Streetwise Articles
Forget Drillers: Better Oil Plays on the Cheap
Source: Matt Insley, Daily Reckoning (10/2/13)
"Midstream companies are the companies that transport and process the oil and gas flowing profusely from America's shale patch."
More >
Bob Moriarty: On the Road to Armageddon, Take Shelter in Resources
Source: JT Long of The Energy Report (10/1/13)
An economic recovery that isn't one. A civil war that isn't one. Cheap oil that is no more. According to Bob Moriarty, resources remain one of the few absolutes in the world. In this Energy Report interview, Moriarty explains why he's sticking to resources when many investors are turning to the mainstream markets, and shares long-term opportunities for shale oil in New Zealand and coal bed methane in Indonesia.
More >
Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining
Source: Kevin Michael Grace of The Metals Report (10/1/13)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation.
More >
Energy Storage Is Ready to Earn a Scalable Role in Utility and Commercial Portfolios
Source: Jim Pierobon, The Energy Collective (10/1/13)
"After a series of financial setbacks and exhaustive regulatory deliberations, energy storage fed by renewables is set to earn a scalable role due largely to a new mandate in California and market rules and incentives in the PJM Interconnection."
More >
3 Small-Cap Biotechnology Stocks Making Big Moves
Source: Tom Meyer, Wall St. Cheat Sheet (10/1/13)
"Investors have seen a tremendous rally in the biotechnology industry. Many stocks have been participating in the rally, but there have been a few that are especially standing out because of performance and/or new announcements."
More >
Why Don Coxe Expects Gold to Soar on Good Economic News
Source: Peter Byrne (9/30/13)
The standard wisdom on gold is that it does well in times of economic bad news such as in the 1970s, a period of stagflation and recessions, when the yellow metal rose from $35/oz to peak at $850/oz in 1980. But this time, Don Coxe, a portfolio adviser to the BMO Asset Management, believes things are different. In this interview with The Gold Report, Coxe explains why gold will rise when the economy improves.
More >
McKinsey Report: Commodities Supercycle Dead? Hardly.
Source: Dorothy Kosich, Mineweb (9/30/13)
"Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles."
More >
Seeds of Change: Gold Price Hints at Better Economic Times
Source: Mary Anne and Pamela Aden, The Aden Forecast (9/30/13)
"On a brighter note and thanks to the Fed, we're seeing some positive signs in the markets. The stock market, for instance, has been on the rise, telling us that better times lie ahead. Interestingly, gold and bonds are telling us the same thing and we'd be foolish not to listen."
More >
See No Evil: Silver Price Manipulation Probe Dropped
Source: Tony Daltorio, Money Morning (9/27/13)
"This decision highlights the fact that regulators face very stiff obstacles in proving market manipulation despite the expanded powers the CFTC received in the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act."
More >
For Oil and Gas Producers, It's All About Assets: GPOR, GST, SYRG
Source: Tom Armistead of The Energy Report (9/26/13)
The industry is focusing on liquid-rich plays, but some gassier regions offer solid returns, asserts Joel Musante, senior research analyst for oil and gas exploration and production with Euro Pacific Capital. With oil trading over $100 per barrel, liquids-rich plays are most attractive. Prices may pull back, even though the surge in merger and acquisition activity suggests that some companies might believe that these price levels are here to stay. Ultimately, producers must consider development costs as well as product types and margins to enhance returns. In this interview with The Energy Report, Musante discusses oil and gas companies with the right combinations.
More >
John McCamant Scans Under the Radar for Promising Biotechs
Source: Peter Byrne of The Life Sciences Report (9/26/13)
With more than 25 years of experience in the biotech market, John McCamant, editor of the Medical Technology Stock Letter, understands how the seasons of the investment cycle can influence a company's value. But he sticks to the fundamentals: After all, a great pipeline and competent management can propel a biotech upward through blustery weather as well as blue sky. Find out how four companies fit his philosophy in this interview with The Life Sciences Report.
More >
Muscling into the Nutritional Supplements Market: Brad Pyatt
Source: George S. Mack of The Life Sciences Report (9/26/13)
Sports analogies are used way too often in business, but MusclePharm Corp.'s Founder, President and CEO Brad Pyatt has used his experience as a wide receiver in the National Football League to build a nutritional supplement business, employing leadership tools he learned from great coaches and players. In this interview with The Life Sciences Report, Pyatt talks about his young company's explosive growth, and how he expects to continue expanding both revenue and earnings to generate tremendous shareholder value.
