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  • Cramer's Mad Money - Apple Is the Greatest Manufacturing Stock in the World (5/27/10) [View article]
    You are right when you point out the Apple (AAPL) is a great manufacturing stock, however, not the greatest in the world. BYD (BYD) is growing much faster.
    May 28, 2010. 05:57 PM | Likes Like |Link to Comment
  • Is It Wrong to Exploit the BP Oil Spill for Profits? [View article]
    Alternative energy may be benefiting from this disaster, and will for the foreseeable future, however, alternative oil is and will benefit even more.

    The Canadian Oil Sands and the Bakkan anyone. Suncor (SU) Cenovus (
    May 28, 2010. 05:52 PM | Likes Like |Link to Comment
  • Canadian Banks: Where Good Isn't Good Enough [View article]
    TD, BNS.....
    May 25, 2010. 12:55 PM | Likes Like |Link to Comment
  • Opportunities in Energy Storage: Portfolios for a Coming Tidal Wave of Change [View article]
    Good discussion. Thanks John for your in depth posts. I don't agree with your investments per se, but I do appreciate your depth of knowledge.
    May 25, 2010. 12:37 PM | Likes Like |Link to Comment
  • Energy Transition: The Intractability of the Built Environment [View article]
    Solutions do not arise from criticism of the status quo. They arise from deep thought, many ideas, and hard work to separate the best ideas. You haven't enlightened anyone here. You have only complained. As a past boss once asked " Don't bring me problems, bring me solutions"!
    May 23, 2010. 01:46 PM | 4 Likes Like |Link to Comment
  • Today Looks Like the Day [View article]
    Good article Mark. We were also cautious buyers today.
    May 20, 2010. 03:31 PM | 1 Like Like |Link to Comment
  • A Critique of Petersen's 'DOE Questions the Presumption of Plenty' [View article]
    More and more John, your arguments are falling on deaf ears. That is evidenced by the hundreds of projects now underway to either improve on Lithium ion technology or outright replace it, (Lithium air etc) using Lithium as the energy storage element.
    May 20, 2010. 12:51 PM | 3 Likes Like |Link to Comment
  • A Small Basket of Recommended Lithium Companies [View article]
    I've been following JH for about a year now, and I value his opinions. He is (arguably) one of the smartest guys in the room when it comes to the Lithium boom. Some of our picks reflect his opinions.

    I've noticed that, some commentators keep "beating the drum" of the downside of Liion batteries, but Lithium is the energy storage choice of many other battery technology breakthroughs this year including Lithium air. Dozens of designs are being worked on at this writing, by some of the smartest lab guys on the planet, including MIT. However it is the Lithium, that is the story. Technology always advances in a boom, and, whether you agree or not, there is a boom in this commodity right now. To that end, we have bought into a number of Canadian Juniors with huge deposits, mostly in Chile, which is really the epicenter of the boom. Here are some of our top picks in order.


    1 For any investor interested in a pure lithium play, then you absolutely must consider Salares Lithium Corp. Salares Lithium (LIT-TSX) owns over 117,000 hectares (288,990 acres approx) encompassing 7 Salars in Chile. It is one of the best, pure play Lithium ventures anywhere today with a depth of resource beyond 170 meters (so deep they can't measure it yet) Salares Lithium wholly owns 100% of 5 of those Salars, which is unique in the industry and very important in South American mining. Many others "share" deposits on the same properties. Salares now has a giant Lithium footprint, as large as anyone on the planet (read the article: Size matters ) They also have a very focused management team.

    2. Western Lithium (WLC-TSX) owns over 50,000 acres of proven, lithium Claims in Nevada. One of the only Lithium pure plays in the USA with great exposure. This is one of the worlds largest, proven Lithium deposits with an inferred deposit of 47 million tons, mine ready, located in mining friendly Nevada with quick access to buyers in North America. Western Lithium should be producing by next year.


