04-20-2012, 12:32 AM
It is hard for me to get excited about any financial stock, based only on book value because so many are under book.
A few ideas in the resource area that are small cap and could be worth more than “double or nothing”, depending upon Government approvals (binary event) would be AZC (copper in AZ) NAK (gold in AK).
ACI and BTU and ARLP are all coal stock that were killed due to $2 nat gas, they all look to be bottoming and pay dividend .
I think MCP could have huge upside in the rare earth sector as they are not in China. If you are not too afraid of China in that sector is REE.
Also a China small cap that could do very well is GURE (bromine).
IPSU is a very interesting play in sugar.
Extreme caution to all, not for widows or orphans . Do your own due diligence.
A few ideas in the resource area that are small cap and could be worth more than “double or nothing”, depending upon Government approvals (binary event) would be AZC (copper in AZ) NAK (gold in AK).
ACI and BTU and ARLP are all coal stock that were killed due to $2 nat gas, they all look to be bottoming and pay dividend .
I think MCP could have huge upside in the rare earth sector as they are not in China. If you are not too afraid of China in that sector is REE.
Also a China small cap that could do very well is GURE (bromine).
IPSU is a very interesting play in sugar.
Extreme caution to all, not for widows or orphans . Do your own due diligence.
"And maybe someday we will find , that it wasn't really wasted time"

