Streetwise Reports' Article Archives — August 2013 back to current month (48)
A Bombed Out Gold Market Is Bottoming (08/30/2013)
"The June lows look like a classic bottom."
Biotech Investor Realism with Andrew Fein (08/29/2013)
Expert healthcare company watcher Andrew Fein of H.C. Wainwright & Co. knows how the sausage is made in the stock analyst factory. And he doesn't pull any punches: In this interview with The Life Sciences Report, Fein dishes out praise for sticking to sellside fundamentals and suggests skimming off bloggers who have yet to earn their analytical chops. He rounds out the menu by naming biotech companies with the potential to rise to the top of the simmering biotech market.
Micro-Cap Oil Stocks that Hit the Jackpot: Phil Juskowicz (08/29/2013)
If you want the most bang for your buck, quality E&P micro caps are the way to go. At least that's the opinion of Analyst Phil Juskowicz of Casimir Capital, an early follower of the company that ended up discovering the Barnett Shale. In this interview with The Energy Report, Juskowicz explains his investment rationale and talks about several of his favorite micro caps, including one that went shopping at an asset bankruptcy sale and absolutely cleaned up.
Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin (08/28/2013)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
Anthony Mariano: Calling Next-Generation REE Investors (08/27/2013)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks.
The Low-Cost, High-Yield Strategy Making Oil Investors Money: Josh Young (08/27/2013)
Sometimes success is about making the most of what you've already got. The same holds true for North America's shale plays: Companies are saving development dollars by reworking old wells. When it's done right, the rates of return are astounding. That's why Young Capital Management founder Josh Young is investing in redevelopment plays. In this interview with The Energy Report, Young explains redrilling economics and highlights off-the-radar shale basins outperforming those in the limelight.
Why Gold Prices Are Up (08/27/2013)
"Propelling gold prices Tuesday was a move from 'risk-off' trades into safe haven assets."
Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani (08/26/2013)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest.
Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500 (08/26/2013)
Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank.
Electric Vehicle Infrastructure: The Chicken/Egg Dilemma (08/26/2013)
"There is a solution on the horizon: smart grids, and their younger sibling, the smart meter, the saviors of managing demand. A smart system would allow the mediation of electric vehicle electricity demand by making a 'smart' decision about how to 'smooth out' the demand to mitigate the surge."
Amgen Deal Highlights a Red-Hot Cancer Therapy Industry (08/26/2013)
"Cancer therapy is a multibillion-dollar industry that will be the biggest M&A driver—and profit producer—for biotech investors."
Gold Bull Off to the Races Once Again (08/25/2013)
"After a restful slumber, the gold bull appears to be fully energized and off to the races once again."
Two Ways to Capitalize on Accelerating Lithium Demand: Luisa Moreno (08/22/2013)
The sleekest, most efficient electronic product is nothing without the battery that powers it. Enter lithium, the raw material battery manufacturers depend on. With electric/hybrid vehicle use on the rise and demand for consumer electronics steadily climbing, lithium producers with quality product should have no shortage of potential buyers. In this interview with The Energy Report, Luisa Moreno, mining and metals analyst with Euro Pacific Canada, names her top lithium picks with both the goods and the customers.
Three New Picks from the Hot Biotech IPO Market: Ran Nussbaum (08/22/2013)
Ran Nussbaum, co-founder and managing partner of The Pontifax Group, is a venture capitalist seeking game-changing products that will create real value for patients, pharmas and investors. In this interview with The Life Sciences Report, Nussbaum addresses three public companies in different stages of development—from a penny stock with a preclinical value driver to a revenue-generating "larger" small-cap company developing novel products for critical orphan indications. As a bonus, Nussbaum drops two European biotech names that he believes are suffering from anonymity in U.S. markets.
