Streetwise Articles
What China's Crackdown on 'Midnight Mining' Means for REE Projects
Source: Jack Lifton, Technology Metals Research (6/20/13)
"The rare earth mining industry will be saddled with permanent increased operation costs."
More >
Get Ready for Stupid Cheap Silver Prices:
David H. Smith
Source: Brian Sylvester of The Gold Report (6/19/13)
It's a jungle out in the silver markets. Investors are holding on for their lives as the price of metals swings to higher highs and lower lows and junior equities bounce along the bottom. In this interview with The Gold Report, David H. Smith, senior analyst at silver-investor.com's The Morgan Report, navigates the jungle by advising which explorers, midtiers, stalwarts and royalties to consider buying in tranches on the way down and selling on the inevitable way up.
More >
Fadel Gheit: Avoid the Middle East, Invest in US Refineries
Source: Tom Armistead of The Energy Report (6/18/13)
Shifting commodity prices are a given in the oil and gas industry, but sometimes the industry landscape changes in unexpected ways. In this interview with The Energy Report, Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan.
More >
Seven Australian Companies to Survive a Metals Market Correction
Source: Kevin Michael Grace of The Metals Report (6/18/13)
Australian mining companies have been hard hit by falling commodities prices and rising costs. But Petra Capital Analyst Andrew Richards believes his country's resource sector has turned a corner. In this interview with The Metals Report, Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.
More >
Are the 'Special Few' Manipulating Oil Prices?
Source: Kent Moors, Money Morning (6/18/13)
"With an ability to know the inventory figures up to five seconds before the market does, major market makers can swing entire portions of the energy curve."
More >
Jay Taylor: In Precious Metals, Cash Flow Is King
Source: Kevin Michael Grace of The Gold Report (6/17/13)
The price of gold remains in the doldrums, but Jay Taylor, host of the radio show "Turning Hard Times into Good Times," expects the bull market to come roaring back. In this interview with The Gold Report, Taylor cautions that not all miners are equal and advises investors to look for companies with cash flow and the potential for organic growth.
More >
FOMC Is the Big Driver for Precious Metals this Week
Source: Ben Traynor, BullionVault (6/17/13)
"On the New York Comex, the so-called speculative net long position in gold futures and options—calculated as the number of 'bullish' long minus 'bearish' short contracts held by traders classed as speculators—fell in the week ended last Tuesday."
More >
The Hidden Costs of Precious-Metals Miners' Optimism
Source: Andrey Dashkov, Casey Research (6/17/13)
"We believe gold will rebound and head higher, as you know, but that hasn't happened yet, and some mines that went into construction or production based on unrealistic assumptions are facing greater costs and lower revenues, resulting in net incomes far below investors' expectations."
More >
Three Rules of Thumb for Watching Insider Trading: Ted Dixon
Source: Brian Sylvester of The Gold Report (6/14/13)
Data on trades made by company insiders—key executives and directors—demonstrates to Ted Dixon, co-founder and CEO of INK Research, that most of them are contrarian in their approaches. Lately, Dixon finds that insider indicators in the gold and junior gold miner sectors are "off the charts." In this interview with The Gold Report, Dixon shares the names of frequent traders in recent months, along with insights into why, when and how insiders are trading.
More >
George Soros Joins Michael Ballanger on the Goldbug Side of the Market
Source: Brian Sylvester of The Gold Report (6/14/13)
In his 36-year career, Michael Ballanger, director of wealth management at Richardson GMP, has seen good markets and bad. As a true contrarian, he sees opportunity in undervalued precious metals assets and lauds George Soros' recently reported large gold-related positions. In this interview with The Gold Report, Ballanger discusses market sentiment and some companies that he expects to take off when the market turns.
More >
New Biotech Names with Excellent Prospects: Michael Aitkenhead
Source: George S. Mack of The Life Sciences Report (6/13/13)
In a marketplace as diverse as biotech, picking the best and brightest can stymie even the savviest investor. Senior biotechnology analyst and physician Michael Aitkenhead of Edison Investment Research has done meticulous research on both the science and unmet needs to reveal the growth potential of biotechs with vastly different stories, disease indications and markets. In this interview with The Life Sciences Report, Aitkenhead details his thesis on three names, each with the ability to return large multiples on original investment.
More >
For Love and Money: Three Growth Stocks from Casey's Alex Daley
Source: George S. Mack of The Life Sciences Report (6/13/13)
Alex Daley, senior editor of Casey Extraordinary Technology, seeks out undiscovered names because that's where he finds the big upside. In this interview with The Life Sciences Report, Daley brings his best ideas to investors who won't shy away from unloved biotech and medtech names. Sharpen your pencils, steel your nerves and take note of these three growth stories.
More >
Transformative Energy Technologies: Michael and Chris Berry
Source: George S. Mack of The Energy Report (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree.
More >
Mixed News for Biotech Industry: Supreme Court Upends Gene Patents
Source: Genetic Engineering and Biotechnology News (6/13/13)
" 'A naturally occurring DNA segment is a product of nature and not patent eligible merely because it has been isolated, but cDNA is patent eligible because it is not naturally occurring,' the court stated in an opinion written by Justice Clarence Thomas."
More >
Gold Has Stood the Test of Time: Michael and Chris Berry
Source: George S. Mack of The Gold Report (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview, the Berrys reveal what they've learned from each other's investment strategies over the years and why they are still bullish on gold.
More >
Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
More >
Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
More >
Tug of War in Gold and Silver
Source: Ben Traynor, BullionVault (6/12/13)
"Since falling sharply in April, gold has swung either side of $1400 an ounce, with the gold price falling as low as $1337 and as high as $1478."
More >
Time to Stress Test Your Resolve in the Gold Markets
Source: Jeff Clark, Casey Research (6/12/13)
"Investors must be willing to hold through down or sideways markets to realize profits."
More >
Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals
Source: Brian Sylvester of The Metals Report (6/11/13)
Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid.
More >
Byron King: Forget OPEC. North American Energy Plays Bring Profits Home
Source: JT Long of The Energy Report (6/11/13)
Looking for profits in the oil and natural gas space? Look no further than shale plays, energy service companies and offshore drilling opportunities in the U.S., says Byron King of Agora Financial LLC. In this interview with The Energy Report, King discusses how dwindling exports to the U.S. from Latin America, Africa and the Middle East are shifting the supply and demand equation across the world. King also names companies in the service space with solid prospects for investors.
More >
How to Invest in Uranium in 2013
Source: Tony Daltorio, Money Morning (6/11/13)
"The emerging countries, hungry for electricity to power their economies, are proceeding with plans to build a good number of nuclear reactors."
More >
As Economy Heats Up, Will Oil Start to Sizzle?
Source: Frank Holmes, Frank Talk (6/11/13)
"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets."
More >
Keeping Stakes Small: How Some Companies Are Navigating the Gold M&A Market: Keith Phillips
Source: Brian Sylvester of The Gold Report (6/10/13)
Bigger isn't always better, as recent acquisitions by Agnico-Eagle Mines Ltd., Coeur d'Alene Mines Corp. and New Gold Inc. suggest. These companies are choosing to make multiple smaller deals as they keep the M&A thesis alive. In this interview with The Gold Report, Keith Phillips, head of Cowen and Company's Metals & Mining Investment Banking Group, tells investors what they can learn from those deals, the biggest problems facing the gold equities market and how they can take advantage of what he calls the strongest debt-financing markets in history.
More >
