Streetwise Articles
Early Third-Party Testing Benefits Medical Devices Producers
Source: Today's Medical Developments, Pam Streed (4/2/12)
"Early engagement of third-party testing partner yields significant benefits to medical device manufacturers."
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Personal Gene Mapping Has Its Limits
Source: HealthDay, Amanda Gardner (4/2/12)
"The costs of whole genome sequencing are plummeting, making the test more accessible to more people, yet the ability of the test to provide useful information to patients has not been studied quantitatively."
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Chasing Cheaper Cancer Drugs
Source: Reuters, Ben Hirschler (4/2/12)
"A new model that takes advantage of the highly specific nature of modern targeted therapies could slash drug development timelines and costs."
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Why Graphite Stocks May Continue To Outperform In 2012
Source: Jeb Handwerger, Gold Stock Trades (4/2/12)
"Graphite is rapidly earning a new recognition as a component in the latest clean energy technologies such as the lithium-ion battery, fuel cells, pebble bed nuclear reactors and vanadium-redox batteries."
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Did Gold Stocks Bottom Last Week?
Source: Jordan Roy-Byrne, The Daily Gold (4/1/12)
"Considering the extreme negative sentiment and our technical work, we believe the market made an important long-term low last week."
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Orphan Drugs: Small Is the New Big
Source: Medical Marketing & Media Deborah Weinstein (4/1/12)
"Big Pharma is used to thinking big, but more and more companies are turning to the rare diseases category and to conditions that affect patient groups with populations less than than some small towns."
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Mining Stocks Approach Most Oversold Level Since Start of Bull Market
Source: Jason Hamlin, Gold Stock Bull (3/31/12)
"Mining stocks have been outperforming the S&P 500 over time, with the expected volatility mostly confined within the upward-sloping trend channel."
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Gold Blossoming in Colombia: Paul Harris
Source: Brian Sylvester of The Gold Report (3/30/12)
Impressed by Colombia as a country and as a setting for exciting mining and geological opportunities, Paul Harris relocated from England, by way of Chile, and hasn't looked back. In an exclusive interview with The Gold Report, the publisher of the Colombia Gold Letter offers hope for the near future.
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Gold Heads for Gains
Source: Ben Traynor, BullionVault (3/30/12)
"Heading toward the end of the first quarter of the year, gold bullion prices looked set to record their highest ever quarter-end London Fix of in dollars, euros and sterling. However, most of the net gains in gold and silver came in the first week of January."
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Should Investors Activate Gold and Silver Airbags?
Source: Eric McWhinnie, Wall St. Cheat Sheet (3/30/12)
"Investors looking to protect and diversify themselves against the current global financial system should strongly consider deploying gold and silver airbags."
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Will India Stop Buying Gold?
Source: Jeff Clark, Casey Research (3/30/12)
"Even with the increase in the price of gold, people have not stopped buying. Part of this is cultural: Wearing gold jewelry in a wedding is a longstanding custom in India and will not change regardless of price."
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Gold Juniors to Explode?
Source: Scott Wright, Zeal Intelligence (3/30/12)
"Gold stocks are overdue for a shift in sentiment, and when the bids start coming in they ought to explode to the upside. When this happens, those brave enough to buy the juniors will need to tighten their seatbelts for an exhilarating ride."
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Profit from the High-Liquid Montney Play
Source: Resource Clips, Joel Chury (3/30/12)
"Situated primarily on the Alberta side of the Montney field, Bigstone is drawing attention for its high-liquid content and has attracted small- and mid-cap players."
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Nat Gas Inventory in Record Territory
Source: Zacks Equity Research (3/30/12)
"Gas stocks, currently some 59% above the benchmark five-year average levels, are at their highest point for this time of the year, reflecting low demand amid robust onshore output."
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Oil and Gas: A Tale of Two Prices
Source: Kent Moors, Money Morning (3/30/12)
"How can the price of oil be declining, yet the price of gasoline remain so high?"
