that would be me.  i am totally new to this area, having less than one year looking at them.  however, i have owned most of these the entire year, and i like some of them very much.  i have made comments on those that i learned something about as i went along.  these are all recommendations from the infamouns NJ Mortgage Guy, except as noted.

 

NXG- this thing is outstanding.  i would not be terribly surprised if this thing made $0.80/share this year.  at $3.20, i consider that a "value investment".

 

NTO- ditto.  in fact, i rate this one slightly better, as it has a lot of cash in the bank already.

 

ECUXF- this is way more speculative.  however, i would also add that on the discovery end, the news has been completely amazing on this stock.  it has ZERO earnings, but a lot of great assets.  warning: the downside potential here is huge if it doesn't pan out.

 

TVIPF- this is just the opposite of ECU- a penny stock that is worth every penny.  for you folks that have trouble stomaching it, consider what it would look like if it had a 1:10 reverse stock split:

 

price per share = $1.50

earnings per share (through june 30) = $0.06

sales growth = 300%

earnings growth = NC

 

there are two other really cool things about TVI.  the first is that it is in the Phillipines.  that may sound not so cool to you, but keep in mind that foreign companies could not mine there until about one year ago.  the second is that they have a working agreement with none other than Phelps Dodge.  i will be adding to my position in the coming months.

 

CA:CZN  this is another speculative play.  nothing to show, as of yet, but it is a very interesting "story stock".  the story is too long to tell, but let's just say that they have very large proven reserves due to the assets that they own, and how they aquired them.  this is a ZINC play folks- industrial metals, not precious ones.  i like zinc.  a lot.

 

CA:HBM  this is a completely developed value play.  i started buying this at $8.  i think they stand a good chance of making $6/share this year.  that's right.  $6.  seriously, this thing is totally insane.  zinc is a very hot material right now, owing to the fact that China makes way less than they use.  China has CLAIMED that they are going to solve the problem next year, but i have looked at how they plan on solving it, and i doubt it.  by the time these mines are up and running, world demand will STILL be ahead of supply.  the only way it is going to straighten out is if companies like CZN start cranking out oxide.  NOTE: this is NOT a NJMG recommendation.  this one is purely MINE!

 

MNEAF- another speculative play, with good management and excellent support from the person of Rob McEwan.

 

CA: STM- this is a URANIUM play

CA:U- same- but in the metal itself (like an ETF)

CA:PTU- same

 

i don't know much about any of these.  i just bought them.  i have held PTU for a while, but i am really disappointed in it, and it is a bear to buy.

 

GMO- this is a MOLEBDENUM play- another industrial metal that is used for alloying steel.  this has the benefit of being a domestic issue traded on the AMEX.

 

for those of you who can't stomach playing these things individually, i recommend UNWPX.  i have the good fortune of having first paid $11 for this fund in 1998, and then doubled and quadrupled my holdings at $5-6 in 2000-2001.  they have a really good management team, and have done well at combing through and finding value.  chart below: