Streetwise Reports' Article Archives — October 2014 back to current month (42)
Huge Growth Delivered in Very Small Packages: SeeThruEquity's Ajay Tandon and Brandon Primack (10/30/2014)
Institutional investors are, by and large, unable to own shares in companies with market valuations of less than $100 million, which means most sellside analysts don't write research on very small companies. The paradox: The micro-cap space is where investors can find the tenbaggers. That disconnect and its attendant irony are not lost on SeeThruEquity's Ajay Tandon and Brandon Primack. In this interview with The Life Sciences Report, Tandon and Primack discuss four companies nurturing seeds of dramatic growth that could materialize in the wake of upcoming catalysts.
To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn (10/30/2014)
"Analysts recommend different tonics to ailing miners amid the mining sector downturn."
The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu (10/29/2014)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient.
Bob Moriarty: Flock of Black Swans Points to Imminent Stock Market Crash (10/29/2014)
Between a rising U.S. Dollar Index and black swan events around the world, it's looking like bunker time for Bob Moriarty. In his latest interview with The Gold Report, the 321gold.com founder delivers a frank overview of U.S. international policy and lambasts commentators who look to their tea leaves in search of the next market moves. But it's not all gloom and doom: Moriarty also discusses metals companies with "no-lose deals," where resource investors can take advantage of more than favorable odds.
Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever (10/28/2014)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites.
Oliver Gross Says Peak Gold Is Here to Stay (10/27/2014)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report, Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
Why One Firm Would Buy Over Half the LME's Copper Stocks (10/27/2014)
"LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices."
Credit Suisse Expert Targets MLPs that Could Increase Dividends and Yields in 2015 (10/23/2014)
War, severe weather and record natural gas production are buffeting energy stock prices. Where can investors turn for safety? In this interview with The Energy Report, Credit Suisse's John Edwards suggests that midstream master limited partnerships, while they have been volatile of late, are fundamentally stable business models, and have less exposure to volatility than explorers and producers. As a bonus, he names his top companies in a rising yield environment. Let's just hope oil stays above $80/barrel.
Is Biotech M&A Mojo Here to Stay? Bright Prospects and Rising Firepower Drive Deals (10/23/2014)
"Despite modest revenue growth, the industry has provided a total return to shareholders in excess of the performance of most major stock indices in 2014."
Ron Struthers: Focus on Graphite Companies with Green Energy and Technology Strategies (10/22/2014)
Graphite equities continue to trade sideways, but a handful are starting to emerge as best-in-class plays as they race to secure offtake agreements by derisking their projects through resource upgrading and economic studies. Ron Struthers, editor and publisher of Struthers' Resource Stock Report, says that investors need to focus on companies with strategies designed to position themselves with green energy and technology firms. In this interview with The Gold Report, he names a few players that make the grade.
Japan Gives a Hug to the Cell Therapy Industry: R. Lee Buckler (10/22/2014)
Last year, Japan rolled out the red carpet for cell therapy developers with new legislation designed to expedite development of regenerative medicine solutions for all manner of disease. In this interview with The Life Sciences Report, former regenerative medicine consultant R. Lee Buckler, now a vice president with RepliCel Life Sciences Inc., puts his consultant's hat back on to talk about Japan's hospitable stance on proposed cell therapies. He provides an update on the meaning of the new law and discusses a small cohort of companies poised to reap the advantages.
Big Oil And Renewables: Not So Strange Bedfellows (10/22/2014)
"While Big Oil and renewables have seen an on-again off-again courtship, there appears to be hope in reconstituting the relationship if it can be viewed less as a zero-sum game than one that could flourish if there are enough mutual benefits to be gained.
Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long (10/21/2014)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that.
Chinese and Indian Gold Buyers Back in Market in a Big Way (10/21/2014)
"By all accounts, demand in the two biggest consuming nations has been soaring, and they are, between them, taking in virtually everything the world's gold mines can produce."
