Archives — June 2012 back to current month (253)
Is the Table Set for a Mania in Precious Metals? (06/30/2012)
"It's striking, when you really stop to think about just how big the impact could be if some significant fraction of the larger financial world started chasing the small niche market that is gold. Such cash inflows will send our industry to the moon."
Chris Wilson, president of Exploration Alliance, a niche consulting group, believes education is an investment basic. In this exclusive interview with The Gold Report, Wilson shares his guidelines for winnowing out the crowded junior mining sector to find the companies worth serious investigation and urges investors to know their porphyries from their narrow veins.
Euro News Is 'Shot in the Arm' for Gold Prices (06/29/2012)
"Gold Prices rallied ahead of Friday's U.S. trading, while commodities and the Euro also gained following news of an 'important' agreement at the E.U. summit in Brussels."
Gold, Silver Rally as Dollar Sinks (06/29/2012)
"Gold futures rallied on Friday, as the U.S. dollar sank against other major currencies after European leaders put forward a plan to stabilize the region's banking sector."
Guatemala Floats Plan to Take 40% Stake in New Mines (06/29/2012)
"Guatemalan President Otto Perez Molina is floating a proposal to change the constitution to allow the government to take up to a 40% stake in new mining projects in the country."
"I view gold and silver as monetary metals. The mainstream news media conflates gold and silver with industrial commodities, but they're really a competitor to the currency system. Gold is the antithesis of paper money."
Higher Gold Prices Triggered by Europe (06/29/2012)
"Of late, gold has been trading more like a 'risk on' asset instead of its historic safe-haven holding, as Friday's movement mimicked."
Cashing In on Underwater Mining (06/29/2012)
"Underwater mining companies hope to extract copper, nickel, ore, silver, zinc and even rare earth metals."
US Could Be Independent of Middle East Oil by 2035 (06/29/2012)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
Innovation, efficacy and convenience are keys to success in medical devices and diagnostics. Put those elements together with underfollowed names and you have uncovered buried investment treasures. Medical technology research analyst Caroline Corner has assembled a short list of hidden jewels destined for incremental acceptance and then rapid uptake by physicians, clinics and hospitals. In this exclusive interview with The Life Sciences Report, Corner talks about her favorite small-cap companies, none of which are household names.
Six Lithium Companies Chris Berry Likes (06/28/2012)
Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum.
Supreme Court Upholds Healthcare Overhaul (06/28/2012)
"The ruling sent hospital stocks soaring by near-double-digit figures, with industry leader HCA Holdings Inc. jumping by 10%, along with Health Management Associates Inc. Medicaid insurers also jumped on the news, with WellCare Health Plans Inc. up more than 9%."
"A divided U.S. Supreme Court let stand the streamlined process for finally bringing biosimilar drugs to market. The act mandated the creation of an abbreviated approval pathway for biological products shown to be biosimilar to or interchangeable with an FDA-licensed biological reference product."
Lithium Demand Will Spike: Daniela Desormeaux (06/28/2012)
Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium's demand timeline. In this exclusive interview with The Energy Report, Desormeaux highlights growth areas in the industry and explains why small-cap lithium producers will have room to compete with the big boys.
Gold: Safe Haven or Risky Investment? (06/28/2012)
"Gold is an important financial asset that lacks counterparty and downgrade risk, making it the ideal safe haven. Some of the world's largest and most powerful organizations have already realized this."
Device Industry Renews Efforts to Fight Tax (06/28/2012)
"The 2.3% excise tax on medical devices would have essentially been negated if the Supreme Court had overturned the healthcare law, but the 5–4 decision leaves the revenue measure in place."
Taking part in the Cambridge World Resource Investment Conference, geologist and minerals maven Brent Cook, who also serves as Exploration Insights president, CEO, publisher and author, said he found more investors there looking for reasons to sell than to buy. In this exclusive interview with The Gold Report, he suggests that those who postpone buying decisions for too long risk missing the boat on some real "gems." Finding gems in the garbage takes serious due diligence; he advises investors to evaluate potential juniors the same way the majors do when they're hunting for companies whose assets will help replenish their dwindling reserves.
Central Banks Still Adding to Reserves (06/27/2012)
"Daniel Brebner, head of metals research at Deutsche Bank, expects 'very steady buying by central banks' to continue, which 'should help gold prices from weakening too much.'"
"In a surprise twist that only a few years ago would have been considered preposterous, the Basel Committee for Bank Supervision is entertaining whether gold should qualify as a full-fledged Tier 1 capital asset."
"The bull market for gold will ultimately resume and push the precious metal to $2,500/oz, says independent strategist Charles Nenner."
The Gold Series: Mining and Supply (06/27/2012)
"There are three distinct streams that make up supply: official sales, recycled gold and mine production."
GAIN Act Should Benefit Antibiotic Makers (06/27/2012)
"The bill was designed to accelerate reviews of novel drugs for infectious diseases, to mandate electronic NDA submissions and to improve communications between manufacturers and the FDA to prevent drug shortages."
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."
What the Price of Gas Tells Us (06/27/2012)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
Natural Gas Gold Rush: Is Your State Next? (06/27/2012)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
"Gold and silver performed their age-old role of broadly 'measuring' and holding 'value' during these tempestuous times, and will do so in the future."
Why We Are Certain that Gold Producers Will Soar (06/27/2012)
"Gold stocks do respond when gold goes higher and gold is going higher because of completely unsustainable fiscal and monetary actions of governments all around the world."
Do the Charts Say Gold Is Ready to Take Off? (06/27/2012)
"Seasonally speaking, gold leaves the current 'weak' seasonal time frame it's now in and begins to gather strength into year-end."
Here Comes the Hyper-Inflationary Bailout Endgame (06/27/2012)
"The fact that the only option is to fabricate money in one way shape or form is fundamentally positive for gold, but unfortunately, due to the high degree of government-sponsored manipulation in precious metals markets, a rising gold price cannot be expected until the apparatus that supports such market interference is somehow defeated."
"It's not exactly a well-kept secret that shares of gold mining stocks haven't kept pace with the price of gold. But it's just kind of odd that so many of the miners share some similar pricing characteristics."
Graphite is the "it" mineral of the moment, but as an investment space it remains largely misunderstood. In this exclusive interview with The Critical Metals Report, Glen Jones, executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively to protect against loss, and names some of his favorite projects that may serve as a jumping-off point for the graphite-curious.
Look for High-Growth Oil and Gas Juniors: Josh Young (06/26/2012)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
Tax Breaks May Boost Biofuels (06/26/2012)
"Biofuels subsidies are relevant to an energy policy debate mainly because oil companies retain subsidies. And there's a move afoot that may boost renewables further."
