Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff  (8/20/14)
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids. More >

CEOs in Mining
Source: Visual Capitalist  (8/20/14)
The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. More >

Medtech Shifts from High Gear into Overdrive: Canaccord’s William Plovanic
Source: Dan Levy of The Life Sciences Report  (8/19/14)
Rapid growth in the medical device industry and changes in the regulatory environment have propelled valuations in the medtech sector to the high end of the range. But new technologies create new investment opportunities. In this interview with The Life Sciences Report, William Plovanic of Canaccord Genuity highlights investment opportunities in medtech companies with innovative products targeting high-impact areas such as obesity, diabetes and wound care. More >

Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report  (8/19/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. More >

Minerals Versus Marijuana
Source: Douglas French, The Daily Reckoning  (8/19/14)
"Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." More >

Björn Paffrath: Mining Sector Bottom Is In and Opportunities Abound
Source: Brian Sylvester of The Gold Report  (8/18/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, is so convinced that we've seen the bottom in the mining sector that he's launching a new gold and silver fund in Europe. He says capital is trickling back into long-forgotten mining equities as the smart money seeks to rotate out of frothier sectors and into real assets. In this interview with The Gold Report, Paffrath also forecasts a broad market correction as he tells us about some promising equity positions. More >

Wedbush Securities' Liana Moussatos on the Art and Science of Picking Biotechs with Upside
Source: George S. Mack of The Life Sciences Report  (8/18/14)
Liana Moussatos of Wedbush Securities doesn't wait for the catalyst to strike. She, like other successful investors, picks her targets and takes profits earlier, while less sophisticated investors wait for the press releases. In this interview with The Life Sciences Report, Moussatos describes a group of biotech stocks rich with upcoming catalysts, and invites investors to sample what she expects will be exceptional profits. More >

Why Investing in Solar Energy Is Attracting the Big Boys
Source: Kent Moors, Money Morning  (8/18/14)
"What began as backup to more conventional grid-networked sources of power has quickly blossomed into a separate profit center." More >

Bring On the Orphans: Aegis Capital's Raghuram Selvaraju Lays Out a Winning Biotech Strategy
Source: George S. Mack of The Life Sciences Report  (8/14/14)
For former drug researcher Raghuram "Ram" Selvaraju, picking biotech stocks is both science and art. It's about understanding the competitive landscape and the mechanisms of drug action, and then making sure all the pieces fit together for a plausible investment case. In this interview with The Life Sciences Report, the managing director and head of healthcare equity research at Aegis Capital lays out his growth hypothesis for companies—several targeting orphan diseases—that he believes will nurture portfolios. More >

America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein
Source: Tom Armistead of The Energy Report  (8/14/14)
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market. More >

The Great Divide: Inequality in Gold Juniors Means Opportunity
Source: Jeff Desjardins, Tickerscores  (8/14/14)
"It's clear we've reached a new level of separation between the wheat and the chaff. While it took longer than expected, this "Great Divide" makes it obvious as to which companies should be avoided by retail investors." More >

Chris Thompson: Gold and Silver Miners that Can Make Money Now
Source: Kevin Michael Grace of The Gold Report  (8/13/14)
As much as we'd all like significantly higher silver and gold prices, Chris Thompson of Raymond James doesn't expect them. The good news, he argues, is that the relative stability now characterizing the market permits investors to make informed decisions about which companies can build value and demonstrate cash flows at today's prices. In this interview with The Gold Report, Thompson lists a handful of gold and silver miners prepared to do just that. More >

Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report  (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. More >

Potential Payoffs for Ebola Vaccines Spurring Big-Board Biotechs
Source: BioMed Reports  (8/12/14)
"An Ebola vaccine should be ready for public use by 2015, the United Nation's health agency has said." More >

Jeb Handwerger: Position Yourself for Fall Fireworks
Source: Brian Sylvester of The Gold Report  (8/11/14)
Investors are all too familiar with the KABOOM in precious metals prices in the fall of 2011 and the echo that's still reverberating. Three years later Jeb Handwerger, founder of GoldStockTrades.com, believes it could be the broad market's turn—and soon. In this interview with The Gold Report, Handwerger explains why it's important to position yourself for some fall fireworks and suggests some stocks with booming fundamentals. More >

Gartman Reckons End-Game for Gold Price Management Could Be Nigh
Source: Lawrence Williams, Mineweb  (8/11/14)
"Dennis Gartman warns that the dangerous geopolitical situation could defeat the financial forces that are keeping the gold price depressed." More >

Taking Stock of the New Normal: Mark Landy on New Growth Ideas for Biotech Investors
Source: George S. Mack of The Life Sciences Report  (8/7/14)

Medical technology is intimately linked to regenerative medicine. You could say these industries have a thunder-and-lightning relationship—you can't have one without the other. Mark Landy, director of research for medical technology and regenerative medicine at Summer Street Research Partners, has staked out the intertwined sectors as his universe of coverage. In this interview with The Life Sciences Report, Landy discusses three companies with very distinct capabilities that could bring extraordinary rewards to investors who understand the value propositions. More >

Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report  (8/7/14)
For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry. More >

Can Europe Survive Without Russian Gas?
Source: Visual Capitalist  (8/7/14)
The ongoing conflict between Russia and the Ukraine has exposed Europe's overreliance on Russian gas. Can Europe find alternative sources of energy to meet the region's demand in coming years? More >

Jason Hamlin Says Gold Is Unstoppable, with Stocks Leading the Way
Source: Kevin Michael Grace of The Gold Report  (8/6/14)
Downward manipulation of gold and silver is real, declares Jason Hamlin, but the longer it continues, the higher prices will go when the free market reasserts itself. In this interview with The Gold Report, the publisher of the Gold Stock Bull newsletter argues that rising geopolitical anxiety coupled with endless monetary expansion could lead to explosive growth in precious metals and equities. He also lists his favorite royalty/streaming companies and gold and silver miners. More >

Why Silver Prices Are Rising Today
Source: Jim Bach, Money Morning  (8/6/14)
"Precious metals tend to get a boost in times of fear, as it is sought out as a safe-haven investment vehicle. Silver tends to also get a boost as it receives residual precious metal investor interest." More >

David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report  (8/5/14)
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet. More >

John Hathaway and Doug Groh: Buy Gold Like It's 1999
Source: JT Long of The Gold Report  (8/4/14)
The overall markets are exuberant. Valuations rise regardless of value created. And gold is conspicuously not at the party. All of this sounds very familiar to John Hathaway and Doug Groh, portfolio managers of the Tocqueville Gold Fund. It is like 1999 all over again. In this interview with The Gold Report, the pair of fund managers shares their top 10 picks for a diversified portfolio that minimizes risk while maximizing the upside they see coming sooner rather than later.
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Silver Price Forecast: Metal to Gain Ground in August on These Factors
Source: Jim Bach, Money Morning  (8/4/14)
"One reason for a rosy silver price forecast for August is that the white metal has finished up every year in this month for the last five years, averaging a return of 10.4%." More >

Recap Analysis: Dealmaking in Life Sciences Remains On Robust Pace
Source: Peter Winter, BioWorld Insight  (8/4/14)
"Recap's data clearly indicate a robust deal environment in the life sciences industry in the first half of this year, with volume reaching 1,337 transactions involving not only biopharmaceutical companies but also medical devices, diagnostics and tools firms." More >