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They have a few mines. Team used to run Bema. One of the best mine builders and explorers that he has ever come across. Assets diversified in several countries. They are well financed. Are they planning on making another acquisition? Believes in the management skills of the company.

Loves platinum and palladium. Supply fundamentals are spectacular. Used in Catalytic convertors. China is ramping up car production, talking about increasing emissions standards. There are not many ways to play this. But PDL’s costs have been rather high and execution of their mine has not yielded profits for the average investor. If we get a spike in resource prices it could suddenly turn a profit.

Down about 90% from highs of last couple of years. Company has struggled. Problems with recovery of oxide materials. Thinks it will be manageable and they will get through it. There are inherent problems in the feasibility that they have not been able to address. With a higher gold price you will see this take off in value, but for now he has to wait and see what they come out with in terms of studies. Should have some in the not too distant future. There are other things that are easier to figure out (prefers others stocks).

Visited this summer. They found some high grade core this spring which is dipping to the SSE and they started to drill that. May go under the lake and to the other side. May change from a low grade deposit to a high grade underground deposit and this got the market excited. He is interested to see if it extends and what grades they get.

(Market Call Minute) Stock has been knocked down.

(Market Call Minute) Loves it. Stock is cheap and feasibility study looks really good. Keep an eye on it.

(Market Call Minute) Neutral, but with higher gold prices you would want to own this.

(Market Call Minute) Part of his core portfolio. Great management team, lots of growth, build out and challenges.

(Market Call Minute) Doesn’t like uranium because of Japan but if you owned one Uranium stock this would be it.

Lots of cash on the books, small dividend and a low cash cost producer. Even when the gold price came down they were making money. Built up cash over the last couple of years. Acquired assets in Turkey. Putting this into production over the next couple of years.

Well diversified. Pays almost 5% dividend. One of the highest in the space. Solid balance sheet. Did the right thing over the last year. Renegotiated power contracts they had this year. Cost reduction program over the last couple of years. It is trading at the 2008 level.

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

Markets. Thinks markets are going from a “hope” phase to a “growth” phase. Equity markets are leading indicators and transportation, railroads and industrials are up 20%-25% year to date. These portend a greater broad-based economic recovery. We have gone from high volatility and hope, to low-mid-volatility and are now seeing normalized PEs. We are starting to see stocks with breadth of recovery and starting to see dividend paying companies that are really growing dividends and free cash flow. Those are the ones that are going to power through this growth phase for the next 3-5 years of the cycle. He sees a 3 to 5-year bull market in equities.

Structured very well in the industry. Positioned very well to capture some market share in the short and the long-term. This is a company you are going to be able to ride for the next 24 months.

Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.