Streetwise Articles
Björn Paffrath: Mining Sector Bottom Is In and Opportunities Abound
Source: Brian Sylvester of The Gold Report (8/18/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, is so convinced that we've seen the bottom in the mining sector that he's launching a new gold and silver fund in Europe. He says capital is trickling back into long-forgotten mining equities as the smart money seeks to rotate out of frothier sectors and into real assets. In this interview with The Gold Report, Paffrath also forecasts a broad market correction as he tells us about some promising equity positions.
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Wedbush Securities' Liana Moussatos on the Art and Science of Picking Biotechs with Upside
Source: George S. Mack of The Life Sciences Report (8/18/14)
Liana Moussatos of Wedbush Securities doesn't wait for the catalyst to strike. She, like other successful investors, picks her targets and takes profits earlier, while less sophisticated investors wait for the press releases. In this interview with The Life Sciences Report, Moussatos describes a group of biotech stocks rich with upcoming catalysts, and invites investors to sample what she expects will be exceptional profits.
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Why Investing in Solar Energy Is Attracting the Big Boys
Source: Kent Moors, Money Morning (8/18/14)
"What began as backup to more conventional grid-networked sources of power has quickly blossomed into a separate profit center."
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Bring On the Orphans: Aegis Capital's Raghuram Selvaraju Lays Out a Winning Biotech Strategy
Source: George S. Mack of The Life Sciences Report (8/14/14)
For former drug researcher Raghuram "Ram" Selvaraju, picking biotech stocks is both science and art. It's about understanding the competitive landscape and the mechanisms of drug action, and then making sure all the pieces fit together for a plausible investment case. In this interview with The Life Sciences Report, the managing director and head of healthcare equity research at Aegis Capital lays out his growth hypothesis for companies—several targeting orphan diseases—that he believes will nurture portfolios.
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America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein
Source: Tom Armistead of The Energy Report (8/14/14)
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.
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The Great Divide: Inequality in Gold Juniors Means Opportunity
Source: Jeff Desjardins, Tickerscores (8/14/14)
"It's clear we've reached a new level of separation between the wheat and the chaff. While it took longer than expected, this "Great Divide" makes it obvious as to which companies should be avoided by retail investors."
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Chris Thompson: Gold and Silver Miners that Can Make Money Now
Source: Kevin Michael Grace of The Gold Report (8/13/14)
As much as we'd all like significantly higher silver and gold prices, Chris Thompson of Raymond James doesn't expect them. The good news, he argues, is that the relative stability now characterizing the market permits investors to make informed decisions about which companies can build value and demonstrate cash flows at today's prices. In this interview with The Gold Report, Thompson lists a handful of gold and silver miners prepared to do just that.
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Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.
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Potential Payoffs for Ebola Vaccines Spurring Big-Board Biotechs
Source: BioMed Reports (8/12/14)
"An Ebola vaccine should be ready for public use by 2015, the United Nation's health agency has said."
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Jeb Handwerger: Position Yourself for Fall Fireworks
Source: Brian Sylvester of The Gold Report (8/11/14)
Investors are all too familiar with the KABOOM in precious metals prices in the fall of 2011 and the echo that's still reverberating. Three years later Jeb Handwerger, founder of GoldStockTrades.com, believes it could be the broad market's turn—and soon. In this interview with The Gold Report, Handwerger explains why it's important to position yourself for some fall fireworks and suggests some stocks with booming fundamentals.
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Gartman Reckons End-Game for Gold Price Management Could Be Nigh
Source: Lawrence Williams, Mineweb (8/11/14)
"Dennis Gartman warns that the dangerous geopolitical situation could defeat the financial forces that are keeping the gold price depressed."
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Taking Stock of the New Normal: Mark Landy on New Growth Ideas for Biotech Investors
Source: George S. Mack of The Life Sciences Report (8/7/14)

Medical technology is intimately linked to regenerative medicine. You could say these industries have a thunder-and-lightning relationship—you can't have one without the other. Mark Landy, director of research for medical technology and regenerative medicine at Summer Street Research Partners, has staked out the intertwined sectors as his universe of coverage. In this interview with The Life Sciences Report, Landy discusses three companies with very distinct capabilities that could bring extraordinary rewards to investors who understand the value propositions.
