Archives — November 2012 back to current month (111)
Smart companies are beginning to ignore analysts' insistence that production growth is always good, and to focus instead on growing their margins by lowering capital expenses. This is good news to U.S. Global Investors Inc.'s Brian Hicks, co-manager of the Global Resources Fund, and Ralph Aldis, senior mining analyst and portfolio manager of the Gold and Precious Metals Fund and World Precious Minerals Fund. Learn what kinds of companies attract the interest of these active managers in this Gold Report interview.
"Biotechnology companies say they have been getting patents on genes for 30 years and can't attract investment dollars unless they can protect their research from competitors. The central legal question is whether isolated DNA is a product of nature and thus ineligible for patent protection."
Because margins in diagnostics and life sciences tools tend to decline over time, the industry is all about scale. The goal is either to develop novel products or tests with high profit potential, or to acquire them. Another strategy is to develop economies of scale through consolidation. In this interview with The Life Sciences Report, Kevin DeGeeter, senior analyst and director of healthcare research for Ladenburg Thalmann, has singled out five important companies with exciting business models or products.
The hepatitis C (HCV) market was white hot in 2011 and through the beginning of 2012, but investors have gotten the message that new HCV drugs are not going to rival cancer and cardiovascular drugs for profits. In this interview with The Life Sciences Report, analyst John Tucker of Sagient Research discusses a handful of stocks that could benefit from new, patient-friendly HCV therapies with enough revenue to propel shares upward.
It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first.
"For 2013, I think silver, like gold, will set a new all-time nominal price record, likely reaching as high as $54/oz."
Personalized Diagnostic Medicine Coming of Age (11/29/2012)
As little as a decade ago we were all thinking in terms of one blood draw being the be-all and end-all of diagnostics. With the first human genome sequenced, it would only require a panel of genetic, epigenetic, proteomic and small molecule metabolic markers. That was all we needed, we thought. Today it's clear that we got ahead of ourselves. Yes, the search is still on for the right biomarkers, but it’s going to be more about organizing the data and tying it together with history of present and past illness to render more definitive diagnostics. I spoke with Ladenburg Thalmann & Co. Director of Health Care Research Kevin DeGeeter about this very topic.
Invest in the Great Progress of Hepatitis C (11/29/2012)
There are a lot of drug candidates in company pipelines for hepatitis C (HCV). In fact, your head could spin as you recite the product code number and letter combinations. I spoke with Sagient Research Analyst John Tucker who had just gotten back from Boston where he attended the 63rd Annual Meeting of the American Association for the Study of Liver Diseases (AASLD), known as "The Liver Meeting." Of course the focus and buzz around the conference was the most recent developments surrounding HCV. "There has been tremendous progress in that particular area and a lot of interest in that progress," he says. "At the European Association for the Study of the Liver (EASL) meeting six months ago we really saw the first detailed presentations of treatment regimens without interferon, which is a very lengthy, uncomfortable and unpleasant process. This was an almost watershed moment at EASL."
Paul van Eeden on Why Gold is Overvalued (11/28/2012)
Many goldbugs like gold as a hedge against Federal Reserve policies and high inflation. Paul van Eeden, president of Cranberry Capital, says he does not fear high inflation due to Fed policies. Van Eeden is a different kind of goldbug and in this interview with The Gold Report, he explains how his proprietary monetary measure, "The Actual Money Supply," is the reason why.
Gold Stocks Approaching a Crossroads (11/28/2012)
"Present conditions for gold miners have never been better. Rising costs are a problem but margins for the large unhedged producers are at bull-market highs."
How Do the Chinese View the Gold Market? (11/28/2012)
"Since 2007, China's demand for gold has risen 27% per year. Its share of global demand doubled in the same time frame, from 10% to 21%. And this occurred while prices were rising."
Will China's Trade Agenda Squeeze Fluorspar Supply? (11/27/2012)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies.
Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.
Shale Gas Has Poland on Verge of Energy Boom (11/27/2012)
"Polish officials have committed to a rapid development of unconventional gas."
The Red Queen Syndrome (11/27/2012)
"China has recently released its new energy plan and it effectively ends the pause on new nuclear construction."
Uranium Stocks to Benefit From Nuclear Resurgence (11/27/2012)
"Nuclear power is poised to make a comeback."
