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| Shown below was my debut newsletter. Since then the format has undergone minor changes, and it will continue to undergo adjustments to better serve subscribers. That being said, now would be as good a time as ever to subscribe to "View My Portfolio" because I currently have about 40 pages of due diligence (and growing) on 40-50 different stocks that I'll probably be releasing in a rough draft format to paying subscribers in these next several months. Furthermore, the following report is only one aspect of "View My Portfolio". Another is gaining access to my Yahoo! Account allows you to track my daily trading activity as well as my transaction history throughout the year so you know exactly where my money is and where it has been. Not only that, but since the publication of this report in March, the money that I manage for my Grandparents has increased significantly. This information is also be accessible through the same Yahoo! Account. And perhaps most importantly, you will receive advance knowledge of my Newsletter Reports, along with drafts of these same reports before they are published for my much wider free-subscriber list to view. NOTE: This Report is edited, which is indicated by either black dashes (-----------), or orange lettering. This has been done to either keep certain information sensitive (such as passwords), or to provide a brief update on the situation as of April 21st. Also keep in mind that the original report was sent in a much more attractive PDF format through e-mail. As of April 21, 2006, I expect that soon my website will (1) be remodeled, (2) have password access capabilities for subscribers, and (3) have the capability of accepting payment by major credit cards. |
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| “View My Portfolio” March 2006 |
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| Log in to Yahoo! Finance to track all the portfolios I manage along with detailed watch lists. (updated daily) Step 1: Visit finance.yahoo.com Step 2: Sign in to the following account:
Password: ------------- David’s Portfolio Value on Jan. 1, 2006 = ----------- Value on Feb. 28, 2006 = ----------- Father’s Portfolio Value on Jan. 1, 2006 = ----------- Value on Feb. 28, 2006 = ------------ Grandparent’s Portfolio Value on Jan. 1, 2006 = ----------- Value on Feb. 28, 2006 = ------------ Potentials (Watch Lists) Current Account Holdings as of February 28th:
Trading activity for the month of February David’s Portfolio 2/06/06 Sold 10---- shares of IGMI (Idaho General Mines) at $3.75 US. I sold my entire position in IGMI in order to acquire a position in both EEGC and BENGF (below). Though I don’t think the price of IGMI will drop much lower that it already has briefly in February, I do think it will trade relatively steady. Therefore, I am betting that my other positions will outperform it in the short term so that I can acquire a larger position within IGMI in the future. -As of April 21, IGMI trades at $3.32/share- 2/06/06 Bought 16---- shares of EEGC (Empire Energy) at $.12 US. I have not sold any of my position in EEGC. I plan to hold in anticipation of much greater gains, and then diversify out into other opportunities that would have otherwise been impossible because of limited capital to invest. If my information about Empire Energy is correct, some very exciting developments are taking place right now. I expect to learn more this month, and will be expectantly watching for news which should serve to connect more of the dots. -As of April 21, EEGC trades at $.26/share- 2/06/06 Bought 4---- shares in BENGF (Benguet Corp.) at $.50 US.
subscribers. I’m currently conducting research and may soon publish a report, assuming I become somewhat more convinced of the likelihood of BENGF’s future successes as a large scale mining operation in the Phillipines. 2/08/06 Sold 10---- shares of TRGD (Tara Gold) at $.22 (formerly AMRS). This certainly doesn’t mean I’ve lost faith in the company since the release of my newsletter report entitled “A Stellar Opportunity”… far from it. I simply chose to sell a portion of my position to lock in gains of some 300%. It was my largest holding (still is) and I felt it would be wise to diversify out into other companies. I still recommend it as an excellent buy at these levels. Just recently Francis Biscan, CEO of American Stellar, became the CEO of a small ‘shell’ company called Drake Gold. I can’t disclose too much light on the subject at this point, but I have spoken to Francis about the change, and he assured me that American Stellar was still his primary focus. Think of Drake Gold as a means to an end, an end which will greatly advance the future successes of both Tara Gold and it shareholders. I expect they share price to rise as new market participants are made aware through the name change that this company is a gold and silver player, no longer associated with energy. -As of April 21, TRGD trades higher still at $.37/share- I recently added to my position on the dip down to $.33 (April 19th) and remain very bullish about this company’s future. 2/08/06 Bought 14---- shares of SLGLF (Silverado Gold Mines) at $.145 US.
candidate by an oil giant like Exxon in the future (2-5 years). Short-term, Silverado is expecting that the federal government will grant the company some $20 million in order to conduct further research on the coal liquefaction process this stock could move fast. I am currently working on a report, and expect to release it within a few weeks as the share price is correcting quite nicely off its highs. Silverado is also a gold explorer and producer, expecting to substantially increase production later this year at their Nolan Placer Gold Mine project in Alaska (possibly paying for the majority of company expenses and avoiding the need for further dilution). Potential exists for the discovery of some 2+ million ounces of gold, as is indicated by resource data dating back several decades. Well managed, and by men who have devoted the majority of their adult lives to the company and remained determined despite the nauseating 20-year precious metals bear market they had to live through, fighting the naked shorts all the way down. The short position alone may account for some 1 billion shares, almost 2 times the current market capitalization! -Silverado remains a very speculative play. If funding is not received for the demonstration plant within the next few months I’ll consider liquidating my position. In the meantime, I don’t expect the price to fall below $.10, and there is real potential for a super-spike up to $.30-$.40 if news of funding is released. 2/08/06 Sold 10---- shares of ISVLF also IPT.V (Impact Silver) at $1.18 US. Despite liquidating my position within Impact Silver in order to lock in substantial gains and seek other opportunities, I continue to watch the development of IPT very closely. -As of April 21, I am looking for an entry point as I feel Impact Silver is a much better value than other peers like ECU Silver Mining.- 2/08/06 Sold 15---- shares of PTMHF also PAT.V (Patricia Mining) at $.79 US.
reestablishing my investment position. 2/08/06 Bought 30---- ABMBF also ABI.V (Abcourt Mines) at $.36 US.
resources of over 20 million ounces of silver, over 650 million pounds of zinc, and a fully diluted market capitalization of a little over $16 million, Abcourt looks like a great buy at these prices, especially considering that they could become a producer next year! I’m currently working on a report.
