Mining/Energy Stocks - Need To Pick 4

[djones]

Hi All,
Have decided to pick 4 Mining/Energy stocks and buy an equal amount of each of them on Wednesday. I have narrowed down my list to 5 potential companies:

ADI
ARQ
EKA
MCR
MTN

I dont want to be in them for the very long term, probably maximum of 1 year. What four stocks do you think I should go with (include others if you think of a different one) and why?
Thanks for your help!
- Duncan

[clearasmud]

quote:Originally posted by djones

Hi All,
Have decided to pick 4 Mining/Energy stocks and buy an equal amount of each of them on Wednesday. I have narrowed down my list to 5 potential companies:

ADI
ARQ
EKA
MCR
MTN

I dont want to be in them for the very long term, probably maximum of 1 year. What four stocks do you think I should go with (include others if you think of a different one) and why?
Thanks for your help!
- Duncan


The first 3 stocks are all related. Why do that if you are only having 5?
Others
GDR : possibly unique goldmine with proactive management.
Coi:Great management,looks like great future. USA drilling plus csm Australis/usa
PPP:big upside from low risk drilling in NZ soon
NZO:cheap considering the assets.Related to PPP in Tui
AZC:no brainer exposure in zircon?
ATR/GUN other zircon stocks to consider
BDG:now a bargain in one of the world largest new goldmine?
FAR/ROC/CUE/GOG/Coe well managed oilers.May need patience

[ASXIOU]

If you want to expand your list a bit my four picks for the next 3-5 years (that is my timeframe) are PSA, FAR, IGR and RCO. Do your own research of course.

[Dazza]

IGR are peeving me off a bit

but for me 4 picks are

FXR - Ni/Zn/Cu
BPT - Oil
CMR - Ni/Cu/Co
AGS - Uranium

and 5 maybe SBM - for some gold.


and yeah ur first 3 picks are like the same really.. they are all into sugarloaf

[nelehdine]

These four stocks have treated me like a king the last 12 months , I don't expect anything to change in the next 12.

Compass ( CMR )
Sino Gold ( SGX )
Oxiana ( OXR )
Equinox ( EQN )

Dazza , I know you only have limited funds so if I were you I would whittle your portfolio down so you have a minimum of $5,000 invested in any one stock. If I were you I would have at least 30/40% just in CMR ... I have a mining portfolio with six stocks worth just over $230k ... CMR makes up $100k of that , they will be a VERY rewarding investment over the next few years.

[lambton]

PNA, OXR, HZN

[Dazza]

but nele, >< lol
im up 350% on ekao and 400% on mox ><

i know, im slowly whittling it down, but only doing it at profits, not at a loss

my core portfolio is

FXR
CMR
ZFX
AGS

nele i missed the $4 top up of cmr though

[JBmurc]

quote:Originally posted by djones

Hi All,
Have decided to pick 4 Mining/Energy stocks and buy an equal amount of each of them on Wednesday. I have narrowed down my list to 5 potential companies:

ADI
ARQ
EKA
MCR
MTN

I dont want to be in them for the very long term, probably maximum of 1 year. What four stocks do you think I should go with (include others if you think of a different one) and why?
Thanks for your help!
- Duncan



like most your pick's as i hold ;)all but MTN
-depending on your risk levels I wouldn't hold EKA because of the downside if sugarloafs dry ADI will also drop 30%-50%+EKA= 60%-100%+ fall[xx(]- ARQ may also be affected, better of buy a smaller amount of EKAO IMHO
My picks at this moment
-ADI+EKAO
-MCR
-ARQ
-COE;) US-80bbl+ crude oil this time next year IMHO

[clearasmud]

Coe is drilling in extortionate Indonesia.
However still a good buy before spud proposition and I hold.
Tap of course also a very good short term punt re the large Cutter wildcat currently drilling.I hold also
Regards

[marcer]

CMR
MMX
BRW

[nelehdine]

Two of the four stocks I mentioned yeserday are up 10%+ in the last 24hrs ... did you buy any Dazza !!!

[Dazza]

no lol nele

Compass ( CMR )
Sino Gold ( SGX )
Oxiana ( OXR )
Equinox ( EQN )

i got cmr, but wont top up unless it falls to 410-30

sgx - i got SBm/KMN for gold exposure

OXR - i went for zfx and pna instead

what does equinox do?

[nelehdine]

EQN is developing the biggest copper mine in Africa , reserves of 37 years production or something ridiculous like that. Financing all in place, Zambiaan Govt a shareholder in the company and very pro-mining. Oh and just a little sideline they have about $1.6b inground value of Uranium as well ... as well as another 9,000sqkm of tenements around the new mine.

Listed in Toronto as well as ASX. Current price $2.27 ... forecast P/E for 2009 ( first year of full production ) at current spot prices about 1.3 !!!

[ELYOB]

Purely oilers ;

BPT AZA will go with any other 2 stocks = tap arq cvn awe coe stu itc ppp adi gdn stx etc

[Hommel]

I am still holding both CMR and EQN. Bought a few more EQN at $5.30 today. Boy, it's been a bumpy ride with these two but I feel my patience may finally be rewarded.

[bermuda]

Bow
Rpm
Vpe
Sxp

[macduffy]

Bow
Rpm
Vpe
Sxp

bermuda's keen on CSM stocks and I can't argue with that!

The one stock I don't hold but would like to is Compass - CMR.

Oh, and Perseus - PRU - big gold resource in West Africa.

;)