How to Play Your Gold Stocks Now (11/27/2012)
With the Fed, ECB and BOJ pulling stimulus rabbits out of the printing hat, and the UK, Switzerland and China all adding to their balance sheets, gold is headed a lot higher and will subsequently pull the stocks with it.
"Gilead Sciences is sprinting ahead with initial positive results from a Phase 3 study for what could be a first all-oral combination therapy for certain patients with chronic hepatitis C virus in the U.S."
Gold Prices Experience a 'V' Shaped Bounce (11/27/2012)
"The white-knuckle ride continues and volatility is the order of the day, which will continue to shake out the weaker hands, which in turn presents investors with another buying opportunity before this bull gains some traction and gold prices head north with some gusto."
In Search of the Next Bakken Shale Oil Field (11/27/2012)
"Even Alaska, already a vast oil producer, has large shale oil deposits ready to be exploited. Its North Slope shale formation may hold as much as 2 Bblb of oil."
Three Sharp Pencils in the Graphite Game (11/26/2012)
"Graphite is next in line for a commodity boom."
Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle.
Real Rates and Gold (11/26/2012)
"The inflation associated with negative real rates ignites gold price gains far exceeding that inflation."
"Pharmas have a five- to eight-year period to 'maximize the molecule' by translating their R&D programs into value in the marketplace or risk obsolescence. That's an area where biotechs can potentially enhance the return on investment, particularly in technologies such as therapeutic vaccines, stem cells and tissue replacement."
Is Genetically Modified Food Killing Us? (11/26/2012)
"Opinion papers like this—while not to be confused with conclusions resulting from solid research—are a critically important part of the scientific process. Professors Carman and Heinemann provide a very important public good in challenging the strength of the due diligence process for RNAi's use in agriculture."
FSD Drugs Advance as Women Push for Equal Access (11/26/2012)
"The market for female sexual dysfunction (FSD) drugs is believed larger than the market for male sexual dysfunction treatments (estimates range from $4-5B), since the percentage of women with FSD between ages 18 and 59 (43%, according to some studies) is higher than that for men (34%)."
The Huge Risk-Reward Scenario with East Africa Oil (11/25/2012)
"The new wealth being created by energy companies is a strong incentive for the different ethnic groups in East Africa to work together."
"The New England Journal of Medicine is not alone in featuring research sponsored in large part by drug companies—it has become a common practice that reflects the growing role of industry money in research."
Trouble Ahead in 2013? (11/23/2012)
"The Kress cycle outlook describes the coming year as potentially dangerous."
Rick Rule: Be a Risk Manager, Not a Reward Chaser (11/23/2012)
The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses.
This 'X Factor' Controls the Price of Gold Stocks (11/23/2012)
"Analyst forecasts on gold have been wrong for years. And they’ve been wrong always in the same direction — too low!"
Three Events Worth Watching (11/21/2012)
"Make sure your portfolio is well prepared."
Hard Times Yield Smarter, Leaner Junior Miners (11/21/2012)
"Ernst & Young's new Mining Eye Index examines how junior mining companies respond to finance challenges."
Michael Berry believes the declining dollar is the real driver behind the gains in gold and silver and that silver is undervalued relative to gold. In this interview with The Gold Report, Berry, co-founder of Discovery Investing and pioneer of the Discovery Investing Scoreboard, discusses the factors that are now driving valuation and highlights some micro-cap stocks that the market has ignored.
Gold buying by some of the world's most successful investors is a strong argument that gold prices, despite their impressive rise over the past several years, still have a long way to go.
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers.
"The U.S. State Department, which is ruling on the project, is currently conducting another environmental assessment on the Keystone oil pipeline project. This assessment will be concluded by the summer of 2013."
Discovering how and why a famed natural resource investor would begin to apply himself vigorously to biotechnology stocks is fascinating. Take Michael Berry, founder and managing director of Discovery Investing, for example. Berry doesn't shy away from high-risk biotech plays because he loves the feel of hitting a grand slam right out of the park, even if that doesn't happen often. Berry brings his expertise toThe Life Sciences Report in this interview, sharing his best ideas and describing how he applies his Ten Discovery Investing Factors to some very sophisticated biotech companies.
More and more investors are catching on to the steady returns and market resilience that master limited partnerships (MLPs) have historically offered. And when MLP investors evaluate sector performance, they frequently use the Alerian MLP index as their benchmark of choice. Alerian maintains the standard indices for MLPs, and in this Energy Report interview, the company's president and CEO, Kenny Feng, explores some of the issues vital to income- and growth-seeking investors.
