Picking Undervalued Gold Equities Is Akin to Picking Strawberries: Randall Abramson
Source: Brian Sylvester of The Gold Report  (4/27/15)
Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove the blemish and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fistful of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit. More >

What Björn Paffrath Is Advising to Institutional and High Net-Worth Investors
Source: Brian Sylvester of The Gold Report  (4/22/15)
Björn Paffrath, fund advisor, mine financier and chief-editor of Cashkurs Gold newsletter, says there are headwinds ahead for the gold sector but refuses to shy away. In general, he says investors want well-managed, low-cost producers with moderate headline risk that can run for one or two more years at lower gold prices. In this interview with The Gold Report, Paffrath lists equity names on three continents that are building toward better times, perhaps as soon as 2016. More >

Gold Mining Stocks Get a Boost from M&A Activity
Source: Peter Krauth, Money Morning  (4/21/15)
"Investors in gold mining stocks have a great catalyst for profits right now: increased deal-making among gold mining companies." More >

Why Kal Kotecha Is Still Sticking with His New Year's Resolution
Source: The Gold Report Staff  (4/20/15)
Kal Kotecha, founder and editor of Junior Gold Report, says now is the time to be buying resource stocks, especially gold equities. He says the TSX Venture Exchange is the most decimated market in the world and the index will rebound to well beyond 1,000 in the next 12 to 24 months. In this interview with The Gold Report, he lists several gold and oil equities, some with near-term production narratives, others with longer-term potential.
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M Partners' Derek Macpherson Found Three Resource Companies that Have Done the Impossible—Increased in Value 30% This Year
Source: Brian Sylvester of The Gold Report  (4/15/15)
If you don't like what people are saying about you, change the conversation. Derek Macpherson, an analyst with Toronto-based M Partners, covers three companies that are up over 30% year-to-date—and he believes those companies are performing because they got the market's attention by changing the conversation. In this interview with The Gold Report, Macpherson says companies that can change their narrative on the fly—and deliver—will inevitably perform. Macpherson covers some performers and others that he expects will perform in H2/15 and beyond. More >

Christos Doulis Separates the Precious Metals Saints from the Sinners
Source: Brian Sylvester of The Gold Report  (4/13/15)
Christos Doulis, mining analyst with PI Financial, hopes for the best but plans for reality. The bear market in precious metals is well into its fourth year and could persist into 2016. In this interview with The Gold Report, Doulis says he remains hopeful that this is the year things take a positive turn, but in case we see more of the same, he recommends a few low-cost producers with saintly management teams that keep delivering on promises. More >

Buy Precious Metal Equities Before the Bear Goes into Hibernation: Eric Muschinski
Source: Brian Sylvester of The Gold Report  (4/8/15)
Eric Muschinski, editor of the Chicago-based Gold Investment Letter, says that investing in a bear market is not about picking the absolute bottom—it's about accumulating your favorite companies regularly and averaging in at massive discounts. In this interview with The Gold Report, Muschinski lists some highly undervalued equities and tells investors to get more aggressive, especially this summer, when he believes the bear could go into hibernation. More >

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >

Four Exploration and Development Companies Rick Mills Believes Will Thrive in Tough Times
Source: Kevin Michael Grace of The Gold Report  (4/6/15)
The four-year-long bear market in metals stocks has resulted in an historic opportunity for investors, says Rick Mills, the owner and host of Ahead of the Herd. In this interview with The Gold Report, he explains that gold and other metals must rise as supply falls, so that when the market finally turns, those companies that have continued to increase shareholder value will reward shareholders many-fold. And he highlights four companies poised to do just that. More >

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report  (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >

Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds
Source: Brian Sylvester of The Mining Report  (3/31/15)
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names. More >

Chen Lin's Secret to Finding the Next Goldcorp
Source: JT Long of The Gold Report  (3/30/15)
Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, knows the smart time to look for the next big gold company is when everyone else has left the sector. With China making moves to invest trillions in commodity-hungry infrastructure, Lin is traveling the world looking for the companies with the right projects in the right places making all the right moves. In this interview with The Gold Report, he shares some of the insights from his recent travels and discusses three companies with potential to be the next Goldcorp. More >

Ralph Aldis: How the Five Principles of Capital Allocation Can Mean Gold Mining Success
Source: Kevin Michael Grace of The Gold Report  (3/25/15)
Everyone loves good management, but Ralph Aldis, portfolio manager with U.S. Global Investors, argues that few in the mining industry understand that the proper allocation of capital and the valuation of assets are the two criteria that separate the winners from the losers. In this interview with The Gold Report, Aldis highlights a dozen gold miners that get it and are likely to flourish even with continued low gold prices. More >

