Streetwise Reports' Article Archives — January 2016 back to current month (13)
This may prove a challenging year for small-cap biotechs, but the five analysts who selected companies for inclusion on The Life Sciences Report's 2016 Small-Cap Biotech Watchlist believe these companies have a good shot at producing innovative products in a variety of indications and producing value for investors. Discovery, it turns out, is not just about finding the cure for a particular disease; it's also about finding the companies best poised to reach that goal.
There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits.
Combining academic discipline with methodical due diligence, Alan Leong of BioWatch News undertakes a regimented review of each biotech and medtech stock he investigates. In some cases he will follow a company's clinical development program and data for years before he pulls the trigger and recommends a name. In this interview with The Life Sciences Report, Leong presents a number of names for investors' consideration. Many won't be mentioned in his usual write-ups: It's an early look at what's on his watch list and in his inbox. Each company carries its own risks, but every stock has a special growth story that could propel huge gains if data fall into place.
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. As a bonus, he also lists the three companies he thinks could take advantage of high overseas natural gas prices to actually return money to investors in the energy space.
When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report, he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing.
The new year is off to a turbulent start, with indices across all markets, including biotech, sliding downward in the face of headwinds from China. Canadian healthcare stocks offer a windbreak for biotech investors, however, especially if they select a diversified basket across the various sectors. In this interview with The Life Sciences Report, Euro Pacific Canada's Doug Loe details a basket of Canadian companies that offer shelter from the storm.
Sometimes a market in turmoil offers opportunity. Independent investment adviser Jayant Bhandari regularly sifts through bourses to find opportunities that maximize his reward for the least amount of risk. Bhandari currently sees two paths to value: companies that were either oversold in heavy tax-loss selling late in 2015 or in the "free upside" offered in arbitrage situations. In this interview with The Gold Report, Bhandari explains why much of the world's populace is already chasing gold and why a smattering of junior gold equity names offer more than what a market in turmoil might suggest.
There is no cure for ALS, a debilitating and ultimately fatal neurological disease. But BrainStorm Cell Therapeutics Inc.'s NurOwn stem cell platform, currently in clinical trials, solicited responses in some patients, resulting in publication of a paper in the prestigious Journal of the American Medical Association, according to a company press release. BrainStorm made the credibility-building announcement on the opening day of major biotech conferences in San Francisco.
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report.
Targeting diseases from inside the cell could be medicine's version of the dawn of the Internet. Or, as newsletter writer Chen Lin describes it, advances from companies like Sorrento Therapeutics Inc. to introduce autologous immunotherapy intracellularly "opens a whole dimension." Dorman Followwill of Frost & Sullivan suggests this new approach could shift the focus from "therapy" to "cure," with rewards for the companies leading the way. In this article, The Life Sciences Report explores the possibilities of these new technologies—and the prospects for companies like Sorrento, Inovio Pharmaceuticals Inc. and OncoSec Medical Inc.—with Lin, Followwill and Ram Selvaraju of Rodman and Renshaw.
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.
One of the hardest things for a mining executive to do may be nothing. But in a market that is not rewarding companies for pulling resources out of the ground, Sprott US Holdings Inc. CEO Rick Rule would prefer to see what he calls "optionality" rather than dilution from companies looking to justify salaries. In this interview with The Gold Report, he praises innovative precious metals streams on base metal projects and one Canadian company that is adding value and being rewarded for it.
|"PVG's Brucejack continues to deliver strong free cash flows."|
|"SEA stock should do well in the coming bull market."|
|"NTAR's business is still growing well on the e-commerce and AR sides."|
|"LIO's current valuation is an attractive entry point for investment."|
|"The June 2020 start-up for MAG's Juanicipio is positive."|