Archives — January 2015 back to current month (39)

Greeks Turn to Gold on Bank Bail-in and Drachma Risks (01/30/2015)

"Concerns about bank holidays and also a return to the drachma have returned and Greeks are looking for ways to prevent further destruction of their wealth."

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Michael Waring Has Seen the Energy Downturn Movie Before, and He's Not Worried (01/29/2015)

With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed.

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Watchlist Analysts Forecast Continued Blue Sky for Biotech Industry (01/29/2015)

For the last two years the biotech sector has experienced market-beating gains, even taking into account the industry-wide hiccup in early 2014. Can this trend continue? The five analysts who selected names for The Life Sciences Report's 2015 Small-Cap Biotech Watchlist spend their days considering this question; it comes into play with every recommendation they make. The topic came up in various contexts during the Watchlist panel at the 2015 Biotech Showcase: Here are four factors investors should consider as they move into 2015.

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Brien Lundin Plays the M&A Game (01/28/2015)

Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game.

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What Will Herald the End of the Biotech Boom? (01/28/2015)

"The truth is, I don't think there's a coming crash for the biotech sector—at least not in the near-term. But reasonable arguments can be made that we're in for a big reversal, and one of the keys to successful investing is to consider the other side of a trade."

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Lies and Deception In Ukraine's Energy Sector (01/28/2015)

The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception.

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Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke (01/27/2015)

Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top.

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The Small-Cap Biotech Watchlist 2015 Unwrapped: Who Are These Guys? And Why Are They Here? (01/27/2015)

At the Biotech Showcase 2015 in San Francisco, five biotech analysts examined the burgeoning small-cap life sciences marketplace and found every reason to believe its good health would continue into 2015 and beyond. The experts also sent investors who attended the panel discussion of The Life Sciences Report's 2015 Small-Cap Biotech Watchlist home with a bundle of robust investment opportunities, including a few new names. Read on to see which companies made the list, and why.

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There's More to the Gold Rally Than European Market Fears (01/27/2015)

"Even though gold was down last year, it still ranked as the second-best-performing currency, following the U.S. dollar."

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Heiko Ihle: Back to Precious Metals Equity Investing Basics (01/26/2015)

Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names.

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Gold Turbulent on Greek Aftermath (01/26/2015)

"With the aftermath of the election result still to really impact, one suspects that the likely forthcoming very difficult negotiations between the new Syriza government in Greece and the EU/ECB and the IMF over renegotiation of Greek debt will create some significant waves in the gold market ahead."

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Potential Rebound Ahead for Global Copper: Credit Suisse (01/26/2015)

"Credit Suisse anticipates that copper prices will be capped at around $6,600 per tonne and $3 per pound."

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Convert Catalysts into Profits: Sagient Research's Edward Stopke (01/22/2015)

The biotech sector is teeming with companies racing to bring the hot new drug or therapy to the marketplace. But realistically assessing the therapeutic potential of pipeline products is the healthy approach for selecting a winner. In this interview with The Life Sciences Report, Edward Stopke of Sagient Research unveils his list of companies with catalytic moments in the making.

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Michael Fowler Says Forget the Majors, Buy the Midtiers (01/21/2015)

According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out.

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Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge (01/21/2015)

While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures.

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Rip-Off of the Century? (01/21/2015)

"Nothing quite this uncompetitive has ever happened before with drugs, but you can be sure that insurance companies weren't about to watch their massive profits of the last decade erode for very long."

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Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round? (01/20/2015)

Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show.

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Eric Coffin: Is Market Sentiment Shifting to Gold? (01/19/2015)

Equities past their peak? Bond market dead? So where do investors go looking for returns? Eric Coffin suggests gold, both bullion and stocks. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how changes in the currency and energy markets have reignited interest in the sector, and suggests five gold explorers, plus one each in copper and uranium, poised to profit from the new economic realities.

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Top 10 Gold Miners Leap on Gold's U-Turn (01/16/2015)

"As gold gained about 8.5% in the past 25 days, gold miners have soared. "

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Oppenheimer Analyst Rohit Vanjani's 2015 Pipeline: Pot, Pain, and Babies (01/15/2015)

Building on another blockbuster year in specialty pharmacy and generics, Rohit Vanjani, a senior analyst at Oppenheimer & Co., has reason to be excited for 2015. Vanjani specializes in nurturing firms developing novel ways to treat some of humanity's most persistent medical problems, and in this interview with The Life Sciences Report, he describes some of the most promising therapies, and companies, in the life sciences sector.

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Jason Wangler Throws a Lifeline to Oil and Gas Investors (01/15/2015)

The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler. The likely survivors have similar traits, and in this interview with The Energy Report, Wangler shares their secrets, and names companies he expects will have an especially bright future.

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Ron Stewart Presents Juicy Gold Takeover Targets (01/14/2015)

The gold sector has always had a boom-and-bust mentality. Ron Stewart of Macquarie Equity Research says the flip side to the bear market is that the next bull market will produce phenomenal gains, and the companies leading the pack will be those that can still flourish with low gold prices. In this interview with The Gold Report, Stewart identifies low-cost, high-grade miners, several of which are likely to excite interest from cashed-up suitors.

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The JP Morgan Mood: Damn the Biotech Valuations and Full Speed Ahead in 2015 (01/14/2015)

"The mood of the industry this year was exceptional. Even some of the most grizzled veterans who have been making the annual trek to San Francisco for years noted they've never seen anything like this before."

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Strong Dollar, Weak Oil a Lifeline for Struggling Gold Miners (01/14/2015)

"The cost of power represents a very large proportion of overall operating costs, particularly for those having to rely on diesel generators, due to their locations."

