Archives — January 2014 back to current month (44)

Adrian Day: Ditch the Risk and Embrace the Upside (01/31/2014)

Adrian Day likes to think long term, and historical trends persuade him that the bull market in gold should continue for years to come. In this interview with The Gold Report, the founder of Adrian Day Asset Management explains why he expects a significant gold price recovery in the near future. In the short term, he counsels investors to choose companies that minimize risk through royalty agreements, joint ventures and robust balance sheets. In other words, companies with the means to seize profit-making opportunities, and Day shares the names of a handful that fit the bill.

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Two Companies Follow Unmet Needs to Biotech Profits: Echo He (01/30/2014)

Disease progression and drug resistance mean that very sick patients ultimately run out of options. In the case of orphan diseases, patients often run out of alternatives immediately after they are diagnosed. In this interview with The Life Sciences Report, Echo He of the Maxim Group discusses her focus on how patients with unmet needs might ultimately get a fighting chance. To that end, she has selected two names that could produce both welcome cures and stunning share price results for investors who understand the value proposition of last-resort therapies.

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Porter Stansberry: Are You Playing the Right Energy Trend? (01/30/2014)

Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend.

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Pros & Cons of One-Stop Shopping Oilfield Services (01/30/2014)

"The oilfield services sector has gone through several waves of consolidation, with the majors working to build their own vertical markets."

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Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets (01/30/2014)

"The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production."

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Gold Crybabies Are Born to Lose, Says Lawrence Roulston (01/29/2014)

Geologist, engineer, Midas-touch investor and financial newsletter publisher Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different? In this interview with The Gold Report, Roulston has some tips on how to double down on gold investments and wipe away the tears.

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Which Gold Miners Hold the Most Supply? (01/29/2014)

Major and midtier gold miners currently hold 54.3% of all gold resources and reserves worldwide. Junior companies and governments hold the rest.

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The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay (01/28/2014)

There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay.

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The Year of RNA? (01/28/2014)

So 2013 was a huge year for RNA, but could 2014 be even bigger?

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David Morgan: 'The Silver Bottom Is In: Time to Hold, Add and Ride It Out' (01/27/2014)

When the bulls are running for the doors, that is a sign that we have hit bottom and wise investors should hold on to their portfolios for the ride up, says Silver-Investor.com Editor David Morgan in this interview with The Gold Report . It may take a couple of resource war-addled years for gold and silver prices to move back to profitable levels, but the right companies—and he points to five from the members-only Morgan Report files—could make money all the way up.

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How Long Can Gold Prices Be Held Down? (01/27/2014)

What is the condition of future supplies?

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Why the Recent Lift in Junior Miners Will Likely Continue (01/27/2014)

"In early January, the S&P/TSX Venture Composite Index rose above the 200-day moving average for the first time in three years."

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The Last Word: Place Your Biotech Bets on Solid Management and Hot Therapy Areas (01/23/2014)

pillbill82Who got the last word at the 2014 Biotech Showcase? A portfolio manager specializing in healthcare, an award-winning analyst, and a pair of venture capitalists with global viewpoints and a focus on clinical-stage companies. In the closing event of the showcase, cohosted by The Life Sciences Report, this panel of experts offered insights into trends that will influence the biotech universe in 2014.

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Get Positioned Now for the Next Great Natural Gas Switch: Ron Muhlenkamp (01/23/2014)

Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp, founder and portfolio manager of Muhlenkamp & Co. Inc., putting his investment dollars behind the next great fuel switch, this time in the transportation sector. With his fund having finished 2013 with a tidy 34.4% gain, he is now eyeing companies poised to outfit the U.S. transportation sector with all things natural gas, from fuel tanks to motors to filling stations. And let's not forget the folks who get it out of the ground. As Muhlenkamp tells The Energy Report, we've only just begun, so there's plenty of room to run with well-positioned companies.

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The Rare Earth Commodities that Just Won't Go Away (01/23/2014)

"The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply."

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Eric Lemieux: What Does 2014 Hold for Metals? (01/22/2014)

Eric Lemieux, a mining analyst with Laurentian Bank Securities in Québec, is a realist, which makes his optimistic outlook for miners in 2014 that much more compelling. Lemieux believes that with the wheat separated from the chaff over the past tumultuous year, the truly strong companies have emerged. But you may be surprised by the jurisdictions he predicts will come to life in 2014. Lemieux makes some startling, but happy forecasts in this interview with The Gold Report.

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A Little Patience Required with Gold (01/22/2014)

"Gold could give a major buy signal in the next two to three weeks."

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Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts (01/21/2014)

Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed.

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The Longwave Winter of Ian Gordon's Discontent (01/20/2014)

As the Fed runs low on ammunition to further suppress the gold price, Ian Gordon, founder and chairman of the Longwave Group, is extremely bullish on gold. In this interview with The Gold Report, he recounts his history of the manipulation of the gold price and its implications for the global economy. He also expands on research showing that juniors are more effective and cost efficient at making discoveries.

