Ryan Walker: Tweet Retreat Hasn't Changed Gold's Story
Source: Brian Sylvester of The Gold Report  (5/3/13)
Investors were shaken by the market's death-defying drop and recovery in a matter of minutes recently. But the "tweet retreat" hasn't changed the reasons why investors need gold companies in their portfolio. Ryan Walker, a mining analyst with Casimir Capital in Toronto, tells investors to look past the headlines to what underpins the market. In this interview with The Gold Report, Walker says all the cash pumped into the economy has to start driving inflation at some point. More >

James Dines Follows His Prediction of a Commodity Crash with Another One the Mainstream Media Is Ignoring
Source: JT Long of The Gold Report  (5/3/13)
When the metals markets tumbled in mid-April, The Gold Report reached out to "the original investor bug" and author of The Dines Letter, James Dines, for perspective. He predicted a crash in commodity prices two years ago based on his analysis of a weak Chinese economy. Next, he says, will be a bond market bust once interest rates start to climb. This will lead to "a stampede to get out of bonds like a herd of elephants attempting to exit through a revolving door." How can investors protect themselves? That is Dinesism #38. More >

Physical Gold-Silver Shortage Could Benefit Undervalued Miners
Source: Jeb Handwerger, Gold Stock Trades  (5/3/13)
"We may see a very powerful rebound as short covering and record investment demand returns to the precious metal sector." More >

How to Stress Test Gold Equities: Joe Mazumdar
Source: Peter Byrne of The Gold Report  (5/1/13)
Gold prices are down in the short term, but the commodity metal is here to stay, says geologist Joe Mazumdar. In this interview with The Gold Report,
the Canaccord Genuity analyst assesses the current situation and compares the performance potential of the majors with the mid caps. He backs up his analysis and predictions with a few solid companies that are positioned to weather the storm.
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Gold Stocks to Rebound in May
Source: Jordan Roy-Byrne, The Daily Gold  (5/1/13)
"Sell in May and don't go away. Sell and buy gold stocks." More >

Gold's Plunge Ultimately Healthy for the Sector: Michael Gray
Source: Brian Sylvester of The Gold Report  (4/29/13)
Market volatility sets the stage for price upswings as well as dips, according to Michael Gray, equities analyst of Macquarie Capital Markets, and the recent gold price drop should be seen as a "pause" in the bull market. Management teams are pausing as well, to focus on earnings and shareholder return rather than growth. In this interview with The Gold Report, Gray says this is the time to buy the best companies you can while they are discounted to fire sale prices, and he offers several names in jurisdictions from South and North America in the junior explorer space. More >

Breaking Down Gold's Comeback
Source: Greg Guenthner, The Daily Reckoning  (4/29/13)
"It's only been two weeks since the big crash. But that hasn't stopped the yellow metal from staging a comeback. For the first time in five weeks, gold ended trading Friday night with a weekly gain under its belt." More >

Sell in May and Miss a Chance to Buy Gold Stocks Cheap, Warns Bob Moriarty
Source: JT Long of The Gold Report  (4/26/13)
What is up—the Dow Jones Industrial Average and Standard & Poor's 500—will come down and what is down—gold equities—will go up fast, predicts the ultimate contrarian investor, Bob Moriarty. In this interview with The Gold Report, the president of 321 Gold proclaims that while all gold stocks are cheap right now, he has some favorites that he expects to jump when the junior market turns. Those who turn their back on the market over the summer just might lose their best chance to get in at historic lows. More >

Portfolio Manager Greg Orrell: 'My Belief in Gold Has Not Wavered'
Source: Peter Byrne of The Gold Report  (4/24/13)
After the extreme volatility of gold in the last few weeks, OCM Gold Fund Manager Greg Orrell is more convinced than ever of the necessity of owning gold assets. In this interview with The Gold Report, Orrell lays out the rationale for buying these cheap gold stocks from around the world, including California of all places.
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Jim Rogers: Once Gold Bottoms, We're Looking at a 'Multi-Year Bull Market'
Source: William Patalon III, Money Morning  (4/23/13)
"The former hedge-fund manager and best-selling author believes this is a badly needed—even healthy—price correction." More >

How Low Can They Go?—Gold Breaking Points: Killian Charles
Source: Brian Sylvester of The Gold Report  (4/22/13)
Killian Charles, an analyst with Industrial Alliance in Montreal, isn't too concerned if the gold price hits $1,300 an ounce or even $1,000. He's more concerned with the gold breaking point. How low can the gold price go without breaking a project? Investors will be surprised to know that a wealth of junior miners are lean and mean enough to survive a pint-sized gold price. Charles talks with The Gold Report
about which companies have resized and redesigned their projects to make it in this unforgiving market.
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The Alchemy of Gold Investment
Source: Geoff Candy, Mineweb  (4/22/13)
"Amara Mining Chairman John McGloin discusses the key things investors should be looking for in a mining company." More >