Spot Tenbagger Discovery Potential in Biotech: Michael Berry (08/22/2013)
How do the best investors detect life science companies with the potential to generate significant wealth? Michael Berry, publisher of Morning Notes, found that traditional growth and value models didn't measure up, so he developed his own "discovery" strategy. He looks at companies that haven't gone public yet. He's not afraid of the penny stock. Find out more about Berry's technique, and about five companies that fit his profit-generating profile, in this interview with The Life Sciences Report.
Why Is Anti-Goldbug Dennis Gartman Getting into Gold? (08/21/2013)
Dennis Gartman, the editor and publisher of The Gartman Letter, has made no secret of his disdain for gold. But he believes a good trader is agnostic of everything. So, when technical charts indicated it was time to buy, he did. In this interview with The Gold Report, Gartman talks about how he has been playing gold off of other currencies to turn a profit and discusses whether he is ready to get into gold equities yet.
Will the S&P 500 Impact Gold Stocks? (08/21/2013)
"The relationship between the gold stocks and the stock market is difficult to pinpoint as its quite scattered."
Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal (08/20/2013)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards.
Canada's Heavy Oil Producers Are Positioned for Big Payoffs: Alistair Toward (08/20/2013)
Companies that can hunker down in low-margin environments will often wow markets during recoveries. Heavy oil producers are the next case in point, says PI Financial Oil and Gas Analyst Alistair Toward. Improved heavy oil pricing means these producers are enjoying significantly bigger netbacks. As heavy oil producers release their quarterly financial results, those bottom-line payoffs are likely to make waves. In this interview with The Energy Report, find out how to invest in this high-beta space before all the earnings reports are in.
Quest to Cure Cancer Spurs Big Gains in the Biotech Bull (08/20/2013)
"There are still plenty of skeptics regarding the promise of this technology, but I'm not one of them. In fact, I believe biotechnology investors who don't participate in this new wave of cancer therapy will be missing out on historic profit opportunities."
Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities (08/19/2013)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
Gold's New Rally Begins Now (08/16/2013)
"It's been a crazy ride—but the breakout is finally here."
Adventures in the Biotech Trade with Jim Letourneau (08/15/2013)
Jim Letourneau, publisher of Big Picture Speculator, shares tales of strange biotechnologies worth buying into—such as cures for high dental bills and dog breath—in this interview with The Life Sciences Report. Letourneau likes to invest in biotech firms because their stock values are less volatile than commodity-based companies, which are chained to uncontrollable price fluctuations. You are advised to hold onto your brain (quite literally), while Letourneau describes a few curious—and potentially profitable—biotech investment adventures.
Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin (08/15/2013)
Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold.
Still Time to Catch Big Growth in Biotech: George Zavoico (08/15/2013)
Biotech has had a scorching run for more than a year and a half, but as broader markets approach more realistic valuations with less potential upside, it becomes even more important to be invested in the right companies with truly meaningful catalysts on the horizon. George Zavoico of MLV & Co. knows how to pick winners from the field, and offers up solid ideas with visible growth drivers in this interview with The Life Sciences Report. Your inner gambler should take note: A beaten-down micro- or small-cap company might, with a bit of luck, bring home the gold.
Will Copper Prices Drop Further? Just Look at Oil Investments (08/15/2013)
"While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers."
Casey's Louis James Warns: 'Don't Try to Time the Market' (08/14/2013)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.
Today's 'Gold Convergence' Is Your Best Buy Signal Yet (08/14/2013)
"Any one of these indicators is bullish on its own. So when all four signals flash at once, please don't wait."
Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong (08/13/2013)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind.
Barclays: Worldwide O&G Capex Growth Good News for 'Big Four' Services Companies (08/13/2013)
If the oil and gas industry were a sport, Barclays Analyst James C. West's dream team would consist of large-cap, diversified oil services companies drilling for either oil or gas offshore in the Middle East, with the bench stocked with players operating offshore in India, Asia, Australia and the Asia-Pacific region. In this interview with The Energy Report, West highlights industry growth spots around the world. The future, he says, is bright.