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Harry Dent: How to Prosper in the Coming Downturn (01/17/2014)

There's little happy talk in Harry Dent's new book, "The Demographic Cliff: How to Survive and Prosper During the Great Deflation of 2014–2019," yet the author sees incredible opportunities for the investors and businesses that see this crisis coming. The founder of Dent Research relies strongly on demographic statistics and trends to predict a crash starting in early 2014 and lasting into 2015 or 2016, which will make 2008 look like a mere tumble. In this interview with The Gold Report, he delves into the economic implications of Baby Boomers aging around the world, and discusses strategies for investors to protect themselves.

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Five Ways to Play the End of the Natural Gas Renaissance: Bill Powers (01/16/2014)

Shale gas is not the foundation of U.S. energy security that conventional wisdom claims it is, says Bill Powers in this interview with The Energy Report. But as shale gas peters out, the law of supply and demand will drive gas prices up. Powers, an independent analyst and author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees a good future for gas-leveraged junior companies, and shares his top ideas as demand and price skyrocket in tandem.

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How to Avoid Pawnshop Lending: Heiko Ihle (01/15/2014)

Heiko Ihle, senior research analyst at Euro Pacific Capital, wants to warn investors and companies about the perils of "pawnshop lending"—predatory lending scenarios that many junior miners find themselves in as a result of the current commodity price climate, the overall financing climate, lack of interest from the buy side and incremental deals. In this interview with The Gold Report, Ihle outlines some alternative financing options and describes the three things he looks for in junior miners at the start of 2014.

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Biotech Watchlist 2014: Sound Science, Innovative Ideas and a Sprinkle of Pixie Dust (01/15/2014)

stethbillfold82142013 was a banner year for the life sciences sector, with biotech, pharmaceutical and medtech companies buoyed by advances in therapeutic techniques, a friendly regulatory environment, lucrative partnerships and the overall market upswing. The 2013 Biotech Watchlist, which was released at the Biotech Showcase in San Francisco, reflected this robustness, boasting a year-to-date return that blew past those posted by the major indices. Credit the basket of stocks picked by industry experts, weighted heavily with winners. Can our panel of experts pick another winning portfolio in 2014? Find out which companies they've chosen for the 2014 Watchlist in this exclusive from The Life Sciences Report and Sagient Research.

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Biotech Watchlist 2014: Sound Science, Innovative Ideas and a Sprinkle of Pixie Dust (01/15/2014)

stethbillfold82142013 was a banner year for the life sciences sector, with biotech, pharmaceutical and medtech companies buoyed by advances in therapeutic techniques, a friendly regulatory environment, lucrative partnerships and the overall market upswing. The 2013 Biotech Watchlist reflected this robustness, boasting a year-to-date return that blew past those posted by the major indices. Credit the basket of stocks picked by industry experts, weighted heavily with winners. Can our panel of experts pick another winning portfolio in 2014? Find out which companies they've chosen for the 2014 Watchlist in this exclusive from The Life Sciences Report.

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3 Front-Runners in the Global Shale Race (01/15/2014)

"While U.S. producers are going gangbusters—shale oil and gas production are way up year over year—the rest of the world is getting its collective act together."

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Biotech Showcase Watchlist 2014: Sound Science, Innovative Ideas and a Sprinkle of Pixie Dust (01/15/2014)

stethbillfold82142013 was a banner year for the life sciences sector, with biotech, pharmaceutical and medtech companies buoyed by advances in therapeutic techniques, a friendly regulatory environment, lucrative partnerships and the overall market upswing. The 2013 Biotech Watchlist, which was released at the Biotech Showcase in San Francisco, reflected this robustness, boasting a year-to-date return that blew past those posted by the major indices. Credit the basket of stocks picked by industry experts, weighted heavily with winners. Can our panel of experts pick another winning portfolio in 2014? Find out which companies they've chosen for the 2014 Watchlist in this exclusive from The Life Sciences Report and Sagient Research.

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2014 Graphite Outlook: Price Rebound, Supply Shift and New End Uses (01/14/2014)

China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores, manager of Industrial Minerals Data, tells The Mining Report that he sees an interesting dynamic unfolding in the graphite space over the next five years. As buyers for steel and battery markets compete for limited graphite supplies, the winners will be companies that can deliver the best, tailor-made products. In the meantime, offtake agreements are signaling a new confidence in the sector.

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How Long Can Gold Prices be Held Down? (01/14/2014)

"If the gold price soars to new record levels and above, in dollar and other currency terms, it will become a reserve asset itself and for those holding it."

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Chen Lin Says Investors Should Bank on Balance Sheets While Waiting for the Next Wave in Gold and Gold Miners (01/13/2014)

For over a decade, mining companies have relied on a rising gold price to reward their decisions, regardless of whether they were good decisions. Those days are over, and Chen Lin, author of the What is Chen Buying? What is Chen Selling? newsletter, says that investors must embrace companies that can grow their balance sheets even with gold as low as $1,000/ounce. Companies that can generate cash flow and acquire assets at fire sale prices today will likely be the winners in the next wave. In this interview with The Gold Report, Lin identifies a handful of producers that meet this threshold and one explorer well positioned to join their ranks.

