BAires,

I'm putting as much money in as I can right now from the profits of my small business. I would buy a lot more of Kimber and Tyhee relative to the others, but loaded up on lots of shares of those for the past few years - so I need balance in my portfolio of PM stocks and geographical dispersion. I am loading the boat with Minefinders though, devil take the hindmost. The short position is truly absurd.

Recently, I'm heavily buying:

SilverCorp - JP referenced this one indirectly today when he talked about a company that was buying back its shares and should instead pay a dividend, which is exactly what I thought when I saw their announcement. This will force the shorts to pay for their shares at least. There is simply NO REASON why this company should trade below $6/share. The company is apparently swimming in cash. Keeping a wary eye on China-US relations at all times, even while sleeping.

Kinbauri (in the EU - what if the Euro collapses? What if the EU political union frays?) The grades are amazing.

Minefinders - 'nuff said

Strathmore - Uranium for less than a $1 a lb. of yellowcake in Wyoming and New Mexico.

Minera Andes - great quarter, poor location. Severely undervalued.

and First Majestic - too cheap to be believed.

In lesser amounts, I am buying:

Eastmain - good grades, held up better than most juniors pricewise.

Kimber - 'nuff said

Mag Silver - amazing grades, held up better than most juniors pricewise

Endeavor Mining Capital - if banks are faltering, who will finance the mergers and assist in dealmaking?

Endeavour Silver - First Majestic's little buddy

Tyhee - 'nuff said

Bear Creek - absurdly cheap. Could be taken out by Pan Am if they don't mind the additional exposure in Peru.

Canplats - good grades, great discoveries. JP is buying. This one just went on my radar.

Great Panther - extended mine life, has Moly deposit, has assay team right on sight. Just like First Majestic and Endeavour Silver, showing great progress every quarter.

and Minco Silver shares via the shares of the Sterling Mine acquisition, assuming it goes through. If you look at Minco's presentation, they make the case that they can be a top tier silver producer. Might be a bit of a stretch, but the Sterling Mine was a bargain at $62 million. And, if better run than current management, will be an up-and-producing mine for this junior to help finance its assets and growth in China.

Again, hate to buy a mine in China or Argentina, but there are only so many places to invest outside of Canada and Mexico once you rule out nutty places like Nigeria, Russia, Venezuela, etc. And you have to love the cheap Chinese labor and mine construction costs, which are lower than Mexico. I limit my exposure to Argentina to a very small part of my portfolio, but the resources are there.

Best,

CD