Archives — July 2015 back to current month (20)
BMO's Andrew Kaip: The Gold Majors Are Back (07/30/2015)
Andrew Kaip, managing director of mining equity research at BMO Capital Markets, does not expect near-term higher prices for gold or silver. However, due to continuing cost cutting and other efficiencies, he argues that the senior gold producers can now make profits above $1,100/oz gold. In this interview with The Gold Report, Kaip names two seniors as Sector Outperformers, and touts the virtues of a half-dozen undervalued near-term gold and silver producers.
Medical technology is not considered a huge-margin investment in the way that the biotech and drug industries are. However, some of today's medtech blurs the line, including hybrid companies developing stem cell and drug-device delivery systems that address complex disease indications ranging from blindness to spinal paralysis. Caroline Corner of Cantor Fitzgerald follows companies with technologies that can both address dire diseases and reap windfalls for investors. In this interview with The Life Sciences Report, Corner brings important names to investors' attention.
What can you really learn from the fuzzy project diagrams, site photos and columns of numbers often shown in dark rooms at conferences? A lot, if you know what you are looking for, according to the experts. Beyond the warnings about forward-looking statements, corporate presentations often contain the details that could make or break a project's economics. And many companies time the release of important information to coincide with events like the Sprott-Stansberry Natural Resource Symposium, going on now in Vancouver. For those who weren't able to make the trip or are doing their homework in a hotel room somewhere, The Gold Report asks veteran investors what they look for in a corporate presentation when evaluating a possible opportunity. As a bonus, we included links to several company presentations shown in Vancouver so you can practice your analyzing skills.
A rising middle class in Asia and elsewhere means an increasing demand for food. Paradigm Capital Analyst Spencer Churchill uses the stock-to-use ratio to predict grain prices, and that methodology leads him to predict price support/appreciation for a handful of major crops in 2015–2016. In this interview with The Energy Report, Churchill examines agricultural trends and discusses companies that can benefit from the world's increasing appetite, including one company with a streaming model unique in the ag sector.
With ongoing volatility expected in the gold space, mostly owing to global economic weakness, investors should focus on quality gold names with three key attributes to weather the current metal price environment, explains Joseph Fazzini, vice president and senior analyst with Toronto-based Dundee Capital Markets. Fazzini says those attributes are low-cost, long-life assets; defensive balance sheets; and responsible management teams. In this interview with The Gold Report, Fazzini lists six Buy-rated names with those key attributes and more.
Luisa Moreno, managing partner and analyst with Toronto-based Tahuti Global, says there are many things investors must pay attention to when it comes to critical metals projects, but nothing should trump metallurgy. That's because no two deposits are precisely the same, and having a clear understanding of how to economically recover those metals and get them into end-users' hands is usually the difference between higher share prices and failure. In this interview with The Gold Report, Moreno discusses several companies developing critical metals deposits with established metallurgy and other attributes that put them on the path to success.
Investors who lament missing the U.S. biotech bull market might have another avenue to pursue. Biotech valuations in Australia are not in sync with U.S. biotech valuations, and comparable stocks from Down Under may have extraordinary technology platforms and huge upside potential. In this interview with The Life Sciences Report, Senior Healthcare Analyst John Hester of Bell Potter Securities discusses two hidden Australian biotech gems, one of which could ride the coattails of a U.S.-based product on a very positive regulatory path.
Starting with the premise that people have to eat, The Agletter Editor Tom Wallace has found productive fields in the many subsectors of the ag investment space. Without discounting the risks, he explains to The Energy Report how investors can recognize and hedge those risks. Wallace also names three favorite companies that span the spectrum, from planting the seed to foodstuff.
Salman Partners Economist Calls Bottom in Copper (07/20/2015)
Experienced investors know that commodities and equities move in cycles, and understanding where copper, iron ore, nickel and zinc are in the cycle can result in much smarter decisions than blindly following the pack. In this interview with The Gold Report, Salman Partners Vice President of Commodity Economics Raymond Goldie brings some perspective to the charts and names the junior mining companies that could ride the inevitable waves up.
Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporary—and that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles.
