The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report  (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market. More >

China Planning New Rare Earth Crackdowns
Source: Dorothy Kosich, Mineweb  (6/7/13)
"China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption." More >

Seven Biotech Options that Buck Tradition: Christian Glennie
Source: George S. Mack of The Life Sciences Report  (6/6/13)
Edison Investment Research assesses the value of emerging companies with a model that assumes revenues and earnings are years away. Then again, every investor does that. What's unusual is that Edison looks for tomorrow's upside in companies still small enough to double, triple and quadruple in value down the line. In this interview with The Life Sciences Report,
Edison Biotechnology Analyst Christian Glennie applies his valuation skills to seven innovative biotech and specialty pharma companies and discusses the share-moving catalysts that investors need to know about now.
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How to Play the Invest-for-Tomorrow Game in Medtech: Alan Brochstein
Source: George S. Mack of The Life Sciences Report  (6/6/13)
Alan Brochstein of AB Analytical Services blogs, publishes and creates model portfolios for retail investors and consults with institutional investors. He leans heavily toward medical technology because he sees the industry's devices, instrumentation and molecular diagnostics as huge efficiency creators and money savers for hospitals. He never pulls the trigger on a stock unless it has adequate insider ownership and superb management—two ingredients that almost always lead to success. In this interview with The Life Sciences Report, Brochstein highlights several turnaround stories that he believes can create real shareholder value and make money for investors. More >

Realize the Full Potential of Natural Gas: Jeff Grampp
Source: Peter Byrne of The Energy Report  (6/6/13)
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields. More >

Sprott's Michael Kosowan Asks: Are You Swayed or Afraid?
Source: Special to The Gold Report from the Cambridge House World Resource Investment Conference   (6/5/13)
Many investors are wondering if the words "gold" and "opportunity" can coexist in the same sentence. Michael Kosowan of Sprott Global Resource Investments answers with a resounding "yes." He believes in the Pareto Principle—80% of the gain is derived from 20% of the stocks—and that contrarians will be rewarded in this "wonderfully miserable market." To find that 20%, Kosowan outlines the criteria he uses when sizing up a junior mining company. More >

How to Play Nevada's Gold Rush
Source: Matt Insley, The Daily Reckoning  (6/5/13)
"According to the U.S. Geological Survey, Nevada mined over 5.4 Moz of gold in 2012. That accounts for 75% of domestic production." More >

The Conflict over Conflict Metals: Lisa Reisman
Source: Brian Sylvester of The Metals Report  (6/4/13)
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space. More >

Potential Oil Glut! Raymond James Analyst's Contrarian Forecast
Source: Tom Armistead of The Energy Report  (6/4/13)
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead. More >

Gold Stock Seller's Remorse
Source: Jeff Clark, Casey Research  (6/4/13)
"I think sellers abandoned gold equities prematurely on weak grounds, and will be back when that becomes obvious, joined by even bigger numbers of new investors." More >

Marc Faber: The World Is a Mess, But Junior Mining Stocks Could Double
Source: JT Long of The Gold Report  (6/3/13)
The world's economy is in tatters and safe havens are few and far between, says legendary contrarian Marc Faber. The banking crisis in Cyprus has shown that even bank deposits are not safe. The publisher of the Doom, Boom and Gloom newsletter, surveying the world from his perch in Hong Kong, discusses the impact of unemployment in Europe, the economic slowdown in China, asset bubbles and the turnaround prospects for precious metals miners. Faber also reveals his investment strategy for these volatile times in this interview with The Gold Report. More >

Winners and Losers Take Center Stage at ASCO Conference
Source: Genetic Engineering and Biotechnology News  (6/3/13)
"While big pharma delivered on its promise to present encouraging phase 2/3 results at the American Society of Clinical Oncology meeting, the drug giants were in good company—Peregrine Pharmaceuticals and Seattle Genetics were among the smaller biopharmas to report promising clinical data." More >

Arab Spring Blowback Is the Key Risk in Energy Markets Now
Source: Kent Moors, Oil & Energy Investor  (6/3/13)
"This wave of unrest may have repercussions across the entire energy sector." More >

