Archives — March 2012 back to current month (148)
"Mining stocks have been outperforming the S&P 500 over time, with the expected volatility mostly confined within the upward-sloping trend channel."
Gold Blossoming in Colombia: Paul Harris (03/30/2012)
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.
Gold Heads for Gains (03/30/2012)
"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."
Should Investors Activate Gold and Silver Airbags? (03/30/2012)
"Investors looking to protect and diversify themselves against the current global financial system should strongly consider deploying gold and silver airbags."
Will India Stop Buying Gold? (03/30/2012)
"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."
Gold Juniors to Explode? (03/30/2012)
"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."
Profit from the High-Liquid Montney Play (03/30/2012)
"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."
Nat Gas Inventory in Record Territory (03/30/2012)
"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."
Oil and Gas: A Tale of Two Prices (03/30/2012)
"How can the price of oil be declining, yet the price of gasoline remain so high?"
"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."
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.
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.
"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."
"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."
Martin Armstrong on the Sovereign Debt Crisis (03/29/2012)
"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."
The WTO Rare Earths Trade Dispute: An Analysis (03/29/2012)
"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?"
The Medical Device Tax? No Big Deal. (03/29/2012)
"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.'"
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.. .
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.
Platinum and Palladium: The Other Precious Metals (03/28/2012)
"Even gold and silver investors need to diversify, and there's a small window of opportunity to get in on platinum and palladium before prices really start to take off."
Current Gold and Oil Trading Patterns Unfolding (03/28/2012)
"The four-hour chart is one timeframe most traders overlook, but I find it to be the best one for spotting day trades, momentum trades and swing trades, which pack a powerful, quick punch."
US Interest Rates Support Gold Prices (03/28/2012)
"Wholesale market gold prices dropped to below $1,680/oz Wednesday morning, 1% down on their high for the week, after failing a day earlier to break the $1,700/oz barrier."
Global Resource Investments Founder and Chairman Rick Rule is worried about the impact trillions of dollars of manufactured liquidity will have on global markets. In this summary of his recent web broadcast for The Gold Report, he outlines his new strategy for staying above water for the volatile 3–12 months he sees on the economic radar screen.
"Although gold and silver prices have fluctuated during the past decade, the general trend has been higher. Using CPM Group's support levels of $1,400/oz and $1,500/oz for gold, it appears that the precious metal has more upside than downside."
The [Recovery] Has No Clothes (03/28/2012)
"'The prevalence of paper trading in the silver market is what makes the drastic price declines possible by allowing non-physical holders to sell massive size into a relatively small market.'"
Rare Earth Metals Growth Drivers: Siddharth Rajeev (03/27/2012)
With so many moving variables in the rare earth space, how can investors evaluate investment opportunities? Siddharth Rajeev of Fundamental Research Corp. finds his top prospects by zeroing in on a specific material and tracking its growth drivers. Rajeev argues that critical materials used in viable new technologies will see increasing demand. In this exclusive interview with The Critical Metals Report, he explains how lithium-ion battery development and the forthcoming WTO ruling effect his outlook for graphite and niobium.
Energy Metals Bonanza: Chris Berry (03/27/2012)
It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium.
Crude Supply and Retail Price Not Related: AP (03/27/2012)
"The conclusion of the AP article is very clear: U.S. production of oil has no impact on the price of retail gasoline in the U.S."
Is the US Dollar Headed for a Major Fall? (03/27/2012)
"The use of the international monetary system as a war machine (aka the SWIFT system) has surprised and angered BRIC nations, who are meeting next week to work out ways to prevent the U.S. from exercising such power."
Jeff Berwick, chief editor and founder of The Dollar Vigilante and avowed anarchist, holds precious metals for safety and holds their equities for profits. In this exclusive Gold Report interview, he counsels geopolitical diversity and paying close attention to precious metal stocks.
"Ben Bernanke said the U.S. economy still needs 'continued accommodative polices' despite recent signs of improvement."
Gold and China: Where the Bulls and Bears Square Off (03/26/2012)
"Gold and China are two areas that have been caught in the bear trap this week, but we believe the gold and China bulls still have room to run."
Stealth Bottom Coming in Gold Stocks (03/26/2012)
"The miners are not only extremely oversold but recent price action suggests a bottoming process is beginning."
"The biggest issue is whether or not Congress has the constitutional power to require nearly every American to obtain health insurance or risk paying a penalty."
How Utilities Are Boosting Natural Gas Prospects (03/26/2012)
"Low current prices are allowing electricity managers to plan multiyear cost projections. That, in turn, is propelling the intensified replacement of aging capacity with new gas-fueled plants."
