Streetwise Articles
Spot Tenbagger Discovery Potential in Biotech: Michael Berry
Source: George S. Mack of The Life Sciences Report (8/22/13)
How do the best investors detect life science companies with the potential to generate significant wealth? Michael Berry, publisher of Morning Notes, found that traditional growth and value models didn't measure up, so he developed his own "discovery" strategy. He looks at companies that haven't gone public yet. He's not afraid of the penny stock. Find out more about Berry's technique, and about five companies that fit his profit-generating profile, in this interview with The Life Sciences Report.
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Why Is Anti-Goldbug Dennis Gartman Getting into Gold?
Source: Brian Sylvester of The Gold Report (8/21/13)
Dennis Gartman, the editor and publisher of The Gartman Letter, has made no secret of his disdain for gold. But he believes a good trader is agnostic of everything. So, when technical charts indicated it was time to buy, he did. In this interview with The Gold Report, Gartman talks about how he has been playing gold off of other currencies to turn a profit and discusses whether he is ready to get into gold equities yet.
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Will the S&P 500 Impact Gold Stocks?
Source: Jordan Roy-Byrne, The Daily Gold (8/21/13)
"The relationship between the gold stocks and the stock market is difficult to pinpoint as its quite scattered."
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Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal
Source: Alec Gimurtu of The Metals Report (8/20/13)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards.
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Canada's Heavy Oil Producers Are Positioned for Big Payoffs: Alistair Toward
Source: Tom Armistead of The Energy Report (8/20/13)
Companies that can hunker down in low-margin environments will often wow markets during recoveries. Heavy oil producers are the next case in point, says PI Financial Oil and Gas Analyst Alistair Toward. Improved heavy oil pricing means these producers are enjoying significantly bigger netbacks. As heavy oil producers release their quarterly financial results, those bottom-line payoffs are likely to make waves. In this interview with The Energy Report, find out how to invest in this high-beta space before all the earnings reports are in.
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Quest to Cure Cancer Spurs Big Gains in the Biotech Bull
Source: Ray Blanco, The Daily Reckoning (8/20/13)
"There are still plenty of skeptics regarding the promise of this technology, but I'm not one of them. In fact, I believe biotechnology investors who don't participate in this new wave of cancer therapy will be missing out on historic profit opportunities."
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Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities
Source: Kevin Michael Grace of The Gold Report (8/19/13)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
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Gold's New Rally Begins Now
Source: Greg Guenthner, Daily Reckoning (8/16/13)
"It's been a crazy ride—but the breakout is finally here."
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Adventures in the Biotech Trade with Jim Letourneau
Source: Peter Byrne of The Life Sciences Report (8/15/13)
Jim Letourneau, publisher of Big Picture Speculator, shares tales of strange biotechnologies worth buying into—such as cures for high dental bills and dog breath—in this interview with The Life Sciences Report. Letourneau likes to invest in biotech firms because their stock values are less volatile than commodity-based companies, which are chained to uncontrollable price fluctuations. You are advised to hold onto your brain (quite literally), while Letourneau describes a few curious—and potentially profitable—biotech investment adventures.
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Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin
Source: Peter Byrne of The Energy Report (8/15/13)
Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold.
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Still Time to Catch Big Growth in Biotech: George Zavoico
Source: George S. Mack of The Life Sciences Report (8/15/13)
Biotech has had a scorching run for more than a year and a half, but as broader markets approach more realistic valuations with less potential upside, it becomes even more important to be invested in the right companies with truly meaningful catalysts on the horizon. George Zavoico of MLV & Co. knows how to pick winners from the field, and offers up solid ideas with visible growth drivers in this interview with The Life Sciences Report. Your inner gambler should take note: A beaten-down micro- or small-cap company might, with a bit of luck, bring home the gold.
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Will Copper Prices Drop Further? Just Look at Oil Investments
Source: Stuart Burns, Resource Investor (8/15/13)
"While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers."
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Casey's Louis James Warns: 'Don't Try to Time the Market'
Source: JT Long of The Gold Report (8/14/13)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.
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Today's 'Gold Convergence' Is Your Best Buy Signal Yet
Source: Peter Krauth, Money Morning (8/14/13)
"Any one of these indicators is bullish on its own. So when all four signals flash at once, please don't wait."
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Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong
Source: JT Long of The Metals Report (8/13/13)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind.
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Barclays: Worldwide O&G Capex Growth Good News for 'Big Four' Services Companies
Source: Tom Armistead of The Energy Report (8/13/13)
If the oil and gas industry were a sport, Barclays Analyst James C. West's dream team would consist of large-cap, diversified oil services companies drilling for either oil or gas offshore in the Middle East, with the bench stocked with players operating offshore in India, Asia, Australia and the Asia-Pacific region. In this interview with The Energy Report, West highlights industry growth spots around the world. The future, he says, is bright.
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The Shale Oil Boom Is Going Global (Starting with Argentina)
Source: Kent Moors, Money Morning (8/13/13)
"The shale oil and gas craze is going global. . .For investors, that means there will be some genuine opportunities for North American technical, equipment and production service companies as this wave continues to wash up in areas all over the world."
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Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt
Source: Kevin Michael Grace of The Gold Report (8/12/13)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.
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China to Begin Trial Run of Rare Earth Products Exchange
Source: Dorothy Kosich, Mineweb (8/12/13)
"Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October."
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The Best New Companies in a White-Hot Biotech Sector
Source: Michael Robinson, Money Morning (8/9/13)
"IPO action is proof of the big bucks coming into biotech, igniting a strong rally in the entire sector for the rest of the year. So far this year, we've seen the most biotech IPOs in 13 years."
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Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs
Source: Peter Byrne of The Energy Report (8/8/13)
What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution.
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Wedbush Expert Declares Money for Biotech Is Still Out There
Source: George S. Mack of The Life Sciences Report (8/8/13)
The bull market in biotech stocks is coming up on its two-year anniversary, and large-cap and many small-cap names have flourished in that time. But can it last? Greg Wade, managing director of Wedbush Securities, wants investors to know there's more to go, and that stocks are ready and willing to respond to good news from clinical trials and on the regulatory front. In this interview with The Life Sciences Report, Wade identifies six names that investors can take to the bank, one of which is still his favorite after two years.
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Eight Small-Cap Medtechs with Big Prospects: Brian Marckx
Source: George S. Mack of The Life Sciences Report (8/7/13)
Small-cap medical technology has long been regarded as the ugly duckling of biotech. . .but think again. Brian Marckx of Zacks Small-Cap Research believes that the real gems of the medtech space complement—and can even outshine—sexier drug and surgical therapies. In this interview with The Life Sciences Report, Marckx makes a strong case for eight small- and micro-cap names that could bring home huge returns for investors.
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Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots.
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Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts.
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