Streetwise Articles
VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot
Source: Brian Sylvester of The Gold Report (3/7/16)
There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle.
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Kiss the Bear Goodbye (But Wear a Helmet). . .
Source: Michael J. Ballanger for The Gold Report (3/4/16)
Friday's morning action in gold has been at once both terrific and frothy, wonderful and scary, and redemptive and soothing, says precious metals expert Michael Ballanger.
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Embrace Low-Cap Biotech for High Gains: Eden Rahim of Next Edge Capital
Source: George S. Mack of The Life Sciences Report (3/2/16)
Eden Rahim of Toronto-based Next Edge Capital has had his share of multibagger and grand-slam successes, and is one of the few mutual fund managers who feels comfortable investing in micro-cap biotech names side-by-side with billion-dollar biotech stocks. In this interview with The Life Sciences Report, Rahim describes a group of micro-, small- and mid-cap biotech names possessing powerful growth drivers that could perform even when the overall market is not so hot.
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Behold the New Golden Bandwagon. . .
Source: Michael J. Ballanger for The Gold Report (3/2/16)
Precious metals expert Michael Ballanger says we are actually back in a bona fide, brand-spanking-new bull market in gold and the gold miners.
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Faulty Barometer
Source: Joe McAlinden for The Gold Report (3/2/16)
A cacophony of a recession chatter is filling the airwaves. Some experts are already declaring we are in one while others are raising warning flags. Their message has not been lost on the masses: Google searches for the word "recession" have risen to the highest level since 2012. Interestingly, many commentators cite the 20% decline in global stock prices as the warning signal, if not the cause. But veteran investor Joe McAlinden believes the U.S. economy will continue to expand in the year ahead.
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Commodities: Early Signs of Bottoming
Source: Leon Tuey for The Gold Report (3/2/16)
Veteran investor Leon Tuey says he believes, contrary to conventional wisdom, the economy is not heading into recession and commodities are showing early signs of bottoming.
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Negative Outside Reversal Day: Beware the Ides of March
Source: Michael J. Ballanger for The Gold Report (3/1/16)
Precious metals expert Michael Ballanger believes we are in the very early stages of an absolutely breath-taking bull market in mining stocks and the precious metals, but like the famous Aesopian fable, sometimes it's the tortoise that wins the race by simply plodding along and exercising patience and a tad of caution.
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Graphite: What iPhones, NASCAR and Tesla Have in Common
Source: Special to The Gold Report (2/29/16)
Focus Graphite CEO and Director Gary Economo says the tipping point is coming for natural flake mining developers—even during a depressed commodities cycle. This optimistic view is based on the urgent necessity of manufacturers today to source those critical materials and technologies needed to meet globally mandated CleanTech targets in advance of a 2020 deadline. Focus, says Economo, is on strategic trajectory to capitalize on global change with his company's high-purity graphite deposit, Lac Knife in Quebec.
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Patiently Climbing Aboard the New Golden Bull
Source: Michael J. Ballanger for The Gold Report (2/29/16)
Precious metals expert Michael Ballanger has done his research and believes the long-term and intermediate-term status of the gold market and its associated gold miners is unequivocally bullish. In this article for The Gold Report, he lays out his case, explaining that every indicator he has used since the late 1970s is kicking into gear.
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Why Brent Cook and Joe Mazumdar Are Doubling Down on the Exploration and the Insights
Source: JT Long of The Gold Report (2/25/16)
Now that Exploration Insights founder Brent Cook is starting to see the bright side of the mining equity cycle, he brought in former Canaccord Genuity Analyst Joe Mazumdar to cover developers and producers at the newsletter. In this interview with The Gold Report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies.
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Minimizing Mistakes in a Volatile Biotech Market: H.C. Wainwright's Ed Arce
Source: Gail Dutton of The Life Sciences Report (2/24/16)
Continuing stock market volatility is causing some investors to rethink their biotech investments. For generalists, in particular, choosing a winning company is almost a roll of the dice. In this interview with The Life Sciences Report, Ed Arce, a managing director with H.C. Wainwright & Co., shares insights investors can use to avoid mistakes when evaluating up-and-coming companies, and identifies some likely winners for 2016.
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Eric Coffin Can See the End of the Gold Bear Market and This Is What He Is Doing About It
Source: JT Long of The Gold Report (2/23/16)
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs.
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Bob Moriarty: Trump Candidacy Is Sign of a Falling Empire and a Rising Resource Market
Source: Karen Roche of The Gold Report (2/18/16)
Dramatic daily moves in the U.S. dollar, gold prices and the larger markets are pointing to a global banking collapse that will send resource prices higher in 2016, according to 321gold.com founder Bob Moriarty. In this interview with The Gold Report, he shares his insights on how mining equities will react and five names he is watching.
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Circling the Globe for Uncommon Biotech Opportunities: Van Leeuwenhoeck's Marcel Wijma
Source: George S. Mack of The Life Sciences Report (2/17/16)
Stock analysts fall into a few different categories. There are buyside analysts and sellside analysts, and then there are independent analysts commissioned by companies to highlight underexposed business models and growth prospects. The independent analyst, such as Van Leeuwenhoeck's Marcel Wijma, normally works in the small- and micro-cap stock universe, where the buyside and sellside rarely go. In this interview with The Life Sciences Report, Wijma brings to light five diverse, overlooked small-cap biotech stocks from Canada, Europe and Australia that could bring huge returns to investor portfolios.
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Did Mark Cuban and the Dow Just Prove Goldbugs Right?
Source: JT Long of The Gold Report (2/12/16)
When celebrity investor Mark Cuban announces to the world that he is investing in gold, is that a sign that the ride up is just getting going, or that it has already peaked? The Gold Report reached out to long-time experts in the sector for a better understanding of what is moving the markets—negative interest rates, a topping dollar, Fed testimony, increased gold buying in China—and what that means for junior mining stocks in the coming months.
