A Look Over My Shoulder
Dudley Pierce Baker’s Personal Portfolio

This is Dudley
Baker and I welcome you to take a close look at my latest service. Since
March 2005, when I started PreciousMetalsWarrants.com, subscribers and
many others have frequently asked which warrants I personally own. It
only makes sense that if warrants are my area of expertise that
subscribers lean on me for direction and want to know what I own. I have
struggled with how to provide this information without making
recommendations to all subscribers at the same time which could distort
the market for some of the warrants which have limited liquidity and
trading. I have previously provided recommendations only in my
Personalized Recommendations (premium service), which will still be
available for those seeking a total hands on approach.
But now, I am
excited to offer investors an additional service where I detail for
you my warrant holdings as well as my entire portfolio.
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A Look Over
My Shoulder (Dudley's Portfolio)
Only $49.95/month
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Track Record:
Many investors
will want to know my track record before considering a service such as
this and that sounds reasonable to me. So, I engaged the CPA firm of
White, Samaniego & Campbell of El Paso, Texas to review my brokerage
statements and provide me a statement for the purpose of proving my
overall investment returns from January 2001 through Feb 2008.
The
statement attached reflects my overall return of 3,680%.
Even
with these spectacular returns, I am still substantially below my portfolio high
in early May 2006. During this
same time period, I have outlined the returns for 4 popular
averages:
HUI (Amex Gold Bugs
Index) 1030% Dow Jones
Industrial Average 14.7% S&P 500
4.2% S&P/TSX
Composite Index
53%

In full
disclosure, my daughter, Roxie Samaniego, is a partner in this CPA firm
bearing her name. I am a proud father as my daughter was named Young
CPA of the Year (2006-2007) in the State of Texas and see no reason to
hire another CPA firm for this limited engagement. To avoid any
potential conflicts, I requested another partner in the firm,
Michael White, to provide me this statement regarding my investment
accomplishments.
In addition to
the above statement regarding my overall investment returns from January
2001 through February 2008, I am providing you with some of my closed
trades:
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10 Examples of Past Performance |
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Company |
Average |
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Percentage |
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Closed Positions |
Cost Basis |
Sales Price |
Profit |
Return |
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UEX Corp |
$0.33 |
$8.00 |
$7.67 |
2324% |
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Desert Sun Mining Wts |
$0.36 |
$4.48 |
$4.12 |
1144% |
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Breakwater Res Wts |
$0.19 |
$2.21 |
$2.02 |
1063% |
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Metallica Res Wt |
$0.26 |
$2.95 |
$2.69 |
1035% |
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Yamana Gold wts |
$0.396 |
$4.25 |
$3.85 |
973% |
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Silver Wheaton Wt A |
$0.26 |
$2.10 |
$1.84 |
708% |
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Northern Continental Res |
$0.098 |
$0.466 |
$0.368 |
376% |
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Medallion Resources |
$0.055 |
$0.228 |
$0.173 |
315% |
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JNR Resources |
$1.00 |
$3.46 |
$2.47 |
248% |
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Rio Narcea Gold Wts |
$0.267 |
$0.91 |
$0.64 |
241% |
Think about it!
Anyone can get ‘lucky’ from time-to-time but we are getting rather
consistent with generating some outrageous gains. Sure, we have a few
losers, but from my overall returns since 2001, the numbers speak for
themselves. The above list is only some of my closed transactions and
many of my current open positions have similar performances with much more
to come.
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A Look Over
My Shoulder (Dudley's Portfolio)
Only $49.95/month
 |
Required
Disclosure Statement:
Access to ‘A Look Over My Shoulder’ does not and should not be taken as a
recommendation to buy any of these securities or warrants. This is my
portfolio and you must do your own due diligence and consult with your
investment advisor before making any purchases. The spectacular
gains outlined above are no guarantee or assurance that gains of this
magnitude will be accomplished in the future and we take no
responsibility for any financial losses resulting from your purchase of
any of these securities or warrants.
1.
Subscribers will first see my current warrant
holdings including:
• Name of company and
link to their website • Link to current quotes • Current price of warrant • Capitalization of company • My current opinion – Buy or Hold • My reason for purchase (if the
reason was an
analyst recommendation, I name the analyst)
• The relative percentage of my warrant
holdings to my total portfolio
2.