An Ebola Armageddon Could Trigger a Rebirth in Gold and Silver Prices: Eric Sprott (10/20/2014)
Could an infectious disease kill the monster that has been choking gold and silver prices for more than a year? On the heels of a lively Sprott Precious Metals Roundtable discussion, The Gold Report caught up with investor Eric Sprott to ask how a tragedy in Africa could impact the price of precious metals and mining stocks. We also spoke to his Executive Vice President of Corporate Development John Ciampaglia about a new way to gain exposure to gold.
A Year of Hard-Wrought Lessons for Platinum (10/20/2014)
"Mechanization is becoming more viable; we're going to see a more skilled workforce..."
The Evolution of the Cancer Cure (10/20/2014)
"Provided new therapies keep becoming available, a cancer patient can sometimes "hitchhike" from one to the next for a long time."
Leading Indicators for Gold's Turnaround (10/17/2014)
"While gold has only recently emerged from a weak triple bottom, it is showing more strength against the other asset classes."
Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks (10/16/2014)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
How to Bargain Hunt for Hot Biotechs: Edison's Pooya Hemami (10/15/2014)
Every business day, Edison Investment Research Analyst Pooya Hemami scours the global markets for life science companies with upside flowing through their product pipelines. In this interview with The Life Sciences Report, Dr. Hemami tells us where to look for biotech bargains, including a few top-fliers and a handful of companies that have experienced temporary setbacks but are poised for blue sky.
H.C. Wainwright Analyst Jeff Wright Names Three Companies that Could Turn the Gold Trend Upside Down (10/15/2014)
Fans of gold have been following Federal Reserve Board announcements for any sign of relief, but H.C. Wainwright & Co. Analyst Jeff Wright says change may be a long time coming. That is why in this interview with The Gold Report, Wright is focusing on three companies that can be successful even in a low gold price environment. He also offers three questions every investor should ask before buying a junior mining stock.
Shabbvie Marks Difference Between Great and Exceptional Deal Quarter (10/15/2014)
"The summer slowdown was officially cancelled this year as $100B of third-quarter mergers and takeovers blasted the previous period into oblivion—or at least this is how things stood before news emerged that AbbVie was having second thoughts about buying Shire."
John Kaiser's Tips for Escaping the Resource Sector Swamp Alive (10/14/2014)
What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation? What if, instead, a steadily growing economy and a new awareness of the importance of having security of supply for critical metals, along with a big exciting discovery that heats up the resource sector, are what pull sinking gold and silver prices and their related mining companies out of the muck? If so, John Kaiser tells The Mining Report that he has set his sights on the dozen companies that would star in this horror-turned-romantic epic adventure.
A Win-Win Scenario for Gold Investors (10/14/2014)
"Investors can use recent setbacks to acquire gold at more attractive prices while waiting for the inevitable price increase to occur."
Don't Miss Your Chance to Profit from the End of OPEC (10/14/2014)
"A decade ago would you ever imagine that a U.S.-led oil boom would cause a panic among OPEC nations?"
Must Read: 10 Companies Adrian Day Sees as Stable in a World that Is Not (10/13/2014)
Fund Manager Adrian Day has a ready answer for investors wondering why the gold price has been so depressed. It is the strength of the dollar. The Bank of Japan can act like a drunken sailor buying bonds at negative interest rates and the European Central Bank can do all the quantitative easing it wants, but as long as the dollar remains high, the gold price will suffer. That is why, in this interview with The Gold Report, Day focuses on 10 companies that can remain stable at almost any price.
Will Russia and South Africa Become the OPEC of Platinum? (10/12/2014)
"Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices."
Griffin Securities' Keith Markey on the Promise of RNAi and Synthetic Biology (10/09/2014)
Griffin Securities has assembled a biotech portfolio weighted toward companies pursuing high-science therapeutic approaches. However, as analyst Keith Markey explains, through a combination of pipeline diversification, positive clinical data, and low-cost research and development strategies, many companies are able to mitigate the risk inherent in their technologies. In this interview with The Life Sciences Report, Markey discusses near-term catalysts for some of the names he follows.
