Streetwise Articles
No Fed Rate Hike Good for Gold, Bad Sign for Economy
Source: JT Long, The Gold Report (9/17/15)
The much-anticipated decision by the Federal Reserve Board at the Sept. 17 meeting to hold interest rates near zero was met in the resource community with a mixture of relief and disappointment. The 9-to-1 vote citing global economic pressure on inflation left open the possibility of a hike at the December meeting. The Gold Report asked the experts in the resource sector what this means for precious metals and oil prices, and what signs they are looking for that a different outcome will be announced in December.
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Fallen Biotech Angels to Arise: John McCamant and Jay Silverman of the Medical Technology Stock Letter
Source: George S. Mack of The Life Sciences Report (9/16/15)
It's all about data for John McCamant and Jay Silverman of the Medical Technology Stock Letter, and right now it's festival time as we approach the busy season of market-moving catalysts and milestones. From now until December, biotech investors will be focused on the press releases, webinars and scientific presentations that serve as a vitality tonic for the entire biotech industry. In this interview with The Life Sciences Report, McCamant and Silverman give a detailed picture of their growth theories on six biotech stocks that could reap many multiples on invested capital over the next few years.
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Alert: Veteran Investment Strategist Joe McAlinden Cautions Fed to Get Out of Business of Manipulating Stock Markets
Source: Gordon Holmes of Streetwise Reports (9/16/15)
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while. In fact, he just announced that we might see a correction double of what we've had so far. In this interview with Streetwise Reports, McAlinden bucks conventional wisdom and lays out his investing strategy for this period of market uncertainty.
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Thomas Drolet Warns of a Coming Grand Canyon of Uranium Supply Deficit and Shares Three Ways to Profit by It
Source: JT Long of The Energy Report (9/15/15)
A Grand Canyon of supply deficit is opening up in the uranium markets, with 66 nuclear reactors under construction globally and more restarting in Japan. As Russia and China shore up their supply chains in Kazakhstan and elsewhere, the rest of the world could be scrambling for new sources to keep the lights on. In this interview with The Energy Report, Thomas Drolet, head of Drolet & Associates Energy Services, illuminates junior companies in the Athabasca Basin, southern Alberta and South America that could be strategic sources for countries shoring up domestic supply and for majors that need replacement resources.
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Veteran Investment Strategist Joe McAlinden Reverses View, Predicts Recovery for Gold, Oil and Housing
Source: Gordon Holmes of The Gold Report (9/14/15)
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while, and we might see a correction double of what we've had so far. In this interview with The Gold Report, McAlinden bucks conventional wisdom to argue that an interest rate hike is good for gold and oil, and lays out his investing strategy for this period of market uncertainty.
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The Promise of Plants in Pharmaceutical Production: iBio's Robert Erwin
Source: Gail Dutton of The Life Sciences Report (9/9/15)
The growing need for recombinant proteins for vaccines and therapeutics is causing the biotech industry to look beyond vat fermentation and cell cultures for protein expression systems that, like iBio Inc.'s iBioLaunch technology, can increase yields quickly, safely and inexpensively. In this interview with The Life Sciences Report, iBio's President Robert L. (Bob) Erwin describes the iBioLaunch technology and what it offers to drug developers and investors.
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CAR T-Cell Therapeutics: Alan Leong of BioWatch Looks Beyond the Buzz for Solid Early-Stage Plays
Source: Gail Dutton of The Life Sciences Report (9/9/15)
CAR T-cell therapies show amazing potential in treating blood cancers, but there's a lot of work to do before the cells are ready for commercialization. Alan Leong, senior analyst with BioWatch, tells The Life Sciences Report about the latest in CAR T-cell therapeutics and how some companies are hedging their bets by developing bispecific antibodies. He also describes the reality behind the growing excitement in regenerative medicine, and what investors should know about some very innovative, but often overlooked, small companies.
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NexGen Energy: A Bold New Uranium Venture for a World in Short Supply
Source: Peter Byrne of The Energy Report (9/8/15)
NexGen Energy Ltd. has a strong, well-focused uranium project located in the cornucopia of the Athabasca Basin. Without hype, CEO Leigh Curyer and Corporate Development Manager Travis McPherson, part of an experienced team of "pure-play uranium professionals," make the case for investment in a project with obvious legs.
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Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report (9/8/15)
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company.
