Streetwise Articles

Biotechs Urged to Weigh in as Supreme Court Considers Myriad
Source: Marie Powers, BioWorld (12/4/12)
"A high court that is decidedly unfriendly toward patent rights also could be leaning toward arguments by the American Civil Liberties Union, on behalf of the Association for Molecular Pathology, and amicus briefs filed by numerous citizens groups contending that patenting gene technology will halt the movement toward personalized medicine."
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Why Gold Prices Will Soar After Dec. 12
Source: David Zeiler, Money Morning (12/4/12)
"Deutsche Bank set a target of $2,000/oz for the first half of 2013, while Bank of America has projected gold prices at $2,400/oz by the end of 2014."
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Profiting from the Dismal State of Gold Miners and Explorers
Source: Brent Cook, Exploration Insights (12/4/12)
"Grassroots exploration by the juniors will be virtually dead next year (tough to raise money on concepts and soil anomalies) and aggressive drilling will be seriously curtailed (tough to raise money if you miss)."
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Put These Shale Oil Fields on Your Radar for Energy Profits
Source: Tony Daltorio, Money Morning (12/4/12)
"The shale oil fields in Oklahoma and South Dakota remain largely unknown to energy investors."
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Gold Remains in Long Run Uptrend
Source: Ben Traynor, BullionVault (12/3/12)
"Gold prices fell back below $1,715/oz Monday morning in London, more-or-less in line with where they were two weeks ago after failing to hold gains made during Asian trading."
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Rick Mills: Low-Cost Producers Trump Larger Mines in Costly Market
Source: Sally Lowder of The Gold Report (12/3/12)
Rick Mills isn't looking for huge producers with so much overhead that they can't profitably mine an ounce of gold. Instead, Mills, the publisher, editor and president of Aheadoftheherd.com, seeks out the smaller mines with low capital costs. That's where the money will be made in the next two years, he tells The Gold Report.
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Breakthrough Technologies Target Disease Diagnosis, the Blind and the Brain
Source: Michael Robinson, Money Morning (12/3/12)
"With optogenetics, researchers select cells in the brain they want to make sensitive to a particular light color. Then they use the light to tell precise regions of the brain to activate or not."
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China's Subsidies Give HREE Prices a Boost
Source: Stuart Burns, MetalMiner (12/3/12)
"Prices for heavy rare earths have not just stopped falling, but started moving up again."
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These Signs Point to Higher Oil Prices in 2013
Source: Ben Gersten, Money Morning (12/3/12)
"Positive manufacturing data from China, the hopes for a fiscal cliff resolution and a subsequent market rally, along with the ever-present risk of violence and chaos in the Middle East, are all sending oil prices higher."
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'Pipeline' Device Offers New Option for Difficult-to-Treat Brain Aneurysms
Source: Science Daily (12/3/12)
"The study reflects the increased emphasis on collecting post-marketing data on newly approved medical devices to see if the results in initial clinical experience are comparable to those in research trials."
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The Significant Impact of US Oil Production
Source: Frank Holmes, Frank Talk (12/3/12)
"To benefit from these rising trends in production, look to U.S. oil refiners—they have two distinct advantages."
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Miners Downsizing Capital Expenses for Smart Growth: Ralph Aldis and Brian Hicks
Source: Brian Sylvester of The Gold Report (11/30/12)
Smart companies are beginning to ignore analysts' insistence that production growth is always good, and to focus instead on growing their margins by lowering capital expenses. This is good news to U.S. Global Investors Inc.'s Brian Hicks, co-manager of the Global Resources Fund, and Ralph Aldis, senior mining analyst and portfolio manager of the Gold and Precious Metals Fund and World Precious Minerals Fund. Learn what kinds of companies attract the interest of these active managers in this Gold Report interview.
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Supreme Court Will Decide Whether Human Genes Are Patentable
Source: Bloomberg, Greg Stohr and Susan Decker (11/30/12)
"Biotechnology companies say they have been getting patents on genes for 30 years and can't attract investment dollars unless they can protect their research from competitors. The central legal question is whether isolated DNA is a product of nature and thus ineligible for patent protection."
