Streetwise Articles
Canadian Oil to Support Market Growth: Bill Bonner
Source: George Mack of The Energy Report (12/15/11)
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
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Bargain Time in Gold and Silver
Source: Jeb Handwerger (12/15/11)
"Precious metals and the miners are underperforming the U.S. dollar and long term treasuries and have made a bearish technical turn momentarily. However, our gold and silver selections are pulling back in a volatile correction and may soon be reaching support levels as silver and the miners test their 2011 low and gold pulls back to its July 2011 breakout after making record gains in both 2009 and 2010."
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The Changing Nature of Global Gas Projects
Source: Kent Moors, Money Morning (12/14/11)
"The age of 'spot' market prices in the gas sector is rapidly approaching, and it's about to change the way the markets operate for everyone involved. Thus, it's increasingly necessary to estimate worldwide gas prospects in order to determine effective price levels."
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Balancing Small Silver with Big Payoffs: David Morgan
Source: Brian Sylvester of The Gold Report (12/14/11)
David Morgan, publisher of Silver Investor, likes the balanced risk and growth that midtier companies provide, but even he can't resist the pull of having a speculative pick pay off. In this exclusive interview with The Gold Report, Morgan talks about the tenets he lives by when investing in mining companies, be they small-cap or midtier or billion dollar companies.
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200-Day Average Highly Significant for Gold as Liquidation & Caution Drive New 7-Week Low
Source: Adrian Ash, Bullion Vault (12/14/11)
"Dollar investors saw the price to buy gold dip below $1,624/oz, down over 5% from last weekend, as copper prices sank to a 2-week low and silver prices fell to their lowest point in 10 weeks, dropping through the $30/oz-level first seen in November 2010."
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Gold Also Glitters During Deflations
Source: American Institute for Economic Research (12/14/11)
"AIER analysis: Gold's purchasing power increased by an average of 31% across 15 deflationary periods."
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Australian Uranium Exports to India Gather Steam
Source: Shivom Seth, Mineweb (12/14/11)
"With the Australian governing Labor party having voted to overturn its long-standing ban on exporting uranium to India, the nation's strategic ties with India are set to benefit."
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The ABCs of Re-hypothecation in Gold and Securities Markets
Source: Kevin Brekke, Casey Research (12/14/11)
"Re-hypothecation is when a broker reuses customer-pledged collateral to back the broker's own trades and borrowings. Using the same collateral to support two separate borrowing transactions is obviously a risky tactic."
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Rare Earth Mining Innovations: Anthony Mariano
Source: Sally Lowder of The Critical Metals Report (12/13/11)
The worldwide hunt for new sources of critical metals has some miners hitting the beach, tapping sand and river placer deposits in search of naturally processed minerals. In this exclusive interview with The Critical Metals Report, internationally renowned scientist and rare earth expert Anthony Mariano discusses several innovative projects that could shift the direction of the rare earth industry.
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The Uranium Industry Is Alive and Well: David Talbot
Source: George Mack of The Energy Report (12/13/11)
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
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Major U.S. Land Sale Offers a New Approach for Nevada Mining, Geothermal Development
Source: Dorothy Kosich, Mineweb (12/13/11)
"A huge swath of privately owned land and mineral rights along the main highway corridor serving Nevada's major mining districts is now being marketed to both major and junior mining companies by a single landowner focused on mining and geothermal leases and development."
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Why the Smart Guys Are Buying Uranium Miners
Source: Jeb Handwerger, Gold Stock Trades (12/13/11)
"Russia and the U.S. have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Our ongoing faith in nuclear energy's future continues to be upheld."
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Gold Could Correct Under $1,600/oz
Source: Nu Yu, Resource Investor (12/13/11)
"The time has come to re-reevaluate the fundamentals, reality and risks for gold and silver."
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Gold Stocks: Still a Bargain
Source: Jeff Clark, Casey Research (12/13/11)
"Gold has doubled in price over the past three years while costs have not kept up, dramatically increasing the intrinsic value of a reasonably well-run gold producer."
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Are Central or Commercial Banks Lending or Selling Gold?
Source: Julian Phillips, The Gold Forecaster (12/13/11)
"The big feature of last week’s decline in the gold price has been the lending of gold into the market. Commercial banks could have been doing it, but there is evidence in the past that central banks have leased gold to cap the gold price and bring it down."
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US Real Interest Rates Indicate Gold Slightly Undervalued
Source: Sam Kirtley, SK Options Trading (12/13/11)
"We see little downside in gold looking forward. More than likely we will see a rally in the coming months as a result of U.S. real rates dropping."
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Year-End Buying Opportunities Abound in Mining Stocks: Louis James
Source: Zig Lambo of The Gold Report (12/12/11)
Christmas sales are not just for retail shoppers. Tax selling season is here, and one man's stock loss may be another man's super bargain opportunity. In this exclusive interview with The Gold Report, Casey Research Master of Metals Louis James talks about year-end investment strategies in the current market environment, factors to consider next year as the global economic situation may affect precious metals and mining stocks and some of his current year-end favorites.
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You Can't Print More Gold
Source: Frank Holmes, U.S. Global Investors (12/12/11)
Latest estimates predict global central banks will purchase between 475–500 tons of gold in 2011. This amount of capital flowing into gold has the potential to push prices up a level in 2012.
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Place These Rare Earth Metals on Your Watch List
Source: Shae Smith, Money Morning, (12/12/11)
"While some rare earth mines are stand-alone mines, metals such as tellurium and gallium are mined as by-products.If copper, aluminum or zinc projects become uneconomical, that would likely mean a price spike for these rare metals."
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First US Gold Coin Sold for Record $7.4M
Source: Lawrence Williams, Mineweb (12/12/11)
"'Not only is this the highest-valued gold coin in the world, but it is also one of the most iconic pieces in all of numismatics. It is not a stretch to call this the holy grail of all collectible gold coins.'"
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Deck the Halls with MLP Equity
Source: Hinds Howard, MLP HINDSight (12/10/11)
"Another week, another billion dollars of MLP equity issued. MLPs had a decent week, continuing the recent trend of barely flinching in response to mountains of new paper."
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Top African Gold Prospects: Brock Salier
Source: Brian Sylvester of The Gold Report (12/9/11)
Brock Salier, a mining analyst with GMP Securities Europe, sees plenty of gold coming out of Africa in the coming months and years. In this exclusive Gold Report interview, he says increasing political stability, good geological prospects and governmental recognition of the benefits of mining operations are reasons to look there for growth.
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Gold Price Outlook 2012: Miners Will Shine as Prices Soar
Source: Peter Krauth, Money Morning (12/9/11)
"Besides the fact that gold stocks are set to charge upward, just based on their need to catch up to gold, we are entering the strongest time of the year for gold stock advances."
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Gold, Silver Pullbacks in Perspective
Source: Jeff Clark, Casey Research (12/9/11)
"The current 15.6% gold decline, while considered a 'major' correction, is not out of the ordinary, particularly following the late summer spike. And after each big selloff, there was a price consolidation phase that in every instance led to higher prices."
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Three Criteria for EU QE and Why It Would Be Explosive for Gold
Source: Geoff Candy, Mineweb (12/9/11)
"Gold prices jumped on the European Central Bank's announcement of policy easing, but fell back after Mario Draghi, the president of the ECB, said it would not act as a lender of last resort."
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