Energy Master Limited Partnerships Go Mainstream: Baird's Ethan Bellamy (10/09/2014)
As Robert W. Baird & Co.'s Ethan Bellamy explains, master limited partnerships are yield-producing investments that can bring remarkable returns to smart investors and provide short-term buy-sell profits. In this interview with The Energy Report, Bellamy discusses a fistful of partnerships worth an investor's dollars.
David Morgan's Secret to Being Grateful, Even at $17 Silver (10/08/2014)
Manipulation and apathy can't keep silver prices down forever; there is too much demand and too much money sitting on the sidelines. In this interview with The Gold Report, Silver-Investor.com Editor David Morgan tells us why he is grateful for his balanced approach to investing and life. He also explains why he is still excited about four developers that are moving projects forward at any price.
The History of Metals (10/08/2014)
"The development of civilization has relied heavily on the discovery of metals."
Traders' Infatuation with Ebola Drugs Causing 'Rollercoaster' Market, Says Tekmira CEO (10/08/2014)
"Stocks of MAP Pharmaceuticals, which produced the first successful Ebola treatment, ZMapp, and those of Chimerix, which has had its antiviral, brincidofovir, approved for experimental treatment, have all climbed by double digits as the virus has spread globally."
The U.S. Oil Export Surge Is Coming (10/08/2014)
"Something is now afoot in the Pacific Northwest that is going to change how we think about pricing oil—and this new wrinkle is going to provide a range of fantastic opportunities for investors."
The Best Offense Remains a Good Defense: M Partners' Derek Macpherson (10/07/2014)
With a strong dollar currently depressing the precious metals prices, M Partners Mining Analyst Derek Macpherson believes that fundamentals will kick in eventually and bring prices back up. In this interview with The Mining Report, he advises investors to look for low-risk companies on solid footing and discusses some of his favorite names that are poised to come out fighting.
Catalyst Check: Natural Resources Watchlist at Three Months (10/06/2014)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker.
Deutsche Bank Favors Base Metals over Precious Metals (10/06/2014)
"Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview."
A Tour of Australian Biotechs with Morgans’ Scott Power (10/02/2014)
Australia is a powerhouse for medical science innovations, and nobody understands that better than Scott Power of Morgans Financial Ltd. Power watched the weaker Australian firms go the way of the dodo bird during the downturn in the biotech sector earlier this year, leaving only the fittest for investors to choose from. In this interview with The Life Sciences Report, he identifies a promising selection of survivors—biotechs with the power to rejuvenate an evolving portfolio.
Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting (10/02/2014)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect.
Four Ways to Make a Fortune with One Precious Metal (10/02/2014)
The "metal of the moon," as ancient Egyptians called it, has had a tough two years. Another way to look at it, though, is that there's strong evidence we're in the midst of a phenomenal buying opportunity.
Canaccord's Joe Mazumdar Shares His Favorite Get Rich Slow Schemes (10/01/2014)
Gold prices are down, but the prospects for fully funded development stories are up. In this interview with The Gold Report, Canaccord Genuity Analyst Joe Mazumdar shares the stories that are moving forward despite the downturn in commodity prices, and names some companies that could be the next takeover success stories.
From Beaver Creek to Denver: A Journey Between Different Worlds (10/01/2014)
September's Precious Metals Summit at Beaver Creek, followed hard by the Denver Gold Forum, brought a huge chunk of the gold mining and investing community to Colorado. The Gold Report Publisher Jason Mallin heard firsthand about companies that were adding value, and how investors planned to shift focus for the remainder of 2014. In this Gold Report roundup, we asked other experts in attendance for their takeaways from the proverbial mountaintop.
Silver's Bears Are Prepping for a Squeeze (10/01/2014)
"Despite a devastating September, the factors in place suggest these prices are deceptively low and ready for a reversal."
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