Could Bad Data Be Depressing the Gold Price? Eric Sprott Says GFMS Stats Are Flawed
Source: JT Long of The Gold Report  (11/18/13)
Demand for gold bars, coins and jewelry increased to multiyear highs in the first half of 2013, but was offset by outflows from exchange-traded funds, according to the World Gold Council, which produces a quarterly Gold Demand Trends report and recently released the first-ever Direct Economic Impact of Gold report. Sprott Securities founder Eric Sprott questioned those statistics in a callout on his website. He figures that the demand for gold is actually 3,000 tons more than the annual supply, and therefore the gold price will soon be much higher. What is the true demand for gold? How much is really available in any given year? Does supply and demand really determine the price of gold anymore? The Gold Report called Sprott and John Gravelle, global and Canadian mining leader for PwC, which produced the report for the World Gold Council, to find out. More >

Dressed to the Nines with Gold
Source: Frank Holmes, U.S. Global Investors  (11/18/13)
"What's interesting about gold demand today is that more and more investors around the world are buying higher-end, more expensive gold. Specifically in China, 24-karat gold jewelry and 'four nines' gold gained market share in the third quarter, says the World Gold Council." More >

Drug Stocks to Buy: New Statin Guidelines Are a Shot in the Arm
Source: Diane Alter, Money Morning  (11/15/13)
"Over the last five years, statin prescriptions in the United States have grown nearly 20% to 264M a year. Total global sales of cholesterol-treating medicines, including statins, were $35B last year, according to IMS Health. Statin sales amounted to $29B worldwide and $10B in the United States." More >

Karim Rahemtulla: Profit from Natural Gas Infrastructure Expansion
Source: Brian Sylvester of The Energy Report  (11/14/13)
Karim Rahemtulla, investment director of Oil and Energy Daily and emcee at the upcoming Liberty Forum, believes the day is near when you will be able to fill up your tank with natural gas in stations from coast to coast. Why? The same large oil companies with gas stations all over the country now have a considerable stake in the success of natural gas. For producers, the trend toward greater adoption could buoy prices for the energy source, increasing margins. In this interview with The Energy Report, Rahemtulla discusses benefactors of the trend—and throws in some good news on gold. More >

Seven Investments on Biotech's Cutting Edge: Joseph Pantginis
Source: George S. Mack of The Life Sciences Report   (11/14/13)
Phase 1 and phase 2 biotech companies offer great upside for investors who understand the risks and the critical need for diversification. ROTH Capital Partners Senior Research Analyst Joseph Pantginis has staked out a basket of small-cap oncology biotech names with cutting-edge technology platforms that have realistic opportunities for success. In this interview with The Life Sciences Report, Pantginis makes meticulous arguments for seven names that offer huge upside. More >

Comstock Mining CEO: Goal of Doubling Production in 2014 Just First Step
Source: JT Long of The Gold Report  (11/13/13)
Comstock Mining Inc. is set to double its gold production to 40,000 oz in 2014 and may soon be able to boost production nearly fourfold. In this interview with
The Gold Report, Comstock Mining CEO Corrado De Gasperis explains why the company's sizeable resource potential, successful permitting achievements, low-cost drilling program and cultural commitment to safety and environmental responsibility are just a few of the reasons why investors should be following this attractive gold producer.
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Eric Muschinski: Investor Psychology Can Trump Market Fundamentals
Source: Special to The Gold Report  (11/13/13)
With gold and silver equities markets as volatile as ever and assets of many miners valued at pennies on the dollar, Eric Muschinski, editor of the Gold Investment Letter, believes it is critical to be on the right side of the emotional curve when investing. He pays as much attention to investor psychology as he does to market fundamentals. In this interview with The Gold Report, Muschinski explains how investors can use knowledge of market cycles to their advantage and profiles undervalued companies flying under the radar. More >

