Streetwise Articles
West Africa—Still Early Days with Lots of Potential: Dan Hrushewsky
Source: Alec Gimurtu of The Gold Report (4/10/13)
Jennings Capital Analyst Dan Hrushewsky sees investors' understanding of risk as directly related to the unknown. West Africa is unknown to many investors but it has a long history of mining, good infrastructure, favorable geography, many active producers and huge potential. In this interview with The Gold Report, Hrushewsky details three gold mining business models and specific companies active in West Africa that provide investors with asymmetric possibilities of limited downside and strong upside in a world-class mining jurisdiction.
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Biopharmas Shift Q1 Fundraising into Overdrive
Source: Peter Winter, BioWorld (4/10/13)
"Biotech companies generated $5B in the first quarter of 2013. . .The heavy lifting for the period was carried out by public companies, which were responsible for 65% of the total."
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Every Gold Coin Has Two Sides
Source: Frank Holmes, Frank Talk (4/10/13)
"Although the gold price has fallen with the strengthening U.S. dollar, the yellow metal is appreciating in Japanese yen."
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Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space.
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Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice
Source: Peter Byrne of The Energy Report (4/9/13)
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years.
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Stansberry Analyst Matt Badiali's Four Rules for Finding Junior Miners to Like or Avoid
Source: JT Long of The Gold Report (4/8/13)
Too many investors fall in love with a project and forget that mining is a business, says Matt Badiali, editor of the S&A Resource Report. And business is tough these days. Still, a lot of companies' share prices have been unfairly cut down as investors who need to liquidate are selling good stocks on good news in an attempt to get a slightly higher price. These top 25% firms represent great bargains right now if you pick using the rules that Badiali sets out in this Gold Report interview.
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Gold to Remain in Demand Medium to Long Term: Commerzbank
Source: Lawrence Williams, Mineweb (4/8/13)
"Expansionary monetary policies are not easing but accelerating worldwide, thus destroying the value of money leaving gold as the prime store of wealth in the medium to long term."
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U.S. Crude Exports May Be Coming
Source: Kent Moors, Oil & Energy Investor (4/8/13)
"Price gyrations are prompting another round of concerns over supply and production."
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The Casey Downturn Millionaires' Message: Why David Galland Is Answering His Broker's Calls Again
Source: JT Long of The Gold Report (4/5/13)
Natural resource investors have experienced a tough year. The price of gold bullion has fallen from its 2011 highs and the prices of good junior companies have been slashed to as little as half their former valuations. All the more reason to start returning broker phone calls according to David Galland, Casey Research managing director, speaking on the Friday eve of the webinar he is moderating that features some of the biggest names in the industry.
The webinar, "Downturn Millionaires: How to Make a Fortune in Beaten-Down Markets," features Casey Research Founder Doug Casey, Sprott Global Resource Investments Founder Rick Rule, International Speculator Editor Louis James, "Endgame" Author John Mauldin and Diary of a Rogue Economist Editor Bill Bonner. In this interview with The Gold Report, Galland shares the motivation behind assembling this all-star cast for a golden wake-up call.
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Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world.
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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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