Tuesday, December 1, 2009

Tax Loss Presents




As much as the markets are flying high, not all stocks are following suit due to various reasons in their development cycle. Thus they can be victim of the notorius tax loss selling season and provide some true gifts to the nimble investor.

Those who are impatient sell and take the loss/gain or just need the bucks to pay for Christmas. They're also selling with the intention/hope to buy them back after the 30 day selling rule for the same price or less. I look for stocks that won't be on sale long and the New Year will bring news flow to their sectors, primarily the precious metals sector and the junior tech/biotechs that meet my criteria.

Below is a list of stocks that "may" be in a position in the next 30 days to pick up on sale and make a nice present for one's portfolio.

Note: I may or may not own shares of these companies and may trade in and out so please don't take my list as investment advice and do your own DD as I am not responsible for any of your decisions, they are yours alone.



#1 AHC - Artha Resources, naturally my number one favorite precious metals stock. Not sure how much cheaper it will be getting in here as today there was some true gifts in the 16 range. I see stocks with less trading for 2-3 times right now so this is a steal where it is.


#2 EMG - EmerGeo Solutions has already been on sale the last few months but I expect better things in the New Year. Yesterday their financials came out with a 100% revenue increase to over $1 million for the quarter and margins rising to 36%. A specialty emergency disaster software company with explosive potential for 2010, it's been a long time coming.


#3 CA - accumulating land in Colombia near VEN but a bit expensive for where it is in it's exploration cycle. I would be buying in the low 30's,can trade a little thin so use the stink bid.


#4 TNG - software gaming deal with Intel, say no more. Anything back in the 70's would be a deal.


#5 PRX - a prostate drug for those dudes with BPH. I am hearing good things on this one and looks like it could be big if the next results prove up. Bio's are always highly risky but they seem to on the right path. Anything back to the upper 50's to low 60's would be a good spot to focus on.



Don't forget to use the major markets as your guide before diving in,they can be a bigger cause of selling than just for tax loss reasons.

Happy shopping !

Monday, November 30, 2009

Dubai Dust Storm




As we all well know now,there's some trouble in paradise but how deep this goes still has some ways to play out. Some of the media reports have varied but overall calm hit the markets today as it appears some of the scariest debt will be taken care of. The question remains how many other Dubai's are lurking out there and has the US taken care of the worst of theirs ?

As far the internet goes, the stories can appear to be valid, only to discover they are written by some anti-elitist types telling tales of intimate connections to the highest powers of the US government and certain currency events that are close to happening, but we see these stories nowhere else on the net,hmmmm.

Best to keep a level head, realize we are in an overbought,range trading market that is searching for some levelling off zone. This will hopefully remain through Christmas along with the precious metals finding a new base level in here without any nasty corrections so many are calling for. Aren't these the same people who called the top the last six months ?

The precious metals prices are here to stay in my opinion. Canaccord just upped their peak gold and silver prices to $1300 and $21 respectively. Those are very nice numbers to work with going into next year. Got Artha ?

Thursday, November 26, 2009

More AHC News !




The news machine keeps rolling for Artha as they came out with some very excellent results on their ground exploration program. Hopefully I can help discect it for you into some laymans lingo over the next few posts.

Each of the zones sampled have their own exciting results and is why I was attracted so much to Artha when they first got the option rights. In a nutshell they are finding the indicator minerals that you need to find when hunting for a mineral deposit in the hottest stretch of land in South America.


Key statements:

Phase 1 reconnaissance mapping and sampling program have confirmed the potential for discovery of precious and base metal mineralisation

Noelia Breccia prospect adjoining Pirquitas shows geochemical and geological signatures suggestive of the upper levels of a Au-Ag low sulphidation epithermal system

A broad, 6km by 2km contact zone on the Vallecito property (40km east of Pirquitas) between sediments and dacitic intrusives suggest potential for skarn replacement mineralisation


Results from this first phase work have clearly demonstrated that a number of high priority targets exist with geological, geochemical and structural indications consistent with both low sulphidation Au-Ag epithermal systems and large skarn deposits similar to the Aguilar mine approximately 100km south of Artha's properties


On the Vallecito Property:

The evidence suggests that this might be an IOCG type deposit but also has potential for an iron skarn deposit linked to contact metasomatism.



I will get more into this news over the coming days but this is an important news release for Artha and clearly shows they have multiple hot targets that will keep them busy, and us excited for a long time here. I have stated this before but I haven't been this pumped about a grassroots exploration company in a long time. The potential is clearly showing through now.


Here's the link to the news:


http://www.artharesources.com/s/NewsReleases.asp?ReportID=374006&_Type=News-Releases&_Title=Artha-Announces-Pirquitas-Properties-Update

Wednesday, November 25, 2009

$1200 Gold In Sight




"There's something happening here
What it is ain't exactly clear "
- Stephn Stills, Buffalo Springfield




Once again the gold and silver market chugs higher in leaps and bounds while the US dollar broke through a crucial technical support line at 75 cents. Where this goes from here is anyone's guess but I sense from the power of the buying it may be a swift move to the $1200 - $1250 range.