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Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report (8/7/14)
For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry.
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Can Europe Survive Without Russian Gas?
Source: Visual Capitalist (8/7/14)
The ongoing conflict between Russia and the Ukraine has exposed Europe's overreliance on Russian gas. Can Europe find alternative sources of energy to meet the region's demand in coming years?
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Jason Hamlin Says Gold Is Unstoppable, with Stocks Leading the Way
Source: Kevin Michael Grace of The Gold Report (8/6/14)
Downward manipulation of gold and silver is real, declares Jason Hamlin, but the longer it continues, the higher prices will go when the free market reasserts itself. In this interview with The Gold Report, the publisher of the Gold Stock Bull newsletter argues that rising geopolitical anxiety coupled with endless monetary expansion could lead to explosive growth in precious metals and equities. He also lists his favorite royalty/streaming companies and gold and silver miners.
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Why Silver Prices Are Rising Today
Source: Jim Bach, Money Morning (8/6/14)
"Precious metals tend to get a boost in times of fear, as it is sought out as a safe-haven investment vehicle. Silver tends to also get a boost as it receives residual precious metal investor interest."
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David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report (8/5/14)
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet.
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John Hathaway and Doug Groh: Buy Gold Like It's 1999
Source: JT Long of The Gold Report (8/4/14)
The overall markets are exuberant. Valuations rise regardless of value created. And gold is conspicuously not at the party. All of this sounds very familiar to John Hathaway and Doug Groh, portfolio managers of the Tocqueville Gold Fund. It is like 1999 all over again. In this interview with The Gold Report, the pair of fund managers shares their top 10 picks for a diversified portfolio that minimizes risk while maximizing the upside they see coming sooner rather than later.
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Silver Price Forecast: Metal to Gain Ground in August on These Factors
Source: Jim Bach, Money Morning (8/4/14)
"One reason for a rosy silver price forecast for August is that the white metal has finished up every year in this month for the last five years, averaging a return of 10.4%."
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Recap Analysis: Dealmaking in Life Sciences Remains On Robust Pace
Source: Peter Winter, BioWorld Insight (8/4/14)
"Recap's data clearly indicate a robust deal environment in the life sciences industry in the first half of this year, with volume reaching 1,337 transactions involving not only biopharmaceutical companies but also medical devices, diagnostics and tools firms."
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Like Gold, Base Metal Stocks Offer Huge Investment Opportunities
Source: Lawrence Williams, Mineweb (8/1/14)
"Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs."
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Africa: New Land of Opportunity? Ashley Kelty Points to the Positives
Source: Tom Armistead of The Energy Report (7/31/14)
Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many.
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Christopher James Turns a Clinical Eye on Biotechs with High Reward Potential
Source: George S. Mack of The Life Sciences Report (7/31/14)
A biotech analyst could play it safe, and stick with mid-, late- and commercial-stage companies that offer higher odds and decent returns on good news. Christopher James, on the other hand, recommends that investors willing to diversify their holdings and take on informed risk hold a short list of companies with huge potential. James, a senior analyst and managing director at Brinson Patrick Securities, is a neurosurgeon by training, and examines new platforms and proposed therapies with a clinician's eye. In this interview with The Life Sciences Report, James turns that eye on three names with dramatic, paradigm-changing technology platforms that could energize portfolios.
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Ralph Aldis: Don't Get Married to Your Stocks—It's a Performance-Based Relationship
Source: Brian Sylvester of The Gold Report (7/30/14)
Ralph Aldis, portfolio manager with U.S. Global Investors, is a well-respected mining analyst. His detailed knowledge of the companies in the U.S. Global Investors Gold and Precious Metals Fund and across the entire precious metals space has taken years of meticulous work and dedication to his craft. Aldis urges investors not to get married to their stocks, but in this interview with The Gold Report, he discusses lots of names that are good for a fling right now.
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Is It Bad to Bottle Up Your Anger?
Source: Claudia Hammond, BBC (7/30/14)
"Even if studies are inconclusive as to whether getting angry is always good for us physically, surely the mere act of letting it all out will provide some relief, won't it? Maybe not."
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