Latest Stock Buy or Sell? Make More Informed Decisions!

Commodities. Commodity sector had predicted a slowdown in the general markets months ago. It is only now that IMF and other economists are coming out and reinforcing the fact that the global economies are slowing down. Now commodity prices are starting to inch higher, which he feels is a precursor of better times to come in the economy for 2013. Feels the opportunities are in the equities because they have underperformed the underlying commodities. Sees opportunities in the Junior gold space as well as Junior gas names.

One of the largest undeveloped gold mines in the country. 16 million ounce reserve and a 36 million ounce resource. They are in about the 9^th inning of getting the mine up and running. Can see this being primed for an ultimate takeover once they go into production. Forecasting 700,000 ounces of gold production per year.

One of the largest oil/gas companies with operations in both the oil Sands (Horizons project) and UK North Sea and west Africa. One of the cheaper nat gas companies out there. Given that they don’t have a refinery in order to process some of that oil/gas and get better margins, it is underperforming but he sees them boosting their Horizon production and getting higher prices from both UK North Sea and West Africa. That should offset some of the pricing differentials here.

Have been acquiring a bunch of mines globally. Have operations both in North America and different parts of the world. Feels the intermediate gold space is the place to be, given that the large companies are going to be looking downstream to buy up some of these Junior names.

Silver mine in Mexico, which is one of the best jurisdictions to explore for silver. Silver has had an excellent run from mid-$20-$35 an ounce so companies like this, that are going to get ready for production, are going to be prime to generate excellent cash flows and ultimately get taken out down the road.

An old producer out of the UK North Sea and producing about 6000 barrels per day. Company was up for sale last year but didn’t get any bids this year which made the stock drop. Given the higher oil prices that they are getting with Brent prices, this is a good investment at these levels.

One of the largest silver royalty companies in North America and it had a good run because the price of silver ran from the mid-$20 up to about $35. He could see a 4%-6% correction but he is optimistic on both gold and silver pricing and could see this heading through the $40 levels.

Gold producer out of Mexico. This one has moved nicely along with the price of gold but given his positive outlook on gold and this company’s expertise in getting mines up and running, he could see this one into the low teens in 2013.

Have the Gray Fox mine in Timmins area along with a few other satellite mines. Producing 40,000-80,000 ounces of gold per year. Excellent cash costs. Got rid of their Apollo mine in Montana so it is now a clean “made in Ontario” story. There is more room to come.

(Market Call Minute.) Given the active oil and gas exploration in the US, this will ultimately bode well for drilling.

(Market Call Minute.) Have a mine in Kirkland Lake. Going to ramp up production from about 150,000 ounces to 250,000 ounces.

(Market Call Minute.) Making an acquisition and will get production from about 150,000 ounces to 250,000 ounces of gold and ultimately going to 700,000 ounces in about 5 years.

(Market Call Minute.) Base metal producer. Good time to get in. Production in Spain, Finland and Panama and fully financed.

(Top Pick May 17/12. Up 19.61%.) At the time, he thought this company had to do some catching up on the oil prices. Fully integrated so it is able to capture some of the higher prices.

(Top Pick May 17/12. Up 2.32%.) Underperformed given the weak met coal prices however it is properly positioned for the copper market and an ultimate recovery in coal prices.