Streetwise Articles
6 Biotechs with Staggering Potential: Grant Zeng
Source: George S. Mack of The Life Sciences Report (4/4/13)
When it comes to picking biotech stocks, does a buyside perspective matter more than a sellside? Not according to Zacks Investment Research Analyst Grant Zeng, who has straddled the divide. What really matters is research of uncompromised quality. In this interview with The Life Sciences Report, Zeng offers a primer on what he looks for in a biotech investment, and names companies with the potential for big returns.
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Can Gas Developers Prosper with Low Prices? Ryan Galloway Says Yes
Source: Tom Armistead of The Energy Report (4/4/13)
Low natural gas prices and volatile oil prices should not hinder investors in the oil and gas sector. In fact, low prices carry their own benefits. Casimir Capital Analyst Ryan Galloway describes a number of oil and gas juniors with savvy management, impressive development strategies and strong prospects of success that have earned a "Strong Buy" from him. Read more in this Energy Report interview.
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What's Next for Coal?
Source: Zacks Equity Research (4/4/13)
"Coal is by far the least expensive and most abundant fossil fuel in the country, though the emergence of large shale natural gas reserves is expected to pose tough competition going forward."
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Counterpoint from Kevin Campbell: Canadian Junior Mining Companies—and Independent Brokers—Have a Bright Future
Source: JT Long of The Gold Report (4/3/13)
Haywood Securities Managing Director Kevin Campbell is concerned by all the negative talk about the state of junior mining. In this reaction to an interview in The Gold Report with B&D Capital consultant Don Mosher, Campbell outlines the fundamental demand for commodities behind his conviction that this is a temporary, albeit vicious, downturn and that the TSX Venture Exchange, the industry and the experienced web of service providers that have built up around it are here to stay.
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David Stockman: Welcome to Irrational Exuberance 2.0
Source: Karen Roche and JT Long of The Gold Report (4/3/13)
In his new book, "The Great Deformation: The Corruption of Capitalism in America," David Stockman, former Republican U.S. Congressman, former director of the Office of Management and Budget and founding partner of Heartland Industrial Partners, levies blame for the dire straits of the global financial system on central bankers, economists and politicians of both parties. In this interview with The Gold Report, he also offers some draconian solutions, including the need for a "constitutional fiscal chastity belt" in the form of a balanced budget amendment.
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How to Double Your Money by Investing in Copper
Source: Money Morning Staff Reports (4/3/13)
"With copper, peak inventory levels are usually hit before a price rebound¬—sometimes with prices doubling in less than six months."
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Why Rick Rule Bought $280M of Platinum and Palladium
Source: Karen Roche of The Metals Report (4/2/13)
When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors. In his Metals Report interview, the founder and chairman of Sprott Global Resource Investments Ltd. compares the current platinum and palladium space to the uranium sector 10 years ago, and predicts handsome returns for investors willing to shoulder the risk.
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Bullish on Oil Prices? Two Reasons You Might Change Your Mind
Source: George S. Mack of The Energy Report (4/2/13)
The downturn beginning in 2008 triggered a macroeconomic meltdown that would disrupt all markets, domestic and global. Demand for petroleum diminished just as new technologies were beginning to gush out oil and gas in never-before-seen volumes, creating a perfect storm that would depress prices. Now that oil prices have rebounded, is the worst behind us? In this interview with The Energy Report, Director of Energy Research Marshall Adkins of Raymond James & Associates discusses the events of the last five years and the near-term prospects for energy-related investments.
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The New Frontier of Energy–The Old World
Source: Marin Katusa, Casey Research (4/2/13)
"We firmly believe that we are in the middle of an European energy renaissance."
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Coming Soon: The Next Breakout For Gold
Source: Dan Amoss, The Daily Reckoning (4/2/13)
"History shows the Fed excels at creating bubbles, yet is completely inept at controlling conditions when bubbles pop."
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In Biotech, Bad Management Trumps Good Science
Source: Stephen Nagler, MedPro Investors LLC (4/2/13)
"Honesty and reliability, including full and accurate disclosure of corporate results, achievements and expectations, is a fundamental condition of good management, which investors must be able to rely upon as a condition of investing."
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Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys.