Steve Palmer: Change Up Your Portfolio's Sector Weightings to Capture Profits
Source: Peter Byrne of The Mining Report  (11/12/13)
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview with The Mining Report, Steve Palmer describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks. Small-cap equities may not be leading the pack now, but they are still the best-performing asset class in the long term, says Palmer, and he names some companies that are already outperforming. More >

Three Reasons Why Gold's Best Days Are Ahead: Sean Brodrick
Source: Brian Sylvester of The Gold Report  (11/11/13)
It may be hard to find someone as enthusiastic about precious metals mining as Sean Brodrick. A natural resource strategist with the Baltimore-based Oxford Club, an independent financial organization, Brodrick isn't only filling his own portfolio with gold miners, he's launching two new newsletters to research and vet resource stocks. While Brodrick might be putting his money where his mouth is, it's not without solid reasoning and deep research. In this interview with The Gold Report, Brodrick discusses the projects he's visited, the management he's met and the companies that are getting his attention. More >

What Global Copper Reserve Estimates Don't Reveal
Source: Richard Mills, Ahead of the Herd   (11/11/13)
"World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." More >

Why Gold Prices Are Down Right Now
Source: Charles Rice, Money Morning  (11/8/13)
"The reasons for gold's continued fall, in spite of the apparent decay of the world, just might surprise you. . ." More >

Four International O&G Juniors for a Globe-Sweeping Shale Revolution: Christopher Brown
Source: Tom Armistead of The Energy Report  (11/7/13)
Shhh! The market is sleeping. Meanwhile, international juniors are stealing into old oil and gas basins with the same equipment and technical expertise that forever changed the oil and gas landscape in North America. In this interview with The Energy Report, Canaccord Genuity Research Director Christopher Brown and Research Associate Kimberly Thompson name some promising junior companies that are poised to tempt majors back into these basins or simply clean up on premium international pricing. For investors, it's a case of massive potential upside for practically nothing—at least until the market wakes up. More >

Global Expansion and Affordable Care Act Boost Life Science Tools and Diagnostics: Bryan Brokmeier
Source: George S. Mack of The Life Sciences Report  (11/7/13)
Two years ago, medtech was thought to be waning. Investors were deserting companies perceived to be short on margins and sure to be demolished by the Affordable Care Act. Today the landscape is transformed: Medtech companies are embracing international markets, preparing for increased volumes of procedures and enjoying new, rich valuations. Do they have what it takes to woo investors back? In this interview with The Life Sciences Report, Bryan Brokmeier of the Maxim Group picks a small group of names that have performed brilliantly over the past year and that he expects will treat investors very well. More >

Six Opportunities in the Specialty Pharmaceutical Space: Scott Henry
Source: Peter Byrne of The Life Sciences Report  (11/7/13)
The specialty pharmaceuticals universe encompasses a variety of technologies, among them innovative drug delivery systems and unique pain management and orphan disease treatments. In this interview with The Life Sciences Report, Scott Henry of ROTH Capital Markets touts the value of "sound business models" in the specialty pharma space, and names six companies with interesting prospects and/or stock-moving catalysts on the horizon. More >

The Dollar, the Euro and their Influence on Gold Prices
Source: Bob Kirtley, Gold-Prices.biz  (11/6/13)
"We may well see both gold and dollar rise in tandem in the future, but for now they are tending to move in opposite directions." More >

Leonard Melman: Put Your Trust in Precious Metals, Not Governments
Source: Kevin Michael Grace of The Gold Report  (11/6/13)
Continued fiscal stimulus, high debt levels and loss of confidence in governments will lead to the return of big inflation and a consequent big run-up in precious and other metals, says Leonard Melman, author of The Melman Report. In this interview with The Gold Report, Melman examines six companies he believes are well positioned to generate stock-price multiples when the bull market returns. More >

Play the Market Bottom and Focus on Energy Commodities: Chris Berry
Source: J. Alec Gimurtu of The Mining Report  (11/5/13)
Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. More >

