MONITORED LISTS

List of Monitored Stocks - last updated on 22 Sep 2000 (refer to notes at bottom of table)

LIST # 1 - GOLD/PMs
Symbol	Stock Exchange	Company Name		Recent Price	No. of Shares (mil)	Market Cap $mil	F/cast Earn. $	F/cast P/E	F/cast Source	TSI Comment/ Recommendation
AEM	NYSE	Agnico Eagle	US$	6.00	55	330	(0.01)	n/a	Cons (12/00)	Buy below $6
AQP	ASX	Aquarius Platinum	AU$	6.75	48	324				Hold
AU	NASDAQ	Anglogold	US$	18.25	196	3,573	2.25	8.1	ML, 30/5/00 (12/01)	Buy below $20
DGD	ASX	Delta Gold	AU$	1.10	266	293	0.18	6.0	ML, 16/6/00 (6/01)	Buy
DROOY	NASDAQ	Durban Roodepoort Deep	US$	1.09	106	116	0.23	4.7	ML, 5/5/00 (12/01)	Hold
FN	TORONTO	Franco Nevada	C$	14.45	158	2,289	0.61	23.7	Cons (3/00)	Hold
GBU	CDNX	Gabriel Resources	C$	2.85	74	211		n/a	n/a	Buy below $2.30
HGMCY	NASDAQ	Harmony Gold Mining	US$	5.00	96	480	0.78	6.4	ML, 25/01/00 (6/01)	Buy
LHG	ASX	Lihir Gold	AU$	0.59	1,142	674	0.04	16.4	ML, 27/2/00 (12/00)	Buy
NDY	ASX	Normandy Mining	AU$	1.00	1,741	1,741	0.08	12.8	YMW, 24/2/00 (6/00)	Buy below $1.00
PDL	TORONTO	North American Palladium	C$	11.00	23	249				Hold
PFG	TORONTO	Pacific Rim Mining	C$	1.45	23	34		n/a	n/a	Strong buy
SWC	ASE	Stillwater Mining	US$	28.13	38	1,069	1.87	15.0	Cons (12/00)	Buy below $30

LIST # 2 - INTERNET
Symbol	Stock Exchange	Company Name		Recent Price	No. of Shares (mil)	Market Cap $mil	F/cast Earn. $	F/cast P/E	F/cast Source	TSI Comment/ Recommendation
AOL	NYSE	America On Line	US$	55.25	2,235	123,484	0.48	115.1	Cons (6/01)	Buy range $40-$50
BDE	ASE	Brilliant Digital Entertainment	US$	3.88	14	53		n/a		Buy
CPTH	NASDAQ	Critical Path	US$	69.81	59	4,091	(0.15)	n/a	Cons (12/00)	Hold
ITWO	NASDAQ	I2 Communications	US$	186.19	157	29,306	0.36	517.2	Cons (12/00)	Wait
LDIG	NASDAQ	Liberty Digital	US$	17.75	202	3,580	(1.81)	n/a	(curr yr)	Buy
PSIX	NASDAQ	PSINet	US$	10.75	164	1,762	(2.80)	n/a	Cons (12/00)	Buy
RNWK	NASDAQ	Real Networks	US$	40.19	153	6,165	0.18	223.3	Cons (12/00)	Wait
SFE	NYSE	Safeguard Scientific	US$	23.06	119	2,751		n/a		Buy
SPLN	NASDAQ	SportsLine.com	US$	15.50	26	408	(2.31)	n/a	Cons (12/00)	Buy below $16

LIST # 3 - OTHER
Symbol	Stock Exchange	Company Name		Recent Price	No. of Shares (mil)	Market Cap $mil	F/cast Earn. $	F/cast P/E	F/cast Source	TSI Comment/ Recommendation
ADI	NYSE	Analog Devices	US$	88.38	355	31,375	1.85	47.8	Cons (10/01)	Buy below $60
ALSC	NASDAQ	Alliance Semiconductor	US$	19.50	43	840	0.56	34.8	Cons (03/01)	Buy
CMTN	NASDAQ	Copper Mountain	US$	46.19	58	2,656	1.37	33.7	Cons (12/01)	Buy
CPH	ASX	CPH Investment Corp.	AU$	0.66	1,010	667		n/a		Strong buy
CPQ	NASDAQ	Compaq Computer	US$	28.63	1,700	48,671	1.07	26.8	Cons (12/00)	Buy range $22-$26
DELL	NASDAQ	Dell Computer	US$	35.94	2,565	92,186	0.80	44.9	TSI, 11/2/00 (1/01)	Buy range $30-$35
FXJ	ASX	John Fairfax Holdings	AU$	4.36	728	3,174	0.22	19.8	YMW, 25/11/99 (6/00)	Buy below $4.50
GBLX	NASDAQ	Global Crossing	US$	28.25	831	23,467		n/a		Buy below $28
LPTH	NASDAQ	LightPath Technologies	US$	44.88	18	812		n/a		Buy below $35
LU	NYSE	Lucent Technologies	US$	32.44	3,357	108,901	1.38	23.5	Cons (09/01)	Strong buy
MFNX	NASDAQ	Metromedia Fibre Network	US$	25.00	533	13,325		n/a		Buy
MRVC	NASDAQ	MRV Communications	US$	58.00	58	3,364	0.25	232.0	Cons (12/00)	Wait
ODETA	NASDAQ	Odetics	US$	15.75	10	164				Hold
VARLE	NASDAQ	Vari-L	US$	12.00	8	91	0.71	16.9	Cons (12/00)	Hold
WCOM	NASDAQ	MCI Worldcom	US$	26.50	2,838	75,207	1.90	13.9	Cons (12/00)	Strong buy

NOTES

The above table contains the stocks we are monitoring and would be interested in purchasing at a certain price should general market conditions be favourable (refer to Weekly Market Update for our current opinions on the financial markets). List#1 contains our favourite precious metal stocks, List#2 contains the stocks we believe provide good exposure to the enormous growth of the Internet, and List#3 contains other stocks that we have assessed as having above-average growth prospects. Not all the stocks listed above are suitable for purchase at any time - refer to the recommended BUY prices and to our Current Portfolio

The TSI Portfolio and Stocks List are provided for information purposes only. Each investor should do his/her own research prior to acting on any of our recommendations. We are a resource for ideas and take no responsibility for any trading losses that may be incurred by those who act on the information provided within this web site.

Forecast Sources are as follows :
Cons = consensus, or average, of a number of analysts' forecasts
YMW = Ian Huntley's Your Money Weekly
TDL = The Dines Letter
ML = Merrill Lynch
DJC = DJ Carmichael & Co
The figures shown in brackets are the month and year at the end of the 12 month period to which the forecast applies.
For example, YMW, 25/2/99 (6/00) indicates that the forecast was extracted from the 25th Feb 99 issue of Your Money Weekly and is for the 12 month period ending 30th June 2000.

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