Streetwise Articles
Reap Biotech Profits from Overlooked Spaces: Alan Carr
Source: George S. Mack, The Life Sciences Report (6/7/12)
Within the investment community, the story goes that new antibiotics can't generate big profits and central nervous system (CNS) drugs are too difficult to develop. Investors worry they could be throwing good money after bad. Senior Biotechnology Analyst Alan Carr of Needham & Company refutes these tales and believes that product differentiation provides the formula for success. In this exclusive interview with
The Life Sciences Report,
Carr shares his deep industry knowledge and renders his very best ideas in the CNS, antibiotic, antiviral and metabolic spaces.
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A Major Uranium Supply Gap Is Looming: Ed Sterck
Source: Padma Nagappan of The Energy Report (6/7/12)
With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
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The Best Oil ETFs for Any Move in Crude
Source: Larry D. Spears, Money Morning (6/7/12)
"Oil price estimates range from a fairly conservative average of $104/bbl, as forecast by the EIA, to a turmoil-driven $200/bbl. Either one represents a substantial profit opportunity for energy bulls."
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Gold and Silver Update: Looking Ahead
Source: Peter Degraaf (6/7/12)
"Fundamentals are supporting the current bull market in the metals, as central banks are adding to the money supply at double-digit rates. The technical indicators, along with seasonal indicators, are pointing to a resumption of the bull market."
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Is the Table Set for a Mania in Precious Metals?
Source: Jeff Clark, Casey Research (6/7/12)
"A mania in gold and gold stocks is the likely result of the absolute balloon in government debt, deficit spending and money printing."
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Gold's Second-Half Performance Dependent on QE
Source: Bob Kirtley, SK Options Trading (6/7/12)
"We expect politicians and central bankers to turn to quantitative easing as their 'get out of jail' card and this will propel gold to the $2,000/oz level before the end of the year."
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House Votes to Repeal Medical Device Tax
Source: Washington Post, Ed O'Keefe (6/7/12)
"The Health Care Cost Reduction Act of 2012 would repeal a 2.3% excise tax on gross sales receipts in excess of $5M for manufacturers and importers of certain medical devices, including defibrillators, pacemakers and prosthetic limbs. Congressional budget officials estimate that the tax would raise nearly $30B in revenue between 2013 and 2022."
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The End of Cheap Everything: Ron Hera
Source: Brian Sylvester of The Gold Report (6/6/12)
For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.
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Bear Channel Broken for Gold
Source: Ben Traynor, BullionVault (6/6/12)
"U.S. dollar gold prices climbed to a one-month high at $1,640/oz ahead of Wednesday's U.S. session, a gain of more than 7% from May's low, while stocks, commodities and the euro also ticked higher and major government bond prices fell."
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Adrian Day: Gold Liquidation Phase Winding Down
Source: Kitco, Allen Sykora (6/6/12)
"Money Manager Adrian Day figures the liquidation phase in gold has about run its course and the metal may be about to get a boost from looser monetary policies around the world."
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Gold Bugs Defy Bear-Market Threat with Soros Buying
Source: Bloomberg, Nicholas Larkin and Debarati Roy (6/6/12)
"Billionaire George Soros bought more in the first quarter and hedge-fund manager John Paulson held on to the biggest stake in the SPDR Gold Trust, the largest exchange-traded product backed by bullion, Securities and Exchange Commission filings show."
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New Technique Offers Better Understanding of Human Tissues
Source: ScienceDaily (6/6/12)
"The study is one of the first to explore how this technology, called bimodal dual AC mode microscopy, can improve our understanding of human tissues and biomaterials."
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New AMA Chief: No Chaos with Court's Health Ruling
Source: Associated Press, Lindsey Tanner (6/6/12)
"The AMA has supported Obama's health overhaul, though a vocal contingent of doctor-members has urged the group to back off that stance."
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On Jelly Donuts and Gold
Source: Eric Fry, The Daily Reckoning (6/6/12)
"Gold is not merely a great thing to own amidst extreme circumstances. It can also be a great thing to own amidst merely marginal circumstances, for example, if you happen to be living during the tail end of one of the most powerful, world-dominating economic expansions in human history. . .rather than at the beginning of it."
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Gold Standard, Gold Futures and Perception Management
Source: James West, The Midas Letter (6/6/12)
"Gold is the buy for the long term. Gut-wrenching plunges in the price should be expected and ignored, except perhaps to buy more on such dips."
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Gold: A Modest Proposal
Source: Paul Tustain, BullionVault (6/6/12)
"For the time being, London remains the world center for professional bullion trading, thanks to its time-zone advantage and its unique infrastructure and expertise. Gold bullion turnover in the London market averages more than $240B per day."
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Six Biotech Stocks Riding the Baby Boomer Wave
Source: Diane Alter, Money Morning (6/6/12)
"While no one has discovered a cure for Alzheimer's, cancer, Parkinson's or other ailments that come along with old age, several biotech companies are racing to cure a long list of diseases and disorders. The prospects are daunting but the possibilities in the biotech field are literally endless, for patients and investors alike."
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Japan's 2012 Summer Oil Demand for Power to Hit 10-Year High
Source: Takeo Kumagai and Hector Forster, Platts (6/6/12)
"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation."
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Beware of False Claims About Rare Earth Metals: Bob Wolf
Source: Alec Gimurtu, The Critical Metals Report (6/5/12)
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
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The One Mineral That Will Advance Our World
Source: Byron King, Penny Sleuth (6/5/12)
"The potential for graphene applications is endless. Cell phones and durable screens aren't the end of it. Battery technology could be immensely enhanced."
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Nuclear Power Has a Bright Future: Amir Adnani
Source: Brian Sylvester of The Energy Report (6/5/12)
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
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Nuclear Power the Way Forward: Climate Scientist
Source: The Australian, Michael Owen (6/5/12)
"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."
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Why I am Currently More Bullish Than Ever on Gold
Source: Jason Hamlin, Gold Stock Bull (6/5/12)
"It can be incredibly difficult to go against the herd. The most successful investors muster the courage to buy when everyone else is selling and sell when everyone else is buying."
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ASCO 2012: Finally, Progress Reported With Targeted Treatments for Lung Cancer
Source: Anette Breindl, BioWorld (6/5/12)
"While breast cancer's pink ribbons have become a cottage industry, many of lung cancer's victims—even if they are nonsmokers—are less enthusiastic about being the face of a disease that many people view as self-inflicted. But several presentations at this year's ASCO meeting suggested that scientists are beginning to make inroads into the disease, which kills more patients than breast, prostate and colorectal cancer combined."
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Have Gold, Silver and Mining Stocks Bottomed?
Source: Chris Vermeulen, The Oil and Gold Guy (6/5/12)
"We are seeing the U.S. Dollar Index futures start to roll over, while gold and silver futures are trying to form bottoms and build consolidation bases. If this is a major top in the dollar, then gold, silver, and gold miners are on sale as we speak."
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