John Ing, Maison Placements Canada Inc.

Mr. Ing favours Excellon Resources and Continental Gold.

Excellon is a silver producer with exploration upside at a Mexican property. In a rarity in the junior sector, where companies are perpetually seeking to raise money, it actually has $22-million (U.S.) in cash on its balance sheet.

Mr. Ing likes that Sprott Asset Management and Goodman & Co. rank as the No. 1 and No. 2 shareholders, respectively, in Excellon. The two well-regarded mining-focused money managers are “as good as an endorsement, because they’re pretty savvy investors,” he says.

Continental Gold has a high-grade deposit in Colombia that Mr. Ing says may attract takeover interest. The company also continues to drill on the site, so there may be exploration news flow that drives the shares higher.