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Charting Uranium's Gain, Brent Cook Looks for Sweet Spots in the Athabasca Basin (01/13/2015)

As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts. Here to discuss the sea change is expert geologist and astute investor Brent Cook, author of Exploration Insights. In this interview with The Mining Report, Cook explains the forces behind uranium's recent price uptick, and describes what kinds of uranium mining projects are worth an investment in this market.

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Real Gold Explorers Take No Prisoners Says Thibaut Lepouttre (01/12/2015)

Gold-tracker Thibaut Lepouttre treks the world hunting for solid gold mines and companies with the guts to dig for riches. The editor of Caesars Report and Sprout Money tells The Gold Report why the price of gold is moving sideways for the moment. Don't be fooled by cowardly gold bears, says Lepouttre; invest in muddy, muscled, bull-headed explorers with noses tuned to sniffing out the purest form of value.

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Despite Lifting Rare Earths Export Quotas, China Could Still Manipulate Market (01/09/2015)

"The rare earths industry was in a state of consolidation after a Chinese export clampdown prompted a rapid spike in prices in 2010/11."

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Revolutionary Oil Prospector Richard Masterson Shares Fracking Investment Opportunities Gov. Cuomo Can't Touch (01/08/2015)

Richard "Rich" Masterson, a Midland, Texas-based consulting geologist, has helped originate oil and gas projects with previously unseen potential. In this interview with The Energy Report, Masterson describes the significance of innovative science and new methods of prospecting to locate and liberate large amounts of energy, regardless of NIMBY politics like those playing out in New York State. He also brings projects and companies with potential upside for investors to the surface.

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Where Do Cures Reside? Morrie Ruffin and Michael Werner of the Alliance for Regenerative Medicine Think the Answer Is in Regenerative Medicine (01/08/2015)

The practice of medicine is being transformed. The journey has been arduous, but revolutionary stem cell, gene and immunocellular therapies are rapidly moving toward pivotal milestones—and investors in the space should strap in for a rewarding joy ride. In this interview with The Life Sciences Report, Alliance for Regenerative Medicine cofounders Morrie Ruffin and Michael Werner consider how new federal guidance might enable new standards of care in cardiovascular, neurologic and oncologic medicine, and offer a preview of next week's Biotech Showcase in San Francisco.

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Where Do Cures Reside? Morrie Ruffin and Michael Werner of the Alliance for Regenerative Medicine Think the Answer Is in Regenerative Medicine (01/08/2015)

The practice of medicine is being transformed. The journey has been arduous, but revolutionary stem cell, gene and immunocellular therapies are rapidly moving toward pivotal milestones—and investors in the space should strap in for a rewarding joy ride. In this interview with The Life Sciences Report, Alliance for Regenerative Medicine cofounders Morrie Ruffin and Michael Werner consider how new federal guidance might enable new standards of care in cardiovascular, neurologic and oncologic medicine, and offer a preview of next week's Biotech Showcase in San Francisco.

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The Look and Feel of Canadian Venture Market Bottoms (01/08/2015)

"While it is difficult to discern if today’s market is truly the absolute bottom, the similarities in media headlines, the tone of discussion, and overall sentiment are reminiscent of bear markets past."

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Medical Marijuana Goes to Market: Daniel Pearlstein of M Partners (01/07/2015)

Life sciences analyst Daniel Pearlstein of Toronto-based M Partners brings knowledge of the biotech sector and hands-on experience in the startup realm to understanding value and growth in small- and micro-cap life sciences companies. In this interview with The Life Sciences Report, Pearlstein offers his perspectives on six Canadian biotech and specialty pharma names with different value propositions and the capacity to grow multiples of invested capital, including one company in the budding medical marijuana field.

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Will the January Effect Give Gold and Silver Miners a Bounce? (01/07/2015)

The January Effect–the surge that small-cap companies may experience at the beginning of the year–goes back some seven decades. What will 2015 bring? The Gold Report talked to some experts to find out what they are expecting in the early days of the new year and which companies might be in position to take advantage. Most experts are optimistic about a bump, and some have some very interesting ways to profit from it.

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Gold Shrugs Off Dollar-Bullish US Jobs Data, Eurozone Uncertainty (01/07/2015)

"Euro-priced gold meantime extended yesterday's surge, hitting a new 16-month high above €1,029 per ounce after news that Eurozone inflation fell to minus 0.2% across the 19-nation union in December, pulled down by falling oil prices."

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Are You Ready for the January Effect? (01/06/2015)

As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit.

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Brent Cook: Investing During the Era of Peak Gold Discoveries (01/05/2015)

We've hit peak economic gold discoveries, but unlike the new fracking technologies that saved the oil industry, there's no fracking technology to coax mineral wealth from ever-deeper deposits. In the face of this shortage, expert geologist Brent Cook of Exploration Insights is scouting out companies that are cashed up and poised to deliver value when other miners may be left scraping the bottom of the barrel. In this interview with The Gold Report, find out what Cook expects for gold exploration in 2015, and why the next few years are going to be very interesting indeed for yellow metal miners.

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Gold Great Value Protector in 2014, Silver Not (01/05/2015)

"If one looks at the strength of the US dollar (or perhaps this should be the weakness of other currencies vs the dollar) with the dollar index rising 12.4% over the year, an investment in gold in any other currency will have seen a decent increase over the year."

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Lithium in 2015: Positioning for the Inflection Point (01/05/2015)

"With an overall growth rate of demand of 8% for lithium, even if demand falters somewhat and averages 6%, this is still double global GDP growth rate estimates, offering a buffer against economic headwinds."

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The Miracle that Would Have Saved Superman (01/02/2015)

"This technology has been in development for a long time, but things are moving fast. Stem cells are simply too important for an investor to ignore in 2015."

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