Streetwise Articles
Bill Bonner's Ten Undervalued Plays in Western Canada
Source: Peter Byrne of The Energy Report (6/12/14)
Bill Bonner's Brickburn Asset Management is located in Calgary, the financial brain of booming oil and gas plays in Western Canada. Bonner knows the reputations of the local managers, the geological promise of oil and gas field rigs, and how production for export is being pumped up as Asian companies with deep pockets throw tons of money at small producers. In this interview with The Energy Report, Bonner shares 10 names where these stars align.
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Immunopalooza! Time to Profit (Again) from the 'ASCO Effect'
Source: William Patalon, Money Morning (6/12/14)
"Investors like us love ASCO because of the so-called 'ASCO Effect'—a hefty surge in cancer-focused biotech stocks that always accompanies the start of this meeting."
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Follow the Shovels in the Ground forGlobal Energy Demand Growth
Source: Jared Anderson, Energy Collective (6/12/14)
"When following major energy development projects like pipelines or LNG plants, it's important to watch for sales and purchase agreements (legally binding contracts) and final investment decisions."
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Silver: The Undercover Super Metal Does Medicine, Too
Source: Visual Capitalist (6/12/14)
"Silver plays a major roll in technology today. From everyday gadgets to healing wounds, this precious is an important part of modern life."
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Van Eck Fund Manager Joe Foster Is Building for the Upswing
Source: JT Long of The Gold Report (6/11/14)
Lackluster gold should find some of its sparkle in the second half of 2014, according to Joe Foster, fund manager at Van Eck Associates. The prospect of loosened import and tax restrictions in India is one potential catalyst, and stabilization in the exchange-traded funds is another positive. He shares with The Gold Report his perspective on the likely state of merger and acquisition activity in the gold equity space this year, and discusses companies positioned to ride the upswing.
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Will Import Taxes on Solar Panels Hamper Silver's Ability to Rally?
Source: Bob Kirtley, SK Options Trading (6/11/14)
"We are aware that this downtrend has existed for almost four years and has tested the patience of the most ardent bulls, however, that's not a reason to hit the acquisition trail with gusto."
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Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest.
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Leave No Rock Unturned to Find Natural Resource Stocks with Game-Changing Catalysts
Source: Jason Mallin of The Gold Report (6/9/14)
Renowned investor Peter Lynch once said, "The person who turns over the most rocks wins the game." All resource investors should be turning over rocks, but who has time to track hundreds of companies, to visit projects, to meet with management? The Gold Report has asked Sprott's Rick Rule, Canaccord Genuity's Joe Mazumdar and Oil & Gas Investments Bulletin's Keith Schaefer to identify a select group of natural resource companies they feel are poised to make a move before the end of the year. We will be tracking these precious metals and oil & gas companies with game-changing catalysts on the newly launched Natural Resources Watchlist.
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Tesla's Gigafactory: The Critical Minerals Impact
Source: Simon Moores, Industrial Metals (6/6/14)
"At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt."
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What To Look For in an E&P Company: Foucaud's Secrets for International Investing
Source: Tom Armistead of The Energy Report (6/5/14)
Stephane Foucaud sees a very positive period for the international E&P sector on the horizon. Cash is flowing back into the sector in spite of the unstable politics of some producing countries. In this interview with The Energy Report, the managing director of institutional research at FirstEnergy Capital reveals what he looks for in an investment candidate and where you can find promising opportunities in oil and gas.
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Shortage of R&D at Big Pharma Creates Demand for Small Biotech: Joseph Pantginis
Source: George S. Mack of The Life Sciences Report (6/5/14)
The recent pullback in biotech shares has not changed the time-tested theory of investing in small-cap drug development companies. Good or bad data will continue to move shares. In this interview with The Life Sciences Report, ROTH Capital Partners' Senior Research Analyst Joseph Pantginis presents five biotech names with varying timeframes for market-moving data that could provide huge upside for investors willing to do some homework and understand the growth proposition.
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Focus on Catalysts to Cash In on Biotech: Jason Kolbert
Source: George S. Mack of The Life Sciences Report (6/4/14)
When progress is made in drug development, value is created. Investors recognize that progress by purchasing shares in companies when milestones—which act as catalysts—are met. The Maxim Group's Senior Managing Director and Head of Healthcare Jason Kolbert lives by catalysts, and urges his investor clientele to understand there is no other reason to buy a stock except in anticipation of new information that creates value. In this interview with The Life Sciences Report, Kolbert discusses six names that have immense regenerative power for portfolios.
