Thursday, February 08, 2007

AHM TIE LTS MDLK, miners

Ideas.


AHM 11% dividend. Sold off today.
TIE
LTS
MDLK


The place to be is where the company is going from losses to significant profitability. That list (in alphabetical order) includes:
Agnico-Eagle Mines (AEM)
Alamos Gold [AGI.TO]
Eldorado Gold (EGO) [ELD.TO]
Gammon Lake Resources (GRS)
Guyana Goldfields [GUY.TO]
Harmony Gold (HMY)
Hecla (HL)
High River Gold [HRG.TO]
Highland Gold [HGM.L]
Meridian Gold (MDG) [MNG.TO]
Minefinders (MFN) [MFL.TO)
Richmont Mines (RIC)
Sino Gold (SIOGF.PK) [SGX.AX]
Yamana Gold [AUY/YRI]
You might add to that list a couple that are sitting on huge ore bodies and will be in production in two years or so: Crystallex (KRY) and Aurelian [ARU.TO]. For the best pure exploration play I like U.S. Gold Corp (UXG). And for pure silver I like Silver Wheaton (SLW).

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