Date updated:10-20-2007
GMO,NVDA,EMC,CCJ,RIO,LMC,EWH,EWT,EWS,EWM,JPNR,CSCO,FNX,SNDA,EWZ,VCLK,WX,TF,DSX

-
GMO
General Moly - $2.28
- 0.00%
- $N/A
Good business plan and management seems competent. To-date conservatively financed - all equity. Minerals provide hedge against inflation. Bank feasability report with NPV of $1.4 billion dollars encouraging. Surprised the stock did not react more.

-
NVDA
Nvidia Corporatio - $13.32
- +1.99%
- $13.13
Nividia seems best of breed in its market segment.

-
EMC
E M C Cp - $16.98
- +0.89%
- $16.88
An interesting way to own Vimware at a discount.

-
CCJ
Cameco Cp - $29.91
- +3.85%
- $29.19
Largest uranium mining company in the world. Outlook for business - nuclear power becoming brighter every day. Although results from Cigar Lake deferred for one year until 2011, the long term story for the Company is compeling assuming management doesn't make any more mistakes.

-
WX
Wuxi Pharmatech A - $17.37
- 0.00%
- $N/A
This is a recent Chinese IPO in the medical field.

-
RIO
Rio - $0.00
- N/A
- $N/A
Largest iron ore mining company in the world. Also owns International Nickel. Excellent hedges against weaker dollar. Now appears that CVRD will invest in coal properties in Australia. Analyists predict significant price increase when iron ore contracts are renegotiated for 2008. Last year prices were increased 9 1/2%. Understand a 25% increase is possible next year.

-
LMC
Lmc - $0.00
- N/A
- $N/A
Canadian based miner with mines in Sweden, Portugal and Ireland. Produces a variety of metals including gold, copper and lead. Lundin Family recently purchased 1 million shares - an encouraging sign.

-
EWH
Ishare Msci Hongk - $16.18
- 0.00%
- $N/A
Tracks the Heng Seng index. Now that the Chinese Government is allowing its citizens to purchase shares listed in Hong Kong, there is the potential for a great deal of money to flow into this market where shares are much cheaper than in Shanghai.
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A. I'm still wary of travel/leisure stocks.
My observations when travelling over the
Thanksgiving holiday was that planes
were rarely full and the crowd at the
airport was much smaller than usual. db
A. The only one I own : SLX,
too hard pick a winner out all of them
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