"The potential for products--and profits--is tremendous. We're talking applications in medicine, electronics, construction and even aircraft."
The Energy Upside of the Fiscal Cliff (11/20/2012)
"A pronounced move down in the market usually results in energy share prices falling faster. But when the recovery occurs, energy leads shares up."
"It looks like the little guy is going to be the first out of the gate."
The Long and the Short of DNA Sequencing (11/20/2012)
"With advances in second-generation sequencing technologies, genome studies have produced an explosion of sequence data at a fraction of earlier costs."
The ABCs of Mining Catalysts: Jocelyn August (11/19/2012)
Investors need to know their catalysts and their potential effects—good and bad—on precious metals mining companies. Jocelyn August, senior analyst at Sagient Research, knows her catalysts from pre-exploration to production. In this Gold Report interview, she describes eight catalysts and gives examples of upcoming catalysts for seven small-cap companies.
Golden Opportunities in Myanmar (11/19/2012)
"The country has been called 'probably the best investment opportunity in the world right now.'"
"The stable price of silver has Indians investing in the white metal, with investors looking for good returns."
With money rushing out of the junior resource space, Charlie Brookes, investment director at Arlington Group Asset Management and investment manager at Praetorian Resources, is rushing in—thoughtfully. In this Gold Report interview, he says now is the time to buy and hold, but it is crucial that investors do their homework before investing.
Does China Really Want a Rare Earth Monopoly? (11/19/2012)
"China's rare earth White Paper notes that China 'hopes countries and regions with abundant REE reserves will make active efforts in developing their own resources.'"
"Nanoparticles have many advantages. They can be readily produced in a laboratory and standardized for manufacturing. They would make the potential therapy cheaper and more accessible to a general population."
One (Biotech) Ring to Rule Them All (11/17/2012)
"We are just at the beginning of a biotech revolution that will astound and amaze. Enough said."
John Mauldin's Roadmap to Surviving the Fiscal Cliff (11/16/2012)
Investors could be in for a bumpy ride the rest of the year as politicians navigate a difficult path toward a solution to what is being billed as the fiscal cliff of $720 billion in expiring tax cuts and mandatory spending cuts. In this interview with The Gold Report, John Mauldin, author of Thoughts from the Frontline, shares his insights on some of the possible twists and turns ahead and how investors can brace themselves for whatever comes.
Gold's Relative Strength and What It Means (11/16/2012)
"Gold is in a healthy bullish position because it's trending higher against all major markets with the exception of bonds."
A Change Is Coming: 2013 & Onward, Part I (11/16/2012)
"The shift of wealth from the West to the East is a long-term facet of the global economy."
Gold Up, Gold Stocks Get Pummeled (11/16/2012)
"It is possible that gold mining stocks are being classified as general stocks so when the market sells off, the mining stocks are also sold off."
James West Sees Catalysts in the Energy Sector (11/15/2012)
As we head into the last quarter of the year, James West questions how important macroeconomic trends are for individual investors. But he does believe stock catalysts in the energy space are easier to understand than precious metals market forces. In this interview with The Energy Report, West updates us on some possible top performers in the space and what they're doing right.
The Rocky Path to US Energy Independence (11/15/2012)
"Before you decide to declare 'energy independence,' take a look at some of the downside that may come with it."
Getting Cancer Immunotherapeutics Approved (11/15/2012)
"While biologically based therapeutic cancer vaccines and other cancer immunotherapies have great promise in treating certain cancers, getting to 'yes' for FDA approval is likely to remain challenging."
Kenya Urges Oil Producers to Collaborate (11/15/2012)
"Kenya wants countries in the region to increase collaboration in infrastructure development and financing in order to bring newly discovered resources to market."
Hugh Cleland has been testing his theory that life sciences companies can be had cheaper as stocks than as private venture capital investments—and that theory has been working out for him quite well over the past two years. In this interview with The Life Sciences Report, Cleland, portfolio manager and executive vice president at Toronto-based BluMont Capital, talks about his best small- and micro-cap ideas and also shares the "core/farm team" approach that he takes in his smaller, more conventionally structured fund.
Seven Reasons Why Gold Prices Will Sky Rocket (11/14/2012)
"There are lots of ways to play, profit from or own gold, but we like two in particular, gold miners and physical gold."
