Very soon Bob Moriarty will start posting great micro junior company analysis. Now that gold is in bullish trend his list should be given a serious look.

To me he is the one who visits the sites analyses the hole data and most importantly knows CEO’s well in the industry.

His picks have done well in the past like Rio Alto, Gold Canyon GCU and others. Unfortunately gold was in bear trend. Even though RIO did well. Both of them bot out recently. AND many have not done well (some bankrupt) due to terrible bear market. BUT remember (paper) companies may have gone but the gold/silver under the properties are still there. In the future I will be watching who picks up where these bankrupt companies left off. That is in the future.

There is a new exploration company on the block: First Mining. Appears this company is accumulating discovery assets. Recent buys are: Gold Rush, Gold Canyon (GCU), Clifton Star resources (CFO.v).

I am going to add more : GSV, GQC.V and some more.
My base portfolio is junior gold and silver producers and emerging producers like Red Eagle gold RD.V featured by Moriarty:

http://www.321gold.com/editorials/moriarty/moriarty082115.html

Another emerging producer is True gold.
Once Silver to gold ratio breaks out my portfolio will overwight in silver producers like Mirasol, AXU SBB.V and others. 60/40???
Any comments???