Michael Curran's Three-Pronged Approach to Selecting Gold Equities
Source: Brian Sylvester of The Gold Report  (5/14/14)
With more than 2,000 junior mining companies currently trading, it's often difficult to sort out the promising gold equities. That's why The Gold Report talked with Beacon Securities Managing Director and Analyst Michael Curran about some of his favorite ideas to unearth equities that add value and gold exposure to your portfolio. More >

What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report  (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >

Juniors Operating from the Driver's Seat: Adrian Day
Source: Brian Sylvester of The Gold Report  (5/12/14)
Adrian Day has spent years making money for clients by steering them into and out of positions in precious metals equities. While higher commodity prices are always welcome, the founder of Adrian Day Asset Management says in this interview with The Gold Report that he maneuvers toward more telltale fundamentals like strong balance sheets and sound business plans. He believes investors should shift toward companies helmed by experienced managers with skin in the game and with exceptional projects, and names a handful that fit the bill. More >

Live Longer, Get Richer with Patrick Cox
Source: Peter Byrne of The Life Sciences Report  (5/8/14)
It's what every biotech investor dreams of: transformational advances in healthcare technologies that allow us to live for centuries and accumulate wealth exponentially. Patrick Cox, editor of the Transformational Technology Alert, is doing his part to make the dream reality. In this interview, Cox tells The Life Sciences Report about two companies with proprietary intellectual property in DNA-based therapeutics and regenerative medicine that could change the world. More >

Bill Newman: Get Over Your Fear and Go for Black Gold in Argentina
Source: Peter Byrne of The Energy Report  (5/8/14)
It's been a long time since the Repsol fiasco in Argentina, and the oil-rich nation has been making steady efforts to encourage foreign investment in its energy sector. Bill Newman, vice president of international oil and gas with Mackie Research Capital, insists investors should focus less on political risk and more on the world-class Vaca Muerta shale play. In this interview with The Energy Report, Newman names oil and gas majors and junior explorers making progress, and recommends a few names that are taking advantage of Argentina's production incentives. More >

How to Exploit the Coming Natural Gas Export Explosion: Frank Curzio
Source: JT Long of The Energy Report  (5/8/14)
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire. More >

John Mauldin's Knock on the Side of the Head to World Leaders
Source: Karen Roche and JT Long of The Gold Report  (5/7/14)
The future will be decided in a race between global advances in demand for resources, complex technology and biotech innovation, and growing sovereign debt. In this interview with The Gold Report, Thoughts from the Frontline author John Mauldin points to the sectors that could benefit from the upside of improving world demand and the possible downside of a fiscal collapse in the geographic hot spots of China, Japan and Europe. More >

7 Bits of News that Will Reshape Your Investment Outlook
Source: Stephen Petranek, The Daily Reckoning  (5/7/14)
"If you've ever wondered why developing a drug has to be so expensive, imagine what is going on in labs around the world, where scientists have been trying to figure out how to make a diet pill that turns off FTO, the so-called fat gene discovered seven years ago." More >

Malcolm Shaw: Why Is the Market Ignoring These Companies?
Source: Tom Armistead of The Mining Report  (5/6/14)
Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities. More >

Albania Is Fertile Ground for Oil Opportunities
Source: Frank Holmes, U.S. Global Investors  (5/5/14)
"Today Bankers' Albanian discovery is the largest onshore oilfield in all of Europe." More >

Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report  (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >

X-Ray Vision or Due Diligence? How SeeThruEquity Analysts Find Hidden Small-Cap Biotech Plays
Source: Peter Byrne of The Life Sciences Report  (5/1/14)
SeeThruEquity stays an arm's length away from the small biotech firms it analyzes for investors, but gets intimate enough to discover firms that hold promise. In this interview with The Life Sciences Report, senior analyst Brandon Primack and the firm's CEO, Ajay Tandon, explain why they find this handful of small biotechs intriguing. More >

Angelos Damaskos: The Best Way to Profit from Peak Oil
Source: Kevin Michael Grace of The Energy Report  (5/1/14)
The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow. More >

Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead
Source: Peter Byrne of The Energy Report  (5/1/14)
According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio. More >

