Archives — November 2014 back to current month (37)
An aging world is a deflationary one, according to "The Demographic Cliff" author Harry Dent. In this interview with The Gold Report, he predicts a major, painful crash in the next two years based on population statistics and historic patterns. He has some positive short-term predictions for gold, and investment suggestions for how to be one of the ones still standing after the dust settles.
Gold Investing Myths: What Gold's Critics Don't Get (11/26/2014)
"In the right allocations gold is an important part of a healthy portfolio. It can hedge against market crisis and provide returns when other assets underperform."
So Bad It's Good: Surviving 2014 (11/25/2014)
As we approach Thanksgiving in the States, Streetwise Reports reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror.
Smart Oil is Cheap Oil: Rudolf Hokanson (11/25/2014)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm.
Rolling with Biotech's Regulatory Punches: Chen Lin (11/25/2014)
Being temporarily burned by the U.S. Food and Drug Administration can be a mixed blessing for a biotech with a good product in the pipeline. In an interview with The Life Sciences Report, Chen Lin, publisher of the investor newsletter What is Chen Buying? What is Chen Selling?, explains how to make money on biotech trades in sync with both the good regulatory news and the bad.
Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers.
Ethanol: It's About The Economics, Stupid (11/24/2014)
"Ethanol and the EPA's Renewable Fuel Standard is a very political issue, but the reality is ethanol is a market based commodity now."
Solar Shines on Silver Demand (11/24/2014)
"Since 1999, photography has increasingly gone digital, and as a result, silver demand in the film industry has contracted about 70 percent. But there to pick up the slack in volume is a technology that also requires silver: photovoltaic (PV) installation, otherwise known as solar energy."
Micro-cap stocks suffer from all sorts of ills. They are often illiquid, and companies can be unable to raise new funds under reasonable terms, if at all. Investing in these equities requires extraordinary expertise and experience, and that is where micro-cap investment banker Richard "Dick" Huebner excels. In this interview with The Life Sciences Report, Huebner, a senior managing partner with Denver-based GVC Capital, discusses the downside and the upside of micro-cap biotech investment, and the desirable characteristics risk takers should be looking for in very small companies.
Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape.
The Swiss Gold Referendum Explained (11/20/2014)
The referendum, if passed, will mean that (1) The Swiss National Bank must hold 20% of all assets as gold, (2) Switzerland will repatriate the 30% of its gold held abroad by England and Canada and (3) Switzerland may no longer sell any gold it accumulates.
Finding Gold Dollars in Nevada: Thomas Drolet (11/19/2014)
Patience is the key to a golden future for both investors and miners. Thomas Drolet of Drolet & Associates Energy Services Inc. is an energy expert who is also an avid gold investor. He typically visits the mines in which he has a stake and talks turkey with managers. He has found a sweet spot for gold in his basic portfolio—and he shares a few of his favorites with The Gold Report.
Pharma Must Navigate New Payer Landscape (11/19/2014)
"Navigating the complex and fragmented payer landscape at a time when health care is dramatically changing—both in how it is delivered and in how it is paid for—has been challenging for pharma and raised many questions about what payers want, their attitudes and how best to engage with them."
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment.
"Those who purchased gold, silver and the producers in the early years of this bull market will be sitting on handsome profits, assuming they had a buy-and-hold strategy."
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market.
Can Coal Endure Competition, Anti-Carbon Lobby? (11/17/2014)
"The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already."
Another Huge Stride in the Fight Against Cancer (11/17/2014)
"The age-old pessimism that has pervaded the diseases we call cancer may, just a few years after Jobs died, finally be turning. The National Institutes of Health lists 45,571 clinical trials underway for cancer therapies right now."
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term. In this interview with The Energy Report, Damaskos argues that current prices are dismal news for the majors, shale oil producers and the oil sands but underline the advantage of investment in juniors with solid, long-term projects, of which he presents five.
What do you get when you combine a top-ranked industry analyst with a retired lieutenant colonel from the U.S. Marine Corp.? You get Steve Brozak, who brings his one-of-a kind perspective on the intricacies of Ebola virus disease to this interview with The Life Sciences Report. His military background, combined with 20 years as a biotech and medtech analyst, has allowed the WBB Securities cofounder to develop a reasoned perspective on how West Africa's Ebola epidemic might be humanely halted. Brozak also mentions small-cap names that could considerably enhance investors' portfolios.
