Miners Must Mind Their Margins: Rob Cohen
Source: Kevin Michael Grace of The Gold Report  (12/30/13)
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen, lead portfolio manager with Dynamic Funds. In this interview with The Gold Report, Cohen declares that investors should seek out projects that will earn profits of 20–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot. More >

Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner
Source: Brian Sylvester of The Gold Report  (12/28/13)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space. More >

Leading Indicators from the Superstars of Resource Investing
Source: JT Long of The Gold Report  (12/27/13)
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers. More >

Strong Fundamentals Portend a Rebound for Silver
Source: Scott Williams, Zeal Intelligence  (12/27/13)
"When gold comes back, so will silver. And silver's gains ought to dramatically outpace gold's, like they usually do." More >

Coming of Age: Experts Reflect on the Extraordinary Promise of the Cell Therapy Sector
Source: Tracy Salcedo-Chourré of The Life Sciences Report  (12/26/13)
Without innovation and risk-taking, modern medicine would be missing staples of the physician's armamentarium: antibiotics, radiation therapies, vaccines. The idea of taking a tonic to cure what ails you is thousands of years old, but the science behind that tonic may be revolutionary. Enter stem cell technologies. Given the promise backing the science—and the sector's position on the cusp of breaking out—companies with cell therapies got plenty of attention from investment analysts and experts in 2013. Read what those experts, including George Zavoico of MLV & Co., Steve Brozak of WBB Securities, Jason Kolbert of the Maxim Group, and Kevin DeGeeter of Ladenberg Thalmann & Co., had to say about prospects for stem cell companies in this special retrospective article from The Life Sciences Report. More >

Fracking, Uranium and Solar, Oh My!: Growth and Innovation in 2013
Source: The Energy Report  (12/26/13)
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year. More >

Shane Nagle: Making Your Portfolio Pricing-Pressure Proof
Source: Brian Sylvester of The Metals Report  (12/24/13)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side. More >

The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal
Source: Peter Krauth, Money Morning  (12/24/13)
"Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." More >

Levi Spry Highlights Quality Australian Projects that Will Find Funding
Source: Kevin Michael Grace of The Gold Report  (12/23/13)
Quality will win out, says Levi Spry, senior resources analyst at GMP Securities Australia. In this interview with The Gold Report, Spry contends that funding project capital expenditures is a problem only when the underlying economics are marginal. In other words, high grades plus low costs ensure victory, and he suggests a handful of Australian companies, in gold, lithium, copper and nickel, that boast the quality needed to earn high margins. More >

The Taper, China and Gold—Where Is this Leading Us?
Source: Lawrence Williams, Mineweb  (12/20/13)
"The announcement the U.S. Fed would start tapering in January knocked the gold price back sharply, but will China step up gold purchases as a result? If so, what impact will that have on price?" More >

Micro-Cap Medtech with Explosive Upside Potential: Brian Marckx
Source: George S. Mack of The Life Sciences Report   (12/19/13)
Combine the complexity of genomic testing with the high risk inherent in micro-cap stocks, and you have investment opportunities that require exceptional diligence. The reward for understanding the value proposition of budding companies? The payoff can be enormous. In this interview with The Life Sciences Report, Senior Medical Device Analyst Brian Marckx of Zacks Investment Research has selected eight micro-cap names that could return triples, quads and more for investors willing to do their homework. More >

Chad Mabry: Where to Drill for Portfolio Outperformance
Source: JT Long of The Energy Report  (12/19/13)
Looking into 2014, Chad Mabry, an analyst at MLV & Co., is more focused than ever on company-specific fundamentals and relative performance indicators, which help him identify the outperformers. In this interview with The Energy Report, Mabry also talks about some companies with exposure to up-and-coming plays that could offer major upside. More >

Junior Mining Stocks that Will Let You Sleep at Night: Ralph Aldis
Source: Brian Sylvester of The Gold Report  (12/18/13)
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis, senior mining analyst with U.S. Global Investors. In this interview with The Gold Report, Aldis shares his main modeling themes and companies that fit the bill. He also explains the win-win-win advantages of flow-through stock issuance, a technique allowed by some noteworthy Canadian provinces. More >

