Streetwise Articles

Bubble? What Bubble? The BioScience Profit Outlook for the Rest of 2014
Source: Ernie Tremblay, Money Morning (7/2/14)
"Bioscience investors are putting their money into companies making good drugs with solid data that meet critical needs in the real world. They're helping fuel R&D into terrible and terrifying diseases, and they're funding the distribution of those products into a waiting market."
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Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia.
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Dodge Economic Bullets with Greg McCoach's Golden Strategy
Source: JT Long of The Gold Report (6/30/14)
There may be blood in the streets, but in today's market, the tribulations of junior miners could represent a boon for investors. With gold prices testing and retesting the bottom, and despite his dour outlook on the future of global economics, newsletter publisher Greg McCoach tells The Gold Report that to survive the endgame, investors should both hold gold and seek out stock in explorers with solid prospects.
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Canada Could Become REE Powerhouse. . .with Some Help
Source: Dorothy Kosich, Mineweb (6/30/14)
The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report.
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Silver Prices Stay Strong, Set Pace for Gold
Source: Jim Bach, Money Morning (6/27/14)
"This month silver has performed well, bringing in 12.3% returns since it bottomed out at the end of May."
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Healthcare Sector Spurred by Population Growth and M&As
Source: Frank Holmes, U.S. Global Investors (6/27/14)
"The recent trend in healthcare M&As has many benefits, not least of which is the ability to reach a wider range of people who depend on the drugs and treatments the industry delivers."
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2 New Drilling Techniques that Will Shatter US Oil Expectations
Source: Matt Badiali, The Daily Reckoning (6/27/14)
"US oil production is soaring. And it will continue to soar as companies find innovative ways to extract it more economically. The shale energy boom is only going to get bigger."
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Are You Ready to Capitalize on Emerging World Growth and U.S. Oil Independence?
Source: JT Long of The Energy Report (6/26/14)
With 400 million more people set to get on the grid in India alone, smart investors will profit from new demand for all kinds of energy. In this interview with The Energy Report, Frank Holmes and Brian Hicks of U.S. Global Investors share some of their favorite ways to build a diversified portfolio that takes advantage of opportunities large and small, domestic and international.
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Piper Jaffray's Charles Duncan Addresses Pot Shots
Source: George S. Mack of The Life Sciences Report (6/26/14)
Early-stage biotech is a risky investment, but some bets are safer than others. Inovio Pharmaceuticals Inc. is doing high-stakes experimental work in both preventive and therapeutic medicine, addressing HIV, cancers and pre-cancers. The company's lead clinical program is in Phase 2 and a data readout is imminent, which has made the stock both volatile and an easy target for critics. In this interview with The Life Sciences Report, Senior Biotechnology Analyst and Managing Director Charles Duncan of Piper Jaffray & Co. addresses some of the criticisms that overhang the stock.
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Lawrence Roulston: In a Sea of Gold, Three Juniors Stand Out
Source: Kevin Michael Grace of The Gold Report (6/25/14)
According to Lawrence Roulston, the continuing woes of the junior gold sector present a tremendous opportunity to those with the knowledge, savvy and will necessary to take advantage. In this interview with The Gold Report, the publisher of the Resource Opportunities newsletter showcases three companies with management teams that never relent in adding value to their projects.
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The Best Reasons to Own Gold
Source: Visual Capitalist (6/25/14)
The most simple and compelling argument for owning gold for the average investor is to diversify a portfolio.
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6.1 Trillion Reasons Not to Short Shale
Source: Matt Badiali, Daily Resource Hunter (6/25/14)
"Drilling technologies have allowed us to extract oil and gas directly from the source rocks, or shale… and reversed a nearly 40-year decline in oil production."
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Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers.
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What Is Chen Selling? One of His Tenbaggers. What is Chen Buying? Two Others with Tenbagger Potential
Source: Tom Armistead of The Energy Report (6/24/14)
Chen Lin doesn't get attached to stocks, only to profits. The author of What is Chen Buying? What is Chen Selling? buys low, sells high, then tells his subscribers what he's doing and why. In this interview with The Energy Report, Lin describes a recent success and explains his high expectations for two oil and gas producers. Savvy investors: Pay attention.
