Pharma Learns to Brave the Patent Cliff
Source: EP Vantage   (2/25/14)
"The pharmaceutical industry is on the brink of another significant patent expiry cliff. Unlike the one it fell off in 2012, though, the latest version will leave it relatively unscathed." More >

Specialty Pharma Bulking Up: $100B Boost in 2013 Market Cap Drives Deals in Early 2014
Source: Andrew Forman, EY  (2/25/14)
"Specialty pharma acquirers accounted for roughly 40% of all 2013 M&A by value, with no fewer than seven offshore deals totaling over US$35B. All of these deals resulted in increased 2014 guidance." More >

Benjamin Asuncion and Geordie Mark: Six Gold and Silver Leaders at Today's Prices
Source: Kevin Michael Grace of The Gold Report  (2/24/14)
Benjamin Asuncion and Geordie Mark of Haywood Securities forecast 2014 gold and silver prices of $1,300/ounce and $21.50/ounce, respectively. In this interview with The Gold Report, they argue that the gold and silver companies that will thrive in 2014 will be those blessed with prudent but aggressive management that can post good margins at today's prices. And they suggest a half-dozen gold and silver miners poised to do just that. More >

Size Does Matter in Rare Earth Mining: Christopher Ecclestone
Source: Vivien Diniz, Resource Investing News  (2/24/14)
"It looks like market watchers have started to get a handle on what makes a good rare earth company." More >

Chen Lin's Perfect Biotech Market Prescription: Buy Low, Sell High!
Source: Peter Byrne of The Life Sciences Report  (2/20/14)
Charming and smart, Chen Lin makes a lot of money by jumping in and out of the highly volatile biotech market while obeying a set of simple rules, which he reveals in this interview with The Life Sciences Report. Applying his strong science background, Lin zeros in on biotech firms with solid products. The trick is in having the guts to buy low and sell high, against the market tide, says the editor of the widely respected newsletter, What is Chen Buying? What is Chen Selling? Lin also brings us up to date on his favorite picks. More >

Catalysts Drive These Stocks: Mara Goldstein
Source: George S. Mack of The Life Sciences Report  (2/20/14)
Whether biotech stocks keep up the scorching pace of 2013 remains to be seen, but we can count on one thing going forward, says Cantor Fitzgerald Senior Analyst Mara Goldstein. We are still in a catalyst-driven market. In this interview with The Life Sciences Report, Goldstein discusses four names with approaching milestones that she believes are important growth drivers. Her fifth pick is a binary event story, meaning it could skyrocket on good data or plummet on bad. More >

Uranium Supply Disruptions Spell Opportunity for Investors: David Talbot
Source: Tom Armistead of The Energy Report  (2/20/14)
A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies. More >

Supply and Demand Key to Base Metals Success: Adam Low
Source: Kevin Michael Grace of The Gold Report  (2/19/14)
Adam Low of Raymond James believes that the outlook is excellent for zinc, good for copper and neutral for iron ore. In this interview with The Gold Report, he argues that it comes down to supply and demand. Copper supply may soon lag demand, and zinc demand, which is increasing steadily, will soon face a 10% decline in supply. Low suggests eight miners that should benefit from providing the metals the global economy will need to support future growth. More >

How to Vet Graphite Investments: Stephen Riddle
Source: Brian Sylvester of The Mining Report  (2/18/14)
Stephen Riddle, CEO of Asbury Graphite Mills Inc., has been in the business long enough to have seen companies come and go, sometimes more than once. He brings a realist's perspective to this Mining Report interview, and explains the questions he asks himself, as an investor, at each stage of mine development. He also comments on the supply-and-demand picture, and names the characteristics of his ideal graphite mine. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

This "Workhorse" Metal Is Ready for a Breakout
Source: Peter Krauth, Money Morning  (2/18/14)
"Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." More >

'Mexico Mike' Kachanovsky: How to Buy Prime Rib Companies at Hamburger Prices
Source: Brian Sylvester of The Gold Report  (2/17/14)
You scan the menu and notice that the prime rib and the hamburger are the same price. What do you order? The precious metals market isn't so different, according to "Mexico Mike" Kachanovsky, consultant to hedge funds and mining companies and contributor to SmartInvestment.ca. The market has pulverized the price of top-notch mining stocks to the same level as the struggling names. So, which would you buy? In this interview with The Gold Report, Kachanovsky reveals how to find the prime rib of the gold market. More >

Christian Versus Embry: Gold, Lies and Video Interviews
Source: Lawrence Williams, Mineweb  (2/17/14)
"Strongly opposing views on the likely speed of any gold price increase, and some of the factors affecting this likelihood, make for some very polarized opinions." More >

Big Pharma Continues the Race for Electroporation
Source: Brian Nichols, Wall St. Cheat Sheet  (2/17/14)
"Electroporation is a delivery platform that uses an electrical pulse to create temporary pores in cells." More >