Nuclear Back on Track After Fukushima 'Speed Bump' (03/26/2012)
"Twelve months after the Fukushima nuclear disaster, industry players say it is almost back to business as usual."
Oil ETFs with a Twist (03/26/2012)
"There are a number of other lesser known options that deliver unique ways to bet on energy prices."
Big Returns Come from Small-Cap Medical Technology (03/26/2012)
A decade ago medtech was in its heyday. Baby boomers were already feeling the discomforts of osteoarthritis and other age-related diseases, and they wanted to be active longer. Device and instrument developers could innovate and get products through the FDA and market them in the U.S. where dynamic pricing power would expand margins and bottom lines. Newer technologies such as minimally invasive surgical procedures were fueling more orthopedic surgeries, because smaller wounds mean lower rates of infection, less discomfort and quicker rehab. The winds of recovery following the dot-com bust were about to carry smaller health-related stocks higher. . .
"Nationwide, Americans strongly support more energy development and believe consumers will ultimately benefit."
Can Bernanke Break the Dollar Rally? (03/24/2012)
"Bernanke has steered the Titanic straight into the iceberg and there's no turning back."
The Midas Letter Opportunity Fund, a new niche fund, focuses on early-stage micro-cap miners in the junior resource sector. This sector has been an underperformer in recent months despite high gold prices. In this exclusive interview with The Gold Report, the fund's founders, Tobias Tretter, the managing director of Commodity Capital AG, and James West, publisher of The Midas Letter, explain why they are bullish on micro-cap miners even in the face of improving economic numbers that may stall gold's rise and name some juniors they expect to shine.
What Does Mali's Coup Mean for Miners? (03/23/2012)
Investors are holding their breath after a military mutiny and coup March 22 in Mali, one of West Africa's most established democracies. This Gold Report exclusive delves behind the headlines to analyze the coup's impact on miners.
The Curse (03/23/2012)
"Pullbacks in resource stocks seem to follow on the heels of the PDAC convention. So far, this month is looking like this annual scourge is alive and well and making life miserable for resource stock traders yet again. Precious metals have to stabilize after their recent fall but there will be room for gains once that happens."
Inter-Citic CEO on Gold, China and Stocks (03/23/2012)
"A China-centric gold developer says China's consumer price inflation is understated and real estate developers will melt down if the nation's banks step away from largely vacant offices, subdivisions and warehouses. The informed warning is good for gold."
Gold Stock Panic Levels (03/23/2012)
"As long as fat profit streams continue for gold miners, the immutable law of long-term stock pricing guarantees gold stocks will eventually be bid up to reflect their earnings."
Shiny New Tool for Imaging Biomolecules (03/23/2012)
"The ability to observe signaling spatial patterns in the immune and other cellular systems would be a critical tool in the fight against immunological and other disorders that lead to a broad range of health problems, including cancer. Such a tool is now at hand."
Next-Generation Nuclear Power: Thomas Drolet (03/22/2012)
Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it.
High-quality science underlies successful drug development companies, even those that turn one company's discarded junk into biotech treasure. That's an example of one compelling investment strategy being employed by Senior Analyst and Managing Director George Zavoico of MLV & Co. In this exclusive interview with The Life Sciences Report, Zavoico lays out a number of solid ideas predicated on good science that growth seekers can leverage for real gains.
Gold Swerves to Avoid the Cross of Death (03/22/2012)
"As investors, maybe we need to consider the possibility of an extended period of consolidation with not much more to look forward to than range-trading and sideways movement."
Why Gold Can Go the Distance (03/22/2012)
"Historically, negative real interest rates (where the inflationary rate is greater than the current interest rate) combined with global stimulative money supply efforts have been an especially powerful combination for gold prices."
Mining and Metals Outlook (03/22/2012)
"Armed with healthy balance sheets, reduced economic uncertainty and a pent-up demand for new projects, we expect companies in the industry to accelerate deal activity with a re-focus on consolidation."
Chinese Potash Contracts Give Market Hope (03/22/2012)
"China's activity in the potash sector has brought mixed reactions to the potash market in early 2012. But with the first week of spring upon the Northern Hemisphere, the promise of record grain prices has kept sentiments high as farmers begin entering the market."
