Streetwise Articles

Who Is Buying the Islamic State’s Illegal Oil?
Source: Chris Dalby, Oilprice.com (9/30/14)
The 11 oil fields that IS controls in Iraq and Syria have made it a largely independent financial machine.
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Jay Taylor Urges Investors to Stay Liquid for the Coming Gold Boom
Source: Kevin Michael Grace of The Gold Report (9/29/14)
Jay Taylor doesn't beat around the bush—he believes the price of gold is being suppressed to support the U.S. dollar and underwrite American foreign policy. But the publisher and editor of J. Taylor's Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times" thinks that this suppression will fail, just as it did in the 1970s, when gold rose over 2,300%. In this interview with The Gold Report, Taylor urges investors to stay as liquid as possible so they can invest in undervalued companies poised to explode when the value of gold is reasserted.
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Rick Rule: Seeing a Bullish Transition in Junior Gold Miners
Source: Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14)
"The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign."
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Three Biotech Investment Ideas that Disrupt and Diversify: Anita Dushyanth
Source: Peter Byrne of The Life Sciences Report (9/25/14)
Good management. Promising therapies in the pipeline. Marketed products that bolster the bottom line. Investors crave these bread-and-butter qualities in small-cap biotech and medtech companies. Anita Dushyanth of Zacks Investment Research relies on the staples, but also looks for something special, something that disrupts. In this interview with The Life Sciences Report, Dushyanth describes several small companies that have spiced up their offerings.
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Keep Truckin': Russell Stanley on How to Snap Up Growing Energy Services Companies
Source: Peter Byrne of The Energy Report (9/25/14)
The oil and gas fields in western Canada are sucking up rental equipment, trucking services and well site accommodation services like the proverbial black hole. Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game to The Energy Report.
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Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught.
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Inside the Recent Gold Miner Plunge
Source: Zacks Equity Research (9/24/14)
"The Fed taper throughout 2014 in the wake of economic improvement in the U.S. strengthened the greenback, which in turn weighed on metal investing."
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Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
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How to Cash-In On Thomas Edison's Secret Energy War
Source: Chris Campbell, Daily Reckoning (9/23/14)
"In five years, all across your city and state, a robust decentralized grid could web itself into the infrastructure."
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Tell Us, Christos Doulis, Can Gold Act as a Safe Haven Again?
Source: Brian Sylvester of The Gold Report (9/22/14)
PI Financial mining analyst Christos Doulis says six years ago when the financial crisis was in full swing, safe-haven buying made gold skyrocket. Today, the fear component is down, as is the price of gold. That is why Doulis believes investors need to own bulletproof, low-cost names that can survive this environment. In this interview with The Gold Report, Doulis discusses some M&A possibilities and points to management teams getting the most out of their low-cost precious metals assets.
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Commodities Capitulation—A Blip or the Start of Something More?
Source: Chris Berry, Disruptive Discoveries Journal (9/22/14)
"By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ."
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Looking for Love: Unpartnered Pipeline Drugs Gain Value
Source: Jacob Plieth and Amy Brown, EP Vantage (9/22/14)
"It is deals like Afrezza's that continue to fuel interest in unpartnered assets, however improbable and overblown the forecasts might seem."
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Roadmap Capital's Hugh Cleland and Stephen Ireland: Due Diligence Rules in Biotech Investment
Source: George S. Mack of The Life Sciences Report (9/17/14)
Excellent diligence doesn't always mean you'll be saved from a nasty surprise. The nature of investing in biotech means assuming the risk that a therapeutic development program may fail. Roadmap Capital's Hugh Cleland and Stephen Ireland employ their combined financial expertise and biotech savvy to mitigate that risk. In this interview with The Life Sciences Report, Cleland and Ireland share ideas on how investors might approach potential biotech investments without engaging a team of analysts. They also bring three potential high-return stocks to investors' attention, as well as one private name they anticipate will come to the public market soon.
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Looking for Lithium Mega-Deals with Thibaut Lepouttre
Source: Peter Byrne of The Energy Report (9/17/14)
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory? Is there an opportunity for profit in lithium mining as supply shrinks? For an answer, The Energy Report caught up with Thibaut Lepouttre at his home base in Belgium, where he edits Caesars Report, a newsletter that analyzes international mining projects. In addition to the lowdown on lithium, Lepouttre talks about several low-profile firms with phosphate and uranium mining projects.
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Eric Coffin: Can Investors Still Find Tenbaggers?
Source: Kevin Michael Grace of The Gold Report (9/17/14)
The continuing strength of the U.S. dollar is bad news for the price of gold, and Eric Coffin believes that in the short term a price of $1,200/oz is possible, though there is room now for an oversold bounce. This, of course, is bad news for gold miners and explorers. But in this interview with The Gold Report, the publisher of Hard Rock Analyst counsels that even in a bull market, investors are advised to seek out potential tenbaggers, and presents several companies in gold, base metals and uranium with the potential to flourish even in hard times.
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The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
Source: Frank Holmes, U.S. Global Investors (9/17/14)
"Since many energy companies have adopted the process of fracking in their oil field operations, they have come to rely on sand as an integral component to this procedure."
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Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores.
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Anticipate Before You Participate in the Market
Source: Frank Holmes, U.S. Global Investors (9/16/14)
"Gold is a classic example of a commodity that rotates through seasonal cycles year after year."
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Brien Lundin Says Don't Miss This Buying Opportunity
Source: Brian Sylvester of The Gold Report (9/15/14)
Brien Lundin, founder of Jefferson Financial, producer of the New Orleans Investment Conference and Gold Newsletter, believes at least a small amount of the massive liquidity produced by loose monetary policy in Western economies will find its way into mining equities following a summer pullback in equity prices—but don't wait long. Lundin expects the "buying opportunity" to last for two, maybe three weeks before seasonal gold demand pushes prices higher. In this exclusive interview with The Gold Report, Lundin discusses a select group of gold and precious metals equities that he expects to perform well as near-term news reaches the market.
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The $18 Billion Market for Geosynthetics
Source: Visual Capitalist (9/15/14)
"Geosynthetics are man-made materials that can be used by mines to improve the properties of soil and rock."
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How Does World Disorder Affect Investment?
Source: Donald Coxe, Casey Research (9/12/14)
"Capitalism is doing its job: to expand output of goods and services, thereby preventing shortages from derailing recoveries through inflation. That success story means central bankers can keep printing away. So what should investors do?"
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Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report (9/11/14)
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services.
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Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation.
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Biotechs with Upside Possibilities Target Ebola and Liver Disease: MLV & Co.'s Vernon Bernardino
Source: George S. Mack of The Life Sciences Report (9/10/14)
Everybody knows that biotech ideas can become huge gainers for investors, but understanding the technology platforms, the unmet needs and the valuations can be daunting, especially in spaces where a number of players are developing products. In this interview with The Life Sciences Report, Vernon Bernardino of MLV & Co. brings some clarity and perspective to investors who could reap windfalls from small-cap names in which shareholder value has yet to be created and realized.
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Jeff Killeen: Cash and Catalysts Rule the Day
Source: Brian Sylvester of The Gold Report (9/10/14)
Jeff Killeen, mining analyst with CIBC World Markets, has spent much of 2014 on the road vetting junior mining projects. He says that the cash-and-catalyst mindset should remain prevalent for investors looking at explorer and developer equities, while improving operations has been the biggest motivator for producer share prices in 2014. In this interview with The Gold Report, Killeen offers his insight and hands-on perspective on several developers and producers with near-term catalysts.
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