Streetwise Articles
The German Renewable Revolution
Source: Kent Moors, Money Morning (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
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Gold Mining in West Africa Promises Growth: Mark Lackey
Source: Brian Sylvester of The Gold Report (3/19/12)
Mark Lackey, chief investment strategist with Pope & Company, sees particular promise among small-cap gold equities in West Africa. Burkina Faso and Mali offer good topography and stable, democratically elected governments with little interest in economic nationalism. Given Lackey's view that gold will float between $1,600 and $1,800/ounce this year, he says in this exclusive Gold Report interview that now might be a good time for investors to look to Africa for upside potential.
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Europe's QE3 Will Boost Gold and Silver
Source: Jeb Handwerger, Gold Stock Trades (3/19/12)
"Eventually, investors will realize that the monetary metals can do well in both a deflationary risk-off environment as well as an inflationary risk-on environment and the trend will turn significantly higher as it has for the past decade."
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Precious Metals Are Decoupling from the Stock Market
Source: Jordan Roy-Byrne, The Daily Gold (3/19/12)
"The S&P 500 is nearing resistance and the precious metals sector is testing its December low. A successful retest of the low in many markets (juniors, metals, silver stocks) should be a signal that the market has confirmed its bottom."
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Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity."
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Good as Gold!
Source: Guiseppi Borelli, The Unpunctured Cycle (3/19/12)
"Everyone is afraid of gold right now and the media is doing its best to stoke that fire, but now is the time to buy."
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PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
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Gold, Silver, Oil and the Fear Index Trends
Source: Chris Vermeulen, The Gold and Oil Guy (3/18/12)
"Gold will look bullish around $1,600/oz, gold miners (GDX) around $48/share, and silver around $30/oz, but we need to see one more wave of strong distribution selling for that to take place."
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Officials Keen to Make Region a Center for Aviation Biofuels
Source: Seattle Times, Kyong Song (3/17/12)
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
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Canada Sees Mining Resurgence: Scott Jobin-Bevans
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/16/12)
Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.
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When to Acquire Silver, the Metal of Emperors?
Source: Bob Kirtley, SK Options Trading (3/16/12)
"To meet demand, silver suppliers have had to run down their stockpiles. However, this solution has only a limited time scale before it becomes depleted, thus limiting the supply and forcing prices up."
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Another Healthy Correction for Gold and Silver
Source: Jason Hamlin, Gold Stock Bull (3/16/12)
"I am convinced that gold and silver will eclipse their previous inflation-adjusted highs before this bull market is over."
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Wanted! Bearish Gold Bulls
Source: Adrian Ash, BullionVault (3/16/12)
"Overall, since gold prices began to move freely in the late 1960s, the metal has moved in the same direction as stocks, on a quarterly basis, for roundabout half of the time. It's gone in the other direction to stocks for pretty much the other half of the time, making gold uncorrelated in total."
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Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
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Choose Medical Technology Stocks Carefully: William Plovanic
Source: George S. Mack of The Life Sciences Report (3/15/12)
The dart board will not help in picking medical technology stocks. Analyst and Managing Director William Plovanic of Canaccord Genuity focuses on the musculoskeletal/orthopedic sector, which is sensitive to factors beyond just the unmet needs of patients. Economic and regulatory dynamics make it difficult to predict growth in medtech, but in this exclusive interview with The Life Sciences Report, veteran analyst Plovanic delivers both ideas and names that could generate excellent returns for investors.
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Barron's Gold Mining Index to Double over the Next Couple of Years?
Source: Hubert Moolman (3/15/12)
"It was not until almost the end of the bull market in 1979 that the gold stocks really started to take off. Those who think gold stocks will not rise during this bull market will be disappointed."
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What's Driving Gold, Silver Prices?
Source: Julian Phillips, Gold Forecaster (3/15/12)
"With all the easily reached and exploited gold deposits having been mined out in the last century, miners are seeing costs jump inordinately; however, with the prospect of higher gold prices, even the far-flung deposits are becoming profitable."
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Special Report: The Next Golden Age for Cambodia?
Source: Thom Calandra for The Gold Report (3/14/12)
Journalist Thom Calandra recently returned from a tour of mining activities in Cambodia and filed this exclusive report with The Gold Report. Calandra came away from nine days in Cambodia thinking that by late 2013, the extent of identified gold reserves in this Southeast Asian country could rival Cambodia's abundance of Buddhist temples, rubber plantations, cashew trees and cassava farms.
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Some of the Biggest Silver Bulls in the Herd Speak Up
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/14/12)
As the silver space picks up momentum and grabs attention, it's taken on a decidedly Latin look. That's evident from The Gold Report's conversations with a handful of executives whose companies stand out among south-of-the-border silver producers. Sharing their opinions, insights and perspectives in our "virtual roundtable" are Ross Beaty, chairman of Pan American Silver Corp.; Mike Callahan, president of Silvermex Resources Ltd.; Jorge Alberto Ganoza Durant, president and CEO of Fortuna Silver Mines Inc.; and Lenic Rodriguez, president and CEO of Aurcana Corporation. Also joining the party is Brent Cook, familiar to The Gold Report readers as the renowned exploration analyst and geologist who produces the weekly Exploration Insights newsletter.
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Risks Challenging Latin American Miners
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/14/12)
Mining companies face risks in Latin America, from nationalization to skilled labor shortages. The Gold Report sat down with several mining executives whose companies stand out among south-of-the-border silver producers. Sharing their thoughts in our "virtual roundtable" are Ross Beaty, chairman of Pan American Silver Corp.; Mike Callahan, president of Silvermex Resources Ltd.; Jorge Alberto Ganoza Durant, president and CEO of Fortuna Silver Mines Inc.; and Lenic Rodriguez, president and CEO of Aurcana Corporation.
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From Landfills to Lamborghinis: The Future of Biofuels
Source: The Guardian, Damian Carrington (3/14/12)
"The biofuels industry reckons household and office rubbish will be the most promising source for biofuels in 2012."
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Rising Fuel Costs and the Next Revolution
Source: Clif Droke, Gold Strategies Review (3/14/12)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
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The Challenge of US Energy Self-Sufficiency
Source: Kent Moors, Money Morning (3/14/12)
"U.S. oil production is rising quickly, more than offsetting the prognostications of an accelerating decline in extraction levels. But it is where this volume is coming from that provides the key to where things are heading in the future: Unconventional sources."
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Figuring Out Gold's Peak
Source: Adrian Ash, BullionVault (3/14/12)
"Just how long might gold owners wait to see gold get back to its peak? To date, the 21st century bull market has enjoyed seven breathers longer than this one so far."
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Investment in Indian Gold ETFs Soaring
Source: Shivom Seth, Mineweb (3/14/12)
"Investors in India have ratcheted up their purchases in exchange-traded funds that aim to track the price of gold. For the month of February, gold ETF assets under management in India soared to 97.95B rupees (US$1.96B), up 161% from a year ago."
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