Small Uranium Equities Tempt Major Players: Rob Chang
Source: George S. Mack of The Energy Report  (5/8/12)
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers. More >

Straight Talk from The Graphite Express
Source: Brian Sylvester of The Critical Metals Report  (5/8/12)
In early May, the Graphite Express Conference rolled in to Toronto for a date with investors looking to punch a ticket to big returns. Twelve companies and two speakers made their pitch to roughly 300 investors at the Sheraton Center, curious to see if the graphite train would indeed pick up pace, and which companies look ready to jump aboard. More >

Junior Sector 'Primed for Consolidation'
Source: Kip Keen, Mineweb  (5/8/12)
"Though metal prices remain high, Haywood noted, investors continue to avoid the junior market. But Haywood concluded its junior market précis reasoning increased M&A activity may be on the horizon." More >

Will A Euro Breakup Boost Gold and Silver Prices?
Source: Jeb Handwerger, Gold Stock Trades  (5/8/12)
"We may see a new round of Euro uncertainty this summer, which could lead to the next leg higher in precious metals." More >

Natural Gas from the Black Sea: A Cause for Optimism
Source: John Roberts, Platts   (5/8/12)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year." More >

It's This Bad Because It's a Bottom: Eric Coffin
Source: Brian Sylvester of The Gold Report   (5/7/12)
Eric Coffin, editor and publisher of the Hard Rock Analyst newsletter, has never heard so much negativity from investors. "Everybody thinks the world is coming to an end," he tells The Gold Report. As a contrarian, all the doom and gloom tells him the market is about to pull out of its tailspin. In this exclusive interview, Coffin talks about the hard-hit juniors in the Yukon and why it's an area play he still believes in. More >

The End of the Debt Supercycle Draws Near: John Mauldin
Source: Karen Roche and JT Long of The Gold Report   (5/7/12)
Are developed nations across the globe at the precipice of oblivion? Yep, says pundit John Mauldin. Fresh after the announcement of a new joint venture with Casey Research and the conclusion of his own Strategic Investment Conference in Carlsbad, Mauldin spoke to The Gold Report. He believes that investors have a small window to save their investments from the end of the debt supercycle, but they'll have to move fast. More >

Warren Buffett and Charlie Munger Tag Team Gold
Source: Eric McWhinnie, Wall St. Cheat Sheet  (5/7/12)
"The United States and the Federal Reserve system holds more gold than any other country in the world." More >

Keeping the Decline in Gold Stocks in Perspective
Source: Jordan Roy-Byrne, The Daily Gold  (5/7/12)
"With the current low valuations and extreme negative sentiment combined with the strengthening real price of gold (which implies future margin increases), we have little worry that this sector will explode in the coming years." More >

Political Change Will Put Pressure on Gold and Silver Prices
Source: Bob Kirtley, SK Options Trading  (5/7/12)
"This is going to be a rather volatile week for investors, a time to wear your hard hat and exercise patience with your trading activities." More >

Derivative Manipulation Hits the Oil Market
Source: Kent Moors, Oil & Energy Investor  (5/7/12)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price." More >

Rick Rule: Gold Will Do Well as Fiat Currencies Are Debased
Source: Peter Krauth, Money Morning  (5/7/12)
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it." More >

Researchers Tap into the Final Frontier: The Sea
Source: Patricia F. Dimond, Genetic Engineering & Biotechnology News  (5/7/12)
"Currently, 13 therapeutic agents with marine origins are in clinical development." More >

Gold Is at or Very Near a Long-Term Bottom
Source: Toby Connor, Gold Scents  (5/7/12)
"As soon as Bernanke broke the dollar rally, gold lost all of its downside momentum. This has turned gold's B-wave decline into a mostly sideways consolidation for the last two months." More >

MLPs Float on Falling Tides
Source: Hinds Howard, MLP HINDSight  (5/7/12)
"The sky is not falling and MLPs held steady this week, with the MLP Index down just 0.6%." More >

