Archives — July 2013 back to current month (53)
Quantitative easing has created new problems for commodity investors—the systemic distortion of true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality.
Gold Nears 10% Monthly Gain (07/31/2013)
"The relationship between the gold price and real U.S. interest rates, adjusted for inflation, is less clear."
Catalysts are a little like earthquakes: They shake things up. These announcements of drill results, production starts and resource estimates can influence stock prices, sometimes for the better, sometimes for the worse. In this interview with The Energy Report, Jocelyn August, senior analyst and product manager for Sagient Research's CatalystTracker, explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces.
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage.
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done."
Profit from Palladium's Bullish Trend (07/29/2013)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'"
Is It Time to Start to Talk About Geothermal Again? (07/29/2013)
"Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined."
How to Invest in LNG: A 3-Step Strategy (07/26/2013)
"Greg Coleman outlines his three-stage plan for grabbing a chunk of the profits from the massive ramp-up coming in LNG."
Small-cap biotech investing carries real risk. Startup companies tend to have only a few ideas in development, which leaves ample room for setbacks—even room for disaster. Robert "Bert" Hazlett, senior biotechnology research analyst with ROTH Capital Partners, doesn't mind taking such risks, but tempers them with a diversification strategy designed to minimize the impact of potential hiccups and blowups. In this interview with The Life Sciences Report, Hazlett expands on his strategy and mentions four companies with experienced management teams and high hopes for huge returns.
The pricey evolutionary tradeoff for walking on two legs is the curse of lower back pain. Jason Kolbert of the Maxim Group understands the power of stem cells as disease-modifying therapies for degenerative disc disease of the spine, a leading-edge, multibillion-dollar indication. Kolbert explores the opportunities that cell therapies offer investors in this interview with The Life Sciences Report, and puts a personal spin on their regenerative promise.
Big gains are rarely found by jumping on the bandwagon. Peter Epstein, independent analyst and founder of MockingJay Inc., argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies. In this interview with The Energy Report, Epstein shares his resource stock diamonds in the rough, including a uranium name commercializing a groundbreaking technology and a graphite company beating its competitors to market.
As an investor, you probably get a lot of advice and don't know which to follow: There are conflicting reports, Fed announcements, figures that tell only half the story. In this interview with The Gold Report, Ralph Aldis, senior mining analyst with U.S. Global Investors, helps investors parse these many information streams, explains what seasonal gold pricing patterns could mean for investors and offers a stable of junior equities that could provide greater leverage to a gold price recovery.
Why Gold Mining Stocks Are a Buy Now (07/24/2013)
"You have to choose carefully when picking gold mining stocks or ETFs to buy."
Could Small Modular Reactors Goose Uranium Prices? (07/23/2013)
Nuclear power is the best option for clean base-load power generation, according to Gold Stock Trades Editor Jeb Handwerger. As proof, he points to signs that even environmentalists are beginning to favor it. Meanwhile, uranium stocks are rising and large nuclear construction programs overseas should keep upward pressure on them. But as Handwerger explains in this interview with The Energy Report, the future of nuclear power generation may lie with small modular reactors, and the U.S. is leading their development.
Ron Struthers: Have Flake Graphite Prices Bottomed? (07/23/2013)
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers, the publisher and editor of Struthers' Resource Stock Report, believes so. In this interview with The Metals Report, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production.
"According to a U.S. government report, resource-rich Australia could be home to as much as 10 times the existing known gas reserves, higher than its existing oil reserves."
Gold juniors need to get back to the basics, says Eric Coffin, and it is going to take large discoveries to get the market excited again. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how the new economics of gold production require investors to concentrate on companies with three specific qualities, and names companies and the regions that could generate breakout projects.
Strong Contrarian Buy Signal on Gold Stocks (07/19/2013)
"One should consider the gold stocks a venture capital type of investment."