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Testing, Testing: Analyst Kevin DeGeeter on Five Good Bets in Cancer Diagnostics
Source: George S. Mack of The Life Sciences Report (11/29/12)
Because margins in diagnostics and life sciences tools tend to decline over time, the industry is all about scale. The goal is either to develop novel products or tests with high profit potential, or to acquire them. Another strategy is to develop economies of scale through consolidation. In this interview with The Life Sciences Report, Kevin DeGeeter, senior analyst and director of healthcare research for Ladenburg Thalmann, has singled out five important companies with exciting business models or products.
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Lessons from the Liver Meeting: Sagient's John Tucker Names Companies that Could Reignite the Hepatitis C Industry
Source: George S. Mack of The Life Sciences Report (11/29/12)
The hepatitis C (HCV) market was white hot in 2011 and through the beginning of 2012, but investors have gotten the message that new HCV drugs are not going to rival cancer and cardiovascular drugs for profits. In this interview with The Life Sciences Report, analyst John Tucker of Sagient Research discusses a handful of stocks that could benefit from new, patient-friendly HCV therapies with enough revenue to propel shares upward.
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How to Pick Renewable Energy Stocks in Changing Markets: John McIlveen
Source: Zig Lambo of The Energy Report (11/29/12)
It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first.
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2013 Silver Price Forecast: Silver Will Perform Like Gold on Steroids
Source: Peter Krauth, Money Morning (11/29/12)
"For 2013, I think silver, like gold, will set a new all-time nominal price record, likely reaching as high as $54/oz."
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Personalized Diagnostic Medicine Coming of Age
Source: George S. Mack of The Life Sciences Report (11/29/12)
As little as a decade ago we were all thinking in terms of one blood draw being the be-all and end-all of diagnostics. With the first human genome sequenced, it would only require a panel of genetic, epigenetic, proteomic and small molecule metabolic markers. That was all we needed, we thought. Today it's clear that we got ahead of ourselves. Yes, the search is still on for the right biomarkers, but it’s going to be more about organizing the data and tying it together with history of present and past illness to render more definitive diagnostics. I spoke with Ladenburg Thalmann & Co. Director of Health Care Research Kevin DeGeeter about this very topic.
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Invest in the Great Progress of Hepatitis C
Source: George S. Mack of The Life Sciences Report (11/29/12)
There are a lot of drug candidates in company pipelines for hepatitis C (HCV). In fact, your head could spin as you recite the product code number and letter combinations. I spoke with Sagient Research Analyst John Tucker who had just gotten back from Boston where he attended the 63rd Annual Meeting of the American Association for the Study of Liver Diseases (AASLD), known as "The Liver Meeting." Of course the focus and buzz around the conference was the most recent developments surrounding HCV. "There has been tremendous progress in that particular area and a lot of interest in that progress," he says. "At the European Association for the Study of the Liver (EASL) meeting six months ago we really saw the first detailed presentations of treatment regimens without interferon, which is a very lengthy, uncomfortable and unpleasant process. This was an almost watershed moment at EASL."
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Paul van Eeden on Why Gold is Overvalued
Source: JT Long of The Gold Report (11/28/12)
Many goldbugs like gold as a hedge against Federal Reserve policies and high inflation. Paul van Eeden, president of Cranberry Capital, says he does not fear high inflation due to Fed policies. Van Eeden is a different kind of goldbug and in this interview with The Gold Report, he explains how his proprietary monetary measure, "The Actual Money Supply," is the reason why.
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Gold Stocks Approaching a Crossroads
Source: Jordan Roy-Byrne, The Daily Gold (11/28/12)
"Present conditions for gold miners have never been better. Rising costs are a problem but margins for the large unhedged producers are at bull-market highs."
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How Do the Chinese View the Gold Market?
Source: Jeff Clark, Casey Research (11/28/12)
"Since 2007, China's demand for gold has risen 27% per year. Its share of global demand doubled in the same time frame, from 10% to 21%. And this occurred while prices were rising."
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Will China's Trade Agenda Squeeze Fluorspar Supply?
Source: Peter Byrne of The Critical Metals Report (11/27/12)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies.
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Rick Rule: A Global Perspective on US Energy Independence
Source: Karen Roche of The Energy Report (11/27/12)
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
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Shale Gas Has Poland on Verge of Energy Boom
Source: Kent Moors, Oil & Energy Investor (11/27/12)
"Polish officials have committed to a rapid development of unconventional gas."
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