Global Copper Production Under Stress (11/14/2012)
"Increasingly we will see falling average grades being mined, mines becoming deeper, more remote and come with increased political and nationalization risk."
Rodney Stevens, portfolio manager at Wolverton Securities, believes investors speculating in precious metals must be disciplined to avoid gambler's ruin. While "disciplined speculation" may seem like a contradiction, it is key to Stevens' approach. Through both technical analysis and fundamental analysis, and a careful read of intermediate trends, Stevens has developed a concentrated portfolio of precious metal companies held both long and short. In this Gold Report interview, he shares where the sweet spot in the mining space is and advises how to limit portfolio risk.
"From 2001 until Nov. 12, 2012, physical gold has appreciated by 537%, an impressive gain considering that the stock market has only returned 7% in the period. However, gold stocks have gone up nearly twice the rate of gold, for a gain of 936%!"
Election Results Bode Well for Renewables (11/14/2012)
"The tricky part will be translating the ability to work together into real policy drivers for renewables."
Why Copper Is a Critical Metal: Mickey Fulp (11/13/2012)
Copper is often referred to as "Dr Copper," the metal with a PhD in economics. Yet most analysts don't view it as a critical metal. In this interview with The Critical Metals Report, Mickey Fulp, author of The Mercenary Geologist, gives his thoughts on why the experts are wrong and why copper should be considered a critical metal.
Price movements, distribution problems, drilling rig availability and regulatory factors have all come into play this year, providing both challenges and opportunities for junior companies, according to Robert Cooper, senior oil and gas analyst at Haywood Securities. But change has been good for some of the companies he follows, and in this interview with The Energy Report, he shares some names that are still sitting pretty.
"The IEA forecasted that the U.S. will become the world's largest oil producer by 2020."
API Thinks Energy Was an Election Winner (11/13/2012)
"After spending millions of dollars to promote positions championed by Mitt Romney and Republicans in Congress, the American Petroleum Institute issued the following post-election verdict: we won. Huh?"
With gold and silver prices expected to be heading higher in 2013, investors will need to decide how to allocate funds to both hedge their bets and still make room for upside potential. In this interview with The Gold Report, Alka Singh of the independent research firm Mine2Capital tells investors how to distinguish the "Haves" from the "Have-Nots" and the "Wannabes" and names companies with upside potential.
Christopher Welch: Searching for a Perfect 10 (11/12/2012)
Investors in the mining space are always on the lookout for a "perfect 10." Christopher Welch, a mining analyst with Ocean Equities in London, ranks jurisdictions and companies in this interview with The Gold Report, focusing on little known names in Africa.
Where Now for China's Gold Market? (11/12/2012)
"The Communist Party may have long considered it 'glorious to get rich,' but its brand of capitalism remains very alien to the developed West's idea of financial fun."
"Investors are pushing into safe havens like silver and gold to balance fiscal cliff-related market uncertainty."
"It's hard to say what the market could be worth, but Thomson Reuters reported that ABI Research forecast a market of $320M for bionic exoskeletons within 10 years."
While the junior mining sector has not seen the benefits of higher gold prices, there is reason for optimism, says Vikas Ranjan, managing director and principal of Ubika Research. In this Gold Report interview, Ranjan lays out his case for why juniors with quality projects should bump up and names some companies poised to benefit.
Christos Doulis is a mining analyst with Stonecap Securities covering emerging precious metals producers with market capitalizations under $1 billion. He combines financial modeling of current and future cash flows with detailed first-hand analysis to find out what is really going on at smaller producers, some of which he believes will outperform the market. Could one or more of these companies become the next big midtier producer? The future darlings of Wall Street need to start somewhere. One starting point is cash flow and a good story. In this Gold Report interview, Doulis discusses several companies that have both.
By the 2016 Election Gold Could Be $3,700/oz (11/09/2012)
"No matter how you slice it, the next four years will be rocky. Volatility will increase and uncertainty will spread."
Hope, Change & Gold (11/09/2012)
"Obama's second victory has so far only confirmed gold's jump against a backdrop of everything else sinking."
"Our opinion is that gold and silver will rally from this point through to the early part of next year making now a good time to accumulate more of the physical metals."
Ron Paul: There's Still a Case for Gold (11/09/2012)
"Investment in gold is no longer the domain of long-derided 'goldbugs,' but rather an integral inflation hedge for ordinary investors ravaged by the decline in their purchasing power."
