Streetwise Articles

Miners with the Means to Acquire New Assets Are in the Driver's Seat
Source: Financial Post, David Pett (5/27/13)
"The short list of high-quality acquisition candidates includes Balmoral Resources Ltd. and Newstrike Capital Inc."
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Why a Uranium Renaissance Looks Inevitable
Source: The Energy Report (5/24/13)
Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.
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Investing in Cancer Research Is Worth the Risk: Echo He
Source: George S. Mack of The Life Sciences Report (5/23/13)
If investigators could find a way to make breast cancer survivors truly cancer free, and if a diagnosis of pancreatic cancer were less dire, investors could reap windfalls while patients and their families rejoice. In this interview with The Life Sciences Report, Maxim Group Senior Equity Analyst Echo He brings two important names to the table and explains why she believes the potential upside is worth the risk.
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Matt Badiali: Why Bill Powers Is Dead Wrong
Source: JT Long of The Energy Report (5/23/13)
Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited.
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Grade Is King: Gold Miners Moving Low-Grade Mega Projects to Back Burner
Source: Lawrence Williams, Mineweb (5/23/13)
"With low-grade gold mega resources being seen as too expensive to develop in the current financial climate, explorers like Pretium, Seabridge and others are targeting potential higher-grade options."
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Is the Patent Cliff a Lethal Blow to Big Pharma?
Source: Doug Hornig, Casey Research (5/23/13)
"It's a certainty that big phama is going to be keeping close tabs on smaller companies that have promising drugs in phase 2 or 3 trials. Those are certain to be acquired at an accelerating rate, as their larger brethren seek to restock their R&D shelves in the most cost-effective manner."
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Sprott Is Bullish on Silver—and Gold—Equities
Source: Brian Sylvester of The Gold Report (5/22/13)
Sprott Silver Equities Class Co-Manager Maria Smirnova understands the power of leverage. She has seen the big impact even a slight increase in the silver price can have on silver producers. Every cent is multiplied and goes right to the investor's bottom line, giving the equities more upside than possible in a coin. That is why Eric Sprott increased holdings of silver equities in certain Sprott funds. Smirnova discusses five of these companies in this interview with The Gold Report.
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Natural Gas Producers' Hedging Strategies: A Risky Bet
Source: Dave Forest, Oil & Gas Investments Bulletin (5/22/13)
"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging."
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Platinum and Palladium: A Fundamental Shift
Source: Jeff Clark, Casey Research (5/22/13)
"While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable."
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How George Topping Is Profiting from Copper Price Volatility
Source: Brian Sylvester of The Metals Report (5/21/13)
Everything you thought you knew about copper is wrong. Is it an economic barometer? Nope. Do copper warehouses decrease volatility? Hardly. Can investors play small-cap base metals producers for profit? You bet. These are the conclusions Analyst George Topping shared with us in his interview with The Metals Report. Find out why Doctor Copper just might be stripped of its credentials and whether you should trade in your gold for platinum group metals.
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Investors Versus Traders: A Battle for Oil & Gas Profits
Source: Zig Lambo of The Energy Report (5/21/13)
The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.
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6 Reasons Why Gold Stocks Will Begin a Huge Rally
Source: Jordan Roy-Byrne, The Daily Gold (5/21/13)
It's been a tough road for precious metals but the path ahead has strong potential of being significantly profitable compared to these levels.
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Natural Gas Companies Inch Closer to LNG Export Approvals
Source: Tony Daltorio, Money Morning (5/21/13)
"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas."
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Brent Cook's Primer on Reading Drill Result Press Releases
Source: JT Long of The Gold Report (5/20/13)
"Half science, half art, half luck," is how Brent Cook describes a geologist's work in distinguishing an anomaly from a deposit. But in his interview with The Gold Report,
the publisher of Exploration Insights suggests investors will have an easier time distinguishing good drill results from bad if they know how to dissect a company's press releases. And despite the current preference for cost cutting over discovery, Cook discusses several miners whose futures are bright.
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Volatility in Precious Metals Driven by Investor Switch from Commodities to Equities
Source: Adrian Ash, BullionVault (5/20/13)
"Initially extending Friday's late drop to touch $1,340/oz for only the second time since January 2011, gold rallied from new five-week lows for euro and British pound investors."
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Salmon Sperm May Provide Cheap Option for Rare Earths Recovery
Source: Dorothy Kosich, Mineweb (5/20/13)
"Dried salmon milt or sperm is a low-cost and environment-friendly method to extract rare earth metals."
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The Resurgence of the Nuclear Reactor
Source: Casey Energy Team (5/20/13)
"An energy opportunity that could boost your net worth 500%—or more."
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Biotechnology ETF Investing 101
Source: Zacks Equity Research (5/20/13)
"The sector maintained its strong performance in 2013 as generic competition is forcing many Pharma companies to engage in merger and acquisition deals."
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Caesars Report's Second Most Important Factor in Picking a Winning Mining Investment: Jurisdiction
Source: Brian Sylvester of The Gold Report (5/17/13)
Jurisdiction risk continues to grow as a result of countries attempting to capitalize on higher commodity prices. In this interview for The Gold Report,Thibaut Lepouttre, editor of Caesars Report, a newsletter and mining portal in Belgium, discusses which jurisdictions offer better value to investors and which countries to avoid. He also offers suggestions on where to look outside of North America for compelling values in junior mining.
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Two Biotech Ideas You May Have Missed: William Gregozeski
Source: George S. Mack of The Life Sciences Report (5/16/13)
Adventurous investors have long sought out micro-cap stocks, attracted by the profit potential of starting on the bottom floor and rocketing toward blue sky. Biotechnology can add even more power to the upside possibilities of micro caps, especially now that pharma is starved for new products and will pay well for solid ideas. Managing partner William Gregozeski of Mont Blanc Capital Management has focused on very small, unnoticed stocks for most of his career and has pegged two undiscovered biotechs that could break out to big-time valuations. In this interview with The Life Sciences Report, Gregozeski elaborates on the stories behind these two investment opportunities.
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Junior Gold Producers' Q1/13 Earnings Show Profitability
Source: Kip Keen, Mineweb (5/16/13)
"Junior gold producers are still, by and large, not in a panic about the current price of gold, though for some it puts the pressure on."
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Gold and Bitcoin: Currencies of the Future—James Turk
Source: JT Long of The Gold Report (5/15/13)
Europe, says James Turk, founder and chairman of GoldMoney, is in the midst of two crises—one in the banking sector, the other related to economic activity, and capital is needed to solve both. As to the allegedly strong dollar, Turk, in this interview with The Gold Report, suggests comparing it to the price of gold rather than other fiat currencies for a better picture. And the world's newest currency—Bitcoin—has a lot in common with one of the oldest—gold.
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The Hottest North American Shale Plays: Josh Young
Source: Alec Gimurtu of The Energy Report (5/15/13)
Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely.
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Daren Oddenino: How to Spot Oil and Gas Takeout Targets
Source: Tom Armistead of The Energy Report (5/14/13)
Let's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat—a company that tempts an international player might leave domestic majors cold.
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Tips for Diversifying Beyond Gold from Brent Cook
Source: JT Long of The Metals Report (5/14/13)
Last month's landslide at Utah's Bingham Canyon, one of the world's largest copper mines, triggered significant discussion on possible copper shortages. Brent Cook, veteran geologist and publisher of Exploration Insights, puts the landslide into perspective in this interview with The Metals Report. And for investors who want to dig out profit potential beyond the yellow metal, Cook gives us a byproduct primer and suggests base metals are a great way to diversify.
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