I love finding out how people move from point A to point B in their careers. It was an incremental process for George Zavoico, who is today a senior equity analyst at New York City-based MLV & Co., a boutique investment bank focusing on the small cap space. Armed with his doctorate in physiology, Zavoico loves the research model, in both science and finance, and he wants to get as close as possible to the drugs and their targets inside the companies he covers. His current small company niche seems to suit his trained curiosity just perfectly. "I find that I can approach the science, the investigators and the academic researchers developing innovative drugs mainly through smaller-cap companies," he told me in a telephone conversation. . .
Uranium Stocks Bounce Back on Nuclear Renaissance (03/21/2012)
"Already up as much as 30% from 2011 lows, rising demand for nuclear energy and a dearth of uranium supplies will soon conspire to push companies back to their pre-Fukushima levels."
The Gold Sector Is On Sale: Michael Fowler (03/21/2012)
Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon sees small- and mid-cap junior producers and developers as the "sweet spot" in the gold equities space, and provides a basket of names to consider in each space. In this exclusive Gold Report interview, he also shares his views on the irresponsibility of the "new paradigm" of large-scale financings now in vogue.
Have Gold and Silver Entered a Bear Market? (03/21/2012)
"Traders are trying to translate the short-term strength of the dollar to a weakness in gold. Their influence is short term."
How to Profit from the Energy Efficiency Boom (03/21/2012)
"Companies in this segment could be key components in a time of high energy prices, helping to stretch supplies in all forms of energy."
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down."
US Navy Sails 1,200 Miles on Algae Biofuel (03/21/2012)
"The U.S. Navy Frigate fleet ship USS Ford sailed from its homeport in Everett, Wash., down to San Diego using 25,000 gallons of the company's Soladiesel blended in even proportions with F-76 military diesel."
How to Trade Gold with ETFs and Options (03/21/2012)
"For trading purposes, you can find some pretty good proxies for gold futures that require substantially less cash up front and carry significantly lower risk."
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.
Winning the Rare Earth Economic War: Luisa Moreno (03/20/2012)
China's sudden cuts to rare earth export quotas and domestic production marked the beginning of a Rare Earth Economic War, proposes Jacob Securities' Senior Mining and Metals Analyst Luisa Moreno. The good news is that partnerships between end-users and mining companies may just be the secret weapon to level the playing field for critical metals producers operating beyond China's borders. In this exclusive interview with The Critical Metals Report, Moreno points to the companies that are closest to delivering high-quality goods for the benefit of manufacturers and investors alike.
Perils and Profits in Offshore Drilling (03/20/2012)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved."
Iran Says Gold Is Money (03/20/2012)
"As long as the sanctions remain in force and the Iranian government has limited access to international currency markets, gold will remain an obvious way to settle transactions."
A Massive Spike in the Price of Silver Is Imminent (03/20/2012)
"I expect that significant value will soon be diverted from the general stock market to silver and gold, causing prices to rally significantly, until these metals also become overvalued."
The German Renewable Revolution (03/19/2012)
"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."
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.
Europe's QE3 Will Boost Gold and Silver (03/19/2012)
"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."
Precious Metals Are Decoupling from the Stock Market (03/19/2012)
"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."
Oil Bull Market Is No Place For MLP ETF Investors (03/19/2012)
"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."
Good as Gold! (03/19/2012)
"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."
"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."
Gold, Silver, Oil and the Fear Index Trends (03/18/2012)
"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."
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
Canada Sees Mining Resurgence: Scott Jobin-Bevans (03/16/2012)
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.
When to Acquire Silver, the Metal of Emperors? (03/16/2012)
"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."
Another Healthy Correction for Gold and Silver (03/16/2012)
"I am convinced that gold and silver will eclipse their previous inflation-adjusted highs before this bull market is over."
Wanted! Bearish Gold Bulls (03/16/2012)
"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."
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.
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.
"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."
What's Driving Gold, Silver Prices? (03/15/2012)
"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."
Special Report: The Next Golden Age for Cambodia? (03/14/2012)
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.
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.
Risks Challenging Latin American Miners (03/14/2012)
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.
"The biofuels industry reckons household and office rubbish will be the most promising source for biofuels in 2012."
Rising Fuel Costs and the Next Revolution (03/14/2012)
"Were it not for the current ultra-low natural gas price, rising gasoline and crude oil prices would be crushing the economy."
The Challenge of US Energy Self-Sufficiency (03/14/2012)
"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."
Figuring Out Gold's Peak (03/14/2012)
"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."
Investment in Indian Gold ETFs Soaring (03/14/2012)
"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."
Opportunities in Clean Mining: Dallas Kachan (03/13/2012)
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.
Uranium Markets Evolve: Geordie Mark (03/13/2012)
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.