The Shale Oil Boom Is Going Global (Starting with Argentina) (08/13/2013)
"The shale oil and gas craze is going global. . .For investors, that means there will be some genuine opportunities for North American technical, equipment and production service companies as this wave continues to wash up in areas all over the world."
Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt (08/12/2013)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.
China to Begin Trial Run of Rare Earth Products Exchange (08/12/2013)
"Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October."
The Best New Companies in a White-Hot Biotech Sector (08/09/2013)
"IPO action is proof of the big bucks coming into biotech, igniting a strong rally in the entire sector for the rest of the year. So far this year, we've seen the most biotech IPOs in 13 years."
Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs (08/08/2013)
What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution.
Wedbush Expert Declares Money for Biotech Is Still Out There (08/08/2013)
The bull market in biotech stocks is coming up on its two-year anniversary, and large-cap and many small-cap names have flourished in that time. But can it last? Greg Wade, managing director of Wedbush Securities, wants investors to know there's more to go, and that stocks are ready and willing to respond to good news from clinical trials and on the regulatory front. In this interview with The Life Sciences Report, Wade identifies six names that investors can take to the bank, one of which is still his favorite after two years.
Eight Small-Cap Medtechs with Big Prospects: Brian Marckx (08/07/2013)
Small-cap medical technology has long been regarded as the ugly duckling of biotech. . .but think again. Brian Marckx of Zacks Small-Cap Research believes that the real gems of the medtech space complement—and can even outshine—sexier drug and surgical therapies. In this interview with The Life Sciences Report, Marckx makes a strong case for eight small- and micro-cap names that could bring home huge returns for investors.
Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa (08/07/2013)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots.
Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August (08/06/2013)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts.
Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas? (08/06/2013)
Argentina's nationalist seizure of YPF's assets last year stunned markets, but loss of foreign investment compromised the nation's energy self sufficiency. Now, says Bill Newman of Mackie Research, the government is taking steps in the right direction. In this interview with The Energy Report, Newman outlines the political landscape and identifies promising plays in the region.
Finding Bargains Down Under with Rick Rule (08/05/2013)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal.
What's Behind July's 9% Rise in Crude Oil Prices (08/05/2013)
"U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel. That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months."
Believe It or Not: Gold's 8-Year Cycle Still on Track (08/02/2013)
"Gold's movements are in line with historic trends, never mind what the no-nothing, hand-wringing Cassandra's are saying."
Our Worry-Free Way of Investing in Biotech (08/02/2013)
"We are on the cusp of some truly amazing discoveries. There is a tier of biotech companies working around the clock on products with amazing potential."
Off to the Races with Seven Extraordinary Biotech and Medtech Companies: Jason Napodano (08/01/2013)
Senior Biotechnology Analyst Jason Napodano of Zacks Investment Research specializes in uncovering small biotech and medtech companies with good prospects for successful drug development. He relishes proven management capable of creative financing to move private equity into the public markets, and he does not shy away from tiny companies outside the U.S. that have extraordinary technology. In this wide-ranging interview with The Life Sciences Report, Napodano presents the elegant growth stories of seven small companies that could return magnificent gains to investors.
Six Oncology-Focused Biotech Growth Engines: Mara Goldstein (08/01/2013)
For Cantor Fitzgerald Senior Biotechnology Analyst Mara Goldstein, the spotlight is always on oncology and the premium revenues commanded by new products in the space. That clarity brings the science, unmet needs and market opportunity into sharp focus for investors. In this interview with The Life Sciences Report, Goldstein makes a winning case for six cancer-focused companies that range from micro caps to genuine large-cap stocks, each with upside potential that could be stunning.
Top Ten Stocks for a Uranium Price Rebound: David Talbot (08/01/2013)
When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.
Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020 (08/01/2013)
"In the rare-earth total supply chain, China is most of the global ball game."
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