Streetwise Articles

Rick Rule's Reasons to Buy Gold and Select Gold Stocks
Source: Jeff Clark, Casey Research (5/30/13)
"I think that one of the things you have to look at in the gold market is that we are changing the nature of ownership, from institutional momentum holders who are leveraged to physical individual buyers on a global basis."
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Has the Gold Bull Market Hit a Snag? Tobias Tretter Says No
Source: Brian Sylvester of The Gold Report (5/29/13)
Interest rates will be low for a long time, predicts Commodity Capital Global Mining Fund Manager Tobias Tretter. Despite predictions of a gold bubble bursting, Tretter says in this interview with The Gold Report that the gold bull run will continue. In fact, Tretter still sees tremendous opportunity in a number of junior gold companies that have been largely ignored by the market.
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Flake Graphite Prices Have Bottomed: Simon Moores
Source: Brian Sylvester of The Metals Report (5/28/13)
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report.
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Which Oil Companies Could Benefit from Price Differentials?
Source: Tom Armistead of The Energy Report (5/28/13)
Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials.
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Three Hidden Water Costs that May Already Be Boosting Energy Prices
Source: Kent Moors, Oil & Energy Investor (5/28/13)
"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport."
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Miners with the Means to Acquire New Assets Are in the Driver's Seat
Source: Financial Post, David Pett (5/27/13)
"The short list of high-quality acquisition candidates includes Balmoral Resources Ltd. and Newstrike Capital Inc."
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Why a Uranium Renaissance Looks Inevitable
Source: The Energy Report (5/24/13)
Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.
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Investing in Cancer Research Is Worth the Risk: Echo He
Source: George S. Mack of The Life Sciences Report (5/23/13)
If investigators could find a way to make breast cancer survivors truly cancer free, and if a diagnosis of pancreatic cancer were less dire, investors could reap windfalls while patients and their families rejoice. In this interview with The Life Sciences Report, Maxim Group Senior Equity Analyst Echo He brings two important names to the table and explains why she believes the potential upside is worth the risk.
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Matt Badiali: Why Bill Powers Is Dead Wrong
Source: JT Long of The Energy Report (5/23/13)
Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited.
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Grade Is King: Gold Miners Moving Low-Grade Mega Projects to Back Burner
Source: Lawrence Williams, Mineweb (5/23/13)
"With low-grade gold mega resources being seen as too expensive to develop in the current financial climate, explorers like Pretium, Seabridge and others are targeting potential higher-grade options."
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Is the Patent Cliff a Lethal Blow to Big Pharma?
Source: Doug Hornig, Casey Research (5/23/13)
"It's a certainty that big phama is going to be keeping close tabs on smaller companies that have promising drugs in phase 2 or 3 trials. Those are certain to be acquired at an accelerating rate, as their larger brethren seek to restock their R&D shelves in the most cost-effective manner."
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Sprott Is Bullish on Silver—and Gold—Equities
Source: Brian Sylvester of The Gold Report (5/22/13)
Sprott Silver Equities Class Co-Manager Maria Smirnova understands the power of leverage. She has seen the big impact even a slight increase in the silver price can have on silver producers. Every cent is multiplied and goes right to the investor's bottom line, giving the equities more upside than possible in a coin. That is why Eric Sprott increased holdings of silver equities in certain Sprott funds. Smirnova discusses five of these companies in this interview with The Gold Report.
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Natural Gas Producers' Hedging Strategies: A Risky Bet
Source: Dave Forest, Oil & Gas Investments Bulletin (5/22/13)
"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging."
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Platinum and Palladium: A Fundamental Shift
Source: Jeff Clark, Casey Research (5/22/13)
"While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable."
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How George Topping Is Profiting from Copper Price Volatility
Source: Brian Sylvester of The Metals Report (5/21/13)
Everything you thought you knew about copper is wrong. Is it an economic barometer? Nope. Do copper warehouses decrease volatility? Hardly. Can investors play small-cap base metals producers for profit? You bet. These are the conclusions Analyst George Topping shared with us in his interview with The Metals Report. Find out why Doctor Copper just might be stripped of its credentials and whether you should trade in your gold for platinum group metals.
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Investors Versus Traders: A Battle for Oil & Gas Profits
Source: Zig Lambo of The Energy Report (5/21/13)
The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.
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6 Reasons Why Gold Stocks Will Begin a Huge Rally
Source: Jordan Roy-Byrne, The Daily Gold (5/21/13)
It's been a tough road for precious metals but the path ahead has strong potential of being significantly profitable compared to these levels.
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Natural Gas Companies Inch Closer to LNG Export Approvals
Source: Tony Daltorio, Money Morning (5/21/13)
"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas."
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Brent Cook's Primer on Reading Drill Result Press Releases
Source: JT Long of The Gold Report (5/20/13)
"Half science, half art, half luck," is how Brent Cook describes a geologist's work in distinguishing an anomaly from a deposit. But in his interview with The Gold Report,
the publisher of Exploration Insights suggests investors will have an easier time distinguishing good drill results from bad if they know how to dissect a company's press releases. And despite the current preference for cost cutting over discovery, Cook discusses several miners whose futures are bright.
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Volatility in Precious Metals Driven by Investor Switch from Commodities to Equities
Source: Adrian Ash, BullionVault (5/20/13)
"Initially extending Friday's late drop to touch $1,340/oz for only the second time since January 2011, gold rallied from new five-week lows for euro and British pound investors."
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Salmon Sperm May Provide Cheap Option for Rare Earths Recovery
Source: Dorothy Kosich, Mineweb (5/20/13)
"Dried salmon milt or sperm is a low-cost and environment-friendly method to extract rare earth metals."
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The Resurgence of the Nuclear Reactor
Source: Casey Energy Team (5/20/13)
"An energy opportunity that could boost your net worth 500%—or more."
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Biotechnology ETF Investing 101
Source: Zacks Equity Research (5/20/13)
"The sector maintained its strong performance in 2013 as generic competition is forcing many Pharma companies to engage in merger and acquisition deals."
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Caesars Report's Second Most Important Factor in Picking a Winning Mining Investment: Jurisdiction
Source: Brian Sylvester of The Gold Report (5/17/13)
Jurisdiction risk continues to grow as a result of countries attempting to capitalize on higher commodity prices. In this interview for The Gold Report,Thibaut Lepouttre, editor of Caesars Report, a newsletter and mining portal in Belgium, discusses which jurisdictions offer better value to investors and which countries to avoid. He also offers suggestions on where to look outside of North America for compelling values in junior mining.
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Two Biotech Ideas You May Have Missed: William Gregozeski
Source: George S. Mack of The Life Sciences Report (5/16/13)
Adventurous investors have long sought out micro-cap stocks, attracted by the profit potential of starting on the bottom floor and rocketing toward blue sky. Biotechnology can add even more power to the upside possibilities of micro caps, especially now that pharma is starved for new products and will pay well for solid ideas. Managing partner William Gregozeski of Mont Blanc Capital Management has focused on very small, unnoticed stocks for most of his career and has pegged two undiscovered biotechs that could break out to big-time valuations. In this interview with The Life Sciences Report, Gregozeski elaborates on the stories behind these two investment opportunities.
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