2/08/06 Bought 10---- EEGC at $.118 US to add to my position. 2/10/06 Sold 50---- SRLM (Sterling Mining) at $3.60 US.
pursue other opportunities. I’ll be looking to acquire a position once again in the future.
enough on the trigger finger, but nevertheless I’ll continually be looking to re-enter on any significant pull-back. 2/13/06 Bought 17---- KDKGF also KG.V (Klondike Gold) at $.10 US.
(the Gold Anti-Trust Action Committee). Within this DVD presentation I was made aware of the JV partner of Klondike Gold, Klondike Star. After doing some quick research I came to the conclusion that Klondike Gold was somewhat undervalued with respect to Klondike Star, similar in nature, I believe, to the current situation between Tara Gold (formerly American Stellar Energy) and Paramount Gold. However, I’m currently liquidating my position because of the opportunities that I see opening up in Revett Minerals, Canadian Zinc, Yukon Zinc, and some others. I’ll be keeping a sharp eye on Klondike, and be looking to add at prices below $.10/share. -As of April 21, I doubt we’ll see sub $.10/levels again anytime soon unless gold falls hard. That said, I continue to watch Klondike Gold closely as they further explore their gold prospects. 2/27/06 Sold 10---- MMGG (Metalline Mining) at $2.34 US.
original position, and remain very bullish on this company’s future. 2/27/06 Bought 20---- shares of YZCCF.PK (Yukon Zinc) also YZC.V at $.45
2/27/06 Sold 90---- shares of KG.V at $.109
Rock Creek Project in Montana, with an estimated 229 million ounces silver and over 2 billion pounds of copper. Revett is also a producer. Their Troy Mine (5+ year mine life) is expected to reach full production the second quarter of this year, meaning over 3 million ounces of silver and 26 million pounds of copper production per annum. Revett is very similar to MGN (Mines Management), which has an estimated resource of 257 million ounces silver and 2.2 billion pounds of copper.
RVM.TO market capitalization = $91.0 million
do they have a producing mine but they also appear to have more exploration potential than MGN. 2/27/06 Sold 20---- shares of OTMN.PK (O.T. Mining) at $5.50/share.
As you can very well see, my trading activity was mostly contained to the 6th,8th,and 27th of February. This is somewhat typical of how I trade. Some weeks, I may not trade at all, and others I may rearrange my whole portfolio. It all depends on what opportunities present themselves during this period. When one or more of my positions goes up considerably in value while simultaneously one or more others that I am watching goes down considerably in value, I tend to act as I don’t deal yet with restricted shares.
managing an additional $100,000 for my family (estimated). Detailed information about where this money is allocated will only be available through the “View My Portfolio” subscription service. Father’s Portfolio Trading activity within my father’s portfolio was minimal during February, and this will probably continue as my father would like to remain heavily exposed to ERHC Energy in the coming months. I started to manage it only but a few weeks ago, and at the onset his whole portfolio was allocated to ERHC Energy. I’m in the process of diversifying his holdings, but because of the progress being made with ERHE.OB I may wait several months until I make any significant changes. Currently ERHC Energy accounts for over 83% of his total portfolio. Other Holdings (acquired these past few weeks):
expect the court’s decision to be made shortly. My short-term target sell price is around $6/share in such an event.
Grandparent’s Portfolio Current Holdings:
Other Holdings throughout January and February:
Both my father’s and grandparent’s portfolios are presently weighted heavily towards oil stocks, namely ERHE, to a lesser extent EEGC, as it is also a zinc play, and to a lesser extent sill, SLGLF, as it is also a gold play. Though I do expect to diversify their holdings into companies with a more concrete focus on precious and base metals in the future, in these next few weeks (perhaps months) I expect very positive developments to occur within ERHE and EEGC that could increase the market value of these two companies tremendously. Keep in mind that they are both at their high’s in price right now, so be careful, especially with ERHE. Both could make huge swings that you may be able to take advantage of before news highs occur (e. g. this Monday’s trading with ERHE). Once this potential is reflected in the share price, and now I am referring primarily to ERHE (c. $2-$5/share), I plan to begin a gradual shift towards mining companies as my father allows. My grandparent’s portfolio, on the other hand, could shift back in favor of mining stocks within a week’s time. *Updates on ERHC, explaining the wild price swing earlier this week: Production sharing contracts were delayed once again, but judging by the price action on Monday, at least block 4 will be signed on March 14th. “Doom and Gloom to begin in March 2006?” http://www.europe2020.org/en/section_global/150206.htm …All the more reason to own gold and silver. My predictions, in no particular order…
Newsletter Reports in Progress In order of expected release—remember I only publish newsletters every 2-3 weeks so it is very hard to predict the farthest ones. Also, bear in mind that the final release date decisions are somewhat dependent upon the changing technical and fundaments aspects of these companies.
Sincerely, David Zurbuchen |
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| I am not a financial advisor. The information contained herein must not be construed as investment advice. The prices of both mining stocks and physical bullion are both very volatile in nature, so make sure that you always exercise extreme caution in this area of investments, always performing your own due diligence. I must reiterate that I am not a financial advisor, and I cannot take responsibility for your trading decisions. |
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