US Shale Gas Won't Last Ten Years: Bill Powers (11/08/2012)
The shale gas "miracle" is overhyped and bound to disappoint. That's what energy expert Bill Powers argues in his upcoming book. But Powers tells The Energy Report that this could be a very good thing for oil and gas companies and their shareholders, and he is placing his bets accordingly.
If you're looking for fresh international names in biotech and medtech, but need the comforts of end markets on U.S. soil, the best ideas of RBS Morgans Ltd. Senior Analyst Scott Power might be for you. In this interview with The Life Sciences Report, Australia-based Power makes a case for important life science names with Australian origins and a U.S. presence that could present investors with huge upside.
Energy policy was a pivotal issue in this year's presidential election, with Obama favoring clean energy, Romney championing coal and both candidates emphasizing the need for U.S. energy independence. President Barack Obama took the opportunity to reaffirm his stance in his victory speech, calling for bipartisan collaboration to face challenges, including "freeing ourselves of foreign oil." But he made no further mention of his energy policy agenda. What's next for energy investors?
Election Roundup: News from the Healthcare Front (11/08/2012)
With the reelection of President Barack Obama, the biggest reforms to hit healthcare in nearly a century are positioned to come online. Some provisions of the Patient Protection and Affordable Care Act (aka Obamacare) have already taken effect, but those remaining are likely to have significant impacts on the business of life science. Whether the reforms bode good or ill for biotech and medtech investors has yet to be seen. We've provided a few beats of the media and blog pulse below, and will keep you informed as developments unfold.
10 Top Women in Biotech 2012 (11/08/2012)
"Too few female professionals rise to senior executive roles in the biopharma industry, making the accomplishments of these women all the more exceptional."
Perched on the Knife's Edge with Jay Taylor (11/07/2012)
Rampant debt, credit deflation and impotent monetary policies are fueling a bull market for gold and gold equities according to Jay Taylor, editor and publisher of J. Taylor's Gold, Energy & Tech Stocks. His Progress A1 companies were up a combined 22% as of Oct. 17. Taylor shares those names and some lesser-known stories in this Gold Report interview.
Be Prepared for Precious Metals Rally After Election (11/07/2012)
"The demand for silver could rise rapidly as an alternative to fiat currency not only for American citizens, but in all the regions where currency debasement are taking place."
Obama Win Means Loose Monetary Policy Will Stay (11/07/2012)
"'Gold is making significant gains on the back of a weak U.S. dollar,' said this morning's commodities note from Commerzbank."
Post-Election Trading Made Simple (11/07/2012)
"Gold looks ready for a run to $1,800/oz but may stabilize here for a few weeks first."
With the uncertainty of the U.S. presidential election behind us, most experts are expecting four more years of the Obama presidency to be positive for gold. The continuation of easy money policies by the Federal Reserve, a deeply divided Congress causing political gridlock in Washington and the uncertainty created by the looming "fiscal cliff" all bode well for gold. The Gold Report has compiled a sampling of what the pundits are saying.
Making a Killing in Mature Oil Basins: Josh Young (11/06/2012)
The oil party is not over! In this interview with The Energy Report, Hedge Fund Founder Josh Young explains how to get the most returns out of a well-drilled oil field. There are plenty of excellent opportunities in mature North American basins and Young tells us why now is a good time to move in for the big kill.
"Yes, gasoline, oil and timber are needed. Unfortunately, that is not where you can exploit for profits."
Pay Attention to This Important Oil Chart. . . (11/06/2012)
"There's a lot of news set to hit the wires this week—but none may hold a candle to what the price of oil has to say."
Chris Berry: Who's Ahead in the Graphite Race? (11/06/2012)
Chris Berry is not only unconcerned with graphite's price softness—he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market that is hungry for high-end technology and energy efficiency. In this interview with The Critical Metals Report, Berry tells us what to look for in a graphite mining stock and identifies companies ahead of the curve.
Top 10 Best-Selling Drugs of the 21st Century (11/06/2012)
"GEN has put together a list of the top 10 best-selling drugs between 2000 and 2011. Are any of these in your medicine chest?"
"Pipeline flows aren't just being changed em dash —so are the commodities that flow inside them!"