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The Basics of Investing in Junior Mining Companies
Source: Scott Wright, Zeal Intelligence (4/1/13)
"A junior gold producer is a publicly traded company that mines gold at an annual rate of up to about 150 Koz."
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The DoD's 'About Face' on REEs
Source: Shane Lasley, Mining News (4/1/13)
"In a 189-page report, the DoD recommends investing $130M to establish near-term strategic stockpiles of seven rare earth elements."
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International Gold Analyst Christos Doulis Names Four Miners that Could Make Money at the Margins—and One that Probably Won't
Source: Brian Sylvester of The Gold Report (3/29/13)
Christos Doulis travels the world for Stonecap Securities looking for mining companies that can contain costs; companies that can't contain costs because of rising labor and energy bills are not profiting from higher gold prices. From Mexico to Europe and Canada, he has singled out four companies that could actually make money for shareholders—and one that probably won't. And for those not ready to pick one company, Doulis, in this Gold Report interview, names his first small royalty company selection that could profit from the current challenging financing environment.
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Ignore Banks' Bearish Statements on Gold
Source: Jeff Clark, Casey Research (3/29/13)
"Goldman Sachs has lowered its gold price projections and says the metal is headed to $1,200/oz. Credit Suisse and UBS are bearish. Citigroup says the gold bull market is over. So I guess it's time to pack it in, right?"
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7 Big Growth Stories in Biotech: Keith Markey
Source: George S. Mack of The Life Sciences Report (3/28/13)
As a former biotechnology researcher and 25-year Wall Street veteran, Griffin Securities Inc. Analyst and Scientific Director Keith Markey understands how novel, cutting-edge technology can produce extraordinary new products that bring in revenues with double-digit growth potential. Markey reveals his best ideas in this Life Sciences Report interview, providing his growth thesis for every name and describing why each has potential for at least a double.
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Three Global Threats that Keep This Stonecap Analyst Up at Night
Source: Zig Lambo of The Energy Report (3/28/13)
As the demand for oil and gas grows worldwide, investors have to look beyond their geographic comfort zones and seek out opportunities in places less familiar than just North America. In this interview with The Energy Report, Amin Haque, energy analyst at Stonecap Securities, reviews his current thinking on some of the risks associated with energy production on an international basis and points out some of his favorite situations, which he believes will provide investors with above-average returns in the current market environment.
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Two Trends Making Investors Money in the Canadian Energy Patch
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/28/13)
"Can the uptrends continue?"
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Three Outside-the-Box Biotechs
Source: George S. Mack of The Life Sciences Report (3/28/13)
I had a really nice chat with Griffin Securities analyst and scientific director Keith Markey about a wide-ranging group of topics. My goal is to always talk about individual biotech and sometimes medtech stocks, but we got started on another subject right away. Although he's been an analyst for 25 years now, Markey started his career as a molecular biologist doing wet lab bench research. So, I thought my first and most natural question would be about how the biotech industry has changed from the drug discovery perspective. He says it hasn't, at least in one sense. "It's still about the biochemical pathways," he says. "They still pave the way to new therapeutic approaches. It was basic research that led Genentech and Amgen to pursue their initial drugs, a tissue plasminogen activator (tPA) and erythropoietin," he says.
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Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up.
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Can Gold Miners Increase Profits Through Spin Offs?
Source: Jeff Uscher, Money Morning (3/27/13)
"Depending upon what is included in spin offs and how they're priced, they could be very attractive short-term investments, so keep a close eye on them."
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Cells Gone Wild: Creating Vaccines that Target Cancer
Source: Severine Kirchner, The Penny Sleuth (3/27/13)
"Now that cancer vaccines have entered phase 3 clinical trials, the possibility that we might one day be able to get our cancer shot together with our flu shot seems much more plausible."
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Postcards from the Rare Earth Front
Source: Joseph Sternberg, Wall Street Journal (3/27/13)
"Scientists in Tokyo last week announced they have identified new deposits of so-called rare-earth metals some six kilometers below the ocean surface. "
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Four Billion Reasons REEs and Graphite Will Make You Money: Chris Berry
Source: JT Long of The Metals Report (3/26/13)
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies in which graphite and rare earth elements play a big part. In this interview with The Metals Report, Berry describes what he calls the changing complexion of the commodity super cycle and names a few companies to start focusing on. Get Berry's energy-metals outlook in his recent Energy Report interview.
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