Oil, Gas Producers Look to Expand Arctic Exploration (06/26/2012)
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."
Gold Prices: Begging for QE3 (06/26/2012)
"In the last round of easy-money moves back in January, gold rallied as high as 15%. Since then, gold has dropped numerous times from a lack of additional news of more easing."
The Black Hole of Deflation (06/26/2012)
"The failure of the political system to achieve these goals over such a long period of time is causing a fundamental loss of confidence in the financial and monetary systems of the developed world."
"Contrary to investor perceptions, fabrication demand for platinum, palladium and rhodium is expected to grow at a stronger pace in 2012, says commodities consultant CPM Group."
Precious Metals: Keep It Simple (06/26/2012)
"People often feel the need to complicate things by overtrading and overthinking the situation. My advice for the next three months is patience. My advice for the next three years is precious metals."
An Ending Made for Gold (06/26/2012)
"In the ongoing Euro-crisis, we won't know the details of how Europe will clean up its debt mess for a while, but we're pretty confident the story ends well for gold."
Gold Coin Sales from National Mints Fall in Q1/12 (06/26/2012)
"Demand for gold coins fell in key markets in the early part of this year as the strong demand for small investment products that helped send bullion prices to record highs in 2011 tailed off."
Shouldn't Gold Be Spiking Right Now? (06/26/2012)
"If the precious metal is such a safe haven, why hasn't it shot up as the European debt crisis unravels?"
Better Lucky than Good (06/26/2012)
"Now think about it: If siRNA can essentially turn off genes by destroying them through a sort of sequence-detection, then what stops them from curing diseases? By knocking down the activity of one or several genes, RNAi could potentially block a plethora of diseases."
Drug Pipelines Improving (06/26/2012)
"Drug industry productivity is finally improving after years of research disappointment, as drug makers shift their focus from mass markets to making medicines for rarer, undertreated diseases."
How You Can Profit from Fluctuating Oil Prices (06/26/2012)
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."
Is An Oil Shock Coming This Summer? (06/26/2012)
"Typically, when the gold/oil ratio starts somewhere in the single digits and then breaks above 14:28 within a relatively brief time frame, one should be on the lookout for an oil shock twelve months after the gold/oil ratio peaks."
New UK Nuclear Power Plants Could Boost Economy (06/26/2012)
"The construction of a new fleet of nuclear power plants in the U.K. could boost the economy by five billion pounds a year, said a report published by the Institute for Public Policy Research."
Platinum Outlook Remains Volatile: Erica Rannestad (06/25/2012)
A third round of quantitative easing won't help support platinum and palladium prices, according to Erica Rannestad, platinum group metals specialist with CPM Group in New York. So, what will drive the platinum group metals, which have been suffering from lags in demand and increasing interest from short sellers? Rannestad discusses the outlook for these specialized metals in this exclusive Gold Report interview, including what they have in common with gold.
Gold in Sideways Range Ahead of European Summit (06/25/2012)
"Gold bullion prices dropped below $1570/oz, though they remain broadly in line with where they ended last week, with markets focused on this week's European leaders' summit."
Gold-Stock Valuations (06/25/2012)
"It is not fundamentals that have been plaguing gold stocks, but psychology. But fear paves the way for massive uplegs as sentiment slowly swings to the opposite extreme."
"Gold companies that have a high level of insider ownership have significantly outperformed peers with less insider ownership, says U.S. Global Investors."
Surprise Strength in Gold (06/25/2012)
"Gold's unique mix of inflation and default insurance is currently cheaper than its peak price of 12 months ago."
"In the current environment, the main driver of the gold price appears to be perceptions of the likelihood of another round of QE, as gold is viewed as one of the few hedges against U.S. dollar debasement."
New Mines Set to Bolster Gold Production (06/25/2012)
"A Combination of new mine developments and the recycling of old operations is tipped to end the recent trend of falling gold production in Australia."
Gold Moves Higher, Seen as Safe-Haven Play (06/25/2012)
"Gold prices were higher Monday as gold offered a haven for investors amid sluggish U.S. economic indicators."
Liquefied Natural Gas Race Getting Thinner (06/25/2012)
"The United States has regulations limiting how much of its natural resources can be exported and to where."
US Energy Use to Slow, Get Cleaner (06/25/2012)
"The energy landscape in the U.S. has shifted dramatically in recent years. Domestic oil and gas production has increased, while efficiency programs have led to lower consumption."
The Race for Canada's Pink Gold (06/25/2012)
"A greater reliance on potash promises to virtually double the output of emerging economies' agricultural sectors."
Metals and Mining Stock Outlook (06/25/2012)
"The recent focus on the weakening outlook for global economic growth has emerged as a major headwind for the global metal industry. These near-term challenges aside, the group's long-term dynamics appear attractive."
Speedier Drug Reviews Await Presidential OK (06/25/2012)
"If the president signs the bill into law, FDA will be committed to reviewing and acting on 90% of standard applications within 10–12 months from the date of filing and on 90% of priority submissions within six to eight months from date of filing."
"Immunotherapies—for autoimmune diseases as well as oncology—are now one of the two top fields of interest for Joe McCracken, the global head of business development at Roche, who also sees a bright future in matching immunotherapies to particular patient populations."
Calling the Rise in Natural Gas (06/25/2012)
"Once natural gas gets to $3, the power companies start to turn back to coal. But gas really needs to go to $4 before these stocks start to make money."
UN: Sierra Club Wrong About Natural Gas (06/25/2012)
"According to Kandeh Yumkella, an energy program director at the United Nations, natural gas will play a key role in preserving the global environment and improving the lives of the world's poor."
"It's a business that doesn't have much sex appeal, but oil service stocks are forming great-looking charts."
Yield Hunger Trumps Oil Price Drop, MLPs Uptick (06/24/2012)
"MLPs outperformed most things, on average, this week, even with lower oil prices."
"The real issue is where will domestic prices stabilize, and what impact will the projected 60,000 tons of mainly LREEs from Molycorp and Lynas have on rare earth prices? Why did these stocks bounce today, and is this the start of a sustainable recovery?"
Ian Gordon of Longwave Analytics and Longwave Strategies believes we're on the precipice of very difficult and frightening times and predicts complete financial collapse. But it's in those periods of darkness that gold really shines. Gordon, who recently published a special edition of his Investment Insights entitled "The Gold Rush of the 1930s Will Rise Again," believes that companies with gold in the ground now will be the ones to prosper. In this exclusive Gold Report interview, Gordon discusses where he thinks the Dow will bottom and what companies will come out on top.
How Does Gold Fare During Hyperinflationary Periods? (06/22/2012)
"When creditability in fiat money dissipates, gold may be the only viable option left standing."
