Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down
Source: Brian Sylvester of The Mining Report  (11/4/14)
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond. More >

Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities
Source: Kent Moors, Oil & Energy Investor  (11/4/14)
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year." More >

Paul Adams: Macro Trumps Micro in Resource Sector
Source: Brian Sylvester of The Gold Report  (11/3/14)
Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.
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Gold Bullion Drop Significant, Chinese Demand Seen Lacking
Source: Adrian Ash, Bullion Vault  (11/3/14)
"Gold bullion prices slipped to re-touch Friday's new 4-year lows early in Asian trade Monday, before recovering that $10 drop to trade at $1,172 per ounce as world stock markets edged down." More >

Huge Growth Delivered in Very Small Packages: SeeThruEquity's Ajay Tandon and Brandon Primack
Source: George S. Mack of The Life Sciences Report  (10/30/14)
Institutional investors are, by and large, unable to own shares in companies with market valuations of less than $100 million, which means most sellside analysts don't write research on very small companies. The paradox: The micro-cap space is where investors can find the tenbaggers. That disconnect and its attendant irony are not lost on SeeThruEquity's Ajay Tandon and Brandon Primack. In this interview with The Life Sciences Report, Tandon and Primack discuss four companies nurturing seeds of dramatic growth that could materialize in the wake of upcoming catalysts. More >

To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn
Source: Kip Keen, Mineweb  (10/30/14)
"Analysts recommend different tonics to ailing miners amid the mining sector downturn." More >

The Tao of Investing in the Renewable Energy Market: Practice Patience, Not Panic, Says JinMing Liu
Source: Tom Armistead of The Energy Report  (10/29/14)
With the market bucking like a rodeo bull, investors should hang on and sit tight, JinMing Liu advises, especially with the high-beta cleantech and renewable energy industries he covers. In this interview with The Energy Report, the senior vice president and director of research at Ardour Capital Investments explains how the recent market correction affects both the cleantech and waste-management companies in his portfolio. His advice throughout: Be patient. More >

Bob Moriarty: Flock of Black Swans Points to Imminent Stock Market Crash
Source: Karen Roche of The Gold Report  (10/29/14)
Between a rising U.S. Dollar Index and black swan events around the world, it's looking like bunker time for Bob Moriarty. In his latest interview with The Gold Report,
the 321gold.com founder delivers a frank overview of U.S. international policy and lambasts commentators who look to their tea leaves in search of the next market moves. But it's not all gloom and doom: Moriarty also discusses metals companies with "no-lose deals," where resource investors can take advantage of more than favorable odds.
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The Game-Changing Potential of DNA Vaccines: Inovio's Dr. Joseph Kim
Source: George S. Mack of The Life Sciences Report  (10/29/14)
Since Edward Jenner's development of the smallpox vaccine in the late 1790s, humankind has enjoyed the benefit of immunization, which has saved many millions of lives. Today, Inovio Pharmaceuticals Inc. (INO:NASDAQ) is in the forefront of developing DNA vaccines, inserting engineered genes into cellular machinery to synthesize proteins that, in turn, generate antibodies that fight disease. An additional benefit is a powerful T-cell response, which harnesses the patient's own capacity to fight infections and cancers. If pivotal studies read out favorably, DNA immunization could prove a true game changer in healthcare. In this interview with The Life Sciences Report, Inovio President and CEO J. Joseph Kim discusses his company's platform technology, which addresses both therapeutic and preventive methods of fighting disease. More >

Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report  (10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites. More >

Oliver Gross Says Peak Gold Is Here to Stay
Source: Kevin Michael Grace of The Gold Report  (10/27/14)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report,
Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
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Why One Firm Would Buy Over Half the LME's Copper Stocks
Source: Teresa Matich, Resource Investing News  (10/27/14)
"LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices." More >

Credit Suisse Expert Targets MLPs that Could Increase Dividends and Yields in 2015
Source: JT Long of The Energy Report  (10/23/14)
War, severe weather and record natural gas production are buffeting energy stock prices. Where can investors turn for safety? In this interview with The Energy Report, Credit Suisse's John Edwards suggests that midstream master limited partnerships, while they have been volatile of late, are fundamentally stable business models, and have less exposure to volatility than explorers and producers. As a bonus, he names his top companies in a rising yield environment. Let's just hope oil stays above $80/barrel. More >

