i also own and accumulate at current prices Sprott Resource Lending and am looking to pick up Sprott Resource Corp due to its big investment in One Earth Farms.

i also own PICO and bought more recently at current prices. i bought them as a bet on water as the next major  investment, one of the few public companies that deals in water rights.

i own both Sandstorm Gold and Sandstorm Metals and Energy, no brainers to me due to the management.

my spec play is Doxa Energy, which is creating cash flow and should grow rapidly with the wells in the mississippian oil play and eagle ford. management owns 36% of company.

thats it for me.