Streetwise Articles
Anorthosite: What It Is and Why You Should Care
Source: Sally Lowder of The Metals Report (4/23/13)
Copper and nickel are two metals modern society cannot get enough of, but there is not enough to go around, says Rick Mills, publisher of Ahead of the Herd. Add in mounting production costs and you have a supply-and-demand disaster in the making. But when it comes to making fiberglass and aluminum, Mills says in this interview with The Metals Report that he sees a revolution in the making, and its name is anorthosite.
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Andrea Rubakovic: Will Development Pitfalls Create a Global Potash Shortage?
Source: Zig Lambo of The Energy Report (4/23/13)
Here's the story on potash according to Salman Partners Analyst Andrea Rubakovic: The major players are planning for long-term demand by developing brownfield projects, but they're running into hurdles. Meanwhile, juniors are having trouble financing greenfield projects. Does this mean we're in for a global supply pinch? If so, who could be positioned to profit? Read what Rubakovic has to say in her interview with The Energy Report.
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Jim Rogers: Once Gold Bottoms, We're Looking at a 'Multi-Year Bull Market'
Source: William Patalon III, Money Morning (4/23/13)
"The former hedge-fund manager and best-selling author believes this is a badly needed—even healthy—price correction."
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A Biotech Tightrope Walk: Balancing Drug Value and Corporate Efficiency
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (4/23/13)
"In its latest annual industry report, Ernst & Young see an implementation gap in how executives judge drug value versus corporate efficiency."
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Need for Energy Integration Will Create Opportunities
Source: Kent Moors, Oil & Energy Investor (4/23/13)
"Advances like these are going to make the energy balance an interesting and profitable story to follow."
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How Low Can They Go?—Gold Breaking Points: Killian Charles
Source: Brian Sylvester of The Gold Report (4/22/13)
Killian Charles, an analyst with Industrial Alliance in Montreal, isn't too concerned if the gold price hits $1,300 an ounce or even $1,000. He's more concerned with the gold breaking point. How low can the gold price go without breaking a project? Investors will be surprised to know that a wealth of junior miners are lean and mean enough to survive a pint-sized gold price. Charles talks with The Gold Report
about which companies have resized and redesigned their projects to make it in this unforgiving market.
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The Alchemy of Gold Investment
Source: Geoff Candy, Mineweb (4/22/13)
"Amara Mining Chairman John McGloin discusses the key things investors should be looking for in a mining company."
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Curse of the Black Gold: How Oil Exporters Reach Financial Collapse
Source: Gail Tverberg, Economy Watch (4/22/13)
"Declining production capabilities, coupled with the volatility of oil prices, can lead some exporters down a road to financial collapse."
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Can Equities Cushion the Blow of Falling Gold Prices?: Peter Rose
Source: Brian Sylvester of The Gold Report (4/19/13)
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
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Why Gold Really Crashed and What You Can Do About It
Source: Keith Fitz-Gerald, Money Morning (4/19/13)
"Japan caused the biggest single one-day gold sell off in 30 years."
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How to Play by the Rules and Beat the Tax Man with MLPs
Source: Kent Moors, Oil & Energy Investor (4/18/13)
"MLPs allow owners to move tax liability directly to their personal returns, bypassing the need to pay corporate taxes."
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What Every Investor Should Know About Oil and Gas Micro Caps
Source: Tom Armistead of The Energy Report (4/18/13)
Atticus Lowe was among those who saw more smoke than fire in the fevered puffery of the shale industry's promoters. With an established track record now, the industry has proved its potential for him, and he is bullish on gas over the long term. He shares his assessment of some of the promising oil and gas players in this interview with The Energy Report.
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How One Slip Can Create a Copper Supply Emergency
Source: Frank Holmes, Frank Talk (4/18/13)
"The landslide in Utah is just one example of how quickly and unexpectedly the supply and demand factors facing the red metal can shift."
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These Three Triggers Will Produce a Resurgence in Natural Resources Prices: Greg Dorsey
Source: Brian Sylvester of The Gold Report (4/17/13)
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. Buying small- to mid-cap equities now and holding them as a long-term option against the metal price is a winning strategy, whether you are talking about gold, silver, copper, platinum or palladium. In this interview with The Gold Report, Dorsey shares the names of favorite companies that could profit from the expected surge.