More >
An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
More >
Search for Speculative Juniors with the Potential to Soar: Michael Curran
Source: Kevin Michael Grace of The Gold Report (9/25/13)
In the fall, an investor's fancy returns to the market. Michael Curran of Beacon Securities believes that the end of the summer doldrums could result in gold reaching a high of $1,500/oz this year. In this interview with The Gold Report, Curran argues that investors should pay particular attention to speculative plays with modest potential downsides and exciting potential upsides.
More >
EPA Restrictions Can Encourage Clean Coal
Source: Jessica Kennedy, The Energy Collective (9/25/13)
"Coal may have no choice but to develop cleaner and cheaper CCS technology."
More >
Corporate America Goes Off the Grid
Source: Jeffrey Tucker, Daily Reckoning (9/24/13)
"Over the last 10 years, a sea change has occurred in the provision of power."
More >
Look Beyond Gold for Compelling Risk/Reward Ratios: Michael Curran
Source: Kevin Michael Grace of The Metals Report (9/24/13)
Diversify, diversify, diversify—that's Michael Curran's advice for metals investors. So if you've been obsessively eyeing gold and silver prices, you might want to focus your attention elsewhere in the mining sector, says the Beacon Securities mining research analyst. Nothing wows the market like discoveries, and exploration success in the copper, zinc and uranium spaces are making some shareholders very happy indeed. In this interview with The Metals Report, Curran shares his top speculative picks for a diversified mining portfolio.
More >
Pavel Molchanov: How to Make Money with Clean Tech Energy (It Can Be Done!)
Source: Peter Byrne of The Energy Report (9/24/13)
AEIS GTLS ENOC KIOR SZYM
Let's get one thing straight: Clean tech is much more than solar panels. So if you're squeamish from the Solyndra bankruptcy, it's time to do some more homework. Raymond James Energy Analyst Pavel Molchanov is following clean tech companies around the world that help utilities avoid rolling blackouts, connect solar systems to the grid and produce biofuels that don't compete with food crops. Discover these fascinating stories in this interview with The Energy Report and find out which names Molchanov is recommending for short- and long-term profits—as well as stocks to steer clear of.
More >
Sprott's Charles Oliver Sees the Shine Returning to Metals
Source: Brian Sylvester of The Gold Report (9/23/13)
Has the gold price hit bottom? Charles Oliver, senior portfolio manager with Sprott Asset Management, believes that the fundamentals are in place for gold to vault from its downturn—possibly topping $2,000/oz in the next year. In this interview with The Gold Report, Oliver talks about which small-cap miners he's been adding to his portfolio before the market recognizes the illogical discounts.
More >
In Vitro Diagnostics Growth to Spearhead Future of Medtech
Source: Elizabeth Cairns, EP Vantage (9/23/13)
"The analysis of the top 20 sectors of the worldwide medical device market reveals that the IVD sector is expanding at a CAGR of 5.1%, outpacing the overall medtech market growth rate of 4.5%."
More >
Precious Metals 'Back to Status Quo' After Fed Surprise
Source: Adrian Ash, BullionVault (9/23/13)
"Both the price of gold and silver recovered early losses Monday morning in London, regaining a 1% and 2% drop respectively as world stock markets slipped with commodities."
More >
Provectus Pharmaceuticals Inc. and PV-10: Rose Bengal as a Novel Cancer Therapeutic
Source: Daniel Levy of The Life Sciences Report (9/19/13)
Despite all of the advances in diagnosis and treatment, the family of diseases that falls under the umbrella of "cancer" still represents a significant unmet medical need. Consequently, research continues in the discovery and development of therapeutic agents with novel mechanisms of action, wider therapeutic indexes and lower overall toxicities. In this interview with The Life Sciences Report, Peter Culpepper, CFO and COO of Provectus Pharmaceuticals Inc., describes his company's innovative rose bengal formulation and its use as a cancer therapeutic.
More >
Four Small-Cap Growth Names with Different Value Drivers: Keay Nakae
Source: George S. Mack of The Life Sciences Report (9/19/13)
It's important to take the emotion out of investing. Keay Nakae, senior research analyst with Ascendiant Capital Markets, looks at micro- and small-cap biotech stocks from an engineer's perspective: It's all about the data. In this interview with The Life Sciences Report, Nakae reports on four companies with upcoming catalysts that potentially position them for significant growth—and the ability to grab investors' attention.
More >
Frank Curzio: How to Play the Diesel/Natural Gas Switch and US LNG Exports
Source: Zig Lambo of The Energy Report (9/19/13)
On his recent tour of U.S. shale basins, Frank Curzio, Editor of Small Stock Specialist and Phase 1 Investor, noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities. In this interview with The Energy Report, Curzio discusses companies enabling the fuel switch, and shares some likely recipients of export terminal building contracts.
More >
