TOP PICK
Very bullish on silver. A misunderstood story. Developing one of the biggest pure silver deposits in Mexico. 200 million market cap. In a joint venture with a $3 billion market cap company, Pan-American (PAA-T) who will fully fund the project into production with Orko retaining 45% of the economics.
TOP PICK
Licensing company for wireless such as RIM (RIM-T), Nokia (NOK-N), etc. Recent Markman hearing with Apple (AAPL-Q), Dell (DELL-Q), HP (HPQ-N) and a few others that was mandated that a mediation was to take place and finished by Oct 20.
TOP PICK
Small gold exploration company in the Timmins area. Resources indicated about 1 million ounces that doesn't include a lot of drilling they have been doing for the last several months.
PAST TOP PICK
(A Top Pick Feb 11/10. Up 8.01%.)
PAST TOP PICK
(A Top Pick Feb 11/10. Down 11.21%.) Sold his holdings at about $2.80 but looking at it again because it is close to cash value now.
PAST TOP PICK
(A Top Pick Feb 11/10. Up 27.22%.)
PARTIAL SELL
Has just exploded because they came out with some very good drill results. If you own, consider taking some off the table.
COMMENT
Expect they will average 2500 BOE's production this year and exit at 3500-4000 at the end of the year. May have to raise some more money to drill out the rest of their properties, which could create some weakness.
DON'T BUY
Used to be a $3 stock and has come down to $.45 because there are no earnings. Just announced the CFO is leaving so they have to find a replacement.
HOLD
Some hiccups trying to bring a well into production in Guatemala. True upside in this story is in Colombia. Had about 110 feet of net pay in Colombia before having to give back their loaned rig. Bringing another rig in and will be testing in a couple of weeks. Arranged another $9.5 million of financing. Still cheap.
COMMENT
Recently came out with drill results that were super high grade. Asset continues to get bigger and grades are getting better. Expect someone will buy the company before they go into production.
BUY
Fracing company out West. Have done a great job in growing earnings. Recent quarter blew away all analysts estimates.
BUY
An exploration story that is actually working out. Recently hit a 5900 BOE well. Still a lot of upside left. Won't go into production until mid to late 2012 but with their drilling program for the next 12 months you can get more upside.
PAST TOP PICK
(A Top Pick Sept 1/09. Up 4%.) Increasing dividends and buying back shares. Windows 7 is a great product. Have a bunch of new products coming out. Looking for a nice upgrade cycle in the next year.
PAST TOP PICK
(A Top Pick Sept 1/09. Up 38%.) Sold his holdings at around $70. Wouldn't buy at these levels but $70-$75 would be attractive.