Florian Siegfried: Seeking Less Risky Business in Mining M&A
Source: Brian Sylvester of The Gold Report��(11/24/14)
Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers. More >

Ethanol: It's About The Economics, Stupid
Source: Keith Schaefer, Oil and Gas Investments Bulletin��(11/24/14)
"Ethanol and the EPA's Renewable Fuel Standard is a very political issue, but the reality is ethanol is a market based commodity now." More >

Solar Shines on Silver Demand
Source: Frank Holmes, U.S. Global Investors��(11/24/14)
"Since 1999, photography has increasingly gone digital, and as a result, silver demand in the film industry has contracted about 70 percent. But there to pick up the slack in volume is a technology that also requires silver: photovoltaic (PV) installation, otherwise known as solar energy." More >

Investment Banker Dick Huebner on How to Uncover Micro-Cap Biotechs that Deliver on Promises
Source: George S. Mack of The Life Sciences Report��(11/20/14)
Micro-cap stocks suffer from all sorts of ills. They are often illiquid, and companies can be unable to raise new funds under reasonable terms, if at all. Investing in these equities requires extraordinary expertise and experience, and that is where micro-cap investment banker Richard "Dick" Huebner excels. In this interview with The Life Sciences Report, Huebner, a senior managing partner with Denver-based GVC Capital, discusses the downside and the upside of micro-cap biotech investment, and the desirable characteristics risk takers should be looking for in very small companies. More >

Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report��(11/20/14)
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape. More >

The Swiss Gold Referendum Explained
Source: Visual Capitalist��(11/20/14)
The referendum, if passed, will mean that (1) The Swiss National Bank must hold 20% of all assets as gold, (2) Switzerland will repatriate the 30% of its gold held abroad by England and Canada and (3) Switzerland may no longer sell any gold it accumulates. More >

Finding Gold Dollars in Nevada: Thomas Drolet
Source: Peter Byrne of The Gold Report��(11/19/14)
Patience is the key to a golden future for both investors and miners. Thomas Drolet of Drolet & Associates Energy Services Inc. is an energy expert who is also an avid gold investor. He typically visits the mines in which he has a stake and talks turkey with managers. He has found a sweet spot for gold in his basic portfolio—and he shares a few of his favorites with The Gold Report. More >

Pharma Must Navigate New Payer Landscape
Source: Patrick Flochel, EY��(11/19/14)
"Navigating the complex and fragmented payer landscape at a time when health care is dramatically changing—both in how it is delivered and in how it is paid for—has been challenging for pharma and raised many questions about what payers want, their attitudes and how best to engage with them." More >

Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report��(11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >

Precious Metals: Timing and Flexibility Is Key to a Successful Trade
Source: Bob Kirtley, SK Options Trading��(11/18/14)
"Those who purchased gold, silver and the producers in the early years of this bull market will be sitting on handsome profits, assuming they had a buy-and-hold strategy." More >

Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report��(11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >

Can Coal Endure Competition, Anti-Carbon Lobby?
Source: Zacks Equity Research��(11/17/14)
"The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already." More >

Another Huge Stride in the Fight Against Cancer
Source: Stephen Petranek, The Daily Reckoning��(11/17/14)
"The age-old pessimism that has pervaded the diseases we call cancer may, just a few years after Jobs died, finally be turning. The National Institutes of Health lists 45,571 clinical trials underway for cancer therapies right now." More >

UEX's Lemaitre Talks Blue Chip Junior Strategy: Exploration Excellence
Source: Kevin Michael Grace of The Energy Report��(11/13/14)
After losing half of its value, the spot price of uranium has in recent weeks risen from less than $30 per pound to $42 per pound. Roger Lemaitre, President and CEO of UEX Corp., is pleased but not surprised, as a supply shortage looms, and sanctions against Russia are spooking utilities. In this interview with The Energy Report,
Lemaitre explains how its substantial resources in Saskatchewan's Athabasca Basin have primed UEX to move forward when uranium prices rise to meet demand. More >

