Streetwise Articles
Doug Loud and Jeff Mosseri: Supply and Demand Will Rescue Gold Soon
Source: Kevin Michael Grace of The Gold Report (8/13/15)
Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management LLC. have some simple advice for gold investors: Relax. Supply and demand will reassert its reign quite soon, and, when that time comes, both gold and gold equities will appreciate quickly and significantly from their current levels. In this interview with The Gold Report, they highlight several producers and explorers with the management, cash and projects needed to spring forward when the market turns.
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Harness Biotech Volatility with an Options Strategy: Theta Strategy Capital's Eden Rahim
Source: George S. Mack of The Life Sciences Report (8/12/15)
Volatility is the nature of the biotech beast, and it must be tamed or utilized to advantage. That's the philosophy of Eden Rahim, portfolio manager and option strategist at Theta Strategies Capital. Can you grow a portfolio if some of your more successful names are called away by option buyers before the stock goes into the stratosphere? The answer is yes, and in this interview with The Life Sciences Report, Rahim describes his technique and leaves readers with six names that he fully expects to reap very large gains.
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The Next Phase for MultiStem: Athersys' Gil Van Bokkelen
Source: George S. Mack of The Life Sciences Report (8/12/15)
Regenerative medicine is surging toward the mainstream, and Athersys Inc. is riding the crest. Potential safety concerns surrounding cell therapies have been largely addressed, and now the efficacy of the company's MultiStem platform in several massive markets, including stroke, heart attack and acute pulmonary disease, are ready to be tested. As the company advances its portfolio of programs, Chairman and CEO Gil Van Bokkelen tells The Life Sciences Report about the promise that MultiStem holds for both patients and investors.
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How AlphaNorth's Steve Palmer Copes with the Commodity Blues
Source: Peter Byrne of The Energy Report (8/11/15)
Steve Palmer's AlphaNorth funds have a history of making high returns from investments in Canadian commodity juniors, including energy and gold plays. With regard to the current commodity markets, however, Palmer pulls no punches: Profits are not easy to reel in. But the downturn does not signal the end of the world. Commodity markets change cyclically, and there is money to be made buying undervalued energy and precious metal juniors, including the handful of companies Palmer names in this interview with The Energy Report.
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Thinking Outside the Commodity Box: Benchmark's Investment Primer for Lithium, Cobalt and Graphite
Source: Brian Sylvester of The Gold Report (8/10/15)
It's often difficult to understand the global markets for critical minerals so The Gold Report narrowed it to three—lithium, cobalt and graphite—and brought in Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, to provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers. As Benchmark prepares to embark on its World Tour, Moores and Miller discuss supply chain visibility and the impact of disruptive technologies on these markets, as well as companies seeking to leverage lithium, cobalt and graphite into investable business models that will lure investors with a long-term outlook.
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How AlphaNorth's Steve Palmer Copes with the Commodity Blues
Source: Peter Byrne of The Gold Report (8/10/15)
Steve Palmer's AlphaNorth funds have a history of making high returns from investments in Canadian commodity juniors, including gold and energy plays. With regard to the current commodity markets, however, Palmer pulls no punches: Profits are not easy to reel in. But the downturn does not signal the end of the world. Commodity markets change cyclically, and there is money to be made buying undervalued precious metals and energy juniors, including the handful of companies Palmer names in this interview with The Gold Report.
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Canaccord Genuity's Joe Mazumdar Tells Gold Investors to Go Underground to Survive
Source: Kevin Michael Grace of The Gold Report (8/6/15)
Unlike many analysts, Joe Mazumdar of Canaccord Genuity does not expect a substantially higher gold price any time soon. So what are hard-pressed gold investors to do? In this interview with The Gold Report, Mazumdar argues that they should seek high-grade resources—usually underground—in stable jurisdictions that benefit from the strong American dollar. And he highlights seven near-term developers that offer exactly that.
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Regenerative Medicine in Japan: CJ PARTNERS' Colin Lee Novick
Source: Gail Dutton of The Life Sciences Report (8/5/15)
Regenerative medicine is just beginning to be understood by governments and investors alike. Last autumn, new regulations took effect in Japan that promise to speed patient access to some of these new therapies. In this interview with The Life Sciences Report, Colin Lee Novick, managing partner with CJ PARTNERS, describes Japan's regenerative medicine frontier and lists investment-worthy companies that are pushing the boundaries.
