Today is the final day of the Denver show, so the webcasts will be available for another dozen or so, which I'll upload in a second part to this blog. In all cases I think, these stocks are registered to trade in both the U.S. and Canada (and in some cases in other countries), but I listed the ticker symbols I know best, and probably trade in meaningful volumes.

I'm not going to point you in any direction here other than to say I personally feel more comfortable with precious metals, and with: USGL/UXG.TO, KRY/KRY.TO, ABX, IAG/IMG.TO, QEE, RGLD, AGI.TO, PAAS, GLE, and AUY/YRI.TO.

In the second article, NEM, GG/G.TO, SLW, KGC/K.TO, AEM/AEM.TO and HMY also look good.

These are only the companies that presented at Denver, but they cover probably 80 pct or more of the ones I try to follow closely.

At today's low prices, USGL/UXG.TO, and KRY/KRY.TO represent values that appeal to me.

These presentations take 20 minutes to review, so there is a lot of homework to do, but frankly if it's not done, you can't say you understand/appreciate what these (relatively small) companies do.

In all cases however, they are in a solid industry, have good resource properties, good management, well funded (or with ready access to capital), and so forth. These are not penny stocks. They are all institutional money manager quality " some of course more so than others.

-------- AGI.TO Alamos Gold
AU ------- AngloGold Ashanti
SIL ------- Apex Silver
AZK ARZ.TO Aurizon
ABX ABX.TO Barrick Gold
BGO BGO.TO Bema Gold
CBJ CBJ.TO Cambior
-------- CG.TO Centerra
CGR CRJ.TO Claude Resources
CDE ------- Coeur d'Alene
KRY KRY.TO Crystallex
CLG CLG.TO Cumberland Resources
DROOY ------- DRDGold
EGO ELD.TO Eldorado
-------- GBU.TO Gabriel
GRS GAM.TO Gammon Lake Resources
GLE GGG.TO Glencairn Gold
GSS GSC.TO Golden Star
HL ------- Hecla Mining
-------- HRG.TO High River Gold
IAG IMG.TO IAMGOLD
LIHR ------- Lihir
MDG MNG.TO Meridian
MRB ------- Metallica
MNG MAE.TO Miramar
PAL PDL.TO NA Palladium
NSU NSU.TO Nevsun
NG NG.TO NovaGold
PMU ------- Pacific Rim
PAAS ------- Pan American Silver
GOLD ------- Randgold
RNO ------- Rio Narcea
RGLD ------- Royal Gold
XPL ------- Solitario
SWC ------- Stillwater Mining
USGL UXG.TO U.S. Gold
AUY YRI.TO Yamana