Streetwise Articles

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."
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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.
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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.
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Prepared for the Attack of the Short Sellers: Joe Reagor
Source: Peter Byrne of The Gold Report (4/23/14)
Despite the ongoing attack of the short-sellers, the fundamentals of gold and silver production are increasingly robust. ROTH Capital's Joe Reagor tells The Gold Report why he believes the price of gold is steaming toward $1,500/oz, with silver prices following in the wake. Reagor highlights several junior precious metals miners in a market that is out to prove the bears on Wall Street wrong.
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How Will Gold Respond to Declining Discovery?
Source: Henry Bonner, Daily Reckoning (4/23/14)
"At $1,900 per ounce of gold, even mediocre finds could make money."
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Why Energy Is Catching the Market's Eye
Source: Frank Holmes, U.S. Global Investors (4/23/14)
"In a spectacularly performing market during 2013, energy lacked some of the incredible performance seen throughout the other sectors, but recently it has turned up, catching the attention of the market yet again."
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Do the Math: Ram Selvaraju on the Appeal of Biotechs in Orphan Diseases
Source: George S. Mack of The Life Sciences Report (4/22/14)
To cast a spotlight on disruptive biotechnology stocks, Raghuram "Ram" Selvaraju of Aegis Capital Corp. taps his experience as a molecular biologist, preclinical investigator and sellside analyst. In this, the last of his three interviews with The Life Sciences Report, Selvaraju highlights micro-, small- and mid-cap biotech names with therapies that may add years to patients' lives and liftoff to investor portfolios.
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Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX
Source: Kevin Michael Grace of The Mining Report (4/22/14)
In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day.
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The Traffic Jam that Kills Thousands of People Every Day
Source: Juan Enriquez, Tomorrow in Review (4/22/14)
"But the real question is by not approving drugs in the renal and cardiac unit, did he also kill people by not acting? Are there consequences to not acting? Because sometimes by not acting, by being too careful, by making it too expensive, maybe we're killing more people than regulation is saving."
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Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management
Source: JT Long of The Gold Report (4/21/14)
Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond.
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Four Hidden Australian Life Sciences Growth Stocks Revealed: Scott Power
Source: George S. Mack of The Life Sciences Report (4/17/14)
To find undiscovered stories, investors must venture into unfamiliar territory. In this interview with The Life Sciences Report, we go halfway around the world to speak with Scott Power of Morgans Financial Ltd. about companies under coverage in Australia. Power helps investors get comfortable with the idea of putting money into newfound names, and unveils four strong ideas that could invigorate adventuresome portfolios and investors hungering for excitement.
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Build Biotech Wealth on Solid Platforms: Grant Zeng
Source: Peter Byrne and Tracy Salcedo-Chourré of The Life Sciences Report (4/17/14)
Potential. That's what every investor is looking for in a biotech investment. Grant Zeng of Zacks Small-Cap Research zeroes in on three primary factors when he looks at whether a particular company has the potential to succeed in the fast-moving life sciences industry. In this interview with The Life Sciences Report, Zeng dissects his process and names 10 companies that have survived his exacting examination.
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Novel Tools for Early Cancer Detection: Verisante Technology Inc.
Source: Daniel Levy of The Life Sciences Report (4/17/14)
Early detection of cancer has a profound impact on the effectiveness of medical/surgical treatments, as well as on the long-term prognoses of patients. Consequently, new technologies are evolving with the ability to detect cancers in their earliest and most treatable stages. In this interview with The Life Sciences Report, Thomas Braun, president and CEO of Verisante Technology Inc., describes his company's Aura and Core devices, and their utility in early cancer detection.
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Do You Practice Quality of Life Investing? Michael Berry Does
Source: JT Long of The Energy Report (4/17/14)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come.
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Latest GFMS Gold Survey Reports Record 2013 Gold Production
Source: Lawrence Williams, Mineweb (4/17/14)
"GFMS puts 2013 new mine production of gold at a record 3,022 tonnes, a 6% gain over 2012."
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Why Ukraine's Gas Industry May Be the Most Profitable in the World
Source: Robert Bensh, OilPrice.com (4/16/14)
"Right now, the pipeline system is nothing but a conduit for Russian gas into Europe. It could be much more."
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Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value
Source: JT Long of The Gold Report (4/16/14)
Dr. Copper may be in a supercycle, but there are serious problems. In this interview with The Gold Report, Salman Partners' Vice President of Commodity Economics Raymond Goldie explains why even though the base metal acts pathologically and has a bad case of seasonal affective disorder, these six equities are priced below their intrinsic value.
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Gener8 Disrupts the Big Data Status Quo
Source: Peter Byrne of Streetwise Reports' Special Situations (4/16/14)
Big data is taking over the world, and Rory Armes and Ken Scott of Gener8 Media Corp. know why. In this interview with Streetwise Reports' Special Situations, the two Vancouver-based upstarts discuss the tribulations of getting in on the ground floor of the newest developments in information technology—and the many potential rewards.
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Sanctions for Russia? Here Are the Real Winners
Source: Byron King, Daily Resource Hunter (4/16/14)
"Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains."
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Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits.
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When the Major Equity Market Bubble Crashes, Michael Berry Will Take Refuge in These Gold Stocks
Source: JT Long of The Gold Report (4/14/14)
An overinflated equities market could be good news for metals and mining stocks. In this interview with The Gold Report, Morning Notes Publisher Michael Berry shares two scenarios that could follow an imminent crash and four gold companies that could be perfectly positioned to take advantage of a reset credit market.
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Gold Moving on Ukraine Crisis Escalation
Source: Lawrence Williams, Mineweb (4/14/14)
"New Ukrainian tensions have seen the gold price rise in trading today as the West remains nervous about further escalation and the possible imposition of more rigorous economic sanctions."
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There Is No Biotech Bubble; Here's the Real Story
Source: Ernie Tremblay, Money Morning (4/11/14)
"The job in the startup phase is R&D, not market performance."
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Russia Invaded Crimea and These US Energy Companies Made a Killing: Stansberry Research's Matt Badiali Shares O&G Investing Strategies
Source: JT Long of The Energy Report (4/10/14)
Don't put all your investments in one stock, warns S&A Resource Report Editor Matt Badiali. In this interview with The Energy Report, he shares a basket of companies that are extracting higher margins with ever-evolving shale drilling methods. Find out about his top tenbagger opportunities at home, in the so-called new science and factory shales, as well as his favorites in the far reaches of Kurdistan, where an eventual takeover draft looks likely.
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Don't Miss the Boat on Big Biotech Catalysts: Keith Markey
Source: George S. Mack of The Life Sciences Report (4/10/14)
Keith Markey, veteran analyst and science director of Griffin Securities, tells us the 2014 pipeline calendar positively glows with important milestones that could ignite portfolios. In this interview with The Life Sciences Report, Markey talks about four powerful biotech names with exciting early- to late-stage development projects, and one medical device and supply company with serious growth potential. Be warned—huge catalysts are on the horizon that investors won't want to miss.
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