Two Lessons for Gold from 2013
Source: Geoff Candy, Mineweb  (12/18/13)
"With gold set for its worst year since 1981, Adrian Ash looks back at some takeaways from 2013." More >

Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion
Source: Brian Sylvester of The Mining Report  (12/17/13)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets. More >

The New Year Heralds a Transition in Stem Cell Development: Jason Kolbert
Source: George S. Mack of The Life Sciences Report   (12/17/13)
The cell therapy industry has been mired in phase 1 and 2 studies for what seems like a lifetime. But 2014 is shaping up to be a banner year for share-moving phase 2 data and pivotal phase 3 activity. Jason Kolbert, managing director for biotechnology research at Maxim Group, leverages his deep understanding of the stem cell space to uncover viable therapies that double as excellent business models. In this interview with The Life Sciences Report, Kolbert guides investors to regenerative medicine companies that have evolved beyond great science projects into businesses capable of generating huge margins and disrupting the paradigm of medical practice. More >

One of the Most Notable Stories of the Year: Energy Renaissance in the US
Source: Frank Holmes, U.S. Global Investors  (12/17/13)
"Only a few years ago, we were contemplating the supply constraints facing the petroleum industry, as many major oil fields around the world were facing a decline in production." More >

Analysts Split over Fed's 2014 Impact on Gold
Source: Adrian Ash, BullionVault  (12/16/13)
"Last week's high of $1,268 per ounce reached Tuesday came as speculative traders in U.S. gold futures and options raised their bullish bets and trimmed their bearish positions, new data from regulators showed Friday." More >

Lack of Demand, not Manipulation, Behind Gold Price Drop, Says CPM's Jeffrey Christian
Source: JT Long of The Gold Report  (12/13/13)
What is holding down the gold price? Fear of the end of quantitative easing? Manipulation by a few big players? Central banks leasing inventories? CPM Group Managing Partner Jeffrey M. Christian says forget about all of that. The bottom line is that demand is down as investors big and small wait to see where the price will settle before they start buying again. In this interview with The Gold Report, he explains the impact of new gold investors buying—and selling—ETFs, hedge funds, algo traders and central banks—all factors that could lead to an upward trend in gold equities in 2014 and reinforce the long-term case for owning gold. More >

3-D Printing: Will Drug Production Become a DIY Project?
Source: J.D. Tuccille, The Daily Reckoning  (12/13/13)
"Both research and production look poised for a revolution as 3-D printing applies its high-tech charms to the business of creating chemical compounds and turns the production of medicine into a DIY project." More >

Shopping for Biotech Growth Names: Reni Benjamin
Source: George S. Mack of The Life Sciences Report  (12/12/13)
Get ready for a bonanza of biotech names. Managing Director and Equity Research Analyst Reni "Ren" Benjamin is a new arrival at H.C. Wainwright & Co., and he's busy doing diligence on a lot of stocks. Along with three Buy-rated biotechs he's already initiated coverage on, Benjamin brought The Life Sciences Report a bonus package of names that could fatten investors' portfolios. Backed by Benjamin's extensive industry knowledge, this long shopping list includes companies poised to make drug development history. More >

Has Shale Broken OPEC's Grip? Peter Dupont Names Powerhouses of the Future
Source: Tom Armistead of The Energy Report  (12/12/13)
The Shale Age is the age of the nimble junior, and exploration has revealed oil and gas resources that could forever alter the global production profile. Peter Dupont, oil and gas analyst for Edison Investment Research, tells The Energy Report how companies in North and South America, Australia, Africa and the U.K. are upending the oil and gas order and creating a whole new energy investment landscape. More >

James West: Falling Back in Love with Gold
Source: Brian Sylvester of The Gold Report   (12/11/13)
There's a saying that old love never rusts. James West, publisher and editor of The Midas Letter, might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview with The Gold Report, West talks about what has convinced him to start shopping for gold stocks again and the unconventional indicators he's using to signal a buy. More >

Predictions for Cleantech in 2014
Source: Dallas Kachan, The Energy Collective  (12/11/13)
"We're more optimistic about the year ahead in cleantech than in our last two years of predictions." More >

Jeb Handwerger: Follow the Fundamentals in Mining Markets
Source: JT Long of The Mining Report  (12/10/13)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. More >