The Dollar & Gold Have Eyes on Europe
Source: JW Jones, Options Trading Signals  (5/5/12)
"I remain a gold bull in the long term. However, in the short run the dollar has the potential to outperform gold under the right circumstances." More >

The Emperor is Naked: David Stockman
Source: Karen Roche and JT Long of The Gold Report  (5/4/12)
A "paralyzed" Federal Reserve Bank, in its "final days," held hostage by Wall Street "robots" trading in markets that are "artificially medicated" are just a few of the bleak observations shared by David Stockman, former Republican U.S. Congressman and director of the Office of Management and Budget. He is also a founding partner of Heartland Industrial Partners and the author of The Triumph of Politics: Why Reagan's Revolution Failed and the soon-to-be released The Great Deformation: How Crony Capitalism Corrupts Free Markets and Democracy. The Gold Report caught up with Stockman for this exclusive interview at the recent Recovery Reality Check conference. More >

The Case for Higher Gold Prices
Source: Diane Alter, Money Morning  (5/4/12)
"Commodities investor Peter Krauth believes gold prices will eventually hit $5,000/oz in a 'superspike.' And that could mean even sweeter returns for gold investors over the long haul." More >

Platinum in Desperate Need of a Game Changer
Source: Christy Filen, Mineweb  (5/4/12)
"Unless there is a real, game-changing shift in South African production, there is a danger of the structural surpluses now present in the platinum market becoming 'hardwired' into the system." More >

Apple Is a Want—Global Resources Are Needs
Source: Frank Holmes, U.S. Global Investors  (5/4/12)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet." More >

China Buys Gold. . .No Matter Who's Selling
Source: Eric Fry, The Daily Reckoning  (5/4/12)
"Someone is selling in size; someone is buying in size. That's what makes markets, as the saying goes. The seller in this case is very large and very sloppy, perhaps intentionally so. The buyer is also very large, but very patient and methodical. Trapped between these two powerful opposing market participants we find a 'range-bound' gold market." More >

Catalysts Move Drug and Medtech Stocks: Michael Hay and Jocelyn August
Source: George S. Mack, The Life Sciences Report   (5/3/12)
When studying stock charts it is not hard to see sharp spikes up and deep nosedives related to development milestones and setbacks in the life cycle of a drug or medtech company. The analysts at San Diego-based Sagient Research Systems have made a science out of following the regulatory and media events that can move stocks. In this exclusive interview with The Life Sciences Report, Sagient Vice President Michael Hay and Senior Analyst Jocelyn August demonstrate their expertise with actionable ideas and provide names of companies through which investors might reap profits. More >

An Oil and Gas Play-by-Play: Chen Lin
Source: The Energy Report Staff  (5/3/12)
Chen Lin isn't one for doom-and-gloom prophecies, nor is he particularly interested in energy-related political squabbles. As the title suggests, the publisher of What Is Chen Buying/Selling? is first and foremost a trader, and he's booked the profits to prove it. In this exclusive interview with The Energy Report, the ever practical Lin discusses where to look, when to buy and which names will have him coming back for more later this year. More >

Looking at Small Medtech and Biotech in Canada: Nick Waddell
Source: George S. Mack, The Life Sciences Report  (5/3/12)
Is there a developing Silicon Valley model in Canada? Not quite yet, but Publisher and Founding Editor Nick Waddell of the Vancouver-based Cantech Letter would like to see that happen. Meanwhile, he's looking for—and finding—exciting small- and micro-cap ideas as potential big returners. In this exclusive interview with The Life Sciences Report, Waddell discusses current favorite healthcare names that will surely surprise people who have not been looking North. More >

Catalytic Events Move Energy Stocks: Jocelyn August
Source: George S. Mack of The Energy Report  (5/3/12)
While high-volume stocks often seem to move on market momentum alone, small- and midcaps usually rise and fall in tandem with their own newsflow. Jocelyn August of Sagient Research Systems has found this to be true in the drug and medical device fields, on which the firm has long been focused, but it's just as applicable to the natural resources industries, including oil and gas. In this exclusive interview with The Energy Report, August discusses which looming catalysts may send a select group of energy stocks higher—or lower. More >