Poised to move significantly higher. On his short list.
BUY
(Market Call Minute.) Likes their strategy of focusing on unconventional gas plays in North America and their whole asset program globally.
BUY
(Market Call Minute.) Metals and mining sector should do reasonably well.
BUY ON WEAKNESS
(Market Call Minute.) Colombian-based oil/gas. Have significant exploration upside along with some production growth. Had a good run so by on a pullback.
DON'T BUY
(Market Call Minute.) Had a good run. Would look for other opportunities.