Euro Weakness Contributing to Gold's Fall (06/22/2012)
"Near-term momentum may take prices lower, but we believe it may create an attractive point of entry for gold."
What Does China's Rising IMF Power Mean for Gold? (06/22/2012)
"Once China has established an economic power base rivaling that of the U.S., it may well challenge the U.S. at the IMF or set up a developing world equivalent, as it is doing with the potential rival to the World Bank."
"Survey participants who see higher prices said they thought the sell-off in prices this week was overdone and that the market will hold support levels. Those who see weaker prices cited strength in the U.S. dollar, which is pressuring commodities across the board."
Gold Prices Reflect Disappointment of Fed Meeting (06/22/2012)
"The markets had been anticipating further monetary easing, which would enhance demand for gold as an alternative asset class to store value by placing downside pressure on the dollar."
Six Percent Can Draw Gold from the Moon (06/22/2012)
"As long as real interest rates are low, gold is in a bull market; there are no plans to raise interest rates for at least two years. Indeed, the Fed is actively working to lower longer-term rates."
"There's a mad dash to exploit the unique properties of the material, which are impressive."
China Has Only 23% of World's REE Reserves (06/22/2012)
"China has seen its rare earth reserves decline in major mining areas, with the reserve-extraction ratio slumping."
"The short players have been successful in depressing the price of oil and making money in the process. These same folks will be attempting to make money by jerking the price upwards once the floor hits."
Japan Gives Nuclear Industry a Reason to Cheer (06/22/2012)
"Japan's devastating disasters last year derailed some growth in the nuclear industry worldwide, but demand for uranium is poised to strengthen after the nation that fed doubts over safety approved its first restart of nuclear reactors since the catastrophe."
"Nonmammalian, plant-based biomanufacturing also has a very big advantage in safety. Using a plant cell system is like having a biological firewall that protects against the transmission of infectious organisms to patients via the therapeutics."
The Price of Togetherness (06/22/2012)
"The growing demand for drugs in emerging markets means that some of these collaboratively developed drugs may eventually reach much broader audiences, meaning larger populations over which to recoup development costs, bigger opportunities for rare disease indications and acceptable profits even if prices are forced lower."
Raghuram "Ram" Selvaraju, an analyst I recently interviewed for The Life Sciences Report, began his initial career in translational drug discovery at Serono in 2000 with early and remarkable success. As a young researcher he demonstrated real insight and ability when he discovered the first novel protein candidate ever developed entirely within the company. Fast forward to March 2012, and we find Selvaraju in the middle of another singular event, when he became the first analyst ever hired by Aegis Capital Corp. in the company's 26-year existence. In between these extraordinary life experiences, Selvaraju managed for get himself ranked as a #1 "Best on the Street" analyst in the Wall Street Journal in 2006 when he was at Rodman & Renshaw.
Every year, top researchers and physicians meet at the American Diabetes Association Scientific Sessions. This year, Canaccord Genuity Analyst and Managing Director William Plovanic reported back on promising developments and what they could mean for the companies behind them. In this interview with The Life Sciences Report, he explains why he is so positive on the space in general and about certain companies in particular.
"The decision to restart nuclear power usage follows a deal between political parties that also included a consumption tax increase. The nuclear power restart is still unpopular with many Japanese people, but many industrial businesses have claimed they require the power."
Play Defense and Offense with MLPs: John Edwards (06/21/2012)
Where does an investor go for income in an environment where interest rates are in the pits? Credit Suisse Senior Analyst and Director John Edwards follows a sector encompassing what he believes is the purest form of capitalism, the midstream oil and gas master limited partnerships (MLPs). He has staked out a short list of highly defensive plays that are less sensitive to commodity price fluctuations even as they grow income and weather the effects of economic catastrophe. In this exclusive interview with The Energy Report, Edwards brings his best names to the forefront.
"In the first white paper of its kind published on rare earths, China's Central Government pledges to follow WTO rules, strengthen the industry's management, and supply rare earths globally."
Summer Lows at Hand? (06/21/2012)
"Even though gold peaked in September and it's been declining for nine months, the gold trend is still up, regardless of the currency it's traded in."
Gold and Silver Are on the Verge of Something Huge (06/21/2012)
"My chart analysis and forward-looking forecasts show $3,000-ish for gold and $90ish for silver in the next 18–24 months."
Medtech Execs Bullish on Industry Growth (06/21/2012)
"Whatever concerns people have about the FDA, real and imagined, medtech executives are solidly bullish about the global prospects of the medical device and diagnostics industry."
"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project."
Mongolia, which is not on most investment menus, could soon become famous for much more than Ghengis Khan. Sandwiched between China and Russia, with a land area one-sixth that of the U.S., it has a population of less than three million, yet holds the potential for developing into a major minerals producer. With national elections on June 28, in this exclusive interview with The Gold Report, Eric Zurrin, CEO of Resource Investment Capital Ltd., who lives and works mainly in Mongolia, gives us an insider's view of what's going on in this true land of opportunity for investors who recognize its huge potential. He also talks about several of his favorite companies that could profit from the vast mineral riches hidden under the Mongolian steppes.
"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay."
Gold Down Ahead of FOMC Decision (06/20/2012)
"Spot market gold prices dropped back toward $1,600/oz ahead of Wednesday's U.S. trading, while stocks and commodities were broadly flat and U.S. Treasuries fell ahead of the Federal Reserve policy decision."
Margin Call: A Lesson For Us All (06/20/2012)
"In order to protect ourselves, our preference is to build our own personal stash of physical gold and silver, a stash that we can get our hands on quickly."
Healthcare Sees Emerging Future in Frugal Innovation (06/20/2012)
"Big companies like General Electric and Siemens, which build some of the world's most complex and costly pieces of the healthcare kit, are working to develop cheaper medical devices that can secure sales in emerging markets and potentially win business at home."
"The fuel in question is isobutanol, which could be a substitute for corn ethanol. Gevo's fermentation process can produce isobutanol at a cheaper price than other makers."
Chile Pitches Lithium to Investors in New York (06/20/2012)
"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral."
Here's What Happened to My Call for $150 Oil (06/20/2012)
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next."
Natural Gas Fracking Begets a Clean-Up Industry (06/20/2012)
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint."
"The likely cyclical lows for this gold correction will be in the October window and investors should make sure they are positioned long by that time."
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets that should be the focus for investors today. Even with new mine supply and refining capacity coming on-line over the next four years, these elements will remain in short supply, with hefty price tags attached. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how investors can play a crucial role in building a supply chain outside of China.
Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic.
USGS Updates Oil, Gas Reserve Estimate (06/19/2012)
"The U.S. Geological Survey estimated there are at least 665 Bbbl of undiscovered oil in reserves outside United States."