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Randall Abramson Locks On to Unusual Bargains at Today's Oil Prices
Source: Brian Sylvester of The Energy Report (8/4/15)
To profit in the current oil and gas space, investors have to move down the food chain to find "unusual bargains," says Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management. Abramson expects global demand to return oil to $75–85/barrel inside 12 months, which means you won't have to wait long to see those bargains rise with the tide. In this interview with The Energy Report, Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names.
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Randall Abramson's Plan for Surviving Gold's Summer of Discontent
Source: Brian Sylvester of The Gold Report (8/3/15)
While Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management, freely admits that we are living through the summer of discontent in "Commodityland," he says investors should step back and look at commodities, especially gold, from a macroeconomic and historical perspective. In this interview with The Gold Report, Abramson discusses the magnet he expects to pull gold to around $1,400/oz inside 12 months, and he also offers some of his favorite names in the gold space.
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BMO's Andrew Kaip: The Gold Majors Are Back
Source: Kevin Michael Grace of The Gold Report (7/30/15)
Andrew Kaip, managing director of mining equity research at BMO Capital Markets, does not expect near-term higher prices for gold or silver. However, due to continuing cost cutting and other efficiencies, he argues that the senior gold producers can now make profits above $1,100/oz gold. In this interview with The Gold Report, Kaip names two seniors as Sector Outperformers, and touts the virtues of a half-dozen undervalued near-term gold and silver producers.
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Cantor Fitzgerald's Caroline Corner: Cutting-Edge Devices and Diagnostics Deliver Drugs and Profits
Source: George S. Mack of The Life Sciences Report (7/29/15)
Medical technology is not considered a huge-margin investment in the way that the biotech and drug industries are. However, some of today's medtech blurs the line, including hybrid companies developing stem cell and drug-device delivery systems that address complex disease indications ranging from blindness to spinal paralysis. Caroline Corner of Cantor Fitzgerald follows companies with technologies that can both address dire diseases and reap windfalls for investors. In this interview with The Life Sciences Report, Corner brings important names to investors' attention.
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Experts' Guide to Getting the Most Out of Company Presentations
Source: JT Long of The Gold Report (7/28/15)
What can you really learn from the fuzzy project diagrams, site photos and columns of numbers often shown in dark rooms at conferences? A lot, if you know what you are looking for, according to the experts. Beyond the warnings about forward-looking statements, corporate presentations often contain the details that could make or break a project's economics. And many companies time the release of important information to coincide with events like the
Sprott-Stansberry Natural Resource Symposium, going on now in Vancouver. For those who weren't able to make the trip or are doing their homework in a hotel room somewhere, The Gold Report asks veteran investors what they look for in a corporate presentation when evaluating a possible opportunity. As a bonus, we included links to several company presentations shown in Vancouver so you can practice your analyzing skills.
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World's Increasing Appetite Points to Upside for Ag Input Companies: Paradigm's Spencer Churchill
Source: Special to The Energy Report (7/28/15)
A rising middle class in Asia and elsewhere means an increasing demand for food. Paradigm Capital Analyst Spencer Churchill uses the stock-to-use ratio to predict grain prices, and that methodology leads him to predict price support/appreciation for a handful of major crops in 2015–2016. In this interview with The Energy Report, Churchill examines agricultural trends and discusses companies that can benefit from the world's increasing appetite, including one company with a streaming model unique in the ag sector.
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Six Miners Dundee's Joseph Fazzini Believes Will Weather the Storm
Source: Brian Sylvester of The Gold Report (7/27/15)
With ongoing volatility expected in the gold space, mostly owing to global economic weakness, investors should focus on quality gold names with three key attributes to weather the current metal price environment, explains Joseph Fazzini, vice president and senior analyst with Toronto-based Dundee Capital Markets. Fazzini says those attributes are low-cost, long-life assets; defensive balance sheets; and responsible management teams. In this interview with The Gold Report, Fazzini lists six Buy-rated names with those key attributes and more.
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Luisa Moreno Explains Why Metallurgy Is So Important in Critical Metals Projects
Source: Brian Sylvester of The Gold Report (7/23/15)
Luisa Moreno, managing partner and analyst with Toronto-based Tahuti Global, says there are many things investors must pay attention to when it comes to critical metals projects, but nothing should trump metallurgy. That's because no two deposits are precisely the same, and having a clear understanding of how to economically recover those metals and get them into end-users' hands is usually the difference between higher share prices and failure. In this interview with The Gold Report, Moreno discusses several companies developing critical metals deposits with established metallurgy and other attributes that put them on the path to success.
