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PAST TOP PICK

(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.

precious metals
PAST TOP PICK

(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

precious metals
PAST TOP PICK

(A Top Pick March 2/17, Down 3%) They brought in a deposit under budget which is really tough to do in west Africa. They generate an amazing amount of cash. Management has done a marvellous job of deploying cash and will continue to do so.

Golds
COMMENT

Gold. The disconnect between gold and gold stocks this year will resolve in the equities' favour. Why? Expecations of the gold industry are so low, they can only be exceeded. Forthcoming quarters should surprise investors to the upside.

Unknown
STRONG BUY

Stock continues to outperform time and time again. The chairman, whom he knows and admires, is the biggest shareholder and a superb manager.

Mining
BUY

Once owned it. The new CEO (a successful woman with a good track record) replaced the former CEO who was burned out. An essential stock to own in the diamond space. He may rebuy it.

0
COMMENT

Location of their deposit is remote though politically secure. Not impressed with their feasibility study (low cash flow relative to capex), and is extremely leveraged to higher gold prices. Perhaps investors who want a company to own Canadian assets may consider buying this.

metal mines