Shorts on Gold ETFs Are Nearing a Big Squeeze (06/19/2012)
"There has been an increasing number of investors taking short positions on gold exchange-traded funds, but they better watch out for what's ahead this summer."
"While the Chairman Bernanke has been non-committal about any action, some other FOMC members seem to be much more willing to act now."
BIO 2012: Implications of the 'Patent Cliff' (06/19/2012)
"No doubt the patent cliff is reshaping the industry, but the good news is that the market for prescription drugs will grow by 3.1% per year between 2011 and 2018 to reach $885B, according to figures compiled from the forecasts of the leading industry analysts."
Platinum Can Learn from Potash (06/19/2012)
"Stability can be brought to South Africa's beleaguered platinum-mining industry by creating a platinum exchange similar to Canada's successful producer-led potash marketing arm, says Pan-African Capital Chief Executive Dr. Iraj Abedian."
"Mechanical diggers operate along the riverbeds and banks in Putumayo, protected by heavily armed rebels who allow no access to the sites and impose huge 'taxes' on production."
"Both Asian countries agreed to extract and separate rare earths from mined ore in Vietnam before sending it to Japan. Vietnam holds one of the world's biggest reserves of rare earths."
How Undervalued? (06/19/2012)
"The coming gold stock mania is gathering essential potential ahead of the most exciting capital growth opportunity we may witness in our lifetimes."
"Pharmaceutical companies have gotten more aggressive in pushing for a national framework to avoid the costs of complying with individual state tracking laws. Industry groups said they would continue working toward a federal track-and-trace system."
"Oil majors have discovered more gas off Tanzania, about 28 miles north of the maritime border with Mozambique, where explorers have made the largest gas discoveries of the decade."
Japan and US Give Green Light to Nuclear Power (06/19/2012)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
Japan and US Give Green Light to Nuclear Power (06/19/2012)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
"Germany may have found the secret sauce that encourages new geothermal projects—policies that directly support drilling and financing the power plant by lowering investor risks."
You Should Give These 4 Antibiotic Picks a Shot (06/19/2012)
Needham and Company Senior Biotechnology Analyst Alan Carr is known on Wall Street for his meticulous research in the realm of molecular medicine. Before joining the firm, Carr, who did his doctorate work in molecular biophysics and biochemistry, worked in the technology transfer group at Yale University. He successfully out-licensed a number of proposed drug candidates and technology platforms there. That kind of work requires a thorough knowledge of drug discovery, development, deal-making and valuation, which is what Carr brings to the table as a sellside analyst. Indeed, after settling in at Needham, he began publishing a series of Hitting the Target industry reports in 2007, one of the first being 5-HT Receptors, where he performed diligence on companies that were attempting to exploit the 5-hydroxytryptamine (serotonin) pathway. Later he would publish his classic Antibiotics and the Ribosome installment, followed by an Antibody Drug Conjugates edition, as well his 72-page Acute Myeloid Leukemia report. There were others, and I loved them all. So, when I got on the phone to interview Alan for The Life Sciences Report story, Reap Biotech Profits from Overlooked Spaces, I was particularly anxious to hear some of his newer thoughts and ideas.
Historically, major gold exploration has occurred when the Dow was down and out. In this exclusive interview with The Gold Report, geologist and Exploration Insights writer Quinton Hennigh talks about the coming gold rush and what that could mean for existing companies.
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer."
Euro Weakness Weighs on Gold and Silver (06/18/2012)
"Euro weakness weighs on precious metals as markets come to the realization that despite the Greek election resulting in a 'positive' outcome, the underlying problems facing the Eurozone are still very much present."
Fed Expected to Twist Again (06/18/2012)
"The Federal Reserve is likely to extend its Operation Twist program at the end of its two-day meeting on Wednesday, a growing number of Fed watchers said over the weekend."
"Gold prices recovered much of their early losses on Monday as appetite for higher-risk assets, which followed a victory for pro-bailout parties in Greek elections, dwindled and the euro and Spanish and Italian stocks and bonds fell."
"Government, business and organized labor have joined forces to aid South Africa's beleaguered platinum industry, which is beset by low prices, high costs and serious potential job losses."
Time to Dig In to Rare Earth Stocks (06/18/2012)
"With many driven close to their 52-week lows, here's what to watch for during the second half of 2012."
Rare Earth Mining in South Africa (06/18/2012)
"With Africa receiving increased investor attention due to the recent surge in global commodities prices, South Africa, the continent's mining powerhouse, is leading the rare earth charge."
Greenland's Minerals Loom in China–Denmark Ties (06/18/2012)
"Chinese President Hu Jintao's three-day visit to Denmark may ostensibly have been about signing billions worth of business deals, but a stake in Greenland's huge mineral wealth may have been the elephant in the room."
Thinner than a Pencil Trace (06/18/2012)
"It's not just the IT sector that is watering at the mouth at the thought of graphene. Even in the energy, medical and material technology sectors, there are high hopes of using the material's spectacular properties."
"If you're looking to make a move in these conditions, sit tight. First and foremost, we need to be patient until greater stability emerges in the markets."
When Do You Buy Oil? (06/18/2012)
"Given the market's uncertainty, is it better to play oil via the commodity itself, oil producers with stocks or through the relatively safe and high payout space of MLPs?"
Biofuels on Busy Aerospace Agenda (06/18/2012)
"There's a lot on the horizon for Washington's aerospace industry, which is positioning the state as an aviation biofuels hotspot."
Natural Gas Puts East Africa on World Energy Map (06/18/2012)
"Massive offshore gas discoveries in East Africa are catapulting the region into major-player status in the global energy arena, bringing billions in investment that could transform entire economies."
"Mark Twain said that history doesn't repeat itself, but it rhymes. This is also true in the markets. No bull or bear market or particular event is ever the same. When trying to foresee bottoms and tops, we always compare current conditions (price action, sentiment, fundamentals) to past conditions."
"Goldman Sachs is anticipating a 29% return for the S&P GSCI Enhanced Commodity Index over the next 12 months and suggests investors might want to increase their position in commodities."
Immunotherapy Comes of Age at ASCO 2012 (06/18/2012)
"At the American Society of Clinical Oncology conference in early June, there were over 300 abstracts relating to immunotherapy. The technology's advancement is evident by its growth."
Malaysia Sets New Rules for Rare Earth Plant (06/15/2012)
"Malaysia's government has imposed two new conditions on a rare earth refinery set up by Australian miner Lynas to assuage public fears of radioactive pollution."
Mike Niehuser, founder of Beacon Rock Research, recently returned from Argentina where he toured a number of mines in the underexplored Santa Cruz area. In this exclusive interview with The Gold Report, he discusses the cloud of uncertainty hanging over mining after the Argentine government nationalized the oil company YPF and shares why although investors should tread carefully, the political situation creates opportunities for investors willing to do their homework.