Ebola's Silver Lining: MLV & Co.'s George Zavoico (11/12/2014)
A working knowledge of molecular biology is essential for a biotech investor, but it helps when someone with deep knowledge of science and medicine can bring understanding to the people who commit capital to growth ideas. George Zavoico of MLV & Co. has that advantage, having been a senior investigator at a large pharma before moving on to research at smaller, pure biotech firms. In this interview with The Life Sciences Report, Zavoico brings a wealth of experience to bear on the valuations of smaller companies with phenomenal growth prospects, and discusses how the quest for a cure for Ebola could disrupt—and improve—our approach to medical crises.
Rocks to Riches with Thomas Schuster (11/12/2014)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away.
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex.
"The total of IPOs completed by biotech companies, whose primary focus is on developing therapeutics, this year now stands at 67, a milestone that no one in the industry could ever have predicted at the beginning of this year."
Frank Holmes Talks No-Drama Investment Strategy (11/10/2014)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world.
Gold's Fundamental Supply Picture (11/10/2014)
"Why don't we all ignore the endless bombardment of economic white noise spewing from mainstream media outlets and instead concentrate on gold's fundamental supply problems?"
"What marks capitulations are their extraordinary violence, their relatively short duration, and the fact that they're emotionally driven rather than arithmetically driven events. What's useful about capitulations is that, in my experience, they have marked definitively the end of long bear markets."
Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries.
When the biotechnology market hit a speed bump in early 2014, every stock in the sector was jolted. Large-cap biotech and big pharma have largely recovered, but small- and micro-cap companies haven't yet entirely recouped the losses. The performance of Streetwise Reports' Biotechnology Watchlist to date reflects this trend: The portfolio lingered in negative territory after the late-winter punch, and hovers near breakeven as of Nov. 3. To get a handle on the drivers of small-cap stock price volatility, The Life Sciences Report turned to a pair of the analysts who selected companies for the 2014 Watchlist, John McCamant of the Medical Technology Stock Letter and George Zavoico of MLV & Co. In this recap, the two experts offer updates on the companies they selected for the portfolio.
Bob Moriarty: $80 Oil Is the New Normal Minimum (11/06/2014)
Saudi Arabia has nothing to do with falling prices at the pump, argues Bob Moriarty. He sees falling demand as the culprit, driven by economic slowdown in China, Europe and the U.S. In this interview with The Energy Report, Moriarty explains why increased consumer spending won't solve our problems, and discusses why he's still a fan of North American energy stocks—even though he hates shale oil.
When Dr. Alan Greenspan became chairman of the Federal Reserve, he moved from the world of rhetorical economics to the world of action. His most recent memoir, "The Map and the Territory 2.0: Risk, Human Nature, and the Future of Forecasting," attempts to make sense of how the financial crisis of 2008 came to be and how we can better predict future crises, along with the role of gold in a global monetary system. In this excerpt from Greenspan's appearance at the New Orleans Investment Conference with Navellier & Associates Senior Writer Gary Alexander, Gloom, Boom & Doom Report Publisher Marc Faber and Stansberry & Associates Investment Research Founder Porter Stansberry, The Gold Report delves into the role of gold versus fiat currency, why central banks own so much gold if it is truly "a barbarous relic," and the reason China is buying so much gold today.
U.S. Miners May Profit from GOP Election Blow-Out (11/05/2014)
"A Senate switch to the GOP may not switch the balance of power that much, but it will give politicians who oppose environmental laws and question the reality of climate change more power to delay and amend Climate Change-oriented laws, such the new federal rule cutting carbon emissions from power plants."
Orphan Drug Price Rises Indicate Sector Trends (11/05/2014)
"The report indicates that orphan drugs have been successful in sustaining their eye-watering prices. But with so many non-orphan drugs coming in at tens of thousands of dollars, payers may grow intolerant of steep price rises across the spectrum."
Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond.
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year."
Paul Adams: Macro Trumps Micro in Resource Sector (11/03/2014)
Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.
"Gold bullion prices slipped to re-touch Friday's new 4-year lows early in Asian trade Monday, before recovering that $10 drop to trade at $1,172 per ounce as world stock markets edged down."
|"KBLT acquired a 1.75% NSR on all metals from the Dumont Ni-Co project."|
|"PVG's Q4/17 operating and free cash flow were ahead of our estimates."|
|"KDX increased its revolving credit facility by $10M, to $45M."|
|"Production at MAG's Juanicipio is still on track for mid-2020."|
|"IMV could forge licensing deals for DPX-Survivac and DPX-RSV; we are maintaining our Speculative Buy rating."|