Chris Berry: Energy-Metals Juniors with Derisked Projects Are Takeout Bait
Source: Tom Armistead of The Energy Report  (3/19/13)
Juniors in the oligopoly-dominated energy-metals space must break into the ranks of producers or become acquired to survive and reward shareholders, says Chris Berry, editor of Morning Notes. Strategies for success include good geographic location, sales contracts, ample cash and experienced management, but as Berry says in his interview with The Energy Report, macroeconomic conditions can turn the ambitious junior into acquisition bait. More >

This Biotech Patent Leader Generates an 8.3% Dividend Yield
Source: Michael Robinson, Money Morning  (3/19/13)
"A biotech, you see, is no different than any other kind of high-tech firm: If it has enough patents, it can use them as a cash-generating machine." More >

Dynamic Funds Manager Rob Cohen Imagines a Gold-Centric World
Source: Sally Lowder of The Gold Report  (3/18/13)
Robert Cohen, lead portfolio manager with Dynamic Funds, has been kicking up dust at conferences and in board rooms with his "revolutionary and simple" idea that gold mining companies should hold gold on their balance sheets and use gold-based loans. But the idea is gaining traction and he suggests in this Gold Report interview from the Prospectors & Developers Association of Canada conference that management teams and investors alike would do well to question their use of U.S. dollars as a functional currency. More >

Gold Jumps over $1,600 as Cyprus Bailout Hits Bank Savers
Source: Adrian Ash, BullionVault  (3/18/13)
"This uncertainty could provide a brand new support for gold for days or even weeks." More >

Everything You Need to Know About Graphene
Source: Michael Robinson, Money Morning  (3/18/13)
"We simply cannot get to the next level in a tech-oriented world without having the new materials to help us do so." More >

Eric Lemieux: There Will Be Winners in Quebec
Source: Brian Sylvester of The Gold Report  (3/15/13)
It's been years since Quebec had a big discovery. Eric Lemieux, a mining analyst with Laurentian Bank Securities in Montreal, believes the province is overdue. Mining-friendly infrastructure policies like Plan Nord could give Quebec the push it needs, but the return to power of the Parti Quebecois has affected some projects and general market sentiment. Lemieux tells The Gold Report
about which companies he believes are positioned to prosper if the Parti Quebecois swings back to mining-positive policies as he cautiously predicts.
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Biotech Sector Analysis: March Madness
Source: John McCamant, Medical Technology Stock Letter  (3/15/13)
"Sound sector and company fundamentals are intact, and improving in some cases. The industry gatekeeper—the U.S. Food and Drug Administration (FDA)—continues to be cooperative. The bullish stock market also bodes well—as cash flows into healthcare funds remain abundant—driving many stocks to what appear to be extended levels." More >

The Stem Cell Revolution Can Jump-Start Your Portfolio: Jason Kolbert
Source: George S. Mack of The Life Sciences Report  (3/14/13)
No single solution will emerge from the growing realm of stem cell technology and regenerative medicine. Instead, multiple innovations will succeed in a field that promises to forever change the practice of medicine—innovations generated by the recognition that living cells are capable of performing a platform of functions that present-day drugs simply cannot. In this Life Sciences Report interview, Jason Kolbert, senior vice president and biotechnology analyst with Maxim Group, provides a detailed analysis of the industry and names companies that investors should be aware of now, while valuations are remarkably low. More >

Edward Guinness and Ian Mortimer: Timing a Roaring Return in Alternative Energy Stocks
Source: Zig Lambo of The Energy Report  (3/14/13)
What will it take for alternative energy to deliver the returns investors have dreamed of? Continued global economic recovery, unsubsidized demand and prices that give customers a green incentive without added costs. Some stocks—notably in Europe and Asia—are already benefiting from favorable conditions, but the stars have yet to align on a broader scale. Portfolio Managers Edward Guinness and Ian Mortimer of London-based Guinness Atkinson Funds tell The Energy Report why they're maintaining holdings in quality solar, wind and lithium stocks and when they expect a bounce. More >

How to Play Energy Markets Like Rockefeller
Source: Casey Energy Team  (3/14/13)
"Being patient—letting the market come to us rather than chase it ourselves—will give us the best bang for our buck." More >