Greece Election 'Should Be Supportive for Gold' (06/15/2012)
"Spot market prices for gold bullion traded above $1,620/oz during Friday morning's London session, a gain of nearly 4% for the month so far."
"For a country whose gold production in the first four months of 2012 reached 109.6 tonnes, up 6.13% from the same period last year, passion for the yellow metal has scaled new heights."
The Shape and Future of Indian Gold Demand (06/15/2012)
"With gold imports to India reaching over 800 tonnes in a good year and 500 tonnes in a bad year, this demand accounts for between 20% of total gold supply (30% of newly mined gold), in a good year."
Gold Up, Set to Extend Gains to Sixth Session (06/15/2012)
"Gold futures climbed Friday, poised to extend their gains to a sixth session, as the prospect of fresh economic stimulus from the world's central banks underpinned demand."
Prepare for a White-Knuckle Ride (06/15/2012)
"In the short term, it may pay to wait a little while before increasing your exposure to the producers. In the longer term, gold and silver will continue to rise as fiat currencies are recognized for what they are: worthless."
Cheap Gold Stocks (06/15/2012)
"While it is very challenging psychologically to buy in deeply out-of-favor sectors, the panic-like gold stock bargains out there today are simply amazing."
The Right Formula for Markets (06/15/2012)
"Formula 1's fine-tuning of regulations to respect the risks and rewards of racing is the formula government policies should strive for when regulating businesses. Instead, excessive regulations are acting as speed bumps."
The Shape and Future of Indian Gold Demand - Part II (06/15/2012)
"Indian demand for gold will be driven, as it was the last decade, by savings and real income levels and not by price."
"The first question remains open: What intellectual material is patentable? The second was partly answered by Justice Breyer in Mayo v. Prometheus: What has to be added to a law of nature to make it a patentable process?"
Leveraging the Medical Device Tax (06/15/2012)
"Stakeholders should leverage the tax in their projections and negotiations with the industry, especially during mergers and acquisitions, notwithstanding the ongoing push in Washington to repeal the levy."
Raghuram "Ram" Selvaraju's professional career started at the Geneva-based biotech firm Serono in 2000, where he discovered the first novel protein candidate developed entirely within the company. He subsequently became the youngest recipient of the company's Inventorship Award for Exceptional Innovation and Creativity. Now an analyst with Aegis Capital Corp., Selvaraju is bringing biotech growth names to his firm's customers. In this exclusive interview with The Life Sciences Report Selvaraju shares stock ideas that could return significant gains to investors.
Quality Oil and Gas Stocks Are On Sale: Joel Musante (06/14/2012)
The pullback in oil prices has created some attractive buying opportunities in both developing and established oil and gas companies, even if oil prices settle in the $80-90/bbl range. In this exclusive interview with The Energy Report, Joel Musante, senior analyst with C. K. Cooper & Co., gives us his insights into current energy markets and talks about several of his favorite names that may reward investors with an appetite for risk.
"The nuclear reactor restarts would mark a controversial victory for the central government, which has spent months arguing that Japan needs nuclear power to sustain its fragile economy."
"Some analysts have suggested platinum group metals could be among the metals that outperform if sentiment for industrial commodities were not getting dinged by the European debt crisis."
"With the global solvency crisis far from being over, gold and silver still have huge potential as more central bank intervening is sure to come."
"A drop in the price of oil, a major cost for miners, may be the reason it finally happened."
Tiny the Mouse Takes a Giant Step for Mankind (06/14/2012)
"Don't be fooled by this little mouse's name, because what Tiny represents in the world of regenerative medicine is anything but tiny."
It's Growing Season, But Not for Fertilizer Stocks (06/13/2012)
"The seasonal trend analysis shows that historically, investors would be wise to wait until later in the year, when the fertilizer group typically bottoms."
Five Ways to Spot the Next Hot Biotech Stock (06/13/2012)
"For all their potential, biotech stocks remain among the most challenging for investors to identify, select and earn money on. However, with a little bit of guidance you can narrow your list to the stocks with the highest likely upside."
Charles Oliver, a senior portfolio manager for Sprott Asset Management, is keeping the faith that gold and silver stocks will eventually appreciate this year as Europe and the U.S. continue to print money. In this exclusive interview with The Gold Report, Oliver says that an indicator that juniors are about to take off could be an improvement in certain bellwether mid-cap stocks.
"The truth is you need to approach the junior mining sector with a game plan, an investment 'tool kit' if you will, to help you to cast aside the dogs and focus on the 'diamonds in the rough.'"
Do Asian Central Banks Have Enough Gold? (06/13/2012)
"The Bank for International Settlements noted in its June 2012 Quarterly Review that 'central bank balance sheets in emerging Asia expanded rapidly over the past decade because of the unprecedented rise in foreign reserve assets.'"
Gold Jumps Again but Rangebound Below $1,640/oz (06/13/2012)
"Buying commodities such as gold 'at current lows' has 'always been profitable' over the last 18 months, said Kevin Norrish, managing director of commodities research at Barclays."
New ETF Will Focus on North American Oil Sands (06/13/2012)
"The ETF is a way to play the increasingly important North American oil sands industry. The region is incredibly stable from a political perspective, and it offers up a way to help shift the balance of power in the current OPEC/Russia-dominated oil markets."
Why Natural Gas Could Displace Gasoline (06/13/2012)
"How will natural gas figure into the North American energy mix? Well-known Author and energy trader Raymond Learsy weighs in."
What's the Deal with Oil Prices? (06/13/2012)
"Is the oil investment space under a pricing assault? I doubt it. Here's why: 40% of global oil production comes from places where the national governments cannot afford oil prices to go much lower."
"With the government inching closer to restarting the first nuclear reactors since last year's Fukushima Daiichi nuclear disaster, a new battleground between Japan's pro- and anti-nuclear camps is emerging: the annual shareholder meetings of the country's big power companies in June."
Blaming the Machines for Gold (06/13/2012)
"If London's market-making bullion banks feel they can't hang a story on what's driving the price tick-by-tick, few journalists or private investors will spot the 'true' cause either. So save your energy."
"There's no doubt that Duvernay will be a Big Boy's game, requiring large acreage positions and even larger amounts of capital."
Resource developers, especially in the rare earths space, are suffering from the market's obsession with immediate results, says Byron King, writer and editor for Agora Financial's Outstanding Investmentsand Energy & Scarcity Investor newsletters and contributor to the Daily Resource Hunter. Nonetheless, he argues, large-scale demand for high-tech metals remains. The question is, which developers can weather the storm? Read more in this exclusive Critical Metals Report interview.