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FDA Issues New Guidance Considerations for Medical Device Approval Decisions
Source: Infection Control Today (3/30/12)
"The Food and Drug Administration has published first-of-kind guidance for medical device manufacturers, describing how the benefits and risks of certain medical devices are considered during pre-market review."
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How to Play the Cleantech Energy Boom: Pavel Molchanov
Source: Zig Lambo of The Energy Report (3/29/12)
With ever-higher oil prices encouraging record investment interest, the cleantech energy sector looks poised for leaps and bounds. The most successful investors will be those who understand the challenges facing not only different industry segments, but individual companies within the same segment. In this exclusive interview with The Energy Report, Raymond James Energy Analyst Pavel Molchanov explains the four principal areas that comprise the cleantech arena—wind, solar, smart grid technology and biofuels—focusing on case-by-case investability. He also shares some names that just might be the next big winners in this rapidly developing space.
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Sharpen Your Medtech Investing Edge with Genomics, Imaging and Diversified Supplies: Junaid Husain
Source: George S. Mack of The Life Sciences Report (3/29/12)
Medical supplies and diagnostics may not sound exciting, but recurring revenue is key to restful nights and steady growth. Dougherty & Company Vice President and Senior Medical Technology Analyst Junaid Husain has a rule-based approach for selecting winners. In this exclusive interview with The Life Sciences Report, he offers his best ideas and the logic behind them.
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The Truth About $6 Gas, $200 Oil and the Quest for Energy Independence
Source: Jason Simpkins, Money Morning (3/29/12)
"Current oil supplies already exceed global demand by 1-2 Mmbl/d, but in 'crisis mode,' retail cost is set by the price of the most expensive next available barrel."
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Tension Mounts as the Focus Turns to Bernanke and QE3's Possibility
Source: Tom Cleveland, ForexTraders (3/29/12)
"What are the current prospects for QE3? Gold, stocks, and the euro would surely benefit from any hint that more easing in the U.S. was definitely on the table."
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Martin Armstrong on the Sovereign Debt Crisis
Source: Ron Hera, Hera Research (3/29/12)
"It gets to a stage where it doesn't matter if you use conch shells for money or gold. There is no fiscal responsibility in government. We have to eliminate the core problem and eliminate government borrowing except in time of war."
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The WTO Rare Earths Trade Dispute: An Analysis
Source: Gareth Hatch, Resource Investor (3/29/12)
"What are the consequences of the various potential outcomes of the disputes, once they have been concluded, and what clues can a similar trade dispute in the past show us as to how things might actually turn out?"
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The Medical Device Tax? No Big Deal.
Source: Medical Device +Diagnostics Industry, Brian Buntz (3/29/12)
"There is a lot of price pressure in the medical device sector, acknowledged Pivot Medical's Julian Nikolchev at the Bay Area Biomedical Device Conference. 'But we have more than enough leeway.'"
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Great Values Among Battered Medical Technology Stocks
Source: George S. Mack, The Life Sciences Report (3/29/12)
No industry in the healthcare sector has been shrouded with more pessimism than medical technology. It would be easy to check off all the boxes on your list of gloomy headwinds, dust off your hands and find another story for your investible dollars. Starting in 2013 the medical device tax is slated to empty $20 billion (B) from the pockets of medtechs over 10 years, and there seems to be no respite from FDA's prolonged approval times and ever-increasing demands for additional data. Combine these annoyances with a recession hangover, and you've got a classic case of malaise. Senior Medical Technology Analyst Junaid Husain of Minneapolis-based investment bank Dougherty & Company told me all the news isn't bad, however. In fact, if you know what you're looking for, there are real actionable ideas on the table.. .
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Fatal Flaws and Opportunities in Gold Investing: Brent Cook
Source: Brian Sylvester of The Gold Report (3/28/12)
Brent Cook, editor of Exploration Insights, describes the past 15 years of change in gold, copper and iron. In this exclusive interview with The Gold Report, he shares what he sees as the fatal flaws and opportunities in this complex industry, details the most important factors he looks for before investing, and names companies he believes have the right stuff.
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