These Gold Stocks Are Poised to Rebound in 2013
Source: Tony Daltorio, Money Morning  (3/14/13)
"With gold prices rising year after year for much of the past decade, you might think all gold stocks have increased, too." More >

Will We See a Silver Breakout in 2013?
Source: JT Long of The Gold Report  (3/13/13)
Silver has been trading sideways so far in 2013, but what will the rest of the year bring? Will 2013 be the year silver prices break out or crash and burn? What is a sustainable silver price for mining companies and where will the metal come from to supply the next generation of industrial and investment demand? Most important, how can investors make money off this volatile sector? These were the burning questions The Gold Report took to analysts, money managers and heads of silver mining companies. The answers may surprise you. More >

Gold Prices: Don't Ignore This Bullish Trend
Source: Jeff Uscher, Money Morning  (3/13/13)
"The central banks of South Korea, Russia and Kazakhstan have all reported additions to their gold reserves this year, continuing the trend of central bank gold buying." More >

Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks
Source: Zig Lambo of The Energy Report  (3/12/13)
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now. More >

Recycling, Not Mining, Is the Future for Securing Immediate Platinum Group Metal Supply
Source: JT Long of The Metals Report  (3/12/13)
The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Noting that removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants, Byron King agrees that recycling is the wave of the future for platinum, palladium and rhodium. Welcome to the 21st century—find out how to play it in this Metals Report interview. More >

In Oil, Bigger Isn’t Always Better
Source: Kent Moors, Oil & Energy Investor  (3/12/13)
"There is a growing recognition that how big a company is no longer automatically determines profitability." More >

This Healthcare Fund Is Up 70%: Why I'm Not Selling
Source: Steve Sjuggerud, Steve Sjuggerud's Daily Wealth  (3/12/13)
"Have your exit plan in place, but don't sell. As I've explained many times, this market has the potential to run much higher." More >

Eight Companies Swiss Money Manager Joachim Berlenbach Gives High Grades
Source: Brian Sylvester of The Gold Report  (3/11/13)
In an environment of rising capital expenses, gold producers big and small are left with little or no free cash flow. Instead of investing in exploration to maintain production, too many companies are cutting costs and high-grading their current resources. Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, believes this kind of short-term thinking will lead to decreased production and a higher gold price. In this Gold Report interview, Berlenbach shares his ideas on how to succeed in this stock-picker's market. More >

Mining Bill Brings Iron Ore Back to Wisconsin
Source: Dorothy Kosich, Mineweb  (3/11/13)
"Wisconsin Gov. Scott Walker said Thursday he will sign Senate Bill One, which sets the wheels in motion to bring back iron ore mining to the Badger State." More >

A Focus on Gold Costs at PDAC
Source: Geoff Candy, Mineweb  (3/10/13)
"The most important shift to take place within the gold sector over the last two years," says IAMGOLD CEO Stephen Letwin, "has been the recognition on the part of gold miners that sustaining capital must form part of the equation; that all-in costs are not just operating costs." More >

Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report  (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties. More >

International Mining Bids a Not-so-fond Farewell to Hugo Chávez
Source: Dorothy Kosich, Mineweb  (3/8/13)
"The death of President Hugo Chávez could eventually usher in a new era of foreign mining investment in Venezuela, only if the opposition wins an uphill battle for the presidency." More >

10 Biotech Stocks Poised to Run: George Zavoico
Source: George S. Mack of The Life Sciences Report  (3/7/13)
For the first time in ages, conditions for biotech investment are just right. The capital markets have loosened up, and institutional investors are ready to bid up share prices on stories that have both merit and looming catalysts. Sure, there's risk. . .but without it, there's no upside. In this Life Sciences Report interview, Senior Analyst and Managing Director George Zavoico of MLV & Co. identifies a group of biotech companies with market-moving events on their calendars. Sharpen your pencils: From cancer to coronary artery disease to vaccine technology, Zavoico names potential winners.
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Five Oil and Gas Companies Analyst Joel Musante Digs
Source: Zig Lambo of The Energy Report  (3/7/13)
Many observers believe that the best days of domestic oil and gas production are long gone—and they may be right. But that doesn't mean there isn't a lot more petroleum product to be found right here in North America, even in fields that have been previously worked. In this interview with The Energy Report, Joel Musante, a senior research analyst at C. K. Cooper, profiles several companies that are still coming up with some impressive numbers. More >

Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report  (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
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