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CorMedix Transformative Anti-Infective Technology for Catheters Developed to Decrease Serious Drug-Resistant Infections: CEO Randy Milby
Source: George S. Mack of The Life Sciences Report (2/11/16)
Patients on dialysis and cancer patients with indwelling catheters live with the possibility of contracting drug-resistant infections that can become more life threatening than their primary diseases. CorMedix Inc. (CRMD:NYSE.MKT) is developing a platform that has shown impressive results in preventing serious bloodstream infections. In this interview with The Life Sciences Report, CorMedix CEO Randy Milby addresses his company's science, pipeline and market opportunity. Chief Scientific Officer and Cofounder Antony Pfaffle, an internist who practiced nephrology, joins the conversation to relate his experience managing chronically ill patients undergoing catheter-based therapies in the critical care setting.
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With Gold Looking Up, Haywood's Geordie Mark Offers Two Names for Now, Two for Later
Source: Brian Sylvester of The Gold Report (2/11/16)
Geordie Mark, head of mining research with Haywood Securities, sees opportunity in both development-stage and producing precious metals equities, especially those domiciled in countries like Canada and Australia, where the currency has depreciated considerably against the U.S. dollar. For development-stage companies, Mark says it's all about visible time frames, good margins and a modest capex. And for producers it's all about recent performance. In this interview with The Gold Report, Mark recommends two names in each category and tells investors to stay firm on quality, margin and performance.
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Healthy Biotech Growth from Four Seedling Stocks: Raghuram Selvaraju of Rodman & Renshaw
Source: George S. Mack of The Life Sciences Report (2/10/16)
It takes nerves of steel to follow micro-cap stocks and ascribe future valuations in hefty multiples. Raghuram "Ram" Selvaraju of Rodman & Renshaw has made the micro- and small-cap biotech universe his specialty, and his track record is impressive. In this interview with The Life Sciences Report, Selvaraju, a former big pharma researcher, details four growth names that could follow in the hallowed footsteps of previous winners.
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Joe Reagor's Equity Picks for Patient Pickers
Source: Brian Sylvester of The Gold Report (2/8/16)
Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesis—and a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits.
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Brian Bagnell's Tips for Smart Oil and Gas Investing
Source: Tom Armistead of The Energy Report (2/4/16)
In today's tough price environment where most oil and gas juniors are losing money, a strong balance sheet is the key to survival, says Brian Bagnell. Access to liquidity will also help these companies hold on until prices rise again. Bagnell, a research analyst for Macquarie Capital Markets, tells The Energy Report he expects a gradual turnaround to begin late this year, and gives his tips on identifying companies that can weather the storm.
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Senior Gold Producer Goldcorp Takes Large Stake in Nevada's Gold Standard Ventures
Source: Thibaut Lepouttre of Caesars Report Exclusively for Streetwise Reports (2/4/16)
When Gold Standard Ventures announced on February 1 that Goldcorp would be investing CA$16.1 million for 9.9% of the junior's shares, industry watchers took notice. In this analysis written exclusively for Streetwise Reports, Thibaut Lepouttre, editor of Caesars Report, speculates on why the major acted when and where it did, and what it might mean for the future.
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Advanced Stem Cell Manufacture Saves Lives and Prints Money: Stewart Washer of Cynata Therapeutics
Source: Peter Byrne of The Life Sciences Report (2/3/16)
Cynata Therapeutics of Australia has carved a technological niche in the fast-advancing cell therapy market with a platform that renders the production of stem cell-based treatments for cancer and diseases of the immune system easy and affordable, saving lives and money. In this interview, Cynata's executive chairman Stewart Washer tells The Life Sciences Report why his company's technology, in studies for graft-versus-host disease, has proven itself a profit driver.
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Look North for Value-Priced Growth in Healthcare: StoneCastle's Bruce Campbell
Source: George S. Mack of The Life Sciences Report (2/3/16)
Canada is a wellspring for natural resources and the industries built around them. But the country also encompasses healthcare-related businesses that are growing, generating cash flow and flourishing. Bruce Campbell of StoneCastle Investment Management has managed both U.S. and Canadian portfolios, and he knows both spheres. As a hedge fund and mutual fund manager concentrating on Canadian companies, he has made a specialty in acquisitions of cash-generating healthcare companies. In this interview with The Life Sciences Report, Campbell discusses seven small-cap growth names, all of which have reached share-price levels that do not reflect their capacity to grow. Some may offer rare opportunities to buy at risk-mitigated value prices.
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U.S. Global's Ralph Aldis on the Life-Changing Magic of an Asset Allocation Plan
Source: JT Long of The Gold Report (2/1/16)
You have to have a plan and stick to it. This wisdom from U.S. Global Investors Fund Manager Ralph Aldis is true for investors and mining companies. And it may be even more true when the market seems to be careening from one disaster to the next. In this interview with The Gold Report, Aldis shares seven companies he is sticking with come low gold prices or a high Purchasing Managers Index.
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A Small-Cap Biotech with Big Ideas for Acute Infections and Cancers: Cellceutix's Leo Ehrlich and Dr. Daniel Jorgensen
Source: George S. Mack of The Life Sciences Report (1/27/16)
Drug development seems to move at a snail's pace, but Cellceutix Corp.'s CEO Leo Ehrlich says his company has jumped through the most time-consuming hoops of development and now has a diversified pipeline with three main drug candidates, any of which could become the lead program with new data in 2016. Ehrlich and Chief Medical Officer Dr. Daniel Jorgensen, an infectious disease specialist, discuss the candidates, beginning with the first new class of antibiotics to enter Phase 3 in skin infections in decades.
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