Small-cap, oncology-focused biotechs with novel technologies have always been bestsellers for investors. Subplots have emerged along the way, but Aegis Capital Corp.'s Managing Director and Head of Healthcare Equity Research Raghuram "Ram" Selvaraju maintains that these companies continue to drive the biotech story forward. In this interview with The Life Sciences Report, Selvaraju reflects on the state of the industry and shares reams of information on specific ideas for investors.
Stock Picking in the US Shale Basins: Neal Dingmann (07/18/2013)
As an oil analyst at SunTrust Robinson Humphrey, it's a given that Neal Dingmann has his eye on energy stocks come rain or shine. But whether you're bullish or bearish on U.S. shale development, it's wise to know which stocks are poised to deliver shareholder value. In this interview with The Energy Report, Dingmann tiptoes through North America's major shale plays (including an interesting hybrid) and points out the cream of the crop.
Opportunity Ahead in the Energy Supercycle? (07/18/2013)
"We see severe price declines as possible buying opportunities during this ongoing commodity supercycle."
Even though precious metals stocks are going through a nasty and unpleasant interval, Mike Kachanovsky, founder and partner of smartinvestment.ca, looks at the market through a bullish lens. Shrewd accumulators are buying all the gold and silver juniors they can. When prices recover, investors will realize that mining stocks have been driven down to generational lows and money will rapidly flow back into the juniors. In this interview with The Gold Report, Kachanovsky details actions smaller juniors can take to survive the downturn and discusses companies with the resources to stay afloat until the markets rebound.
"Regulation" is a dirty word among many investors, but for speculators like Rodney Stevens, portfolio manager at Wolverton Securities Ltd. and author of The Disciplined Speculator newsletter, state-mandated emissions caps and renewable energy goals present an extraordinary opportunity for growth. In this interview with The Energy Report, Stevens makes a bullish case for solar stocks and offers several names for traders playing offense or defense. Whatever your strategy, Stevens says get the heck out of bonds and into equities.
Will Wireless Power Revolutionize Mobile Tech? (07/16/2013)
"Battery improvement has seriously lagged other technologies over the past 20 years or so."
Western rare earth companies are in a conditioning period, optimizing on every front to get the leanest capital costs possible. In the next six months, Geologist Alex Knox expects a big shakeout across the rare earth space as companies release amended PEAs and feasibility studies. "That," says Knox in this interview with The Metals Report, "is when smart investors will be able to look at the numbers and pick out the winners." Knox helps us jump the gun by identifying companies with lean, mean stats.
Timing Gold's Bottom (07/16/2013)
Why the pros don't care if gold gets whacked some more.
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals, both in physical metals and equities. He is interested not only in companies that are profitable now but also in ones that will someday be in the black again. In this interview with The Gold Report, he describes his ideal portfolio, which includes companies operating in far-flung places.
"The PwC survey determined that the single biggest challenge for companies is getting accurate information from their suppliers."
Breakdown: British Columbia Explorers (07/15/2013)
"Using 20+ variables, we've analyzed over 50 exploration companies and their main projects in B.C."
Chris Mayer's Four-Point Formula for Returns (07/11/2013)
It's time to tear your eyes away from those stock price charts. Chris Mayer, Agora Financial managing editor and author of "World Right Side Up" and "Invest Like a Dealmaker," walks us through his four-point company evaluation strategy, "CODE," identifying crucial, less publicized metrics that give real insight into a company's value. In this interview with The Energy Report, learn how to pick your stocks like a seasoned financial analyst. As Mayer explains, with global finance shifting back to emerging economies, it's an exciting time to be an investor.
The Growing Appetite for Biotech: Pooya Hemami (07/11/2013)
When should investors jump on a junior biotech stock with a promising product in the pipeline? That's a tricky question, one that analyst Pooya Hemami of Edison Investment Research considers carefully as he tracks astonishing epigenetic-based and orphan drugs with novel applications. In this interview with The Life Sciences Report, Hemami describes how he assesses the viability of a junior firm and gives the nod to several well-positioned names in Planet Biotech.
