The StockResearchPortal.com website is structured to make publicly available information on companies more conveniently available for efficient (read ‘Significant Time Savings’) online research. It both systematically reproduces data available elsewhere, and programs that data in ways otherwise not found – at least by us. The website currently focuses only on Mining and Oil & Gas Companies traded on the Toronto and Toronto Venture Stock Exchanges, but in time may be expanded to cover Mining and Oil & Gas Companies traded on other exchanges.

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Are you familiar with the concept of Peak Oil and the debate and controversy surrounding it?

M. King Hubbert, a Shell Oil geophysicist, first warned of Peak Oil in 1956. Simply stated, his research conclusion (broadly referred to as ‘Hubbert’s Peak’) is based on the fact that oil reserves in any geographic area are finite. Hubbert believed there would come a point (he estimated around 50 years from 1956) when world oil consumption would match (the ‘Oil Peak’) and thereafter exceed supply. As things have transpired, Peak Oil has become a hot topic of debate in recent years. Hubbert’s theory has also been applied to other natural resources.

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In the next few months and thereafter we plan to make StockResearchPortal.com an important educational website conveying both valuation and stock market knowledge to users. As a start to this process you can find 5 Valuation E-Books resident in the website. These E-Books address:

• General Valuation Topics, including important summaries of Information Availability and Share Valuation Principles and Concepts;

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In your investment analysis do you consider whether management meets or exceeds their forecasts (often referred to as ‘guidance’)?

Historic management guidance measured against actual results needs to be carefully reviewed, and the reasons for material differences assessed. It is one thing in the case of:

• an exploration company if management forecasts a drilling program at the beginning of a current year of, say, 30,000 feet for that year and 27,000 feet is drilled. It is quite another if only 20,000 feet are drilled and there is nothing beyond management’s control (weather, labour strikes, etc.) that contributed to that; and,

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Have you focused on the effect a serious slowdown in U.S. Consumer Spending may have not only on the U.S. economy, but importantly on the economies of China and other developing countries – and the potential significance of this to your equity investments?

For many years The Peoples Republic of China (‘PRC’) has reported an annual GDP growth rate in the order of 8% - 10%, creating unprecedented demand and upward pressure on prices for basic commodities such as copper, nickel and crude oil. While there are many economic issues related to China that bear directly on the economic wellbeing of the U.S., we believe perhaps none is as important as how a serious slowdown in U.S. consumer spending would affect China’s GDP growth rate and behavior – in particular how the PRC would deal in such circumstances both with the large amounts of U.S. dollars it holds (arising in large part from China’s trade with the U.S.) and its continuing purchase of raw materials required to fuel its growth. Based on our reading we have come to believe U.S. consumer spending is significantly important to both U.S. and global economic growth, with the consequence that if U.S. consumers significantly reduce consumption the world (read China in particular) macro-economic engine may slow down materially.

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