Angelos Damaskos: Five Juniors that Insulate Investors from Today's Low Oil Prices
Source: Kevin Michael Grace of The Energy Report��(11/13/14)
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term. In this interview with The Energy Report, Damaskos argues that current prices are dismal news for the majors, shale oil producers and the oil sands but underline the advantage of investment in juniors with solid, long-term projects, of which he presents five.
More >

Thinking Differently About Ebola Virus Disease: WBB Securities' Steve Brozak
Source: George S. Mack of The Life Sciences Report��(11/13/14)
What do you get when you combine a top-ranked industry analyst with a retired lieutenant colonel from the U.S. Marine Corp.? You get Steve Brozak, who brings his one-of-a kind perspective on the intricacies of Ebola virus disease to this interview with The Life Sciences Report. His military background, combined with 20 years as a biotech and medtech analyst, has allowed the WBB Securities cofounder to develop a reasoned perspective on how West Africa's Ebola epidemic might be humanely halted. Brozak also mentions small-cap names that could considerably enhance investors' portfolios. More >

Ebola's Silver Lining: MLV & Co.'s George Zavoico
Source: George S. Mack of The Life Sciences Report��(11/12/14)
A working knowledge of molecular biology is essential for a biotech investor, but it helps when someone with deep knowledge of science and medicine can bring understanding to the people who commit capital to growth ideas. George Zavoico of MLV & Co. has that advantage, having been a senior investigator at a large pharma before moving on to research at smaller, pure biotech firms. In this interview with The Life Sciences Report, Zavoico brings a wealth of experience to bear on the valuations of smaller companies with phenomenal growth prospects, and discusses how the quest for a cure for Ebola could disrupt—and improve—our approach to medical crises. More >

Rocks to Riches with Thomas Schuster
Source: Peter Byrne of The Gold Report��(11/12/14)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away. More >

Jack Lifton Says Innovation Is the Key to REE Independence
Source: JT Long of The Mining Report��(11/11/14)
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex. More >

It's a Record Year for Biotech IPOs and Still More to Come
Source: Peter Winter, BioWorld��(11/11/14)
"The total of IPOs completed by biotech companies, whose primary focus is on developing therapeutics, this year now stands at 67, a milestone that no one in the industry could ever have predicted at the beginning of this year." More >

Frank Holmes Talks No-Drama Investment Strategy
Source: JT Long of The Gold Report��(11/10/14)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world. More >

Gold's Fundamental Supply Picture
Source: Richard (Rick) Mills, Ahead of the Herd��(11/10/14)
"Why don't we all ignore the endless bombardment of economic white noise spewing from mainstream media outlets and instead concentrate on gold's fundamental supply problems?" More >

Rick Rule: 'I Believe That, Arithmetically, We're Locked in A War that We Can't Help but Win.'
Source: Tekoa Da Silva, Sprott's Thoughts��(11/10/14)
"What marks capitulations are their extraordinary violence, their relatively short duration, and the fact that they're emotionally driven rather than arithmetically driven events. What's useful about capitulations is that, in my experience, they have marked definitively the end of long bear markets." More >

Hunting on the Backbone for Valuable Master Limited Partnerships with Hinds Howard
Source: Peter Byrne of The Energy Report��(11/6/14)
Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries. More >

Biotech Watchlist Update: Small-Cap Biotechs Struggle to Rebound
Source: Tracy Salcedo-Chourré of The Life Sciences Report��(11/6/14)
When the biotechnology market hit a speed bump in early 2014, every stock in the sector was jolted. Large-cap biotech and big pharma have largely recovered, but small- and micro-cap companies haven't yet entirely recouped the losses. The performance of Streetwise Reports' Biotechnology Watchlist to date reflects this trend: The portfolio lingered in negative territory after the late-winter punch, and hovers near breakeven as of Nov. 3. To get a handle on the drivers of small-cap stock price volatility, The Life Sciences Report turned to a pair of the analysts who selected companies for the 2014 Watchlist, John McCamant of the Medical Technology Stock Letter and George Zavoico of MLV & Co. In this recap, the two experts offer updates on the companies they selected for the portfolio. More >