Here's How Pharma Stocks Are Outperforming the S&P 500
Source: Ryan Allway, Wall St. Cheat Sheet  (11/5/13)
"While a lot of uncertainties remain within the healthcare system, the innovation coming out of the pharmaceutical sector continues to drive financial results and equity valuations higher." More >

The Visual Capitalist's Guide to Precious Metals Stock Picking
Source: Brian Sylvester of The Gold Report  (11/4/13)
With more than 1,700 precious metals mining companies listed on the Toronto exchanges, separating the wheat from the chaff is no easy task. Visual Capitalist has developed Tickerscores, an empirical approach to scoring gold explorers, developers and producers. In this interview with The Gold Report, Jeff Desjardins, president of Visual Capitalist, and Rob Fuhrman, lead analyst, walk readers through their methodology and reveal which companies in Canada, Mexico and the U.S. measure up as high-potential investments.
More >

Gold Versus Wall Street's Program Traders
Source: Clif Droke  (11/4/13)
"As long as gold and the gold ETFs remain below the 150-day moving average the bears can claim control over the intermediate-term trend. A close above the 150-day moving average, however, would set up a retest of the late August high and would be an inviting target for the bulls to complete a bottoming pattern that was begun four months ago." More >

Don't Miss This Golden Cross in Energy Resources
Source: Frank Holmes, U.S. Global Investors  (11/4/13)
"We believe great value in today's energy market lies in selectively choosing companies that own high-quality assets in the core basin areas of Eagle Ford, Permian, Marcellus and Bakken. What's important to our process is finding oil and gas companies that are growing their reserves, production and cash flows on a per share basis." More >

3 Promising Biotech Stocks with Upcoming Catalysts
Source: Tom Meyer, Wall St. Cheat Sheet  (11/4/13)
"Biotechnology stocks are some of the most volatile investments around. They are hard to analyze because, unlike almost all other stocks, the fundamentals aren't typically as important as the potential. And the potential is usually based on upcoming catalysts that the company will face." More >

Sulliden Gold's Low-Cost Shahuindo Project Validated by Agnico-Eagle Investment
Source: Dan Lonkevich of The Gold Report  (11/1/13)
Sulliden Gold Corporation Ltd.'s Shahuindo gold project in Peru was validated as a low-cost, high-return project by a strategic investment of $24 million by Agnico-Eagle Mines Ltd. last April. Sulliden's president and director, Justin Reid, tells The Gold Report about the factors that have led to the company being one of the top performing mining stocks on the Toronto Stock Exchange this year. Sulliden has a balance sheet of $70 million, including a recently completed $40 million bought-deal financing, and Reid says the company is close to finalizing the funding package needed to complete the construction phase of the project in 2014 and begin the first full year of production in 2015. More >

2013 Biotech Watchlist Update: Companies Climb and Crumble on Catalysts
Source: George S. Mack of The Life Sciences Report   (10/31/13)
The Life Sciences Report's Biotech Watchlist, introduced in January 2013, is composed of 17 companies that industry analysts felt showed promise for the coming year—companies with productive pipelines, good management and stock-moving catalysts on the horizon. The new year presented legitimate prospects for portfolio growth and, indeed, that has been the case. In this update, we summarize the current status of Watchlist companies and introduce our Portfolio Tracker, showing the status of each company in real time. More >

Why Chen Lin Is Buying Fracking Stocks and Selling Gold Holdings
Source: Tom Armistead of The Energy Report  (10/31/13)
Chen Lin, author of What is Chen Buying? What Is Chen Selling?, goes wherever he sees returns. In the summer, he bought mining stocks when the yellow metal hit $1,200 per ounce. Now, he's trading in his gold names and moving into the fracking space after a three-year hiatus. In this interview with The Energy Report, Lin names the companies he's buying to play a likely energy sector bottom and tells investors to actively manage their portfolios in the coming stock-picker's market. More >