The Story Behind US Gas Price Pain (03/13/2012)
"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?"
"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."
"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."
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.
"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."
How To Invest in LNG Shipping (03/11/2012)
"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?"
MLPs Natural Gassed Again (03/10/2012)
"MLPs stagnated Thursday, as natural gas supply reports came in higher than expected."
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.
Gold Stocks: Tread Carefully (03/09/2012)
"Junior explorers tend to rise on whether or not they have found gold, not in lock step with the gold price."
"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."
Time to Accumulate Gold and Silver (03/09/2012)
"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."
Gold's Inflation Issue (03/09/2012)
"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."
Know Your Medtech Growth Drivers: Joanne Wuensch (03/08/2012)
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.
The Nuclear Revival: Mark Lackey (03/08/2012)
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.
Gold Remains in Consolidation (03/08/2012)
"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."
"At no time during this century has the U.S. government recognized the right of private gold ownership."
Gold Market Update (03/08/2012)
"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."
Rare Earth Bull (03/08/2012)
"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."
Platform Hopping in the North Sea (03/08/2012)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
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.
The Face of Volatility (03/07/2012)
"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."
When to Be Greedy (03/07/2012)
"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."
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.
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
Should We Subsidize Natural Gas Engines? (03/07/2012)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
Terence van der Hout, a research analyst with The Gold&Discovery Fund in the Netherlands and editor of Strategy Metals Bulletin, says takeovers are his sweet spot. While gold juniors are very quick to get from a discovery to a takeover, most rare earth explorers are still early-stage ventures. For these companies, as van der Hout tells The Critical Metals Report in this exclusive interview, he looks for opportunities in emerging technologies that could tip the scales.
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
The LNG Shipping Sector: High Demand, High Profits (03/06/2012)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
Fertilizer Industry Pins Hope on Urea Price Hike (03/06/2012)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
"Early 2012 markets have been relatively kind to miners and explorers after a particularly brutal second half in 2011. Will market funk return after this brief gasp of air? Here at the 2012 PDAC convention in Toronto you get the feeling there may be more oxygen in the tank."
Has the Correction Finally Begun? (03/06/2012)
"I really doubt gold will put in a lasting bottom until the dollar's intermediate cycle tops. Barring a public announcement of QE3, that is unlikely to happen until sentiment reaches extremes again."
Industry's Next Big Thing May Be Small Tweaks (03/06/2012)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
Will Oil Continue Heading Higher? (03/06/2012)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
MedTech Industry Stock Outlook (03/06/2012)
"Although still saddled with an unfavorable macro environment, the medtech indyustry is expected to fare better in 2012 thanks to attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand."
The precious metals equities selloff at the end of 2011 was overdone, says Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, in this exclusive interview with The Gold Report. Taylor remains bullish on gold, silver and base metals and is looking to some names that were walloped in the selloff to prosper in the next three years.
Dollar and Oil Hold Clues About the Future (03/05/2012)
"While gold has pulled back sharply, the likely move lower in the coming weeks and months will offer a strong buying opportunity for investors that are patient."
Gold Below $1,690/oz Could Spark Fresh Selling (03/05/2012)
"China has lowered its official growth target from 8% annual growth to 7.5%. China was the world's biggest gold buyer in the fourth quarter of last year."
Sentiment Hit Hard by Big Gold Selloff (03/05/2012)
"That the gold market can be manipulated on Comex by big forward paper sales now seems to be obvious from the major dive suffered by gold last week, when the yellow metal initially fell over $60/oz in a matter of minutes and then got pushed down further before making a relatively minor recovery."
Sunday is the quiet day at the PDAC, only 10,000 delegates or so. The convention doesn't officially open until Monday—but Sunday offered investors access to an impressive slate of newsletter writers and commodities pundits.
Consensus $200 Oil (and That's a Lowball Figure) (03/05/2012)
"Oil will remain constrained and subject to intense price volatility. The resulting strategy we have constructed to confront these market developments provides significant upside to investors. The further prospects, however, speak of an expanding base of new energy sources, first of all shale."
Looking for Solid Science in Biotech (03/05/2012)
Solid ideas in biotech come from solid research. I first spoke with analyst Carol Werther in early 1999 when I was preparing to write about Immunex, which had developed Enbrel (etanercept) for rheumatoid arthritis (RA). The product had just been approved by the FDA in November 1998, and it held the distinction of being the first in a new class of anti-tumor necrosis factor (TNF) agents that would treat autoimmune disorders, not just symptomatically but truly as a disease-modifying agent. Along would come others in this innovative category of anti-TNFs that now total approximately $15 billion (B) in annual sales and include the familiar names Remicade (infliximab) and Humira (adalimumab). . .