In the U.S., the medical device and diagnostics industry has been burdened with conflicting regulations that have delayed commercialization and complicated reimbursement. In this interview, Brian Marckx, senior medical device/diagnostics analyst with Zacks Investment Research, tells The Life Sciences Report how that situation is changing and identifies some innovative companies poised to make the most of the situation.
Volatility in the oil and gas markets continues, with prices plunging yet again in the recent chaos surrounding Greece's default negotiations and other global political and economic uncertainties. But a rebound is inevitable, and Mackie Research's Bill Newman has his eye on companies that have managed to grow, step-by-step, even in hard times. In this interview with The Energy Report, Newman identifies companies with individual stories that will, in the end, defy the trend.
Markets are cyclical and even though it feels like the end of the world after years of junior resource stock market declines, history indicates that bear markets are actually an opportunity to own tomorrow's superstars for pennies on the dollar. In this interview with The Gold Report, market veteran and Exploration Insights author Brent Cook shares his travel stories and the companies he thinks will shine when the sun returns to commodity prices.
Scary. That is the word that kept coming up over and over as the news came in this week. Greece technically defaulted. The Shanghai Composite index dropped some 30%. And then a computer glitch caused the NYSE to be down for three hours. Are these headlines just blips on the equities markets? Do they have long-term implications for resource stocks? To answer these questions, we did what we do best at The Gold Report and asked the experts what is causing all the black swans and what they are doing to protect their investments.
Scary. That is the word that kept coming up over and over as the news came in this week. Greece technically defaulted. The Shanghai Composite index dropped some 30%. And then a computer glitch caused the NYSE to be down for three hours. Are these headlines just blips on the equities markets? Do they have long-term implications for resource stocks? To answer these questions, we did what we do best at The Energy Report and asked the experts what is causing all the black swans and what they are doing to protect themselves.
It's all about the fundamentals for Jason Napodano, CFA, of Zacks Investment Research. Revenue and earnings at the big biotechs are signaling investors that the market is still strong, and that there is still a huge thirst for early-stage devices, small molecules, biologics and cellular therapies. In this interview with The Life Sciences Report, Napodano details the upside for small-cap biotech names that he believes will be huge gainers for investor portfolios.
The best way to make money from the shale oil boom in Cowboyistan—the Bakken, Permian Basin and Eagle Ford shales located in North Dakota and Texas—may be the service providers. Master limited partnerships building pipelines to ship oil from newly cracked shale, and companies producing frack sand, will be hot stock prospects as the price of oil inches up. In this interview with The Energy Report, S&A Resource Report editor Matt Badiali shares the names he is researching in both the pipeline and fracking equipment and materials spaces.
Successful resource investors have to make their way past a lot of money pits before they find a stock that will make it to the top. In this interview with The Gold Report, S&A Resource Report Editor Matt Badiali shares the red flags wedged in PEAs and points to a handful of companies that are building shareholder value.
Fund Manager Adrian Day believes that the U.S. dollar is fundamentally overvalued and we can expect a devaluation at some point. This is good news for the price of gold. In this interview with The Gold Report, Day adds the even-better news for investors in gold equities is that so many good shares now sell for so little, and he discusses several companies that won't remain bargains for long.
The life sciences industry is evolving rapidly. Many say it's at the beginning of an explosive growth stage that will see the development and commercialization of novel therapeutics and diagnostics still being imagined in scientific laboratories today. This explosion of innovation also means an explosion of investment opportunity. In this interview with The Life Sciences Report, Marcel Wijma, chief research analyst at Van Leeuwenhoeck Institute, explores some smaller companies working on the industry's forefront.
|"GRG offers significant upside in a rising environment for gold and silver."|
|"ICG offers a deep exploration and development catalyst pipeline, a strong Quebec address with high grades, and scalability potential."|
|"Our thesis is that GUY provides a rare combination of a high margin, long life asset, gold price optionality and M&A potential."|
|"I urge you to take advantage of any market-induced weakness to buy CGT in advance of the feasibility study."|
|"R will have lots of exploration results coming, which could help boost share prices even if gold trades sideways."|