First be carefull of the market at the moment it looks very likely to correct.
If I was in that predicament first I would be looking for the hot sectors,then I would be looking for speccy companies in those sectors.I would also spread my risk!
This is a high risk way but if you spread your risk and are reasonble capable to find companies with great potential then go for it.
Hot sectors at the moment are GOLD,IRON or METALS in general and URANIUM but I would be carefull of that one because I believe its a bubble that may burst.Coal seam gas is also one to look out for.
If he has assets to back up a margin loan go for BHP.BHP in my opinion will double within 2 years.