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Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel (01/13/2014)

"Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners."

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Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank (01/13/2014)

"Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors."

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Sorting Through the Chaff: The Michael J. Fox Foundation's Tracey Mumford on the Quest to Cure Parkinson's Disease (01/09/2014)

The business of drug development survives by saving lives, but sometimes nonprofit, private activism is needed to kick-start a new medicine into development. The Michael J. Fox Foundation for Parkinson's Research is the world's largest nonprofit funder of Parkinson's disease research, having awarded more than $400 million in grants during its 13-year existence. Senior Associate Director of Research Partnerships Tracey Mumford is the foundation's link to companies with good ideas. In this interview with The Life Sciences Report, Mumford discusses exciting companies that have warranted foundation support—companies that investors might find very interesting.

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Banking on Ethanol and High-Tech Fracking: Keith Schaefer (01/09/2014)

Keith Schaefer, editor and publisher of Oil & Gas Investments Bulletin, has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry, as he demonstrates in this interview with The Energy Report. And he knows how to bide his time while waiting for catalytic moments—the singular events that can make all the difference between survival and extinction for a junior oil and gas company struggling to raise above the fray in the fracking fields.

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Paolo Lostritto Outlines the Lombardi Method of Gold Investing (01/08/2014)

Deflation, inflation and reinflation all play into scenarios for the gold price and precious metals equity markets, as outlined by Paolo Lostritto, former director of mining equity research at National Bank Financial. How to play good defense in this unusual market? Companies with free cash flow top his list, but high-leverage, midtier producers with great management teams can satisfy investors with more appetite for risk, says Lostritto in this interview with The Gold Report.

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Why 'Energy Rebalancing' Means Huge Profits This Year (01/08/2014)

"These profit opportunities involve big shifts in sourcing and systems that will combine with some major revisions in finance."

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Zinc or Swim: Do Base Metals Have a Future? (01/07/2014)

Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb.

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Gold Stocks: What to Expect in the New Year (01/07/2014)

"Ditching this sector may not be the best action to take this year because miners are approaching the historical limits of multiyear declines."

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Paul Harris Has Something to Say About Colombia's Gold Exploration Sector (01/06/2014)

Paul Harris sees a lot of untapped value in Colombia, a land that hasn't seen the arrival of modern mining due to a government sluggish to implement speedy approval processes. But Harris, editor of the Colombia Gold Letter, believes there are still some opportunities out there, pummeled by the market but poised to be buoyed by a more accommodating political climate and rising gold prices. He talks about the leading Colombia plays in this interview with The Gold Report.

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Bullish or Bearish: Mining Sector Prospects for 2014 (01/05/2014)

"The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals."

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The Biological iPhone (01/03/2014)

"The next Steve Jobs might be tinkering with DNA molecules instead of circuit boards."

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Silver Poised for Massive Recovery in 2014 (01/03/2014)

"Silver is poised for a massive recovery upleg in 2014, a mean reversion from last year’s dismal action. The main driver of silver’s initial strength will be American futures speculators covering shorts."

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Matt Badiali's Insider Tips from the Energy Fronts in Kurdistan and Tuscaloosa (01/02/2014)

How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of travelling the globe, S&A Resource Report Editor Matt Badiali shares his insights with The Energy Report readers on how to go where no one else wants to be and make a lot of money doing it.

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Follow the M&A Money to Small- and Mid-Cap Cardiovascular Medtechs: Jason Mills (01/02/2014)

Some investors' eyes glaze over at the mention of medical devices. But it's time to wake up and focus on the stunning growth opportunities in small- and mid-cap cardiovascular medtech. Canaccord Genuity Managing Director Jason Mills covers companies on the front lines of innovation and in sectors where the trifecta of revenue, margins and reimbursement is achieving biotechlike levels. In this interview with The Life Sciences Report, Mills opens the new year with a discussion of the cardiovascular medtech industry and mentions companies that are probable acquisition candidates.

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2014 Outlook for Oil & Gas Stocks (01/01/2014)

"My outlook for the remaining oil and gas sub-sectors—from best to worst. . ."

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Notable Quotes

"TV's Q2/17 lead and silver output were comparable to Q1/17."
– Pierre Vaillancourt, Haywood Securities
"EFR's profit margins remained strong at 30% in H1/17."
– Heiko Ihle, H.C. Wainwright & Co., Rodman & Renshaw
"VIT's Eagle is a low-cost, lower-risk project with permits in hand."
– Heiko Ihle, H.C. Wainwright & Co., Rodman & Renshaw
"POE finally spudded the well last week; I have been waiting for this."
– Chen Lin, What Is Chen Buying? What Is Chen Selling?