Archives — May 2014 back to current month (36)

Joe Giamichael's Top Two Oil & Gas Fixer-Uppers (05/29/2014)

Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders.

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Pad Drilling: Innovation in the Oil and Gas Industry (05/29/2014)

"Pad drilling is one of the most significant innovations in the oil and gas industry in recent times."

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ASCO Abuzz About Immunotherapies: A Preview of the Latest in Cancer Therapy from Stephen Dunn (05/28/2014)

Working in what is arguably the hottest sector in the drug development industry, biotech researchers continue to ferret out cancer's secrets. The premier event for those in the field is the American Society of Clinical Oncology annual meeting, taking place in Chicago from May 30 to June 1. Participants have submitted abstracts for promising therapies in advance of the conference, profiling new compounds that could lead to better outcomes for patients and bolster the health of investment portfolios. In this interview with The Life Sciences Report, LifeTech Capital's Stephen Dunn walks us through some of the highlights.

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Louis James: Are You Ready for an Early Shopping Season? (05/28/2014)

Sometimes hindsight can lead to foresight. Casey Research's Louis James says now that the market seems to agree that December was the bottom for gold, the value of these companies is becoming evident to investors, and majors could start going on a shopping spree. In this interview with The Gold Report, James sees the Osisko bidding war as a harbinger for deals to come, and discusses companies that could offer shoppers real bargains.

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Turn Solid Gold into Biotech Gold with James West (05/28/2014)

The globe-trotting editor and publisher of The Midas Letter has decided to give his metal investments a breather, looking for new prospects in the life sciences space. In this interview with The Life Sciences Report, James West points to low-hanging biofruit ripe for the picking.

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The Lower the Uranium Price, the Higher the Rebound (05/27/2014)

"Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound."

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Jeff Wright: Miners that Create Their Own Momentum (05/23/2014)

Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report.

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Harnessing the Power of Nature's Perfect Cells: Robert J. Hariri (05/22/2014)

Neurosurgeon and serial entrepreneur Robert J. Hariri, founder, chairman and chief science officer at Celgene Cellular Therapeutics, describes how his businesses address some of the great unmet needs in medicine in this interview with The Life Sciences Report. Hariri also discusses the special nature and advantages of placenta-derived stem cells, and an elegant solution to the scourge of muscle wasting in late-stage disease and advancing age that could apply to treatment of cardiovascular disease in the future.

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The Naysayers Are Wrong: Rohit Vanjani on How You Can Make Money with Generics and Diagnostics (05/22/2014)

The concept that generic and specialty pharmaceutical drugs cannot command pricing power and growth is a misunderstanding, according to Director and Senior Analyst Rohit Vanjani of Oppenheimer and Co. Diagnostics also offer upside to investors: In fact, some recent returns disprove misconceptions in a spectacular fashion. The secret to making excellent margins in generics is to find markets where a vacuum has been created and product safety can be assured. The trick with diagnostics is to offer new tests that save steps, increase accuracy and reduce the burden on payers. In this interview with The Life Sciences Report, Vanjani discusses three names that fit the bill for investors seeking powerful growth in not-so-obvious sectors.

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Cash in on Energy in Ukraine and the Rift Basins of Eastern Africa (05/22/2014)

Sometimes a major's trash is a junior's treasure. That's the story in East Africa, where majors began outlining resources and then ditched them for onshore assets. In their wake, junior companies with technical expertise are ready to unlock more wealth than the large caps thought possible. In this interview with The Energy Report, Canaccord Genuity Director of Research Christopher Brown fills us in on hidden opportunities in the rift basins of east Africa. He also shares an interesting perspective on how to make money on oil and gas ventures in Ukraine.

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Surfing the Volatility Curve with Jason Wangler (05/22/2014)

There is money to be made as oil and gas prices fluctuate. Wunderlich Securities' Analyst Jason Wangler is no Pollyanna—he casts a cold, analytical eye on the volatility of the energy markets. In this interview with The Energy Report, Jason explains how to create a solid portfolio of attractive North American juniors—with lucrative side trips to South America and Africa.

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New Wave of M&A: Divestitures, Swaps and Inversions (05/22/2014)

"This latest quarter, which kicks off a third year of negative growth, seems to have been the tipping point for pharma companies to finally emerge from a long M&A hibernation."

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New Wave of M&A: Divestitures, Swaps and Inversions (05/22/2014)

"This latest quarter, which kicks off a third year of negative growth, seems to have been the tipping point for pharma companies to finally emerge from a long M&A hibernation."

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Pierre Lassonde: Mining Cycles Are Good for Royalty Companies and Investors (05/21/2014)

Pierre Lassonde revolutionized investing with the creation of the first gold royalty company. Three decades later, he is as confident in this model as ever, especially considering the difficulties of the majors in discovering large, high-grade reserves. In this interview with The Gold Report, this director and former chairman of the World Gold Council discusses the significance of the shift in gold ownership from West to East, the problem of mining scale and the results of the industry's failure to develop new prospecting technology.

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Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs (05/20/2014)

Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity.

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Time Is the Trigger for Equities and Bullion: Charles Oliver (05/19/2014)

Charles Oliver, lead portfolio manager with the Sprott Gold and Precious Minerals Fund, believes the only thing between investors and bigger investment returns on precious metals equities and bullion, especially silver, is time. In this interview with The Gold Report, Oliver discusses silver and gold demand drivers, as well as portfolio ideas that figure to get bigger with time as the trigger.

