Streetwise Articles

6.1 Trillion Reasons Not to Short Shale
Source: Matt Badiali, Daily Resource Hunter (6/25/14)
"Drilling technologies have allowed us to extract oil and gas directly from the source rocks, or shale… and reversed a nearly 40-year decline in oil production."
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Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers.
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What Is Chen Selling? One of His Tenbaggers. What is Chen Buying? Two Others with Tenbagger Potential
Source: Tom Armistead of The Energy Report (6/24/14)
Chen Lin doesn't get attached to stocks, only to profits. The author of What is Chen Buying? What is Chen Selling? buys low, sells high, then tells his subscribers what he's doing and why. In this interview with The Energy Report, Lin describes a recent success and explains his high expectations for two oil and gas producers. Savvy investors: Pay attention.
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Tesla Gigafactory Could Be Boon for Graphite, Lithium, Cobalt: Simon Moores
Source: Brian Sylvester of The Gold Report (6/23/14)
Tesla Motors makes the most sought-after electric cars in the world. The cars run on advanced electric batteries and Tesla CEO Elon Musk wants to build those batteries in America. Tesla has dubbed its $5-billion pet project the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt. In this interview with The Gold Report, Simon Moores, manager of industrial minerals data with London-based Industrial Minerals, helps readers sort out the critical materials investors should keep an eye on.
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Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double
Source: Peter Krauth, Money Morning (6/23/14)
"For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting."
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Three Ways to Spot Bad Biotech Data
Source: BioMed Reports (6/20/14)
"Biotech is (for the most part) a game of chance that has a lot to do with luck. However, I do believe that investors can significantly improve their chances of a win with just a rudimentary understanding of clinical trial data and how it is viewed by doctors and the FDA."
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Randall Abramson: Juniors Clean Up Behind the Elephant Hunters
Source: Tom Armistead of The Energy Report (6/19/14)
Junior explorers and producers may be at the mercy of market forces, but an opportunistic management team can control its own destiny by capitalizing on industry opportunities. In this interview with The Energy Report, Randall Abramson, president, CEO and portfolio manager at Trapeze Asset Management Inc., tells the story of how one junior company cleaned up on an asset the majors overlooked. He also shares compelling oil and gas names from Canada to Tanzania.
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Fire Up the Immuno-Oncology Powerhouses: John McCamant
Source: Editors, The Life Sciences Report (6/19/14)
Forecasting when we'll have a cure for cancer remains beyond the predictive powers of researchers and investors. But forecasting the focus of the latest American Society of Clinical Oncology meeting was in the cards: Immuno-oncology took center stage. In this interview with The Life Sciences Report, Medical Technology Stock Newsletter editor John McCamant describes the excitement surrounding this rapidly evolving sector, and names big pharma and small biotech players conjuring potential game-changers.
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Two Cancer Stocks Take Shots on Goal: Echo He
Source: George S. Mack of The Life Sciences Report (6/19/14)
Oncology is king in biotech. Patients must be put on one drug, and then another, followed by another, as the disease progresses and becomes resistant. Multiple drugs will always be necessary, meaning multiple opportunities for drug companies. In this interview with The Life Sciences Report, analyst Echo He, formerly with the Maxim Group, serves investors two cancer drug picks that have been battered but are hot for a comeback.
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Is It 2003 All Over Again? U.S. Global Investors' Frank Holmes Predicts a Resurgence of the Love Trade for Gold
Source: JT Long of The Gold Report (6/18/14)
Close your eyes. Imagine India growing and importing gold again freely. China and the U.S. investing in infrastructure. What would that mean for commodities? In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes outlines the developments that could move us toward that vision and the impact that scenario could have on gold, diamonds and steel.
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Balmoral Resources: Two Projects, One Vision, Proven Share Price Performance
Source: Taylor Thoen, BTV/The Gold Report (6/18/14)
With two 100%-owned, shallow, high-grade properties in Canada churning out results and millions of dollars in the bank to keep the drills turning, Balmoral Resources is taking advantage of elevated nickel prices and a quiet junior mining backdrop to turn investors' heads. President and CEO Darin Wagner shares his focus for moving both projects forward.
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Crude Oil Prices Soaring on New Attacks in Iraq; Here's Where They're Headed
Source: Kyle Anderson, Money Morning (6/18/14)
"For now, oil exports and southern production are not impacted by the ISIL movement, but the fall of the Baiji refinery today does increase concerns over the growing turmoil in the country."
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It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths.
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The LifeSci Startup with 'The Ultimate App'
Source: Stephen Petranek, The Daily Reckoning (6/17/14)
"What if when you went into a grocery store, a smartphone app could tell you which foods you were about to purchase might make your specific body sick—or which might prevent illness?"
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Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors.
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This Metal Problem Could Ignite China's Smoldering Crisis
Source: Peter Krauth, Money Morning (6/16/14)
"Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective."
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Will Gold Continue Its Rebound Rise?
Source: Mary Anne and Pamela Aden, The Aden Forecast (6/16/14)
"All things considered, it looks more like 2015 could be the year of a strong change to the upside."
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Stunning Potential for Upside in Canadian Biotech: Brian Bloom
Source: George S. Mack of The Life Sciences Report (6/12/14)
You may not have thought to look northward for biotech innovators, but Bloom Burton & Co. cofounder and President Brian Bloom can show you some truly hot Canadian companies with compelling skill sets and pipelines. In this interview with The Life Sciences Report, Bloom talks about his firm's upcoming conference and presents a detailed picture of four very interesting companies that could return doubles, triples or more.
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The Next Billion (Barrels of Oil): T. Boone Pickens Calls for Energy Plan at Stansberry Society Event
Source: JT Long of The Energy Report (6/12/14)
Known for his saying that "the first billion is the hardest," oil billionaire T. Boone Pickens addressed the Stansberry Society Conference in Dallas at the end of May with a plea for a national energy plan that takes advantage of the millions of barrels of oil being produced each day in the U.S. for domestic use. First addressing the audience, and then in conversation with event host Porter Stansberry, followed by an all-star energy investing panel, the Pickens Plan advocate was optimistic about the prospects for growing the country and individual investment portfolios through smart use of natural resources.
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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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