Streetwise Articles

Hedge Funds Signal Energy Change
Source: Kent Moors, Oil & Energy Investor (1/28/13)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
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Gold Carpet Treatment Promised for Miners in the Dominican Republic: Alexander Medina
Source: Peter Byrne of The Gold Report (1/25/13)
The Gold Report caught up with Alexander Medina, the newly appointed director of mining for the Dominican Republic. With gold discoveries popping up all over Hispaniola—the country shares the metal-rich island with Haiti—Medina is a very busy government minister. But he was happy to spare a little time to talk to The Gold Report about what his office is doing to ensure that mining companies get the gold carpet treatment under the new administration.
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Platinum’s Neglected Cousin
Source: Byron King, Daily Reckoning (1/25/13)
"We could see substantial gains in palladium over the next two years."
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Four Sensational Facts About Gold Investing that You Might Not Know
Source: Frank Holmes, Money Morning (1/25/13)
"Given that every gold move is analyzed and dissected by the media, it may surprise you that this precious metal was actually the least volatile of the 14 commodities."
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No Dutch Disease in Greenland Mining Prospects
Source: Richard Mills, Resource Investor (1/25/13)
"Greenland's Bureau of Minerals and Petroleum has so far awarded 150 licenses for mineral exploration with around 600M kroner spent by companies in 2012. Just ten years ago, there were almost no requests for mining licenses."
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Safest Way to Play Biotech
Source: Kevin Cook, Zacks Investment Research (1/25/13)
For every company that hits the jackpot with a new marketable drug that makes it through the FDA gauntlets, there are a dozen stocks that run up on such hopes and then crash and burn when the trials fail.
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Stephen Brozak: Changing the Way Money Is Made and Diseases Are Cured
Source: George S. Mack of The Life Sciences Report (1/24/13)
Stephen Brozak doesn't mess around. He focuses on technologies poised to change the way medicine has been practiced for thousands of years. As president of WBB Securities, Brozak is talking to his clientele about revolutionary stem cell therapies that deal with disease in totally new ways. He's also bullish on new antibiotics—important innovations in a world facing a shortage of effective drugs and a potential crisis of catastrophic proportion. In this interview with The Life Sciences Report, Brozak talks up must-hear ideas that growth investors need to consider.
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Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand
Source: JT Long of The Energy Report (1/24/13)
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks.
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Why Uranium Prices Are at a Critical Tipping Point
Source: Peter Krauth, Money Morning (1/24/13)
Despite the Fukushima disaster in March 2011, the demand for nuclear power continues to rise.
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Separating the Gold Mining Haves from the Have-Nots: Paolo Lostritto
Source: Brian Sylvester of The Gold Report (1/23/13)
After months of turmoil that have lasted longer than investors could have imagined, the mining world has been divided into haves and have-nots. There are gold companies that managed their balance sheets wisely and there are those that burned through cash and are left begging for financing. It's a great time for those flush companies that don't need handouts to take advantage of the resulting valuation differential, says Paolo Lostritto, the director of research and mining and metals analyst at National Bank Financial. In this interview with The Gold Report, Lostritto talks about a subtle shift he has seen in the market that may signal a bull run similar to that of the late 1970s and early 1980s.
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How Will the Debt Ceiling Debate Affect Gold Prices?
Source: Diane Alter, Money Morning (1/23/13)
"Investment powerhouse Goldman believes gold prices will log impressive gains over the next three months as the debt ceiling debate takes center stage on Capitol Hill."
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Uranium: Energy Solution and Risk-On Opportunity
Source: Peter Byrne of The Energy Report (1/22/13)
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods.
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Keys to Rare Earth Companies’ Success: Innovation, Cost Efficiency
Source: Zig Lambo of The Metals Report (1/22/13)
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production.
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Gold in 2013: Fund Managers Reveal Reasons for Optimism
Source: Special to The Gold Report (1/21/13)
The Gold Report's first-ever survey of fund managers who invest heavily in junior gold mining stocks reveals cautious optimism on the sector's performance in 2013. The historical performance of gold in the year following a U.S. presidential election, the devaluing of the U.S. dollar and current low valuations for gold miners all bode well for an upturn this year, but some doubts remain. Learn how professional investors decide which companies are worth investing millions of dollars in this year.