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Gold's Tumble: Panic or Conspiracy? What's Next?
Source: Tony Daltorio of The Gold Report (4/17/13)
Since 2001, gold has risen more than seven times in value to an all-time nominal high in 2011 of $1,920/oz. As we all know, the price suddenly fell nearly 15% in two days, and is still bouncing around $1,375/oz. What caused the sharpest fall in the gold price since 1983? Depends on who you talk to. Reasons range from Wall Street downgrades by Goldman Sachs to fears over planned gold sales by highly indebted European countries. Other theories involve a hedge fund in trouble (a gold whale?) and conspiracies involving the Fed and others. Read on to learn experts' opinions on the cause of the fall and the opportunities the downturn presents for investors.
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The Gold Takedown: Another Glimpse into the Central Banking Matrix
Source: Nick Barisheff, Bullion Management Group Inc. (4/17/13)
"After gold lost $84/oz last Friday and silver lost $1.81, we can conclude the beneficiaries were not gold or silver investors who panicked and sold, but rather those who are fighting to preserve the reputation of the U.S. dollar and the fiat currency model that underpins the global economy."
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Tungsten Enters the Limelight with Bullish Fundamentals: Ken Chernin
Source: Brian Sylvester of The Metals Report (4/16/13)
Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing. In this interview with The Metals Report, Ken Chernin, equity research analyst with Jennings Capital, talks about why investors have ignored tungsten in the past and which companies could be a "tungsten global force."
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Profit from Domestic Energy Growth with Upstream MLPs
Source: Zig Lambo of The Energy Report (4/16/13)
Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.
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What Will It Take for Stem Cell Companies to Close the Valuation Gap?: ARM's Chairman Geoff MacKay
Source: George S. Mack of The Life Sciences Report (4/16/13)
Naysayers may harp on the low market valuations of stem cell companies, but Geoff MacKay has an insider's perspective. The Alliance for Regenerative Medicine chairman and Organogenesis Inc. president and CEO asserts that though the regenerative medicine and cell technology industry is still largely in phase 1/2, phase 3 and commercial success are imminent. In this interview with The Life Sciences Report, MacKay explains the promise of cell therapies for both patient health and investors' portfolios.
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Gene Patent Case: Supreme Court Hears Arguments on Industry-Rattling Suit
Source: Genetic Engineering and Biotechnology News (4/16/13)
"If the U.S. Supreme Court reached any consensus on the patenting of human genes, it was not evident from yesterday’s oral arguments, in which the justices posed questions using analogies of plants from the Amazon and chocolate chip cookies, while plaintiff Myriad Genetics invoked its own metaphor of a baseball bat."
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Dividends Galore: A 1970's Solution for Cheap Crude
Source: Neil George, The Daily Reckoning (4/16/13)
"In those days, oil was a weapon."
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The Good, the Bad, and the Unhealthy
Source: Juan Enriquez, The Daily Reckoning (4/16/13)
"Today what we’re looking at is an almost impossible hurdle rate of over $1B per drug to come to market. It means that very few medicines make the hurdle rate. Occasionally, you do see one, but these are rarer and rarer."
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Don't Panic, Buy Silver: Rick Mills
Source: Sally Lowder of The Gold Report (4/15/13)
It looks bad for precious metals. Gold prices have fallen hard. Explorers are hurting for money. Slim treasuries mean fewer drill programs. Scarce discovery news could lead to fewer listings on the Toronto Stock Exchange. But all is not lost. In this interview with The Gold Report, Rick Mills, owner and host of Ahead of the Herd, points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs.
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Four Things Investors Should Know About Gold's 'Bear Market'
Source: Adrian Ash, BullionVault (4/15/13)
"See how much money you've got at risk, and remind yourself why you got into precious metals in the first place."
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Resource Sector Paradigm Shift
Source: Eric Coffin, HRA Journal (4/15/13)
"I still think discoveries are the best path to salvation for individual companies and perhaps the broader sector. Maybe gold gets a big bounce in the next few weeks but with the drubbing everyone has taken I don't see traders heavily on the bid unless higher gold prices are already in the rear view mirror."
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