Streetwise Articles

How to Cash-In On Thomas Edison's Secret Energy War
Source: Chris Campbell, Daily Reckoning (9/23/14)
"In five years, all across your city and state, a robust decentralized grid could web itself into the infrastructure."
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Tell Us, Christos Doulis, Can Gold Act as a Safe Haven Again?
Source: Brian Sylvester of The Gold Report (9/22/14)
PI Financial mining analyst Christos Doulis says six years ago when the financial crisis was in full swing, safe-haven buying made gold skyrocket. Today, the fear component is down, as is the price of gold. That is why Doulis believes investors need to own bulletproof, low-cost names that can survive this environment. In this interview with The Gold Report, Doulis discusses some M&A possibilities and points to management teams getting the most out of their low-cost precious metals assets.
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Commodities Capitulation—A Blip or the Start of Something More?
Source: Chris Berry, Disruptive Discoveries Journal (9/22/14)
"By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ."
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Looking for Love: Unpartnered Pipeline Drugs Gain Value
Source: Jacob Plieth and Amy Brown, EP Vantage (9/22/14)
"It is deals like Afrezza's that continue to fuel interest in unpartnered assets, however improbable and overblown the forecasts might seem."
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Roadmap Capital's Hugh Cleland and Stephen Ireland: Due Diligence Rules in Biotech Investment
Source: George S. Mack of The Life Sciences Report (9/17/14)
Excellent diligence doesn't always mean you'll be saved from a nasty surprise. The nature of investing in biotech means assuming the risk that a therapeutic development program may fail. Roadmap Capital's Hugh Cleland and Stephen Ireland employ their combined financial expertise and biotech savvy to mitigate that risk. In this interview with The Life Sciences Report, Cleland and Ireland share ideas on how investors might approach potential biotech investments without engaging a team of analysts. They also bring three potential high-return stocks to investors' attention, as well as one private name they anticipate will come to the public market soon.
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Looking for Lithium Mega-Deals with Thibaut Lepouttre
Source: Peter Byrne of The Energy Report (9/17/14)
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory? Is there an opportunity for profit in lithium mining as supply shrinks? For an answer, The Energy Report caught up with Thibaut Lepouttre at his home base in Belgium, where he edits Caesars Report, a newsletter that analyzes international mining projects. In addition to the lowdown on lithium, Lepouttre talks about several low-profile firms with phosphate and uranium mining projects.
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Eric Coffin: Can Investors Still Find Tenbaggers?
Source: Kevin Michael Grace of The Gold Report (9/17/14)
The continuing strength of the U.S. dollar is bad news for the price of gold, and Eric Coffin believes that in the short term a price of $1,200/oz is possible, though there is room now for an oversold bounce. This, of course, is bad news for gold miners and explorers. But in this interview with The Gold Report, the publisher of Hard Rock Analyst counsels that even in a bull market, investors are advised to seek out potential tenbaggers, and presents several companies in gold, base metals and uranium with the potential to flourish even in hard times.
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The Sand Demand: Finding Opportunities Beyond Direct Shale Plays
Source: Frank Holmes, U.S. Global Investors (9/17/14)
"Since many energy companies have adopted the process of fracking in their oil field operations, they have come to rely on sand as an integral component to this procedure."
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Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores.
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Anticipate Before You Participate in the Market
Source: Frank Holmes, U.S. Global Investors (9/16/14)
"Gold is a classic example of a commodity that rotates through seasonal cycles year after year."
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Brien Lundin Says Don't Miss This Buying Opportunity
Source: Brian Sylvester of The Gold Report (9/15/14)
Brien Lundin, founder of Jefferson Financial, producer of the New Orleans Investment Conference and Gold Newsletter, believes at least a small amount of the massive liquidity produced by loose monetary policy in Western economies will find its way into mining equities following a summer pullback in equity prices—but don't wait long. Lundin expects the "buying opportunity" to last for two, maybe three weeks before seasonal gold demand pushes prices higher. In this exclusive interview with The Gold Report, Lundin discusses a select group of gold and precious metals equities that he expects to perform well as near-term news reaches the market.
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The $18 Billion Market for Geosynthetics
Source: Visual Capitalist (9/15/14)
"Geosynthetics are man-made materials that can be used by mines to improve the properties of soil and rock."