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Stocks to Buy Now: Profit from Blockbuster New Drugs in 2013
Source: Don Miller, Money Morning (1/21/13)
"Pharmaceutical firms logged 39 new drug approvals last year, and there are signs the trend could continue through 2013, according to Reuters."
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Forget Demand: Base Metals Supply Should Be the Focus
Source: Geoff Candy, Mineweb (1/19/13)
"Barclays Capital believes a lot of focus should be on the supply side."
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The Pulse: Breaking News from the Life Sciences Sector
Source: Editors of The Life Sciences Report (1/18/13)
To invest wisely in the life sciences, broad-spectrum knowledge is key. Such knowledge encompasses not only the analysis of industry experts featured in Streetwise Reports interviews, but also up-to-date news on cutting-edge research and development, the latest mergers and acquisitions and the drug development process, both within companies and in the regulatory arena. Our Twitter feed links you to the information you need to profit, both intellectually and financially.
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Gold Mania Phase Approaching for Junior Miners: Michael Ballanger
Source: Brian Sylvester of The Gold Report (1/18/13)
Low market valuations for junior mining companies have Michael Ballanger, director of wealth management at Richardson GMP, feeling like a kid in a candy store, and equities satisfy his sweet tooth more than the metal right now. Ballanger has had enough years in the business to recognize the advent of gold fever. In this Gold Report interview, Ballanger discusses his personal views and discusses how he looks for "well-incubated" companies that meet budget and timelines and raise funds without diluting shareholder value. He also shares why he sees junior miners as higher reward and lower risk than gold itself.
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Chen Lin: How My Portfolio Gained 63% in 2012
Source: Zig Lambo of The Energy Report (1/17/13)
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% in 2012. Learn how Lin played price differentials and dividends to create outstanding gains in a challenging year, and what his moves for 2013 may be.
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Gold. . .Buy the Dips!
Source: Jeff Clark, The Daily Reckoning (1/17/13)
"The stall in prices is giving us one last window to buy before prices break permanently into higher levels for this cycle."
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Anything for a Buck: Jim Letourneau Looks to Canadian Biotech for Opportunity
Source: Daniel Levy of The Life Sciences Report (1/17/13)
To avoid some of the "dysfunctional excess" of the energy and mining sectors, Jim Letourneau, self-described contrarian and founder and editor of the Big Picture Speculator, turns to investing in biotech. His focus is on Canadian companies, which he believes perform on a par with companies in the United States. In this interview with The Life Sciences Report, Letourneau describes what he looks for in a biotech investment and names some of his favorite companies.
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Are Junior Gold Investors Living the Movie 'Groundhog Day'?: David Skarica
Source: Alec Gimurtu of The Gold Report (1/16/13)
Gold stocks, especially juniors, have been undervalued for longer than most investors thought possible. The result is what David Skarica, founder of Addicted to Profits, calls a "maximum pessimism trade." In this interview with The Gold Report, Skarica summarizes his analytical tools and provides clear examples of companies that meet his criteria as "screaming buys." Gold junior investors might feel as if they live in the movie "Groundhog Day," but the undervaluation cycle will eventually be broken. Is spring just around the corner for the junior gold miners?
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Will 2013 Be the Year for Uranium Miners?
Source: Jeb Handwerger, Gold Stock Trades (1/16/13)
"M&A activity and the expiration of Russia's HEU agreement may create a gap in supply that junior producers will have to fill."
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Gold to Average $1,847/oz in 2013 in Institutional, Investor Buying
Source: Geoff Candy, Mineweb (1/16/13)
"Thomson Reuters GFMS says it expects mine production to grow by around 35 tonnes during the year."
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Washington State Residents: Plug In, But Pay Up
Source: Frank Holmes, Frank Talk (1/16/13)
"It's getting a little more difficult to be green in the Evergreen State these days."
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