Big Pharma Will Find Good Hunting Among Early-Stage Biotechs: Dhesh Govender
Source: Tracy Salcedo-Chourré of The Life Sciences Report  (2/13/14)
Dhesh Govender, manager of the life sciences portfolio for Cedar Lane Enterprises Inc., has the inside track when it comes to identifying the hottest biotech trends. In this interview with The Life Sciences Report, Govender explains why he thinks plenty of upside remains in the life sciences sector, and reveals trade secrets that every investor should consider when building a successful investment strategy. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Bob Moriarty's Stock-Picking Tools for Gold Equities: A Blindfold and a Dart
Source: Karen Roche of The Gold Report  (2/12/14)
According to Bob Moriarty, the force behind 321gold, the "fact that everyone hated gold in December is a good reason for rational people to love it now." While he recommends physical gold as an essential insurance policy in any portfolio, tax selloffs, low equity prices and low gold prices mean many companies, now selling for "peanuts," are the place to put investment dollars. And, as he tells The Gold Report, all you need to pick a winner is a blindfold and a dart. More >

Regenerative Medicine Finally Gets Some Respect: Reni Benjamin
Source: JT Long of The Life Sciences Report  (2/11/14)
Of the many themes that propelled the biotech sector to record returns in 2013, regenerative medicine and therapeutics targeting cancer were front and center. In this interview with The Life Sciences Report, Reni Benjamin, managing director and equity research analyst at H.C. Wainwright & Co., talks about two companies with impending catalysts that play on these themes, and offers his take on the prospects for the regenerative medicine sector going forward. More >

Ryan Castilloux: Sorting Reality from Hype in the Crowded Rare Earth Industry
Source: Kevin Michael Grace of The Mining Report  (2/11/14)
Evaluating rare earth projects is a tricky business, and the ambiguous reporting methods some companies use don't make it any easier. In this interview with The Mining Report, Ryan Castilloux of Adamas Intelligence examines misleading metrics that hide the devil in the details. He also explains the complex, objective methodology he uses to rank the world's 52 most advanced rare earth projects, and names five development-stage projects and three exploration-stage projects with lucrative upside potential. A must-read for anyone interested in rare earth elements. More >

Royal Nickel Corp: Indonesian Ore Export Ban Opens Door to the Next Generation of Nickel Mines
Source: J. Alec Gimurtu of The Mining Report  (2/11/14)
Nickel prices have been weak, but the recent Indonesian government announcement banning ore shipments outside the country may be the shock that reverses the trend. In this interview with The Mining Report, Mark Selby, Interim CEO of Royal Nickel Corp., walks through his analysis that indicates nickel price increases and inventory reductions are imminent, while demand continues to grow and over a quarter of global mine supply is shut in. He considers nickel in 2014 one of the best commodity trades in a generation. To capitalize on this unique set of circumstances, Royal Nickel's Dumont Nickel Project follows the path of other large-reserve, large-scale mines in the copper and gold sectors that have changed the mining industry and made early investors fortunes. More >

Gold Idol: Killian Charles' Search for the Next Mining Superstar
Source: Brian Sylvester of The Gold Report  (2/10/14)
Killian Charles, a mining analyst with Industrial Alliance Securities in Montreal, was tired of hearing how gold companies were doomed to failure because of the listless gold price. So he started "auditioning" companies for Gold Idol. In this interview with The Gold Report, Charles talks about what attributes got companies through to the next round and what got them sent home. More >

The Best Biotech Takeover Targets for 2014
Source: Kyle Anderson, Money Morning  (2/10/14)
"Large-cap pharmaceutical companies, instead of starting from scratch on a new patent, want an easier and more effective way to replace their lost "cash-cow" revenue. They will look to acquire biotech companies—and their phase 2 or phase 3 drugs." More >

Fight China's Smog with Ethanol, Says Chen Lin
Source: Peter Byrne of The Energy Report  (2/6/14)
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names. More >

Do Away with the Pill-A-Day Biotech Model: Steve Brozak
Source: George S. Mack of The Life Sciences Report  (2/6/14)
The U.S. healthcare system is untenable, says Steve Brozak, president of WBB Securities. The solution-oriented Brozak is on the hunt for biotech and medical device companies that fit a new paradigm, in which budgets are restrained and companies generate curative therapies for unmet needs. In this interview with The Life Sciences Report, Brozak takes aim at a broken system and lists ten problem-solving companies that can adapt to the changes he believes must take place for healthcare to be profitable and productive. A bonus: These companies can also add vigor to investment portfolios. More >

Legendary Geologist Brent Cook Shares His Rules for Weeding Out Flaky Companies
Source: JT Long of The Gold Report  (2/5/14)
If now is the time to accumulate deeply discounted companies with strong fundamentals in advance of a hot junior market in 2015, how can an investor tell if a company is a black hole or a shining star? Exploration Insights Publisher Brent Cook shines a light on the all-important due diligence process in this interview with The Gold Report and gives seven examples of companies that pass his litmus test.
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