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Could a President Trump Put People Back to Work and Help the Dollar?: ShadowStats' John Williams
Source: JT Long of The Gold Report (9/4/15)
Despite happy economic reporting from the government, ShadowStats' John Williams warns that underlying problems from the crash of 2008 were never addressed, leaving the United States in a recession papered over by sleight of hand and a workforce redefined out of existence. Bottom line? "Holding gold is the best way to weather the storm that is coming when the fundamental weakness of the stock market and the U.S. dollar becomes apparent," Williams tells The Gold Report.
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Resource Capital Funds Backs Callinex's Strategy near HudBay Operations
Source: Kevin Michael Grace of The Gold Report (9/3/15)
Manitoba's Flin Flon Greenstone Belt has yielded VMS discoveries resulting in dozens of mines. Callinex Mines has been a big part of that success for almost a century and believes it has the properties that will become the district's latest winners. In this interview with The Gold Report, Callinex President and CEO Max Porterfield explains how high-grade assays and proximity to existing producers could lead to his company discovering the ore that HudBay will soon need.
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Can a Weak Australian Currency Blow Investment Dollars Toward Mining Companies? Morgans' James Wilson Singles Out Three Gold Companies Making Headway
Source: Special to The Gold Report (9/3/15)
A weak Australian dollar has pushed up gold prices down under and made gold mining companies with low all-in costs more attractive to investors. In this interview with The Gold Report, Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching.
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Buy Biotech When There's Blood on the Street: Pontifax's Ran Nussbaum
Source: George S. Mack of The Life Sciences Report (9/2/15)
Ran Nussbaum, managing partner with The Pontifax Group, doesn't worry too much about overall market volatility. Biotechs, he feels, are somewhat immune to turmoil because their fundamentals are based in real life. He prefers to play on good science and unmet medical needs, and then sit tight until a stock is discovered. In this interview with The Life Sciences Report, Nussbaum describes a few takeover candidates primed for stellar growth, as well as promising names that are part of the movement toward personalized medicine.
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Keith Schaefer Picks the Companies You Will Want to Own If the Conservatives Win in Canada
Source: JT Long of The Energy Report (9/1/15)
Canadian natural gas prices have held up so well that the majors are taking strategic positions to prepare for an eventual demand spike. But the paydays could be delayed depending on the outcome of the Canadian federal election on Oct. 19. In this interview with The Energy Report, conducted on Aug. 26, Oil and Gas Investments Bulletin Publisher Keith Schaefer outlines the sectors that will profit first from a reversal in oil and gas prices, and what he is doing to position his readers for success.
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Jayant Bhandari Presents Arbitrage Opportunities for You to Pounce On
Source: Brian Sylvester of The Gold Report (8/31/15)
Jayant Bhandari, an institutional investment adviser to the junior mining market, is like a leopard stealthily scanning for market inefficiencies that will make his clients more money. The most promising arbitrage situations—trades that exploit price differences between similar financial instruments—come about as a result of takeover bids, while others happen when a company's shares trade significantly below its cash on hand. In this interview with The Gold Report, Bhandari shares arbitrage opportunities he's stalking and some company stories with management teams that he thinks are close to perfect.
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Can Tesla Make Winners Out of These Lithium Players?
Source: Claudia Avalos of The Energy Report (8/31/15)
Tesla Motors Inc. (TSLA:NASDAQ), long known for its ability to keep its buzz machine churning, gave lithium investors something to get excited about this weekend. On Friday, Bacanora Minerals Ltd. (BCN:TSX.V) and Rare Earth Minerals Plc (REM:LSE), owners of the Sonora Lithium Project, announced that they had finalized a conditional, long-term lithium hydroxide supply agreement with the car and battery giant. The Energy Report reviewed the commentary of leading lithium experts Simon Moores and Chris Berry to anticipate what the new agreement may mean for the sector.
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Why a Fed Rate Hike Could Be a Blessing for Gold Prices: Brien Lundin
Source: JT Long of The Gold Report (8/27/15)
Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong. Suspected anchors on the gold price, such as an interest rate increase and devaluation of the yuan, could actually be a rallying cry for commodities, he says in this interview with The Gold Report. And, he points to a baker's dozen of companies poised to take off when the arrows turn.