What is the most viable form of alternative energy? For the oil-centric infrastructure of North America, biofuels make for strong contenders. The challenge facing the sector today concerns low-cost mass production, and researchers are already showing significant progress. In this exclusive interview with The Energy Report, Senior Technology Analyst Ian Gilson of Zacks Investment Research shares select undervalued companies that stand out for their long-term profit potential.
Chart: The Natural Gas Bottleneck (06/12/2012)
"The opportunity is obvious when we glance at the chart. Energy companies want to get liquefied natural gas on ships and into Asia, where they can take advantage of higher prices."
"The development of hydraulic fracturing technology shares the spotlight with solar photovoltaic as the greatest revolution in energy in the last 50 years."
The US Oil Boom: Partying Like It's 1998 (06/12/2012)
"Thanks to new drilling in North Dakota, Texas and the Gulf of Mexico, the United States is now pumping the highest crude oil volumes the country has managed since 1998."
Who's Funding the Green Energy Revolution? (06/12/2012)
"While Europe attracts most of the investment, the renewable energy sectors of emerging economies such as India and China have been given the biggest boost."
"The biotech industry is hoping the Supreme Court will do what Congress hasn't been able to do—give companies a fighting chance against class-action shareholder lawsuits claiming 'fraud on the market.'"
Are You Brave Enough to Buy Low? (06/12/2012)
"People brave enough to buy when others are not interested know the secret of how to 'buy low and sell high.' They are the true contrarians."
Molycorp-Neo Material Merger Now Complete (06/12/2012)
"Molycorp says the now completed acquisition of Neo Material Technologies is a game changer that will open up new and exciting rare earths product opportunities."
"If the Federal Reserve engages in a third round of quantitative easing, or any other form of balance sheet expansion, one could imagine a scenario where gold and risk assets will benefit at the expense of the U.S. dollar."
Probing for Gold Porphyrys in Colombia (06/12/2012)
"A raft of gold discoveries has put the spotlight on the Middle Cauca Belt in west central Colombia, attracting the attention of major mining sector players."
Why Gold Prices Are Ready to Rally (06/12/2012)
"Gold prices could be ready to make major moves in very short periods—too big and fast for speculators. Without the speculators, long-term gold investors who can withstand short-term volatility will get back in the market to protect against weakening fiat currencies."
"Glaxo, which collaborates with Human Genome on three drugs, may raise its bid to $15 a share to overcome the company's poison pill."
If this is a bottom, Dr. Michael Berry sees it as the ideal time to pick up bargains in the mining sector. In this exclusive interview with The Gold Report, the Federal Reserve Board expert gives his diagnosis for what ails the markets and names the companies from Alaska to Brazil that could survive the financial plague wiping out equities all over the world.
Silver Offers a Golden Opportunity (06/11/2012)
"The fundamentals for silver and gold are very strong, and with all the massive bailouts, which are increasing debt levels, they are just getting stronger. Until a significant portion of these debts is repaid or defaulted on, it would be foolish to talk about a top in precious metals."
Producers for Growth, Juniors for Speculation (06/11/2012)
"While juniors, midtiers and large producers will usually bottom around the same time, they each outperform at different times."
"As the entire banking system in the Eurozone remains at risk from Eurozone crisis, BMO Global Strategist Don Coxe doesn't 'see a way of getting out of this without bringing gold back in somehow.'"
Gold Falls Back as It Tracks Dollar (06/11/2012)
"If an event in Europe causes the U.S. dollar to weaken, gold is likely to rise. If it causes the U.S. dollar to strengthen, gold will likely fall."
"Gold-investment demand in China may gain more than 10% this year as buyers seek a haven from Europe's debt crisis and the prospect of weakening currencies, according to the country's largest bullion bank."
Speculative Buyers Mostly Return to Precious Metals (06/11/2012)
"After cutting bullish exposure to New York precious metals futures and options markets in May, speculators have mostly returned to buy back precious metals, according to U.S. government data released Friday."
"North America is finally waking up to the consequences of a continued Chinese monopoly and has quietly invested significant money and resources into mining rare earth elements domestically."
"The number of graphite stocks tripled in the space of a year. Some huge gains are being made by jumping on the stories at the very start."
What Does Spain's Bailout Mean for Energy? (06/11/2012)
"When a recovery emerges, the energy sector tends to move up quicker than the market as a whole. That, combined with a strengthened euro, will further bolster energy."
How to Invest Your Mother's Money (06/11/2012)
"Risk is smaller with companies that expect to see large increases in production over the next few years. Why? Because even if gold flounders for a while, they will still grow into bigger companies."
Can Japanese Society Survive Without Nuclear Power? (06/11/2012)
"No nuclear power, no Japan, at least according to the country's own prime minister. In a televised broadcast to the nation last Friday, Yoshihiko Noda said that if the reactors that previously fed the country's energy grid continued to idle, then 'Japanese society cannot survive.'"
Oil Prices Due to Rise With Iran Oil Embargo Looming (06/11/2012)
"Three possible scenarios could escalate oil prices as high as $440/bbl."
ETF Trading Report: Pharma, Consumer ETFs in Focus (06/11/2012)
"The pharma sector experienced a boost in trading activity to start the week. Volume across the pharma space was high as investors sought exposure to perceived safe havens."
"In recent months, I have been talking about how stocks, commodities and the dollar could rise together. While is sounds crazy, we just may start seeing that happen sooner rather than later."
Op Ed: Let Industry Take the Lead on REE Supply Risk (06/10/2012)
"Here's why policy-making for strategic metals and materials, rare earths or whatever terminology you want to use belongs outside of Washington, D.C."
Gold Miners Starting to Shine (06/08/2012)
"Since early May 2012, the ratio between the GLD and the GDX has contracted significantly, reflecting a reversal in relative performance that shows that the GLD is underperforming the miners."
The world still needs gold and other natural resources, but we may need a new investment model to sustain them, says Byron King, writer and editor for Agora Financial's Outstanding Investments and Energy & Scarcity Investor newsletters and contributor to the Daily Resource Hunter. Despite ongoing market volatility, he names several midtier and small-cap gold equities for investors with a "reasonable" tolerance for risk. In this exclusive Gold Report interview, King also shares his perspective on the practical and political future of gold mining in South Africa.
Gold Falls Following 'Bernanke Curve Ball' (06/08/2012)
"'Gold bulls were very disappointed by Bernanke's testimony yesterday,' says Lynette Tan, investment analyst at Phillip Futures in Singapore."
India a Major Force in Gold Outlook (06/08/2012)
"The value of the Indian rupee has fallen so much against the dollar that gold is now making new highs in India."