Next
you will see my entire portfolio
I list my
entire portfolio (including warrants) by category, i.e., Gold, Silver, Uranium, etc. and the
relative percentage of each category. As I write this,
I have 83 total positions, warrants and common
shares. I realize this may be overwhelming for many,
but I am comfortable with this exposure and I agree
with Bob Moriarty’s question: How many lotto tickets
do you want?
Enough to be a winner.
In addition, I list all of my purchases and
sales of
stocks and warrants within the previous 60 days so
you can get a good feel of my most recent interest.
3.
My Hot
List
Which
warrants and stocks are on my Hot List? For
this purpose I define,
Hot List, as those warrants or
shares I will probably be buying next. I am normally
'fully-invested'
at any given time and thus do not
always have the funds to purchase everything
immediately. You will see this Hot List and have the
opportunity to purchase immediately.
4.
Updates
and Communications
Subscribers
to ‘A Look Over My Shoulder’ will have immediate access to all of the above information.
Weekly updates (Thursday evening) will be made via
audio or visual review with a casual walk through and
discussion (about 10 minutes) of any changes
(purchases or sales) for the week or other relevant
information. You will 'get into my thinking' and
will want to stay with this service throughout this bull
market. I will inform you of my views, purchases and
perhaps most importantly, when I feel it is time to
sell.
Other Relevant
Information
All of my
investment positions are from open market purchases of shares or
warrants and none of my positions currently are from private placements.
The size of my
transactions is not sufficient, in my opinion, to move the market or to
greatly influence the pricing of either the common shares or the
warrants.
Each investor
must determine their own level of exposure and risk to their
investments. In my case, I am debt free, own a home in Ajijic, Mexico and have a U.S. Govt. Pension and I am comfortable with
my strong long-term bias and investments in the natural resource sector.
I do not
consider myself an analyst. I have access to numerous investment
newsletters written by my friends and peers in the industry. I
frequently defer to their judgment for recommendations as to specific
companies and evaluation of the properties. You will see the
list of these analysts in this service. I attempt to stay on
top of the markets and companies by reading many of these analysts
opinions and comments allowing me to make 'informed' decisions. As you
know, not all analysts are correct in their judgment or timing of the
markets, so I must development an overall 'feel' and opinion of the
markets in order to make my investment decisions.
My investment
philosophy is definitely one of an investor and not a speculator and I
prefer to hold long term. On occasions the markets will dictate what I
do, i.e., if my common shares or warrants advance rapidly in price, I
may sell earlier than originally intended. I am here to make money and
when the markets meet my investment objective, I will be a seller.
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A Look Over
My Shoulder (Dudley's Portfolio)
Only $49.95/month
 |
Subscriptions - Now Available
Current
Subscribers:
No
change
is necessary for current subscribers.
If you wish access to my portfolio this can be done via a separate subscription to “A Look Over My Shoulder” for a discounted $39.95 USD per month to be billed on a
recurring basis, until canceled by you.
* You
must log in and click on 'Manage Your
Subscription' to upgrade to
this service
New
Subscribers:
You have several choices available because some investors will not want or need my new service and will only want access to our database while other investors will only want to take "A Look Over My Shoulder".
• You may subscribe to "A Look Over My Shoulder"
for only $49.95 per month to
billed on a recurring basis, until canceled
by you. (No access to database).
• You may subscribe only to our basic service, Precious Metals Warrants for
access to our database with a 30 Day, 6 Month
or 1 Year subscription. The same
great service we have been providing since March
2005.
• You may subscribe separately to our basic service and "A Look Over
My Shoulder".
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Price of My
Service
Some of my peers in the
business charge anywhere from $2,000 up to $5,000 per year for
their 'premium services'.
The Introductory Price for
"A Look Over My Shoulder" is less than $600
per year and very reasonable
considering the enormous amount of information at your fingertips
and my weekly updates and communication with you.
My goal is to
make a killing in this bull market. Would you like to come
along for the ride?
My offer to you:
the "Introductory Price" is subject to increase but by
subscribing NOW I will guarantee this price for
you for as long as you auto-renew your subscription.
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