Is Biotech M&A Mojo Here to Stay? Bright Prospects and Rising Firepower Drive Deals
Source: Andrew Forman, EY  (10/23/14)
"Despite modest revenue growth, the industry has provided a total return to shareholders in excess of the performance of most major stock indices in 2014." More >

Ron Struthers: Focus on Graphite Companies with Green Energy and Technology Strategies
Source: Brian Sylvester of The Gold Report  (10/22/14)
Graphite equities continue to trade sideways, but a handful are starting to emerge as best-in-class plays as they race to secure offtake agreements by derisking their projects through resource upgrading and economic studies. Ron Struthers, editor and publisher of Struthers' Resource Stock Report, says that investors need to focus on companies with strategies designed to position themselves with green energy and technology firms. In this interview with The Gold Report, he names a few players that make the grade. More >

Japan Gives a Hug to the Cell Therapy Industry: R. Lee Buckler
Source: George S. Mack of The Life Sciences Report  (10/22/14)
Last year, Japan rolled out the red carpet for cell therapy developers with new legislation designed to expedite development of regenerative medicine solutions for all manner of disease. In this interview with The Life Sciences Report, former regenerative medicine consultant R. Lee Buckler, now a vice president with RepliCel Life Sciences Inc., puts his consultant's hat back on to talk about Japan's hospitable stance on proposed cell therapies. He provides an update on the meaning of the new law and discusses a small cohort of companies poised to reap the advantages. More >

Big Oil And Renewables: Not So Strange Bedfellows
Source: Andrew Topf, OilPrice.com  (10/22/14)
"While Big Oil and renewables have seen an on-again off-again courtship, there appears to be hope in reconstituting the relationship if it can be viewed less as a zero-sum game than one that could flourish if there are enough mutual benefits to be gained. More >

Follow the Baby Boom to Profits: Agility Health's Steven Davidson
Source: Peter Byrne of The Life Sciences Report  (10/21/14)
In recent years, entrepreneurial therapists have comprised the fast-growing sector in outpatient physical therapy. But companies like Agility Health are beginning to seize acquisition opportunities and market share in this growing sector. Steven Davidson, CEO of Agility Health Inc., tells The Life Sciences Report how his company is innovating in the physical therapy space, improving patient care and clients' bottom lines through its management expertise and proprietary software, AgileRPM. With baby boomers aging and the Affordable Care Act increasing access to services, physical therapy just might be the safe haven sector to shield your portfolio from macroeconomic uncertainty. More >

Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report  (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >

Chinese and Indian Gold Buyers Back in Market in a Big Way
Source: Lawrence Williams, Mineweb  (10/21/14)
"By all accounts, demand in the two biggest consuming nations has been soaring, and they are, between them, taking in virtually everything the world's gold mines can produce." More >

An Ebola Armageddon Could Trigger a Rebirth in Gold and Silver Prices: Eric Sprott
Source: JT Long of The Gold Report  (10/20/14)
Could an infectious disease kill the monster that has been choking gold and silver prices for more than a year? On the heels of a lively Sprott Precious Metals Roundtable discussion, The Gold Report caught up with investor Eric Sprott to ask how a tragedy in Africa could impact the price of precious metals and mining stocks. We also spoke to his Executive Vice President of Corporate Development John Ciampaglia about a new way to gain exposure to gold. More >

A Year of Hard-Wrought Lessons for Platinum
Source: Duduzile Ramela, Moneyweb  (10/20/14)
"Mechanization is becoming more viable; we're going to see a more skilled workforce..." More >

The Evolution of the Cancer Cure
Source: Ray Blanco, The Daily Reckoning  (10/20/14)
"Provided new therapies keep becoming available, a cancer patient can sometimes "hitchhike" from one to the next for a long time." More >

Leading Indicators for Gold's Turnaround
Source: Jordan Roy-Byrne, The Daily Gold  (10/17/14)
"While gold has only recently emerged from a weak triple bottom, it is showing more strength against the other asset classes." More >

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report  (10/16/14)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. More >