"When fear is just starting to ramp up gold tends to be a neutral or a little weak. But not long after investors start selling their shares of securities, we see money flow into the shiny yellow safe haven."
Bankers Win, Investors Lose (03/04/2012)
"The equity issued, combined with mixed earnings results and falling commodity prices, led to MLP underperformance this week, but MLPs did fine compared with energy stocks."
Silver price volatility provides some exciting profit opportunities for investors who develop the right strategies to take advantage of the action. In this exclusive interview with The Gold Report, Sean Rakhimov, publisher of the SilverStrategies.com website, talks about how the global forces of monetary policy and fear are expected to push investment demand for silver much higher and highlights some companies he expects to profit most from the coming silver boom.
Gold Far From Bubble Phase: Marc Faber (03/02/2012)
With more than 40 years as an economist to his credit and claiming gold as the "biggest position in my life," Gloom Boom & Doom Report Publisher Marc Faber assures us that gold is nowhere near a bubble phase, but cautions that corrections of 40% are not unusual in a bull market. At the end of March, Faber will share his secrets for surviving corrections at the World MoneyShow in Vancouver. In advance of that appearance, he sat down with The Gold Report for this exclusive interview where he discusses his bias for portfolio diversification in terms of geographies as well as asset classes.
Gold Down on Greek Uncertainty (03/02/2012)
The gold price fell to $1,708/oz Friday in London as stock and commodity markets also fell slightly amid ongoing uncertainty over the Greek bailout deal.
Will the Gold and Silver Smackdown Deter Investors? (03/02/2012)
"Although gold and silver receive more than their fair share of selling pressure, they continue to remain the best option to preserve wealth."
"Matthew Watson, senior energy policy manager for the Environmental Defense Fund, said the industry has made good progress in making information available about frack fluids. But it's not enough."
What Powers China (03/02/2012)
"What does it take keep the world’s largest consumer of energy powered? National Geographic photographer Toby Smith spent two years deep inside of China in search of this answer, and found a country that relies on much more than coal for its energy."
Nuclear Power Is on an Upswing: Jeb Handwerger (03/01/2012)
Despite the Fukushima setback of last March, nuclear power is not a dinosaur industry of the past, according to Jeb Handwerger, editor of Gold Stock Trades. In fact, he believes the world is reawakening to the need for nuclear power generation, which demands increasing amounts of uranium. The big-percentage returns on uranium will come from the near term U.S. domestic producers and junior exploration companies in the Athabasca Basin, and in this exclusive interview with The Energy Report, Handwerger shares his favorite names that could return huge multiples.
The Dawn of the Natural Gas Era: Stephen Taylor (03/01/2012)
New oil harvesting technologies first perfected in the Bakken are opening up production around the world. Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, is excited about the prospects for several New Zealand-based efforts. He's also optimistic about the dawning of a new age for natural gas as the chemical sector steps in to prop up slumping prices in this exclusive interview with The Energy Report.
Being Selective in Biotech: Carol Werther (03/01/2012)
In an industry steeped in complex research and speculative drug development, successful biotech investing requires real sophistication. Senior Biotechnology Analyst Carol Werther of Boston-based Summer Street Research Partners brings her experience to bear on the trinity of unmet needs, reimbursement and what physicians are willing to support with their prescription pads. In this exclusive interview with The Life Sciences Report, Werther shares her high-percentage picks that present opportunities for significant returns.
Will It Ever Correct? (03/01/2012)
"Analysts have been trying to pick a top in this market for weeks. All the while I've been begging investors not to sell short."
Platinum Closing the Gap on Gold (03/01/2012)
"Platinum appears to be rapidly overhauling gold as its fundamentals improve as industry picks up coupled with African mine troubles and it looks set to re-establish its price premium in the very near future."
A Visit to Tasman Metals' Norra Kärr Project (03/01/2012)
"If successful, this project would be a new approach to the problem of balance—namely the fact that in order to get at the 'good stuff,' such as the CREOs, you also need to deal with a potential surplus of non-CREOs."
|"We are reinitiating/transitioning coverage on EFR with a Buy."|
|"We are initiating coverage on SEA with a Buy rating."|
|"SPR's acquisition in the pipeline creates water-soluble cannabis."|
|"We are initiating coverage on GSV with a Buy rating."|
|"ECS is progressing its feasibility studies for the Idaho project."|