Duncan Hughes' Quartet of High-Grade Winners
Source: Kevin Michael Grace of The Gold Report  (4/30/14)
With gold hovering around $1,300 an ounce, there's not much room for error, says Duncan Hughes of RFC Ambrian. In this interview with The Gold Report, Hughes counsels that investors should seek high-grade, low-cost projects with exploration upside in stable jurisdictions. He suggests three such companies in West Africa and another with silver, gold and antimony resources in Chile and Australia. More >

6 Drugs that Could Move the Pharma Market
Source: Katey Troutman, Wall St. Cheat Sheet  (4/30/14)
"It's estimated that as many as 76 new drugs could be launched worldwide this year, a cohort capable of generating as much as $23B by 2019." More >

Ed Sterck: Russian Sanctions May Have Utilities Squeezing Less Juice from Uranium Supply
Source: Tom Armistead of The Mining Report  (4/29/14)
Russia is a commodities giant, but supply isn't the major issue—enrichment is. With a 44% global market share, Russia's enrichment industry allows utilities around the world to squeeze more juice out of fewer lemons. In other words, Russian sanctions could mean utilities will have to use more natural uranium to make lemonade. That's how Edward Sterck sees it, and the uranium mining analyst for BMO Capital Markets predicts a supply deficit by 2018. In this interview with The Mining Report, Sterck delivers a comprehensive uranium market overview and shares uranium names that can juice profits in lean times. More >

New Melanoma Therapies Are Ready for Prime Time: Sanjiv Agarwala
Source: George S. Mack of The Life Sciences Report  (4/29/14)
Melanoma confronts patients and their physicians with unique barriers to treatment and successful outcomes. In this interview with The Life Sciences Report, Dr. Sanjiv Agarwala, chief of medical oncology and hematology at St. Luke's University Hospital, illuminates some of the new paradigms being developed in the treatment of this deadly skin cancer. Along the way, he spotlights interesting companies working in the field. More >

Wind Energy Dominates US Power Under Construction
Source: Katherine Tweed, The Energy Collective  (4/29/14)
"For the first quarter of 2014, the Federal Energy Regulatory Commission found that renewable energy sources, primarily wind and solar, made up more than 90 percent of new installed power capacity, with natural gas making up the remainder." More >

China Holds the Keys to the Gold Market
Source: Frank Holmes, U.S. Global Investors  (4/28/14)
"We are witnessing China transform into an economic powerhouse, and now, the world's largest gold market!." More >

Thibaut Lepouttre's Commodity Plays in a Sideways Market
Source: Brian Sylvester of The Gold Report  (4/28/14)
Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in a market with weak price movement, and scans the globe to find 11 potential winners. More >

New, More Transparent, Contracts to End Africa's Resource Curse?
Source: Anthony Harrington (QFinance), EconomyWatch  (4/28/14)
"African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." More >

These Alternative Energy Stocks Will Soar on China's Rare Metal War
Source: Money Morning  (4/25/14)
"In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." More >

Charles Duncan: 2014 Is for Careful Stock Pickers, Not Dart Throwers
Source: George S. Mack of The Life Sciences Report  (4/24/14)
Veteran Senior Biotechnology Analyst Charles Duncan of Piper Jaffray & Co. sees platform companies as the perfect way to play a consolidating market. We've had a big run in biotech, and Duncan believes now is the time to identify, through careful diligence, companies that can advance in a more temperate market. In this interview with The Life Sciences Report, Duncan discusses five biotech and specialty pharma innovators poised to produce therapies enabled by versatile and scalable technology platforms that target multiple disease indications. More >

Andrew Coleman Wants to Know if You Are Ready for the Global Oil Surplus
Source: Peter Byrne of The Energy Report  (4/24/14)
As North America continues to produce more oil and gas than the world knows what to do with, Raymond James Analyst Andrew Coleman thinks the sector is likely to remain sluggish. But if investing is a bit of a poker game, you need to learn to read the table if you want the best chance at a winning hand. In this interview with The Energy Report, Coleman explains the international supply/demand disparity and tells us which oil and gas producers he values highest in an uncertain energy market. More >