Applied NeuroSolutions - A very small cap biotechnology company which today announced a deal with Lilly to develop therapeutics to treat Alzheimer's. This $38MM company is trading on the Bulletin Board for about 40 cents. This is a pretty nice deal for such a small company and may provide a speculative opportunity not unlike NNVC at 10 cents a share.
International Royalty Corporation is a diversified mine royalty company with royalty interests in nickel, copper, zinc, gold, diamonds, coal and uranium. Royalty companies are generally less risky then operating companies, so you get exposure to the sector without a lot of the risk. IRC's profit margins are among the highest in the industry, but that is not yet reflected in the multiples of future earnings inherent in the stock's price. According to J. Taylor who follows ROY, the company's stock price, if comparable to other royalty companies, should be 2X to 3X it's current price. This is both an inflation play, a precious and industrial metals play, an uranium play and a value play.
I have positions in both these ideas.