Streetwise Articles
Opportunities in Clean Mining: Dallas Kachan
Source: Brian Sylvester of The Critical Metals Report (3/13/12)
Cleantech companies are exploring—and exploiting—the connections between many sectors of the energy, infrastructure and other industrial markets. Dallas Kachan, principal of cleantech research and consulting firm Kachan & Co. in Vancouver, points to the emergence of "clean" mining as an important investment theme for 2012. In this exclusive interview with The Critical Metals Report, Kachan shares some companies using green techniques to improve their bottom lines.
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Uranium Markets Evolve: Geordie Mark
Source: George S. Mack of The Energy Report (3/13/12)
With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
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The Story Behind US Gas Price Pain
Source: Marin Katusa, Casey Research (3/13/12)
"With production up and demand down, the basics of supply and demand indicate that oil prices should be falling. Americans should be paying less at the pump. What gives?"
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What Commodity Bubble? Precious Metals, Rare Earth and Uranium Miners Rebound
Source: Jeb Handwerger, Gold Stock Trades (3/13/12)
"We are in the time interval of the first quarter, which is often a period of favorable seasonality. Hopefully, may this force be with us."
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Master Limited Partnerships: Yorkville's High Income MLP ETF Debuts
Source: ETF Daily News, Michael Johnson (3/13/12)
"The new ETF will seek to replicate an index that consists of Master Limited Partnerships (MLPs) generally engaged in the storage and transport of natural gas and petroleum-based fuels."
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Mexico's Silver Mines Shine: 'Mexico Mike' Kachanovsky
Source: Peter Byrne of The Gold Report (3/12/12)
Precious metals analyst "Mexico Mike" Kachanovsky, who opines on junior mining and exploration stocks at smartinvestment.ca, is bearish on the world economy, but bullish on mining stocks. Although he has seen a recent rise in narco-violence, in this exclusive interview with The Gold Report, Kachanovsky urges sensible investors to continue to look at firms exploring Mexican metal deposits because the upside is enormous.
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Aggressive Monetary Policy Makes Long-Term Gold Trend Broadly Positive
Source: Ben Traynor, BullionVault (3/12/12)
"The value of all commodity assets under management rebounded in January to $366.8B, equivalent to over 2% of U.S GDP, according to a report by French investment bank Societe Generale."
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How To Invest in LNG Shipping
Source: Keith Schaefer, Oil and Gas Investment Bulletin (3/11/12)
"Operating costs for these ships are as low as $14,000 per day. That's greater than a 90% margin for the best operators! How many companies—or sectors—can boast of that?"
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MLPs Natural Gassed Again
Source: Hinds Howard, MLP HINDSight (3/10/12)
"MLPs stagnated Thursday, as natural gas supply reports came in higher than expected."
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Golden Opportunities Abound Way Up in North Quebec: Eric Lemieux
Source: Zig Lambo of The Gold Report (3/9/12)
As a former exploration geologist and now a mining analyst for Laurentian Bank Securities, Eric Lemieux likes to walk the ground and see for himself the companies he researches. In this exclusive interview with The Gold Report, Lemieux brings us up-to-date on exploration activities in the James Bay and Northern Quebec areas of Canada. He also gives us a rundown on his latest picks for companies that hold good upside potential in this exciting exploration area.
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Gold Stocks: Tread Carefully
Source: Bob Kirtley, SK Trading Options (3/9/12)
"Junior explorers tend to rise on whether or not they have found gold, not in lock step with the gold price."
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Do Precious Metal Investors Believe QE Will Be Dialed Back?
Source: Eric McWhinnie, Wall St. Cheat Sheet (3/9/12)
"While it is not politically safe for the Fed to announce new quantitative easing programs, it will need to keep interest rates low to fund government debt."
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Time to Accumulate Gold and Silver
Source: Jeff Clark, Casey Research (3/9/12)
"Don't lose patience with, or confidence in, your gold holdings. What happens to the price over any short period of time is only one chapter in the book of this bull market, and we think you'll be happy by the time that last chapter is written."
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Gold's Inflation Issue
Source: Adrian Ash, BullionVault (3/9/12)
"So if or when strong inflation does show up, retained wealth will likely find it hard to resist buying gold, no doubt alongside industrial commodities, land and other hard assets, even after the last decade's myth-busting performance."
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Know Your Medtech Growth Drivers: Joanne Wuensch
Source: George S. Mack of The Life Sciences Report (3/8/12)
Medical technology has been stalled in a quagmire of regulation, lowered usage and a more tight-fisted health insurance environment, but Analyst and Managing Director Joanne Wuensch of BMO Capital Markets has identified a few ground-breaking technologies that will drive increasing cash flows in particular companies. In this exclusive interview with The Life Sciences Report, Wuensch delivers the names that will provide essential diversification while they return growth for investors.
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The Nuclear Revival: Mark Lackey
Source: Brian Sylvester of The Energy Report (3/8/12)
Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview.
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Gold Remains in Consolidation
Source: Jordan Roy-Byrne, The Daily Gold (3/8/12)
"Fear not, gold investor. You should appreciate these consolidations. They will make you a better investor. You will learn how to buy lows and not get excited near highs."
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Why the US Confiscated Gold in 1933; Can It Happen Again?
Source: Julian Phillips, Gold Forecaster (3/8/12)
"At no time during this century has the U.S. government recognized the right of private gold ownership."
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Gold Market Update
Source: Hubert Moolman (3/8/12)
"Gold just needs a trigger to launch it for the most spectacular rally since the late '70s. I believe that trigger is likely to be the crash (or decline) of the stock markets."
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Rare Earth Bull
Source: Jack Lifton, Resource Investor (3/8/12)
"Pundits keep hinting at a vast Chinese conspiracy to 'control' rare earths, but it is a natural consequence of market forces. So long as the lowest-cost REE products are obtained in China, the total supply chain and the focus of the industry will remain in China."
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Platform Hopping in the North Sea
Source: Kent Moors, Oil & Energy Investor (3/8/12)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
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Select Gold, Silver Mid Caps for Near-Term Action: Bo Chew
Source: Zig Lambo of The Gold Report (3/7/12)
With high market volatility, running a small fund like the Magna Opportunity Fund, which seeks to deliver exceptional returns, requires nimble management. In this exclusive interview with The Gold Report, Bo Chew tells us how he does it and what criteria he uses to select his fund's investments. In the process he drops quite a few names with good upside potential for investors to consider in the current market environment.
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The Face of Volatility
Source: Jeff Clark, Casey Research (3/7/12)
"Because current volatility has thus far been lower than what was experienced during the final phase of the 1970s bull market, we are not in a bubble, nor yet in the mania phase, and nowhere near the top."
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When to Be Greedy
Source: Guiseppi Borelli, The Unpunctured Cycle (3/7/12)
"Gold is perhaps the only market where greed and fear can work together. For years, I have tried to convince readers to buy dips and sit through the declines, but to little avail."
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PDAC Round-Up: The Low-Down on Gold Corrections, Canadian Regulators, Labor Shortages and Argentine Nationalization Rumors
Source: Brian Sylvester of The Gold Report (3/7/12)
Worried about the next correction in the gold price? Don't be, said Martin Murenbeeld, chief economist for the Dundee Companies, during a presentation at 80th annual Prospectors and Developers Association of Canada (PDAC) convention in Toronto.
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