Gold Bullion to Go: A New Way to Buy Physical Gold (06/08/2012)
"GBI is essentially an exchange for gold, silver, platinum and palladium. It says it wants to hack away at the hefty premium investors often pay above spot prices. This can amount to between 5% and 10% for gold."
Continued Volatility Expected in Gold Price (06/08/2012)
"Monetary and political policies are the key drivers of volatility in the near-term gold price."
Strong-Dollar Fallacy (06/08/2012)
"No commodity is more responsive to the U.S. dollar's fortunes than gold. The sharp dollar surge in May drove a full-blown capitulation in gold stocks and to a lesser extent in the metal itself. Capital is already returning after that rare selling-exhaustion event, laying the groundwork for a major new upleg."
IMF Eying Spain's Gold: Trader Rog (06/08/2012)
"Bernanke's plan will probably work for the shorter view, but his Achilles Heel, and he knows it, is a massive loss of confidence in the world's bond markets."
A Star Is Born at ASCO 2012 (06/08/2012)
"This year's ASCO winners appear to have solid momentum that is allowing them to buck the 'sell ASCO' mantra."
Within the investment community, the story goes that new antibiotics can't generate big profits and central nervous system (CNS) drugs are too difficult to develop. Investors worry they could be throwing good money after bad. Senior Biotechnology Analyst Alan Carr of Needham & Company refutes these tales and believes that product differentiation provides the formula for success. In this exclusive interview with The Life Sciences Report, Carr shares his deep industry knowledge and renders his very best ideas in the CNS, antibiotic, antiviral and metabolic spaces.
A Major Uranium Supply Gap Is Looming: Ed Sterck (06/07/2012)
With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
The Best Oil ETFs for Any Move in Crude (06/07/2012)
"Oil price estimates range from a fairly conservative average of $104/bbl, as forecast by the EIA, to a turmoil-driven $200/bbl. Either one represents a substantial profit opportunity for energy bulls."
Gold and Silver Update: Looking Ahead (06/07/2012)
"Fundamentals are supporting the current bull market in the metals, as central banks are adding to the money supply at double-digit rates. The technical indicators, along with seasonal indicators, are pointing to a resumption of the bull market."
Is the Table Set for a Mania in Precious Metals? (06/07/2012)
"A mania in gold and gold stocks is the likely result of the absolute balloon in government debt, deficit spending and money printing."
Gold's Second-Half Performance Dependent on QE (06/07/2012)
"We expect politicians and central bankers to turn to quantitative easing as their 'get out of jail' card and this will propel gold to the $2,000/oz level before the end of the year."
House Votes to Repeal Medical Device Tax (06/07/2012)
"The Health Care Cost Reduction Act of 2012 would repeal a 2.3% excise tax on gross sales receipts in excess of $5M for manufacturers and importers of certain medical devices, including defibrillators, pacemakers and prosthetic limbs. Congressional budget officials estimate that the tax would raise nearly $30B in revenue between 2013 and 2022."
The End of Cheap Everything: Ron Hera (06/06/2012)
For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.
Bear Channel Broken for Gold (06/06/2012)
"U.S. dollar gold prices climbed to a one-month high at $1,640/oz ahead of Wednesday's U.S. session, a gain of more than 7% from May's low, while stocks, commodities and the euro also ticked higher and major government bond prices fell."
Adrian Day: Gold Liquidation Phase Winding Down (06/06/2012)
"Money Manager Adrian Day figures the liquidation phase in gold has about run its course and the metal may be about to get a boost from looser monetary policies around the world."
Gold Bugs Defy Bear-Market Threat with Soros Buying (06/06/2012)
"Billionaire George Soros bought more in the first quarter and hedge-fund manager John Paulson held on to the biggest stake in the SPDR Gold Trust, the largest exchange-traded product backed by bullion, Securities and Exchange Commission filings show."
"The study is one of the first to explore how this technology, called bimodal dual AC mode microscopy, can improve our understanding of human tissues and biomaterials."
New AMA Chief: No Chaos with Court's Health Ruling (06/06/2012)
"The AMA has supported Obama's health overhaul, though a vocal contingent of doctor-members has urged the group to back off that stance."
On Jelly Donuts and Gold (06/06/2012)
"Gold is not merely a great thing to own amidst extreme circumstances. It can also be a great thing to own amidst merely marginal circumstances, for example, if you happen to be living during the tail end of one of the most powerful, world-dominating economic expansions in human history. . .rather than at the beginning of it."
"Gold is the buy for the long term. Gut-wrenching plunges in the price should be expected and ignored, except perhaps to buy more on such dips."
Gold: A Modest Proposal (06/06/2012)
"For the time being, London remains the world center for professional bullion trading, thanks to its time-zone advantage and its unique infrastructure and expertise. Gold bullion turnover in the London market averages more than $240B per day."
Six Biotech Stocks Riding the Baby Boomer Wave (06/06/2012)
"While no one has discovered a cure for Alzheimer's, cancer, Parkinson's or other ailments that come along with old age, several biotech companies are racing to cure a long list of diseases and disorders. The prospects are daunting but the possibilities in the biotech field are literally endless, for patients and investors alike."
"The country's nuclear utilization rates have a direct impact on crude, fuel oil and LNG consumption for thermal power generation."
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
The One Mineral That Will Advance Our World (06/05/2012)
"The potential for graphene applications is endless. Cell phones and durable screens aren't the end of it. Battery technology could be immensely enhanced."
Nuclear Power Has a Bright Future: Amir Adnani (06/05/2012)
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
Nuclear Power the Way Forward: Climate Scientist (06/05/2012)
"Barry Brook, the director of climate science at the University of Adelaide's Environment Institute, said the country would have no choice but to embrace nuclear power to meet sustainable energy needs and would focus on next-generation nuclear technology that provided safety, waste and cost benefits."
Why I am Currently More Bullish Than Ever on Gold (06/05/2012)
"It can be incredibly difficult to go against the herd. The most successful investors muster the courage to buy when everyone else is selling and sell when everyone else is buying."
"While breast cancer's pink ribbons have become a cottage industry, many of lung cancer's victims—even if they are nonsmokers—are less enthusiastic about being the face of a disease that many people view as self-inflicted. But several presentations at this year's ASCO meeting suggested that scientists are beginning to make inroads into the disease, which kills more patients than breast, prostate and colorectal cancer combined."
Have Gold, Silver and Mining Stocks Bottomed? (06/05/2012)
"We are seeing the U.S. Dollar Index futures start to roll over, while gold and silver futures are trying to form bottoms and build consolidation bases. If this is a major top in the dollar, then gold, silver, and gold miners are on sale as we speak."
