Streetwise Gold Articles

Ignore Banks' Bearish Statements on Gold
Source: Jeff Clark, Casey Research (3/29/13)
"Goldman Sachs has lowered its gold price projections and says the metal is headed to $1,200/oz. Credit Suisse and UBS are bearish. Citigroup says the gold bull market is over. So I guess it's time to pack it in, right?"
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Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up.
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Can Gold Miners Increase Profits Through Spin Offs?
Source: Jeff Uscher, Money Morning (3/27/13)
"Depending upon what is included in spin offs and how they're priced, they could be very attractive short-term investments, so keep a close eye on them."
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Market Technician Jordan Roy-Byrne's Charts Predict Precious Metals Will Outperform
Source: Alec Gimurtu of The Gold Report (3/25/13)
Jordan Roy-Byrne, editor and publisher of TheDailyGold Premium, was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, Roy-Byrne is watching for the same stocks to outperform again. In this Gold Report interview, Roy-Byrne talks about how a decoupling in the market between stocks and gold is an indication he's right about buying stocks with relative strength, and growing cash flow and production.
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Don Mosher: Strangulation by Regulation—Is the Venture Exchange on Its Deathbed?
Source: Brian Sylvester of The Gold Report (3/25/13)
Don Mosher, a business consultant with B&D Capital in Vancouver, is sounding the alarm. The TSX Venture Exchange, a once-thriving exchange for junior mining companies, is struggling. Its strife is a symptom of the overregulation that is slowly killing a whole sector of the Canadian economy, forcing mining companies and their servicers out of business or to move overseas. But the death knell hasn't sounded yet, Mosher tells The Gold Report. He believes the Venture Exchange and mining in Canada can be saved, and he outlines his plan here.
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Gold Stocks Are the Market's Single-Best Value Today
Source: Jeff Clark, Wealth Daily (3/22/13)
Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .they're also cheap relative to gold.
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Five Mining Companies that Meet Jamie Mackie's Success Criteria
Source: Brian Sylvester of The Gold Report (3/22/13)
While Jamie Mackie, senior vice president and investment adviser with Macquarie Private Wealth, thinks the mining sector could sink further, he also believes now is the time to buy, carefully. In his first Gold Report interview, he discusses strategies to mitigate junior mining risk, including royalty and streaming companies, large and small.
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Gold Stocks Are the Market's Single Best Value Today
Source: Jeff Clark, Advanced Income (3/22/13)
"Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .They're also cheap relative to gold. And they're cheap relative to any measure of 'normal' price action."
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Mexico's Guerrero Gold Belt, Home of Low-Cost Gold Production and Analyst Merrill McHenry's Favorite Miners
Source: Brian Sylvester of The Gold Report (3/20/13)
The Guerrero Gold Belt, a sexy, new, developing mining district in the state of Guerrero, Mexico, has attracted some exciting explorers that have unearthed key discoveries. While several companies have gone on land-grabbing sprees, there's still good news: the Guerrero is growing. Merrill McHenry, metals and mining analyst with Industrial Alliance Securities in Toronto and an expert on the area, believes the Guerrero could be more than twice as large as it's currently defined—potentially becoming one of the largest gold districts in the world. McHenry tells The Gold Report
which companies are strategically positioned to grow and develop within the Guerrero Gold Belt. He also discusses the impact of the evolving Cyprus financial crisis on gold.
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The Cyprus Crisis, Banking and Gold
Source: Adrian Ash, Bullion Vault (3/20/13)
"The gold price in Euros jumped 2.3% at the start of Asian trade Monday morning, and has since jumped again as the chaos in Cyprus's rescue gets worse."
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Dynamic Funds Manager Rob Cohen Imagines a Gold-Centric World
Source: Sally Lowder of The Gold Report (3/18/13)
Robert Cohen, lead portfolio manager with Dynamic Funds, has been kicking up dust at conferences and in board rooms with his "revolutionary and simple" idea that gold mining companies should hold gold on their balance sheets and use gold-based loans. But the idea is gaining traction and he suggests in this Gold Report interview from the Prospectors & Developers Association of Canada conference that management teams and investors alike would do well to question their use of U.S. dollars as a functional currency.
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Eric Lemieux: There Will Be Winners in Quebec
Source: Brian Sylvester of The Gold Report (3/15/13)
It's been years since Quebec had a big discovery. Eric Lemieux, a mining analyst with Laurentian Bank Securities in Montreal, believes the province is overdue. Mining-friendly infrastructure policies like Plan Nord could give Quebec the push it needs, but the return to power of the Parti Quebecois has affected some projects and general market sentiment. Lemieux tells The Gold Report
about which companies he believes are positioned to prosper if the Parti Quebecois swings back to mining-positive policies as he cautiously predicts.
