Value Microcaps Junior Miners

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crk: I can tell you what I am buying and want to buy, you make your own decision.
I believe we are in for a a big bounce in commodity stocks. There are couple of reasons. Hedge fund liquidation is over, year end tax selling is over and annual rebalancing is going on.
I heard the commodity index re-balancing will start this Thursday or Friday, probably last for about one week. There are about 75 billion in the index funds. Obviously they will sell last year's winner, i.e. gold and buy last year's loser, i.e. oil and base metal. I like oil for a trade the most as I prefer oil to base metal in the recession. We always need to heat up our homes in the winter. However, you need to move quickly if you want to catch the oil train. If you don't buy energy this week, next week may be too late. I am planning to get out of oil by the end of January as I think this may be another dead cat bounce. Gold is long term. You can use any weakness to accumulate. I believe we are in a long term bull market for gold as our government is printing money like there is no tomorrow.
Energy stock I have been buying are TXCO(sold already), GTE, RAME and ATPG. My largest energy holding is still POE.v/POEFF.pk. POE is the only stock that I have confident to survive 20 dollar oil, most other energy junior will likely disappear after extended period of ultra low oil price.
I like RAME a lot. It has good insider buying. Actually it is the only one I found has significant insider buying.
ATPG closed its transaction successfully(unlike TRGL). It should start buying back shares this quarter. Large short interests, perfect short squeeze.
GTE is another company with strong balance sheet. Columbia netback is very high. Should do well when oil rebound.
I also have TGA, PBG.to on my watchlist. They didn't come down a lot, so less a bounce.
For gold stocks, I really like SMC. I also like AGT a lot, but there are 20 million shares for sale. I would wait for the 20 million shares cleared first before commit any capitals.
I am also nibbling some PZG. It just completed a PP, it main property is very close to the CDE mine, could be a good take over candidate. It is a much better trade than TRGD anyway.
I also have Canadian juniors like SAM.to, NGG.v, and SGR.to.
I also hold a lot of slow riders like AUY and GORO.ob.
The real exciting one I am buying since last week is EAS.v. It has 10 bagger potential. See my previous post.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34605037
In conclusion, you have to be quick and nibble on energy, but I believe we are in long term bull market of gold though.
Good luck and welcome back.