Casey Gathers Top Gold Experts to Share Secrets for Making Money in Any Market
Source: Casey Research  (3/23/15)
When the bears are attacking and "stuckholders" are looking for shelter, that is the time to call on the experts who have found a way to make money in up and down years. In this excerpt from the Casey Research "Going Vertical" webinar, The Gold Report shares inside secrets from Pierre Lassonde, Rick Rule, Jeff Clark, Doug Casey, Frank Holmes and Louis James as they call out their favorite picks of yesterday and today. (Click here to watch it now.) More >

Gold Prices Still Cheap vs Falling Dollar
Source: Adrian Ash, Bullion Vault  (3/23/15)
"'For an investor who would like to build a position, it's a lot cheaper than it was a few years ago.'" More >

Quebec Is Back, Ready for Renaissance: Eric Lemieux
Source: Brian Sylvester of The Gold Report  (3/18/15)
During the period when Parti Québécois controlled Québec, the province's attractiveness as a mining jurisdiction fell from #1 to #21 in the Frasier Institute's Annual Survey of Mining Companies. But when Philippe Couillard's Liberal government won a majority in April 2014, the market got the message. Eric Lemieux, consulting technical adviser to Toronto-based Peartree Securities, says that the Osisko Mining bidding war showed that companies were willing to pay a premium for Québec-based assets. Since then other takeovers have happened. In this interview with The Gold Report, Lemieux discusses some promising projects in Québec and other stable jurisdictions. More >

Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. More >

Why Hallgarten's Chris Ecclestone Is Staying Long in the Mining Sector
Source: Brian Sylvester of The Gold Report  (3/16/15)
Chris Ecclestone, principal and mining strategist at London-based Hallgarten & Co., finds optimism in the most unlikely places. He says that the key reason to be cheerful in 2015 is that the mining sector remains largely ignored. Ecclestone posits that the eventual rotation of broad market money into the sector will float many boats and lead to further M&A, which could start this year. In this interview with The Gold Report, he recommends being long mining stocks and shares some long positions and possible M&A targets. More >

Fixing the Gold Fix—With or Without the Chinese Banks?
Source: Lawrence Williams, Mineweb  (3/15/15)
"The new price setting mechanism will be launched on the March 20—this coming Friday." More >

The Simple Test Tocqueville's John Hathaway and Doug Groh Use to Determine if Gold Is at a Bottom
Source: JT Long of The Gold Report  (3/11/15)
Gold investors have been through a nuclear winter, but the future looks bright as mining companies bask in the glow of lower costs, better exchange rates and a flurry of mergers and acquisitions. In this interview with The Gold Report, Tocqueville Asset Management fund managers Doug Groh and John Hathaway share the names of mid-cap companies that could emerge successfully and one truly contrarian play that could be a tenbagger if their forecasts are correct. More >

When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report  (3/10/15)
After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.

Who's Who of Gold Investing
Source: Frank Holmes, U.S. Global Investors  (3/10/15)
"Gold's value, after all, is not dependent on the credit guarantee of any world government and is universally accepted as a form of payment." More >

Hitting the High Notes of African Resource M&A: Nana Sangmuah
Source: Brian Sylvester of The Gold Report  (3/9/15)
With six mining deals in 16 months, mining takeovers in African nations are happening with increasing frequency, and Nana Sangmuah, managing director of research with Toronto-based Clarus Securities, says more African M&A is on the way. But he cautions investors about companies high-grading reserves to generate cash flow. When the music stops, Sangmuah says, those companies will crash. In this interview with The Gold Report, Sangmuah tells investors how to avoid the party crashers and seek names that can hit the high notes with long-life production assets that can generate significant cash flow to retire debt, grow the business and return some profits to shareholders. More >

Red Lake: The High-Grade Gold Capital of the World
Source: Visual Capitalist  (3/6/15)
Every major gold-producing country has an iconic gold-producing trend that is synonymous with prosperity. South Africa has the Witwatersrand Basin and the United States has the Carlin Trend in Nevada. While Canada has had many prolific gold-producing regions over the years, including many famous gold rushes, lately the gold capital of Canada rests in Red Lake, Ontario. More >

How to Position Your Portfolio for the Coming Gold Upturn: AlphaStox's Etienne Moshevich
Source: Peter Byrne of The Gold Report  (3/4/15)
The world needs gold, says AlphaStox's Etienne Moshevich, and while it has been out of favor for the last few years, a series of macro factors point to its uptrend. In this interview with The Gold Report, Moshevich discusses 11 gold, manganese and graphite companies with management teams that have the skills to ride the wave to create shareholder value. More >