The late summer rally in gold equities is the beginning of the outperformance that Joe Foster, portfolio manager of Van Eck International Investors Gold Fund, has been looking for. QE3 and other monetary policies will fuel both gold and gold equities. In the C-suite, more management attention to cost control, shareholder returns and return on capital will benefit both investors and the industry. Read more in this Gold Report interview.
Ore Mining…From the Unlikeliest of Places (11/05/2012)
"Cars are a lot like mines, iron mines, for example, or copper mines and even platinum mines. Plus, as mines go, cars are fairly high-grade ore, too."
"This is naturally a very emotional time for investors but once the election is finished most individuals become more confident simply because there is a leader that has four years to make things better and the campaigning and debating are over."
Putting Gold and Gold Stocks in Proper Context (11/05/2012)
"Now while the market is wrestling with the 400-day moving average is the time to do your research and find the companies that will lead the next leg higher and outperform the market indices like the HUI, GDX and GDXJ."
Chris Ecclestone Picks Latin American Gold Plays (11/02/2012)
Who better to guide investors through the often tumultuous and politically charged jurisdiction of Latin America than Chris Ecclestone? A mining strategist with Hallgarten & Co. in London, Ecclestone founded the Argentina-based equity research firm Buenos Aires Trust Company, which he ran for nearly 10 years. In this interview with The Gold Report, Ecclestone details the potential and pitfalls of different provinces for gold miners.
Cosmos Chiu, a director and research analyst with CIBC in Toronto, focuses on midtier gold producers, but his coverage gives him a leg up on truly understanding royalty companies' assets. In this interview with The Gold Report, Chiu talks about how much longer royalty companies could continue to outperform the rest of the market, while also discussing companies he follows in some of his favorite jurisdictions.
Some Incredible Gold Charts (11/02/2012)
"As more and more investors opt for physical silver, it will make it increasingly difficult for traders in 'digital silver' to dictate the price at which physical silver is bought and sold."
A Tipping Point for Gold Companies (11/02/2012)
"Did you know that gold stocks tend to underperform during election years?"
Why Gold Will Benefit from the Global Debt Crisis (11/02/2012)
"Gold tends to outperform other assets at the two extreme ends of the 60-year economic 'long-wave' cycle, namely during the runaway inflation and runaway deflation parts of the cycle, which occur approximately every 20–30 years."
"December futures prices dropped below important technical support at the $1,700/oz level, which triggered pre-placed sell-stop orders and drove prices even lower."
Silver ETF Impact (11/02/2012)
"Silver is no doubt tiny on the grand commodities scale. But its attractiveness, spearheaded by a 1,000%+ bull-to-date gain to its latest high, has spawned a wide range of products for investors to partake in."
Dennis Dishes the Dirt on Fertilizer Stocks (11/01/2012)
Dundee Capital Markets is building out its fertilizer and agriculture platform and sees good reason for investors to do the same. Yields from the big names in the space are driving investor interest, according to Carolyn Dennis, vice president and senior equities analyst, while exposure to the bigger names in potash can be a good defensive move. Juniors, on the other hand, have a harder row to hoe. Read more in this exclusive Energy Report interview.
The small biotech companies that have survived the last five years have learned to be lean, mean and efficient with shareholder capital. In this exclusive interview with The Life Sciences Report, Aegis Capital's Managing Director and Head of Equity Research Raghuram "Ram" Selvaraju discusses companies that have mitigated risk by giving new life and higher margins to products previously relegated to the dustbin of commoditized generics. He also highlights some very new and exciting developments in the realm of stem cell technologies and monoclonal antibodies that engage never-before-targeted molecules.
The Key to 'Gaming' Oil Volatility (11/01/2012)
"While markets can ride a roller coaster of sentiment on the volatility express, all aspects of these markets require energy regardless of where the curve happens to be."
"Kurdistan isn't recognized as a country yet by anyone, but it exists in all but name."
"Investors have more than a couple of choices within the gold ETF space, including choosing between bullion-oriented funds, futures-oriented funds and funds that hold stocks in gold miners."
|"With several new discovery highlights that GYA may outline in the year ahead, there is a good case to be made for a speculative position in this emerging gold junior."|
|"EFR's potential to grow alternative feed revenue exceeds expectation."|
|"WPM declared a $0.10 Q3/17 dividend, compared to our expected $0.06."|
|"GPR reported Q3/17 production of 1.08 Moz silver equivalent."|
|"A trench at VIT's Eagle returned 104m of 0.41 g/t Au."|