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Disrupting Treatment of Cardiovascular Disease with Epigenetics: Resverlogix CEO Donald McCaffrey
Source: Gail Dutton of The Life Sciences Report (8/26/15)
The evidence is mounting: Resverlogix Corp.'s first-in-class, epigenetics-based drug candidate has demonstrated its ability to significantly reduce major adverse cardiac events (MACE)—death, heart attacks, strokes and heart failure, particularly in diabetic patients—in three consecutive clinical trials. That, company President and CEO Donald McCaffrey tells The Life Sciences Report, is why RVX-208 will likely be a blockbuster.
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Novel Technology Platforms with Dramatic Growth Potential: Wedbush's David Nierengarten
Source: George S. Mack of The Life Sciences Report (8/26/15)
In the past five years, development of new therapies has aimed for true disease modification and actual cures. Many novel ideas are now in the clinic, and have opened up fresh opportunities for dramatic industry growth, especially in the gene and cellular therapy realm. In this interview with The Life Sciences Report, David Nierengarten of Wedbush Securities brings a handful of select names to investors' attention, including a couple of companies with technologies that could revolutionize medicine.
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Haywood's Mick Carew Explains Why Now Is an 'Opportune Time for Consolidation' in the Mining Space
Source: Brian Sylvester of The Gold Report (8/24/15)
Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016 as low metals prices force the hands of underfunded management teams. Carew says M&A is commonly viewed as a potential indicator of a swing in market sentiment, and in this interview with The Gold Report, he discusses a handful of his favorite names, some of which could become M&A targets.
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Carsten Ringler Makes the Basket Case for Gold Equities
Source: Brian Sylvester of The Gold Report (8/20/15)
Carsten Ringler, analyst and founder of Ringler Consulting and Research in Germany, strongly believes that precious metals prices will move sharply higher over the next few years and discusses some ratios that point that way. He suggests dedicating a portion of your investment portfolio to two baskets of precious metals equities: one for producers and another brimming with developers and explorers. In this interview with The Gold Report, Ringler takes the long view when it comes to precious metals equities and provides enough names to get you started.
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Quaterra Resources Has the Property, the People and the Partner for Large-Scale Nevada Copper Mining
Source: Kevin Michael Grace of The Gold Report (8/20/15)
Few copper juniors hold the promise that Quaterra Resources does. Its 51 square miles in Nevada contains a past-producing mine. Its management is savvy and well seasoned. And it is backed by the strength of global player Freeport-McMoRan Nevada LLC, a wholly owned subsidiary of Freeport Minerals Corporation, which in turn is a wholly owned subsidiary of Freeport-McMoRan Inc. In this interview with The Gold Report, President and CEO Steven Dischler tells us why he believes his company's Bear project could open up a whole copper district.
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Acquisitions Power Growth of Companies and Portfolios: StoneCastle's Bruce Campbell
Source: George S. Mack of The Life Sciences Report (8/19/15)
Small-cap life science investors in the U.S. are focused on binary-event catalysts and major milestones that either propel stocks into the stratosphere or crash them to the ground. In Canada the focus is a bit different. Bruce Campbell of StoneCastle Investment Management has made a killing over the past year on rather unadventurous healthcare companies that have been acquiring smaller businesses and growing outward by fixing spokes to a hub. In this interview with The Life Sciences Report, Campbell describes five small-cap growth stories poised to ring up more acquisitions, more cash flow and more share price appreciation to portfolios.
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Uranium Has a New Hot Spot: Haywood's Mick Carew
Source: Brian Sylvester of The Energy Report (8/18/15)
Several developments in the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge. In this interview with The Energy Report, Mick Carew, research analyst with Haywood Securities, explains how, in addition to the Japanese restart, expansion in the Athabasca Basin is bolstering prospects for consolidation in the sector, and describes how a Brazilian phosphate company with a first-rate product might produce for portfolios.
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Swiss Asset Manager Florian Siegfried: Look for Value Opportunities and Put Your Capital to Work Selectively in this Market
Source: JT Long of The Gold Report (8/17/15)
In a junior mining market that doesn't value good news, M&A could be the golden ticket that pays investors a premium for their patience. In this interview with The Gold Report, AgaNola Asset Manager Florian Siegfried evaluates recent deals and points to the companies that could be the next takeovers. Plus, he makes a bold prediction for what the recent takeout activity and fallout from the Greek crisis could mean for the resource market as soon as October.
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