Can Equities Cushion the Blow of Falling Gold Prices?: Peter Rose
Source: Brian Sylvester of The Gold Report   (4/19/13)
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
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Why Gold Really Crashed and What You Can Do About It
Source: Keith Fitz-Gerald, Money Morning  (4/19/13)
"Japan caused the biggest single one-day gold sell off in 30 years." More >

These Three Triggers Will Produce a Resurgence in Natural Resources Prices: Greg Dorsey
Source: Brian Sylvester of The Gold Report   (4/17/13)
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. Buying small- to mid-cap equities now and holding them as a long-term option against the metal price is a winning strategy, whether you are talking about gold, silver, copper, platinum or palladium. In this interview with The Gold Report, Dorsey shares the names of favorite companies that could profit from the expected surge. More >

Gold's Tumble: Panic or Conspiracy? What's Next?
Source: Tony Daltorio of The Gold Report  (4/17/13)
Since 2001, gold has risen more than seven times in value to an all-time nominal high in 2011 of $1,920/oz. As we all know, the price suddenly fell nearly 15% in two days, and is still bouncing around $1,375/oz. What caused the sharpest fall in the gold price since 1983? Depends on who you talk to. Reasons range from Wall Street downgrades by Goldman Sachs to fears over planned gold sales by highly indebted European countries. Other theories involve a hedge fund in trouble (a gold whale?) and conspiracies involving the Fed and others. Read on to learn experts' opinions on the cause of the fall and the opportunities the downturn presents for investors.
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The Gold Takedown: Another Glimpse into the Central Banking Matrix
Source: Nick Barisheff, Bullion Management Group Inc.  (4/17/13)
"After gold lost $84/oz last Friday and silver lost $1.81, we can conclude the beneficiaries were not gold or silver investors who panicked and sold, but rather those who are fighting to preserve the reputation of the U.S. dollar and the fiat currency model that underpins the global economy." More >

Don't Panic, Buy Silver: Rick Mills
Source: Sally Lowder of The Gold Report   (4/15/13)
It looks bad for precious metals. Gold prices have fallen hard. Explorers are hurting for money. Slim treasuries mean fewer drill programs. Scarce discovery news could lead to fewer listings on the Toronto Stock Exchange. But all is not lost. In this interview with The Gold Report, Rick Mills, owner and host of Ahead of the Herd, points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs. More >

Thinning the Junior Mining Herd Tough but Necessary: Philip Ker
Source: Brian Sylvester of The Gold Report  (4/12/13)
A dearth of financing is culling the junior mining herd. Who will be left? Philip Ker, a mining analyst with PI Financial in Toronto, believes cash-flow generators in safe jurisdictions will continue to perform in this market. In this interview with The Gold Report, Ker talks about a few favorite companies that fit the bill. More >

What Could Ignite the Precious Metals Market?
Source: Bob Kirtley, SK Options Trading  (4/11/13)
"The value of a position in the precious metals sector would have increased for those living in the UK or Japan, but for investors living in the United States the strength of the dollar has eroded the value of their holdings in the gold and silver space." More >

West Africa—Still Early Days with Lots of Potential: Dan Hrushewsky
Source: Alec Gimurtu of The Gold Report  (4/10/13)
Jennings Capital Analyst Dan Hrushewsky sees investors' understanding of risk as directly related to the unknown. West Africa is unknown to many investors but it has a long history of mining, good infrastructure, favorable geography, many active producers and huge potential. In this interview with The Gold Report, Hrushewsky details three gold mining business models and specific companies active in West Africa that provide investors with asymmetric possibilities of limited downside and strong upside in a world-class mining jurisdiction. More >

Every Gold Coin Has Two Sides
Source: Frank Holmes, Frank Talk  (4/10/13)
"Although the gold price has fallen with the strengthening U.S. dollar, the yellow metal is appreciating in Japanese yen." More >

Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

Stansberry Analyst Matt Badiali's Four Rules for Finding Junior Miners to Like or Avoid
Source: JT Long of The Gold Report  (4/8/13)
Too many investors fall in love with a project and forget that mining is a business, says Matt Badiali, editor of the S&A Resource Report. And business is tough these days. Still, a lot of companies' share prices have been unfairly cut down as investors who need to liquidate are selling good stocks on good news in an attempt to get a slightly higher price. These top 25% firms represent great bargains right now if you pick using the rules that Badiali sets out in this Gold Report interview. More >

Gold to Remain in Demand Medium to Long Term: Commerzbank
Source: Lawrence Williams, Mineweb  (4/8/13)
"Expansionary monetary policies are not easing but accelerating worldwide, thus destroying the value of money leaving gold as the prime store of wealth in the medium to long term." More >