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Gold/Mining/Energy : Canadian Microcaps
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To: jim heger who wrote (732)2/2/2012 2:45:13 AM
From: Dick Martin   of 817
 
It looks like RDL is making some progress in the Mideast which is likely why the shares have done well lately. MIT is also in this space and there seems to be great opportunity that will follow the social change that is happening although the social volatility of the politics seams to be risky. I suppose if they spread the risk over the whole area setback in any one particular country will not override the general development of the whole area.

Another one I continue to look toward is DNX.v, they make high power semiconductors for the Chinese railway system, great potential here although it has been delayed by an investigation of the railroad safety issue which has now been completed, China needs the rail systems and will have to build. DNX says that sale of components has strengthened in other areas so in fact the temporary loss of the rail market didn't set them back. Price of the shares is quite reasonable now.
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