Why Stocks and Gold Are About to Reverse Course
Source: Toby Connor, Gold Scents  (6/2/13)
"Without fail liquidity eventually finds its way into undervalued assets." More >

SilverStrategies' Sean Rakhimov Advises Diversity
Source: Brian Sylvester of The Gold Report  (5/31/13)
It's these times—volatile markets that shake you to your core—when you truly learn what kind of investor you are, says Sean Rakhimov, the founder of SilverStrategies. The investors who face these testing times, never forgetting why they sunk their funds into precious metals in the first place, are soon to be rewarded, according to Rakhimov. In this interview with The Gold Report,
Rakhimov explains why he believes that investors who haven't been shaken out of stocks yet will be able to cash in on a "triple" headed to the silver sector and discusses a handful of companies that investors need to pay attention to.
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The Civil Nuclear Energy Renaissance Restarts
Source: Richard (Rick) Mills, Ahead of the Herd  (5/31/13)
"The nuclear renaissance, and a bull market you should be aware of, have been restarted. More >

The Copper–S&P 500 Disconnect
Source: Scott Wright, Zeal Intelligence  (5/31/13)
"No longer just a boring industrial metal, copper is a flamboyant asset that has made fortunes for investors and speculators." More >

Diagnostics and Stem Cells Power Productive Portfolios: Kevin DeGeeter
Source: George S. Mack of The Life Sciences Report  (5/30/13)
New medical tests can be moneymakers for small- and mid-cap companies: They save insurers the pain of paying more to treat maladies and save patients from unnecessary treatments. In this interview with The Life Sciences Report, Senior Biotechnology Analyst and Director Kevin DeGeeter of Ladenburg, Thalmann & Co. makes his case for diagnostics companies with compelling ideas in the realms of cancer, cardiovascular and surgical testing. He also has one interesting stem cell idea to share.
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New Perspectives and Seven Biotechs for a Diversified Portfolio: Ori Hershkovitz
Source: George S. Mack of The Life Sciences Report  (5/30/13)
Sometimes speaking with investors who work half a world away is just what's needed to get a new angle and hear new names. That was the case when we talked with Ori Hershkovitz, managing partner of the Tel Aviv-based Sphera Global Healthcare Fund. His interest in global markets, following the news flow on his holdings and scouring the earth for new ideas, means Hershkovitz both keeps crazy hours and finds unique prospects. In this interview with The Life Sciences Report, Hershkovitz talks about his favorite names in the biotech space and lays out his growth theory in each case. More >

Diversification Is Key to Energy Value: Frank Holmes and Brian Hicks of U.S. Global Investors
Source: JT Long of The Energy Report  (5/30/13)
Calling the energy space underowned and a great value, Frank Holmes and Brian Hicks of U.S. Global Investors view shale oil plays as integral to an energy renaissance. Still, to hedge their bets, the two experts recommend diversification across the entire natural resources sector, including agriculture and food. In this interview with The Energy Report, they list opportunities in upstream oil and gas production, refining stocks, master limited partnerships and potash. More >

Rick Rule's Reasons to Buy Gold and Select Gold Stocks
Source: Jeff Clark, Casey Research  (5/30/13)
"I think that one of the things you have to look at in the gold market is that we are changing the nature of ownership, from institutional momentum holders who are leveraged to physical individual buyers on a global basis." More >

Has the Gold Bull Market Hit a Snag? Tobias Tretter Says No
Source: Brian Sylvester of The Gold Report  (5/29/13)
Interest rates will be low for a long time, predicts Commodity Capital Global Mining Fund Manager Tobias Tretter. Despite predictions of a gold bubble bursting, Tretter says in this interview with The Gold Report that the gold bull run will continue. In fact, Tretter still sees tremendous opportunity in a number of junior gold companies that have been largely ignored by the market. More >

Flake Graphite Prices Have Bottomed: Simon Moores
Source: Brian Sylvester of The Metals Report  (5/28/13)
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report. More >

Which Oil Companies Could Benefit from Price Differentials?
Source: Tom Armistead of The Energy Report  (5/28/13)
Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials. More >

Three Hidden Water Costs that May Already Be Boosting Energy Prices
Source: Kent Moors, Oil & Energy Investor  (5/28/13)
"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport." More >