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Secrets of the Strategic Investors
Source: Karen Roche of The Gold Report (6/4/14)
How do you calculate ROI on investment conferences? They often require travel expenses, time away from the office and some eating of rubber chicken with mysterious sauces. But the right conference can result in a whole new way of looking at your portfolio. To evaluate the recent Altegris/Mauldin Strategic Investment Conference in San Diego, The Gold Report asked attendees for their insights on the major themes from thought leaders such as Former Speaker of the House of Representatives and host of CNN's Crossfire Newt Gingrich, Gluskin Sheff + Associates Chief Economist David Rosenberg and Hoisington Investment Management Executive Vice President Lacy Hunt.
Thoughts from the Frontline writer John Mauldin captured some of the debate waged from the stage during the 2.5 days at the Altegris/Mauldin Strategic Investment Conference when he said, "Our economic future depends on a race between two accelerating curves—debt and innovation." Attendees saw much to fear and some glimmers of hope.
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Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
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Your Personal Gold Standard
Source: James Rickards, The Daily Reckoning (6/3/14)
"If you think that the value of paper money will be in some jeopardy, or confidence in paper money may be lost, one way to protect yourself is by buying gold, and there's nothing stopping you."
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Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets.
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Gold Prices Bounce from 4-Month Lows
Source: Adrian Ash, BullionVault (6/2/14)
"Trading more than 4% down from this time last week, gold prices rallied off $1,241 per ounce as European stock markets followed Wall Street's Friday finish to reach new record and multiyear highs."
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Joe Giamichael's Top Two Oil & Gas Fixer-Uppers
Source: Tom Armistead of The Energy Report (5/29/14)
Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders.
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Pad Drilling: Innovation in the Oil and Gas Industry
Source: Visual Capitalist (5/29/14)
"Pad drilling is one of the most significant innovations in the oil and gas industry in recent times."
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ASCO Abuzz About Immunotherapies: A Preview of the Latest in Cancer Therapy from Stephen Dunn
Source: George S. Mack of The Life Sciences Report (5/28/14)
Working in what is arguably the hottest sector in the drug development industry, biotech researchers continue to ferret out cancer's secrets. The premier event for those in the field is the American Society of Clinical Oncology annual meeting, taking place in Chicago from May 30 to June 1. Participants have submitted abstracts for promising therapies in advance of the conference, profiling new compounds that could lead to better outcomes for patients and bolster the health of investment portfolios. In this interview with The Life Sciences Report, LifeTech Capital's Stephen Dunn walks us through some of the highlights.
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Louis James: Are You Ready for an Early Shopping Season?
Source: JT Long of The Gold Report (5/28/14)
Sometimes hindsight can lead to foresight. Casey Research's Louis James says now that the market seems to agree that December was the bottom for gold, the value of these companies is becoming evident to investors, and majors could start going on a shopping spree. In this interview with The Gold Report, James sees the Osisko bidding war as a harbinger for deals to come, and discusses companies that could offer shoppers real bargains.
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Turn Solid Gold into Biotech Gold with James West
Source: Peter Byrne of The Life Sciences Report (5/28/14)
The globe-trotting editor and publisher of The Midas Letter has decided to give his metal investments a breather, looking for new prospects in the life sciences space. In this interview with The Life Sciences Report, James West points to low-hanging biofruit ripe for the picking.
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The Lower the Uranium Price, the Higher the Rebound
Source: Jeb Handwerger, GoldStockTrades (5/27/14)
"Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound."
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Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report.
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Harnessing the Power of Nature's Perfect Cells: Robert J. Hariri
Source: George S. Mack of The Life Sciences Report (5/22/14)
Neurosurgeon and serial entrepreneur Robert J. Hariri, founder, chairman and chief science officer at Celgene Cellular Therapeutics, describes how his businesses address some of the great unmet needs in medicine in this interview with The Life Sciences Report. Hariri also discusses the special nature and advantages of placenta-derived stem cells, and an elegant solution to the scourge of muscle wasting in late-stage disease and advancing age that could apply to treatment of cardiovascular disease in the future.
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