These are scary times for precious metal investors. Resource equities are in the tank and, adding insult to injury, the gold price took a precipitous fall just days before summer, notoriously one of the slowest seasons for precious metals. Heiko Ihle, an analyst with Euro Pacific Capital in Connecticut, tells The Gold Report that something has to give. And soon. Ihle sets out a likely scenario and highlights some miners that are able to produce profitably at current metals prices.
"Mexico could be the surprise driver of marginal demand—and gas prices."
Iron miners don't make cars, so why should rare earth miners make magnets? According to longtime rare earth expert/consultant Jack Lifton, "mine to magnet" vertical integration strategies are little more than pie in the sky schemes. But Lifton just might have the perfect solution for the world's rare earth element supply problems. In this interview with The Metals Report, Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns.
What the Fundamentals Say About Gold (07/09/2013)
"The fall in the gold price changed the entire dynamics of the gold market."
Silver's Antibiotic Potential (07/09/2013)
"Recent studies have shown that silver can significantly improve the efficacy of antibiotics."
With so many junior mining companies going into hibernation, John Kaiser of Kaiser Research Online fears that the entire mining sector could fall dormant. In this interview with The Gold Report, he outlines approaches to discovery and development that smart, nimble companies are deploying to stay alive. Whether precious, base or critical metals, or in jurisdictions as exotic as Morocco and as familiar as Nevada, these are the basics required for survival in today's brutal market.
A Rare Anomaly in the Gold Market (07/08/2013)
"While the waterfall decline in gold stocks is painful for those of us already invested, the reality is that this is a setup we get a shot at only a few times in our investing life."
"Last week, the Chinese Ministry of Commerce (MOFCOM) announced the second round of allocations of rare-earth export quotas for 2013."
What the Next 'Arab Spring' Means for Oil Prices (07/08/2013)
"But two developments are threatening to heat things up yet again—and fast."
"Over the past 12 months the number of "billion dollar" market cap biotech companies has increased by 51%."
"Looking ahead over the coming months, there is reason for optimism regarding the next wave of phase 3 results from ongoing cancer vaccine trials. This is due to the fact that many of these products address the limitations of prior cancer vaccine approaches and/or have support from big pharma."
America is staring down a fiscal catastrophe, says Porter Stansberry, the outspoken investment analyst who has coined the phrase "the end of America." Americans are living beyond their means, he says, and the global economy is tired of holding our debt. Nothing short of economic disaster will befall us. But amid such grim predictions, in this interview with The Gold Report, Stansberry takes a moment to praise the enduring value of timeless investments, such as farmland and. . .Krispy Kreme. Stansberry shares his thoughts on everything from the Federal Reserve to Hong Kong.
Drug development is full of surprises, and those surprises are hitched to the catalysts that move biotech company stocks. Mike Havrilla, co-founder and analyst with BioRunUp, processes and trades on the news flow surrounding biotech and specialty pharma companies as they navigate the turbulent development cycle. In this interview with The Life Sciences Report, Havrilla talks about his methods and shares three rich ideas that could create doubles or triples for investors.
An Unexpected New Demand Source for US Natural Gas (07/02/2013)
Mexican imports of U.S. gas have skyrocketed 92% since 2008.
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future.
Understanding asset values is the name of the game for early-stage resource plays—that's how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The Midas Letter. In this interview with The Energy Report, West rolls out the map and shows us where juniors are headed. He also names some companies who are thriving on North American soil. If boots-on-the-ground prospecting puts a glint in your eye, read on.
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals.
Is the Bubble Phase in Gold About to Begin? (07/01/2013)
"We now have the necessary conditions for the bubble phase in gold to begin."
Rare Earth Price Jump: Just the Beginning? (07/01/2013)
"Prices for the 17 elements have jumped 10% over the past two weeks."
"Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news."
|"We reiterate our Outperform recommendation on GSV."|
|"We foresee KLDX achieving growth across all categories in excess of depletion."|
|"RPM's new South Heap Leach Pad facility is ready for the Nevada regulatory review process."|
|"Our valuation of RGS increases with the AGC cash and larger addressable market in Japan partly offset by longer timelines and revised assumptions for CryoShot and Kvax."|
|"CGT has what you might think of as a golden future."|