There is too much negative news out there from Geitner secretly wanting the dollar to go lower and make the US more competive or the Russians today buying up more Canadian dollars. News like this is not everyday stuff. What's exactly happening here beyond a currency crisis is the mystery that has long been read of but we are now witnessing.



On the flip side there are many top callers out there who if right,we will be seeing a very swift move down as this rise has been extremely fast. The charts are screaming "overbought" but this current move may make a few chartists looking foolish as the bull stomps higher busting every short to pieces as they are forced to cover ASAP.


Personally what I think is happening here is a mass short squeeze that the media seems to not want to mention and are playing the US dollar side of things. It may well be a combo but remember it was only a couple of weeks back the COT report showed a record amount of shorts. Were they all sucked in for the gold bear slaughter ? me thinks so.

But how long this lasts til the market takes a breather for awhile is my next big question. This bull move is like none other we have ever seen and has some serious legs behind it. We all know one never wants to stand infront of a runaway train.

Monday, November 23, 2009

1980 Time Warp





Let me take you back...way back. All the way to 1980 when all sorts of crazy stuff was happening. The US Olympic hockey team upset those hated Russians, The Rolling Stones released "Emotional Rescue", The Police and Sugar Ray Leonard were all the rage, while inflation reared it's ugly head like never before.


Along the way gold prices had spent the previous year in the $400 range and spiked to above $850 by mid January only to be taken down in tremendous fashion to the $500 range by mid March. For those who bought junior explorers in the previous 5 years, they were rewarded in spades. Back then the media did not track/publicize the junior stocks like now let alone noticed by a young buck like me who though was aware of the price of gold.

We never had easy access to any of the stocks we can today, or the advice of wise men who had been there,done that. To even invest with a broker was a major deal and alot of hassle plus you had to have some serious bucks before you got any decent advice. It was like a closed shop for the young and inexperienced....my how times have changed.

For your entertainment,here is a sample I found showing just what happens in a true gold/silver mania. Obviously something comparable to the tech mania in the early 90's if you ask me. Can't happen you say ? But what if it does ? and what type of company would you want to invest in ? You know my answer.




Name 1975 Price 1980 Price

Lion Mines $0.07 / $380

Bankeno $1.25 / $430

Wharf Resources $0.40 / $560

Steep Rock $0.93 / $440

Mineral Resources $0.60 / $415

Azure Resources $0.05 / $109

Sunday, November 22, 2009

Sunday Night Gold




Just a comment on gold action tonite. Though the COMEX has been open only a few hours, gold is up $10 already which is very unusual for this time of night. I think all the talk of gold being overbought is from those that don't understand the fundementals of gold and the US dollar.

The US dollar is on the ropes and unless some sort of interest rate/intervention by the FED,there is nothing stopping the precious metals. Silver is also up tonite an identical .8%. Nothing big in terms of percentage but very big in terms of timing of this. I think tomorrow could be a big day for the precious metals, something is up with the world currencies and the shakeout of the dollar will continue.

One more note, if you have ever looked back when gold went to $800 back in 1979 you may be too young to remember that there were many penny precious metals stocks that went from a dime or less to $300-400 per share on a half decent hit on results. That's no bull. I was just a teen at the time and it was incredible to hear of massive fortunes being made. I have one family member who made $2 million on just a couple of good ones, getting in early like with AHC. $2 million back then was like $10 million now.

I will find that list for you as not many will even fathom what can happen in a true metals mania. AHC is one I believe will be one to seriously consider when looking for the undiscovered gem witht that type of potential. These guys have found mines before and they will again. Always invest in those that know how to walk the walk, not talk the talk.

Saturday, November 21, 2009

AHC News - Part 2


One other area that must be noted from the news release is the Pirquitas South Prospect for the shear fact alone that it contains the same geology as the Pirquitas mine. As stated in the news :

The Pirquitas South Prospect is a stockwork system in the same Ordovician sediments that host the Pirquitas Mine. The stockwork sits within the intersection of a NW and NE structural system and contains a hydrothermally altered zone with moderate to strong argillic alteration and veinlets of quartz and iron oxides. The size of the main alteration halo is approximately 1.6km x 1.4 km with two smaller halos mapped to the south and south west.


That is a second target zone with a phenomenal size of prospective land both within 2.5 and 5 KM respectively from the center of Silver Standard's mine. I'm not sure of any other junior trading at 20 cents that is this close to such a major deposit with this many prime drill targets and experienced management capable of hitting paydirt.

From the company's PR they also state they will be carrying out some areo magnetic testing in the new year which will help zero in on more precise drill targets. I also expect to see some sort of ground sampling results in the coming weeks. Optomism is abundant here as they also state they expect to find more exploration targets in the coming months next to one of the worlds largest open pit mines.

If you have missed my previous post, you should do yourself a favor and check out Silver Standard's website and view the video with the 3-D look at the Pirquitas mine to really grasp the enormity and how close Artha is to this beast.


http://www.silverstandard.com/projects/pirquitas-mine.htm