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Strategies & Market Trends : Beat the Market @ Silicon Investor

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From: Western Rookie4/12/2012 10:38:52 PM
2 Recommendations  Read Replies (2) of 98
 
If someone gave me $100k today and told me to go bottom fishing and put together a quality high leverage spec micro cap portfolio that needed to be analyzed on a monthly basis...

No day trading...

Gold - All gold stocks are looking like a bottom process now.

Tembo Gold TEM-V $1.25
Galway GWY-V $1.43 or a better leverage play Calvista CVZ-TO $0.33
Gran Columbia Gold GCM-TO $0.43 or a lower production risk play... Petaquilla minerals PTQ-TO $0.41

Graphite - Graphite is at the beginning of Big Boom Theory

Lomiko Metals LMR-V $0.15
Energizer Resources EGZ-TO $0.38
Atocha Resources ATT-V $0.045
First Graphite FGR-V $0.45

Iron Ore - Demand needed in the space for years to come - low risk exploration

Zone Resources ZNR-V $0.075
Alderon Resources ADV-V $3.44
Labrador Iron Mines LIM-TO $4.60

Oil & Gas - good alternate theme for an off year for materials

Horn Petroleum HRN-V $1.50
Mart Resources MMT-V $1.06
Tag Oil and Gas TAO-TO $9.70

Potash - these are screaming buys

Allana Potash AAA-V $0.54
Marifil Mines MFM-V $0.15

And of course you can't live without copper so...

Tigray Resources TIG-V $0.50
Dunav Resources DNV-V $0.40
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