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Tesla Gigafactory Could Be Boon for Graphite, Lithium, Cobalt: Simon Moores
Source: Brian Sylvester of The Gold Report (6/23/14)
Tesla Motors makes the most sought-after electric cars in the world. The cars run on advanced electric batteries and Tesla CEO Elon Musk wants to build those batteries in America. Tesla has dubbed its $5-billion pet project the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt. In this interview with The Gold Report, Simon Moores, manager of industrial minerals data with London-based Industrial Minerals, helps readers sort out the critical materials investors should keep an eye on.
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Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double
Source: Peter Krauth, Money Morning (6/23/14)
"For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting."
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Three Ways to Spot Bad Biotech Data
Source: BioMed Reports (6/20/14)
"Biotech is (for the most part) a game of chance that has a lot to do with luck. However, I do believe that investors can significantly improve their chances of a win with just a rudimentary understanding of clinical trial data and how it is viewed by doctors and the FDA."
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Randall Abramson: Juniors Clean Up Behind the Elephant Hunters
Source: Tom Armistead of The Energy Report (6/19/14)
Junior explorers and producers may be at the mercy of market forces, but an opportunistic management team can control its own destiny by capitalizing on industry opportunities. In this interview with The Energy Report, Randall Abramson, president, CEO and portfolio manager at Trapeze Asset Management Inc., tells the story of how one junior company cleaned up on an asset the majors overlooked. He also shares compelling oil and gas names from Canada to Tanzania.
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Fire Up the Immuno-Oncology Powerhouses: John McCamant
Source: Editors, The Life Sciences Report (6/19/14)
Forecasting when we'll have a cure for cancer remains beyond the predictive powers of researchers and investors. But forecasting the focus of the latest American Society of Clinical Oncology meeting was in the cards: Immuno-oncology took center stage. In this interview with The Life Sciences Report, Medical Technology Stock Newsletter editor John McCamant describes the excitement surrounding this rapidly evolving sector, and names big pharma and small biotech players conjuring potential game-changers.
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Two Cancer Stocks Take Shots on Goal: Echo He
Source: George S. Mack of The Life Sciences Report (6/19/14)
Oncology is king in biotech. Patients must be put on one drug, and then another, followed by another, as the disease progresses and becomes resistant. Multiple drugs will always be necessary, meaning multiple opportunities for drug companies. In this interview with The Life Sciences Report, analyst Echo He, formerly with the Maxim Group, serves investors two cancer drug picks that have been battered but are hot for a comeback.
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Is It 2003 All Over Again? U.S. Global Investors' Frank Holmes Predicts a Resurgence of the Love Trade for Gold
Source: JT Long of The Gold Report (6/18/14)
Close your eyes. Imagine India growing and importing gold again freely. China and the U.S. investing in infrastructure. What would that mean for commodities? In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes outlines the developments that could move us toward that vision and the impact that scenario could have on gold, diamonds and steel.
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Balmoral Resources: Two Projects, One Vision, Proven Share Price Performance
Source: Taylor Thoen, BTV/The Gold Report (6/18/14)
With two 100%-owned, shallow, high-grade properties in Canada churning out results and millions of dollars in the bank to keep the drills turning, Balmoral Resources is taking advantage of elevated nickel prices and a quiet junior mining backdrop to turn investors' heads. President and CEO Darin Wagner shares his focus for moving both projects forward.
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Crude Oil Prices Soaring on New Attacks in Iraq; Here's Where They're Headed
Source: Kyle Anderson, Money Morning (6/18/14)
"For now, oil exports and southern production are not impacted by the ISIL movement, but the fall of the Baiji refinery today does increase concerns over the growing turmoil in the country."
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It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths.
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The LifeSci Startup with 'The Ultimate App'
Source: Stephen Petranek, The Daily Reckoning (6/17/14)
"What if when you went into a grocery store, a smartphone app could tell you which foods you were about to purchase might make your specific body sick—or which might prevent illness?"
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