"Share price hardly serves as a litmus test to intriguing junior stories. And a few juniors stand out among the latest mineral exploration IPOs in terms of exploration and exploration teams behind them."
US Mint Coin Sales Rebound in May (06/05/2012)
"The Mint sold 53,000 troy ounces of gold American Eagles coins in May, more than double the 20,000 troy ounces sold in April."
"The precious metals complex has put in a bottom and an ensuing peak in bonds would not only confirm the bottom but would add fuel to the rebound."
A Long Case for Coal: Nick Hodge (06/05/2012)
"With natural gas at a 10-year low and facing environmentalist opposition, domestic coal stocks are at their lowest levels in years."
Who Will Be the Next Key Oil and Gas Supplier? (06/05/2012)
"International petroleum companies have found the last frontier for onshore oil and gas exploration, and they are hustling to develop energy infrastructure."
"The bigger story is that these substantially lower emissions estimates demonstrate how committed the industry is to reducing environmental impacts, even without new regulations."
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen."
Golden Days Ahead: Dave Kranzler (06/04/2012)
Savvy investors and central banks in Asia are accumulating physical gold, the most stable form of value. In an exclusive interview with The Gold Report, Dave Kranzler, founder of Golden Returns Capital, contrarian gold investor and newsletter writer, shares his investment outlook and explains what he looks for when investing in gold miners poised to profit from economic turbulence.
Royalty Firms Could Spur Junior Miner Deal Bonanza (06/04/2012)
"With the recent pullback in precious metal prices and slumping stock markets, royalty firms could be the saviors for small and mid-tier miners who are eager to grow but strapped for capital."
Hong Kong-China Gold Imports Hit Record (06/04/2012)
"China's gold imports from Hong Kong, a proxy for overseas buying, set a record in November for the fifth consecutive month as demand from the world's largest gold consumer continued to defy expectations."
China to Impose Rare Earth Tax (06/04/2012)
"China is looking to tightly control the sale and production of rare earth minerals by instituting a new tax, even as it pursues a national rare earth reserve to stabilize prices."
It's Time to Take Advantage of the REE Dip (06/04/2012)
"I believe it's time to take advantage of this sharp pullback and make a value-driven move on rare earth stocks."
EU Policy Makers Urged to Tap into REE Supplies (06/04/2012)
"Rare earth metals in European and Nordic countries have the potential to save the region's automobile and electronics industries from uncertain imports and predesignated quotas."
Worst. May. Ever. (06/04/2012)
"Not many MLPs were immune to this value destruction, so these stats might help you realize that if your portfolio was only down 5% including distributions, you have chosen wisely."
"The planned changes would aim to boost local production of oil and gas, which has declined at a time when energy imports have become increasingly costly and vulnerable to disruption."
"Accumulating clinical and immunologic evidence presented at this year's ASCO meeting moved autologous cancer therapeutics further toward meeting the need for less-toxic therapies."
Major Improvement in Gold's Interim Outlook (06/03/2012)
"The 10-month price oscillator for gold, which measures how overbought or oversold gold is, registered its first 'oversold' reading since the bottom of the credit crisis in late 2008."
FSRUs: The Leading Edge of the LNG Market (06/03/2012)
"Floating Storage and Regasification Units cost less than half the cost of an onshore facility. The benefits to Japan now, which is in a proverbial 'space race' to meet its electricity needs, are that they can be ordered, made and delivered in 2–3 years, versus 5–7 years for an onshore import terminal."
"Red ink is splattering across the investment markets today. Paltry new jobs figures (69,000 new jobs, less than half of what was expected) have combined with the ongoing mess in Europe and lagging figures from China to sap investor confidence. This latest action will further depress oil prices, as the rash of bad news translates into even more knee-jerk projections of reduced demand."
All Hail! Grade Is King Again for Junior Gold Stocks (06/01/2012)
"A number of gold juniors are looking to make their projects more palatable—and generate far quicker payback for investors—by decreasing their scope and/or focusing on higher grades."
"Recently, the gold and silver miners have been outperforming the S&P 500, indicating that we may be seeing the rotation from overvalued equities into the undervalued miners."
The Myths and Realities of a Gold Standard (06/01/2012)
"The gold standard is now within the living memory of just a few million Americans, nearly all of whom would be dangerous behind the wheel. But thanks to money printing and federal deficits, the idea of a gold standard has resurfaced in the public's consciousness."
Legendary Dow Theory Letters Writer Richard Russell issued a big bear warning May 27. In a special early alert for his subscribers, he announced that his analysis of the April to May activity on the Dow Jones Industrials showed the continuation of a primary bear market that started on October 9, 2007. "We are now dealing with the latter part of the primary bear market. . .subscribers should now follow a course of utmost caution," he said. "As for gold, I think it will be under pressure for a while, but before this bear market is over, gold will embark on a major bull move. The current correction in gold will test every goldbug's nerves," he added.
The Gold Report asked other market watchers for their interpretations of the numbers and the impact these trends could have on the price of gold and gold equities. Their responses reflected their unique perspectives.
Is gold preparing for another shot up to $2,500/ounce heights or on the way down after being overbought? In this exclusive interview with The Gold Report, two respected names in the investing world share their arguments for what could happen in the coming years and how to profit from it. Financial Adviser Peter Grandich predicts a lot more upside while AlphaNorth Asset Management Chief Investment Officer Steve Palmer has a more cautious outlook on the shiny metal. Where are you putting your money?
The Golden Wealth of Turkey (06/01/2012)
"When I talk about the Love Trade, India and China are frequently discussed since the two countries have been dominating world jewelry demand. Turkey's love for gold, though, cannot be overlooked, as an estimated 5,000 tons have been accumulating in people's homes for years."
Global Gold Mining Trends (06/01/2012)
"Where in the world is the gold coming from? As investors, it behooves us to understand the forces that are driving industry trends, the same forces that may govern the decision-making process of a miner looking for gold."
Rare Earth Elements in Medicine (06/01/2012)
"Their unique properties, such as radiation emission or magnetism, allow REEs to be used in many different therapeutic and diagnostic applications in modern medicine."
"An iconic Southwestern energy patch player, T. Boone Pickens has built a legacy over the decades that proves the old Texas saying: 'It's not the size of the dog in the fight, but the size of the fight in the dog.'"
|"We are initiating coverage of PVG with an Outperform Speculative rating supported by relative valuation, asset quality, development stage, financing level, and safe haven status."|
|"EFR's eye-popping copper grades could allow the company to improve the economics significantly at Canyon."|
|"GSV is among the most promising explorers out there."|
|"R will have lots of exploration results coming, which could help boost share prices even if gold trades sideways."|
|"Ramp-up is going extremely well at TV's Caribou: the operation is already cash-flow positive, after only one quarter of commercial production."|