Streetwise Articles
US Could Be Independent of Middle East Oil by 2035
Source: MarketWatch, Steve Gelsi (6/29/12)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
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Shale Oil Stocks Are Poised to Earn Investors Big Profits
Source: Don Miller, Money Morning (6/29/12)
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
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How to Profit from Hidden Medical Device Gems: Caroline Corner
Source: George S. Mack of The Life Sciences Report (6/28/12)
Innovation, efficacy and convenience are keys to success in medical devices and diagnostics. Put those elements together with underfollowed names and you have uncovered buried investment treasures. Medical technology research analyst Caroline Corner has assembled a short list of hidden jewels destined for incremental acceptance and then rapid uptake by physicians, clinics and hospitals. In this exclusive interview with The Life Sciences Report, Corner talks about her favorite small-cap companies, none of which are household names.
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Six Lithium Companies Chris Berry Likes
Source: The Energy Report Editors (6/28/12)
Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum.
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Supreme Court Upholds Healthcare Overhaul
Source: Russ Britt and Robert Schroeder, MarketWatch (6/28/12)
"The ruling sent hospital stocks soaring by near-double-digit figures, with industry leader HCA Holdings Inc. jumping by 10%, along with Health Management Associates Inc. Medicaid insurers also jumped on the news, with WellCare Health Plans Inc. up more than 9%."
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Abbreviated Approval Process for Biosimilars Survives in Supreme Court
Source: Genetic Engineering & Biotechnology News (6/28/12)
"A divided U.S. Supreme Court let stand the streamlined process for finally bringing biosimilar drugs to market. The act mandated the creation of an abbreviated approval pathway for biological products shown to be biosimilar to or interchangeable with an FDA-licensed biological reference product."
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Lithium Demand Will Spike: Daniela Desormeaux
Source: George S. Mack of The Energy Report (6/28/12)
Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium's demand timeline. In this exclusive interview with The Energy Report, Desormeaux highlights growth areas in the industry and explains why small-cap lithium producers will have room to compete with the big boys.
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Gold: Safe Haven or Risky Investment?
Source: Eric McWhinnie, Wall St. Cheat Sheet (6/28/12)
"Gold is an important financial asset that lacks counterparty and downgrade risk, making it the ideal safe haven. Some of the world's largest and most powerful organizations have already realized this."
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Device Industry Renews Efforts to Fight Tax
Source: Fierce Medical Devices, Mark Hollmer (6/28/12)
"The 2.3% excise tax on medical devices would have essentially been negated if the Supreme Court had overturned the healthcare law, but the 5–4 decision leaves the revenue measure in place."
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Follow the Majors to Find Investment Prospects: Brent Cook
Source: Sally Lowder of The Gold Report (6/27/12)
Taking part in the Cambridge World Resource Investment Conference, geologist and minerals maven Brent Cook, who also serves as Exploration Insights president, CEO, publisher and author, said he found more investors there looking for reasons to sell than to buy. In this exclusive interview with The Gold Report, he suggests that those who postpone buying decisions for too long risk missing the boat on some real "gems." Finding gems in the garbage takes serious due diligence; he advises investors to evaluate potential juniors the same way the majors do when they're hunting for companies whose assets will help replenish their dwindling reserves.
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Central Banks Still Adding to Reserves
Source: Ben Traynor, BullionVault (6/27/12)
"Daniel Brebner, head of metals research at Deutsche Bank, expects 'very steady buying by central banks' to continue, which 'should help gold prices from weakening too much.'"
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While Banks Crumble, the Next Leg Up for Gold Prices Draws Near
Source: Peter Krauth, Money Morning (6/27/12)
"In a surprise twist that only a few years ago would have been considered preposterous, the Basel Committee for Bank Supervision is entertaining whether gold should qualify as a full-fledged Tier 1 capital asset."
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Strategist Nenner: Charts Indicate Gold Will Soar to $2,500/oz
Source: Money News, Dan Weil (6/27/12)
"The bull market for gold will ultimately resume and push the precious metal to $2,500/oz, says independent strategist Charles Nenner."
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The Gold Series: Mining and Supply
Source: Visual Capitalist (6/27/12)
"There are three distinct streams that make up supply: official sales, recycled gold and mine production."
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GAIN Act Should Benefit Antibiotic Makers
Source: Seeking Alpha, Jason Napodano (6/27/12)
"The bill was designed to accelerate reviews of novel drugs for infectious diseases, to mandate electronic NDA submissions and to improve communications between manufacturers and the FDA to prevent drug shortages."
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How a Crude Oil Prices Slump Could Bury these Countries
Source: Jonathan Yates, Money Morning (6/27/12)
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."
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What the Price of Gas Tells Us
Source: Frank Holmes, U.S. Global Investors (6/27/12)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
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Natural Gas Gold Rush: Is Your State Next?
Source: USA Today, Dan Vergano (6/27/12)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
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Gold, Silver and the 'Black Hole of Deflation,' Part 2
Source: Julian Phillips, Gold Forecaster (6/27/12)
"Gold and silver performed their age-old role of broadly 'measuring' and holding 'value' during these tempestuous times, and will do so in the future."
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Why We Are Certain that Gold Producers Will Soar
Source: Jeff Clark, Casey Research (6/27/12)
"Gold stocks do respond when gold goes higher and gold is going higher because of completely unsustainable fiscal and monetary actions of governments all around the world."
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Do the Charts Say Gold Is Ready to Take Off?
Source: Ira Epstein, The Linn Group (6/27/12)
"Seasonally speaking, gold leaves the current 'weak' seasonal time frame it's now in and begins to gather strength into year-end."
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Here Comes the Hyper-Inflationary Bailout Endgame
Source: James West, Midas Letter (6/27/12)
"The fact that the only option is to fabricate money in one way shape or form is fundamentally positive for gold, but unfortunately, due to the high degree of government-sponsored manipulation in precious metals markets, a rising gold price cannot be expected until the apparatus that supports such market interference is somehow defeated."
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Gold Miners' Low Correlation to Gold: Are They Cheap Enough Yet?
Source: Seeking Alpha, Richard Bloch (6/27/12)
"It's not exactly a well-kept secret that shares of gold mining stocks haven't kept pace with the price of gold. But it's just kind of odd that so many of the miners share some similar pricing characteristics."
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Investments Worth Their Weight in Graphite: Glen Jones
Source: Brian Sylvester of The Critical Metals Report (6/26/12)
Graphite is the "it" mineral of the moment, but as an investment space it remains largely misunderstood. In this exclusive interview with The Critical Metals Report, Glen Jones, executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively to protect against loss, and names some of his favorite projects that may serve as a jumping-off point for the graphite-curious.
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Look for High-Growth Oil and Gas Juniors: Josh Young
Source: Alec Gimurtu of The Energy Report (6/26/12)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
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