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Play the Gap to Profit from Australia's Undervalued Biotech Gems: John Hester of Bell Potter Securities
Source: George S. Mack of The Life Sciences Report (7/22/15)
Investors who lament missing the U.S. biotech bull market might have another avenue to pursue. Biotech valuations in Australia are not in sync with U.S. biotech valuations, and comparable stocks from Down Under may have extraordinary technology platforms and huge upside potential. In this interview with The Life Sciences Report, Senior Healthcare Analyst John Hester of Bell Potter Securities discusses two hidden Australian biotech gems, one of which could ride the coattails of a U.S.-based product on a very positive regulatory path.
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Winning the Hunger Games: Tom Wallace on How to Choose Successful Agriculture Investments
Source: Tom Armistead of The Energy Report (7/21/15)
Starting with the premise that people have to eat, The Agletter Editor Tom Wallace has found productive fields in the many subsectors of the ag investment space. Without discounting the risks, he explains to The Energy Report how investors can recognize and hedge those risks. Wallace also names three favorite companies that span the spectrum, from planting the seed to foodstuff.
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Salman Partners Economist Calls Bottom in Copper
Source: JT Long of The Gold Report (7/20/15)
Experienced investors know that commodities and equities move in cycles, and understanding where copper, iron ore, nickel and zinc are in the cycle can result in much smarter decisions than blindly following the pack. In this interview with The Gold Report, Salman Partners Vice President of Commodity Economics Raymond Goldie brings some perspective to the charts and names the junior mining companies that could ride the inevitable waves up.
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Stefan Ioannou's Ways to Ride the Next Zinc and Nickel Waves
Source: Brian Sylvester of The Gold Report (7/16/15)
Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporary—and that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles.
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Four Small-Cap Medtechs Primed for Outsize Returns: Zacks' Brian Marckx
Source: Staff of The Life Sciences Report (7/15/15)
In the U.S., the medical device and diagnostics industry has been burdened with conflicting regulations that have delayed commercialization and complicated reimbursement. In this interview, Brian Marckx, senior medical device/diagnostics analyst with Zacks Investment Research, tells The Life Sciences Report how that situation is changing and identifies some innovative companies poised to make the most of the situation.
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Biota Pharmaceuticals' Direct-Acting Antivirals Target the Root Cause of Viral Conditions
Source: Gail Dutton of The Life Sciences Report (7/14/15)
Direct-acting antiviral therapies are poised to become a major disruptive technology in treatment for viruses, including human rhinovirus and human papillomavirus. Dr. Joseph M. Patti, CEO of Biota Pharmaceuticals Inc., tells The Life Sciences Report about the novel antiviral therapies in his company's pipeline that address the cause of viral conditions, rather than merely the symptoms.
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Baby Steps: Mackie's Bill Newman Finds Oil & Gas Plays that Produce No Matter What
Source: Staff of The Energy Report (7/14/15)
Volatility in the oil and gas markets continues, with prices plunging yet again in the recent chaos surrounding Greece's default negotiations and other global political and economic uncertainties. But a rebound is inevitable, and Mackie Research's Bill Newman has his eye on companies that have managed to grow, step-by-step, even in hard times. In this interview with The Energy Report, Newman identifies companies with individual stories that will, in the end, defy the trend.
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Nine Companies Brent Cook Expects to See on the Other Side of the Gold Market Wasteland
Source: JT Long of The Gold Report (7/13/15)
Markets are cyclical and even though it feels like the end of the world after years of junior resource stock market declines, history indicates that bear markets are actually an opportunity to own tomorrow's superstars for pennies on the dollar. In this interview with The Gold Report, market veteran and Exploration Insights author Brent Cook shares his travel stories and the companies he thinks will shine when the sun returns to commodity prices.
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Pershing Gold NASDAQ Uplist Is Part of Larger Resource Expansion and Production Push
Source: Peter Byrne of The Gold Report (7/9/15)
Catalysts can drive stock prices, and Pershing Gold has had quite a few lately, including a stock split, uplisting to NASDAQ and an updated resource estimate on the Relief Canyon Mine in Nevada. And in this interview with The Gold Report, CEO Steve Alfers says there is still more to come for the near-term producer. An economic study and more resource updates are planned by the end of the year.
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