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How Does World Disorder Affect Investment?
Source: Donald Coxe, Casey Research (9/12/14)
"Capitalism is doing its job: to expand output of goods and services, thereby preventing shortages from derailing recoveries through inflation. That success story means central bankers can keep printing away. So what should investors do?"
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Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report (9/11/14)
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services.
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Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation.
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Biotechs with Upside Possibilities Target Ebola and Liver Disease: MLV & Co.'s Vernon Bernardino
Source: George S. Mack of The Life Sciences Report (9/10/14)
Everybody knows that biotech ideas can become huge gainers for investors, but understanding the technology platforms, the unmet needs and the valuations can be daunting, especially in spaces where a number of players are developing products. In this interview with The Life Sciences Report, Vernon Bernardino of MLV & Co. brings some clarity and perspective to investors who could reap windfalls from small-cap names in which shareholder value has yet to be created and realized.
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Jeff Killeen: Cash and Catalysts Rule the Day
Source: Brian Sylvester of The Gold Report (9/10/14)
Jeff Killeen, mining analyst with CIBC World Markets, has spent much of 2014 on the road vetting junior mining projects. He says that the cash-and-catalyst mindset should remain prevalent for investors looking at explorer and developer equities, while improving operations has been the biggest motivator for producer share prices in 2014. In this interview with The Gold Report, Killeen offers his insight and hands-on perspective on several developers and producers with near-term catalysts.
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Purple Is the New Orange: Industry OK with FDA Biosimilar Listings
Source: Mari Serebrov, BioWorld (9/10/14)
"The Purple Book will serve as a tool for state health agencies, prescribers and pharmacists in determining which follow-ons can automatically be substituted or serve as an alternative for a specific reference biologic."
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Filipe Martins: African Miners that Can Generate Cash Flow and Dividends
Source: Kevin Michael Grace of The Mining Report (9/9/14)
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology.
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Sprott's Charles Oliver: Gold at $1,500 by Christmas?
Source: Kevin Michael Grace of The Gold Report (9/8/14)
Gold and silver prices are being repressed by central banks, but Sprott Asset Management's Charles Oliver argues that demand pressure will cause this dam to burst sooner rather than later. As a result, he expects big increases in the prices of gold and especially silver, with a corresponding recovery of small- and mid-cap precious metal equities. In this interview with The Gold Report, Oliver discusses companies likely to prosper thereby, most of which will be profitable now, even at current bullion prices.
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Gold in the USA
Source: Visual Capitalist (9/8/14)
"The United States has always had a love affair with the yellow metal. It all started in Stafford, Virginia in 1782, when Thomas Jefferson documented the first gold discovery himself."
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What May Be the Best Sector for the Next Decade
Source: Oil and Gas Investments Bulletin (9/8/14)
"You don't need to be Warren Buffett to figure out that energy services companies are in the catbird seat."
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Steve Brozak: Big-Picture Biotech Stocks Rule the Future
Source: George S. Mack of The Life Sciences Report (9/4/14)
When Steve Brozak performs diligence on biotech stocks, he's always looking for an angle. Brozak, president and managing director at WBB Securities, wants to see how new technology platforms and novel ideas fit into tomorrow's healthcare system, which he believes will be unsustainable without therapies that work more efficiently and hold promise as true disease-modifying agents. In this interview with The Life Sciences Report, Brozak brings eight names to investors' attention. Given time, each holds the potential to be a huge gainer.
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Oil Field Services Surprise: Brandon Dobell on the Upstart that Could Compete with the Big Three
Source: Tom Armistead of The Energy Report (9/4/14)
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co. As economic recovery takes root, oil prices will stabilize at current levels and interest rates will remain low, creating conditions for mergers and acquisitions among explorers and producers and, in a ripple effect, among the oil field service companies they employ. In this interview with The Energy Report, Dobell offers a surprising prediction for a service company he expects to see playing in the big leagues soon.
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Will We Have Enough New Mines?
Source: Henry Bonner, Daily Resource Hunter (9/3/14)
"Despite a tenfold increase in the amount of money spent on exploration over the last decade, the amount of new discoveries was relatively unchanged—meaning that more money was spent per new discovery."
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