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Gold Prices: Don't Ignore This Bullish Trend
Source: Jeff Uscher, Money Morning (3/13/13)
"The central banks of South Korea, Russia and Kazakhstan have all reported additions to their gold reserves this year, continuing the trend of central bank gold buying."
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Recycling, Not Mining, Is the Future for Securing Immediate Platinum Group Metal Supply
Source: JT Long of The Metals Report (3/12/13)
The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Noting that removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants, Byron King agrees that recycling is the wave of the future for platinum, palladium and rhodium. Welcome to the 21st century—find out how to play it in this Metals Report interview.
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Eight Companies Swiss Money Manager Joachim Berlenbach Gives High Grades
Source: Brian Sylvester of The Gold Report (3/11/13)
In an environment of rising capital expenses, gold producers big and small are left with little or no free cash flow. Instead of investing in exploration to maintain production, too many companies are cutting costs and high-grading their current resources. Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, believes this kind of short-term thinking will lead to decreased production and a higher gold price. In this Gold Report interview, Berlenbach shares his ideas on how to succeed in this stock-picker's market.
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A Focus on Gold Costs at PDAC
Source: Geoff Candy, Mineweb (3/10/13)
"The most important shift to take place within the gold sector over the last two years," says IAMGOLD CEO Stephen Letwin, "has been the recognition on the part of gold miners that sustaining capital must form part of the equation; that all-in costs are not just operating costs."
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Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties.
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International Mining Bids a Not-so-fond Farewell to Hugo Chávez
Source: Dorothy Kosich, Mineweb (3/8/13)
"The death of President Hugo Chávez could eventually usher in a new era of foreign mining investment in Venezuela, only if the opposition wins an uphill battle for the presidency."
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Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
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Gold Prices Are Being Manipulated and Here's What to Do About It
Source: Keith Fitz-Gerald, Money Morning (3/6/13)
"If you've ever suspected gold prices are being manipulated, you're not alone--and you're right, they are."
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Eric Sprott: Central Bankers Are Gaming Gold
Source: JT Long of The Gold Report (3/4/13)
Some people may look at the stock market and see economic recovery. Eric Sprott of Sprott Asset Management and Sprott Money looks at myriad other economic indicators and sees an economy still in decline. Despite his suspicions that central banks are keeping gold prices artificially low, he tells The Gold Report that he favors gold, platinum, palladium and especially silver, over the near and long term.
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Bullion: Bring It On—Sprott Precious Metals Round Table Webcast
Source: Special to The Gold Report (3/4/13)
When it comes to bullion enthusiasts, you're unlikely to find more ardent fans than those in the Sprott Group of Companies. Three of its leading experts, Eric Sprott, John Embry and Rick Rule, joined the Sprott Precious Metals Round Table webcast and conference call on February 12, with John Budden serving as host. The Gold Report summarized this treasure trove of knowledge for readers. Bottom line: While their bullishness on gold and silver has been common knowledge for years, the addition of the platinum group metals (PGMs) to the Sprott fold of precious metals trusts brings an intriguing new dimension to the bullion mix.
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Alka Singh: Is a False Perception of Risk Pummeling Your Profits?
Source: Brian Sylvester of The Gold Report (3/1/13)
Emotions, especially irrational ones, can drive markets. Investors who are spooked by risks like nationalization and political upheaval are pulling dollars out of promising mining projects in some African and South American jurisdictions. But many of these companies are only guilty by association, Alka Singh, founder of Mine2Capital in Toronto, tells The Gold Report. It's time for investors to look beyond the headlines and the fear to find bargains that aren't as risky as they seem at first glance.
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The Looming Gold Production Cliff That Will Drive Prices Higher
Source: Tony Daltorio, Money Morning (3/1/13)
"This coming decline in production can mean only one thing: higher gold prices."
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Mike Berry's New Secret for Finding Winners—Optionality
Source: Brian Sylvester of The Gold Report (2/27/13)
You will not find it in the dictionary, but a company's "optionality"—the condition of having choices—signals its chances of success according to Dr. Michael Berry. In this Gold Report interview, Berry, the editor of Morning Notes and discoveryinvesting.com, talks about junior mining firms in Nevada and Mexico that display optionality and sustainability in a market stuck in the mire.
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