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North American REE Exploration & Development (05/19/2014)

"Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters."

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Which Resource Areas Show Signs of Strength? (05/19/2014)

"Global growth in 2014 is likely to accelerate, for the first time in four years, to 3.5%, according to ISI. This is constructive news for commodities."

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Think Like a Brain Surgeon: Dr. Christopher James Offers Fresh Perspectives on Six Exciting Biotechs (05/15/2014)

New perspectives on well-followed biotech stocks are greatly appreciated. That's what we get here from Managing Director and Senior Biotechnology Analyst Christopher S. James M.D. of Brinson Patrick Securities. Something else that's treasured is discovering a brand-new biotech stock that no other analyst is covering. In this interview with The Life Sciences Report, James ushers readers to the head of the line to look at a new and exciting name with an extraordinary technology and phenomenal prospects for growth.

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Phil Juskowicz: How to Beat the Street to North American Energy Profits (05/15/2014)

When differentials emerge, it's time for investors to take notice. Phil Juskowicz, a managing director in Casimir Capital's research department, smells opportunity in micro-cap oil and gas companies, which have lagged behind the small caps for the last three years. In this interview with The Energy Report, Juskowicz explains how they are undervalued, and why they are the ultimate leveraged plays in the (very likely) event of natural gas demand growth.

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Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia (05/15/2014)

Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Report, conducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.

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J.P.Morgan's Geoff Meacham Plucks Biotechs with Upside from a Down Market (05/15/2014)

A downtrending market is troublesome for investors, but does present interesting opportunities through creation of lower valuations. Finding the right names in the wobbly life sciences environment requires a sharp eye and depth of experience. In this interview with The Life Sciences Report, J.P.Morgan Senior Biotechnology Analyst and Managing Director Geoff Meacham, a veteran analyst and cell biologist, brings eight important names to investors' attention and explains why they are still growth stories.

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Michael Curran's Three-Pronged Approach to Selecting Gold Equities (05/14/2014)

With more than 2,000 junior mining companies currently trading, it's often difficult to sort out the promising gold equities. That's why The Gold Report talked with Beacon Securities Managing Director and Analyst Michael Curran about some of his favorite ideas to unearth equities that add value and gold exposure to your portfolio.

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What Will Shake Retail Investors Out of Their Shell Shock? (05/13/2014)

Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world.

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Juniors Operating from the Driver's Seat: Adrian Day (05/12/2014)

Adrian Day has spent years making money for clients by steering them into and out of positions in precious metals equities. While higher commodity prices are always welcome, the founder of Adrian Day Asset Management says in this interview with The Gold Report that he maneuvers toward more telltale fundamentals like strong balance sheets and sound business plans. He believes investors should shift toward companies helmed by experienced managers with skin in the game and with exceptional projects, and names a handful that fit the bill.

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Live Longer, Get Richer with Patrick Cox (05/08/2014)

It's what every biotech investor dreams of: transformational advances in healthcare technologies that allow us to live for centuries and accumulate wealth exponentially. Patrick Cox, editor of the Transformational Technology Alert, is doing his part to make the dream reality. In this interview, Cox tells The Life Sciences Report about two companies with proprietary intellectual property in DNA-based therapeutics and regenerative medicine that could change the world.

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Bill Newman: Get Over Your Fear and Go for Black Gold in Argentina (05/08/2014)

It's been a long time since the Repsol fiasco in Argentina, and the oil-rich nation has been making steady efforts to encourage foreign investment in its energy sector. Bill Newman, vice president of international oil and gas with Mackie Research Capital, insists investors should focus less on political risk and more on the world-class Vaca Muerta shale play. In this interview with The Energy Report, Newman names oil and gas majors and junior explorers making progress, and recommends a few names that are taking advantage of Argentina's production incentives.

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How to Exploit the Coming Natural Gas Export Explosion: Frank Curzio (05/08/2014)

There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire.

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John Mauldin's Knock on the Side of the Head to World Leaders (05/07/2014)

The future will be decided in a race between global advances in demand for resources, complex technology and biotech innovation, and growing sovereign debt. In this interview with The Gold Report, Thoughts from the Frontline author John Mauldin points to the sectors that could benefit from the upside of improving world demand and the possible downside of a fiscal collapse in the geographic hot spots of China, Japan and Europe.

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7 Bits of News that Will Reshape Your Investment Outlook (05/07/2014)

"If you've ever wondered why developing a drug has to be so expensive, imagine what is going on in labs around the world, where scientists have been trying to figure out how to make a diet pill that turns off FTO, the so-called fat gene discovered seven years ago."

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Malcolm Shaw: Why Is the Market Ignoring These Companies? (05/06/2014)

Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities.

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Albania Is Fertile Ground for Oil Opportunities (05/05/2014)

"Today Bankers' Albanian discovery is the largest onshore oilfield in all of Europe."

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Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects (05/05/2014)

The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal.

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X-Ray Vision or Due Diligence? How SeeThruEquity Analysts Find Hidden Small-Cap Biotech Plays (05/01/2014)

SeeThruEquity stays an arm's length away from the small biotech firms it analyzes for investors, but gets intimate enough to discover firms that hold promise. In this interview with The Life Sciences Report, senior analyst Brandon Primack and the firm's CEO, Ajay Tandon, explain why they find this handful of small biotechs intriguing.

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Angelos Damaskos: The Best Way to Profit from Peak Oil (05/01/2014)

The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow.

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Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead (05/01/2014)

According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio.

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