    3. The biggest "sleeper" in the space is most surely TNR Gold Corp (TNR-TSX). TNR Owns 18 gold, copper, Lithium, and REE properties. these projects are in Nevada, Canada, Argentina and Ireland. More importantly, TNR "owns 100% of International Lithium Corp"which it will spin off this spring in an IPO. ILC own 9 Lithium brine properties in Argentina, Nevada and Canada, while TNR will retain it's gold, copper and rare earth deposits in Canada and Ireland as well as one Lithium play in Argentina. TNR may actually be the best "short term" play in the sector as it prepares the IPO for International Lithium Corp. and owners of TNR stock will automatically own stock and warrants in International Lithium when it is spun out this spring. (one share and one warrant for every 4 shares of TNR) As a side note, TNR has a 50% interest (with partner, Nova gold Resources) in the "Shotgun" gold property in Alaska as well as it's own Winchester property 18 mi. from Shotgun. TNR has 18 properties in total, of which 9 will be spun off with the International Lithium Corp IPO. If you buy shares in TNR (.23 cents at this writing!) you will automatically own shares and warrants in ILC after it's IPO this month.

    Institutional Holdings for TNR Gold Corp:
    20% - 9 Institutions including: Barrick Gold, Pinetree Capital, Tocqueville Fund, Solitario, and NovaGold.

    4. Latin American Minerals Inc. (LAT-TSX) Besides gold, LAT owns a 17% stake in Lithium Americas Corp. with a huge stake in the Chilean Salars. LAT also owns gold, silver, copper and rare earth properties (REE's). Lithium Americas properties include over 100,000 Hectares encompassing 5 salars (salt lakes) on the Argentina side of the Puna Plateau.You can buy LAT now (currently .20 cents) to own 17% of Lithium Americas, which we have done, or you can buy Lithium Americas (LAC) at the IPO price over $1.80

    Strategic Investors in Lithium Americas already include:

    * Magna International Inc.
    * Mitsubishi Corporation
    * PineTree Capital corp.

    5. Rodina Minerals (RM-TSX) Besides gold, Rodina owns a substantial stake in Clayton Valley Nevada (Lithium clay and Brine) This is a proven, ready to produce resource in the heart of the USA. One of the top Lithium picks of Byron Capital Markets analyst, Dr. Jon Hykawy who is, arguably, one of the foremost Lithium experts in the market today! Rodina is also a favorite of the gold report.(

    Yes, these stocks are speculative, but with the massive resources they are sitting on, and as they all trade for pennies, the potential upside cannot be ignored.
    May 19, 2010. 03:36 PM | 2 Likes Like |Link to Comment
  • Texas Regains Top Spot in Private Equity Investment in Energy [View article]
    Do you have any stats regarding which companies invested in are "energy storage" companies? Would appreciate your response. Thanks.
    May 19, 2010. 02:04 PM | Likes Like |Link to Comment
  • Daily Screen: Shifting Valuations in the Oil Patch [View article]
    Where do Suncor- (SU) and Cenovus (CVE) fit into your chart? I'd like your opinion, since I have been buying them this week!
    May 16, 2010. 07:53 PM | Likes Like |Link to Comment
  • Tuesday Outlook: It's Deja Vu All Over Again [View article]
    Great article Phil. Scary, but I loved it!!
    May 12, 2010. 01:31 PM | Likes Like |Link to Comment
  • What's the Global Value of a Barrel of Oil? [View article]
    The Athabasca oil sands in northern Canada, is the "largest deposit on the planet" by a factor of four. This is beside the vast discovery of the Bakkan and what lies beneath the Arctic, of which Canada owns 25%. Canadians are quite content to accept U.S. dollars for that oil, however, when the CAD rises past the USD, which it will, maybe Canadians will want their own dollars for that
    May 11, 2010. 12:15 PM | Likes Like |Link to Comment
  • Redefining Alternative Energy - Focus on Prospective Winners Receiving Less Attention [View article]
    no infomercials please....
    May 11, 2010. 11:56 AM | 3 Likes Like |Link to Comment
  • Why the Eurozone Is Doomed [View article]
    A devaluation of the Euro is inevitable, necessary, and overdue.
    May 11, 2010. 11:53 AM | 4 Likes Like |Link to Comment
  • Jim Rogers' Latest Bearish Calls: Shorting U.S. and Emerging Market Indexes [View article]
    We're big on commodities as well. The fiat fizzle will come, it's just a matter of when!
    May 10, 2010. 03:07 PM | Likes Like |Link to Comment