What To Look For in an E&P Company: Foucaud's Secrets for International Investing
Source: Tom Armistead of The Energy Report  (6/5/14)
Stephane Foucaud sees a very positive period for the international E&P sector on the horizon. Cash is flowing back into the sector in spite of the unstable politics of some producing countries. In this interview with The Energy Report, the managing director of institutional research at FirstEnergy Capital reveals what he looks for in an investment candidate and where you can find promising opportunities in oil and gas. More >

Shortage of R&D at Big Pharma Creates Demand for Small Biotech: Joseph Pantginis
Source: George S. Mack of The Life Sciences Report  (6/5/14)
The recent pullback in biotech shares has not changed the time-tested theory of investing in small-cap drug development companies. Good or bad data will continue to move shares. In this interview with The Life Sciences Report, ROTH Capital Partners' Senior Research Analyst Joseph Pantginis presents five biotech names with varying timeframes for market-moving data that could provide huge upside for investors willing to do some homework and understand the growth proposition. More >

Focus on Catalysts to Cash In on Biotech: Jason Kolbert
Source: George S. Mack of The Life Sciences Report  (6/4/14)
When progress is made in drug development, value is created. Investors recognize that progress by purchasing shares in companies when milestones—which act as catalysts—are met. The Maxim Group's Senior Managing Director and Head of Healthcare Jason Kolbert lives by catalysts, and urges his investor clientele to understand there is no other reason to buy a stock except in anticipation of new information that creates value. In this interview with The Life Sciences Report, Kolbert discusses six names that have immense regenerative power for portfolios. More >

Secrets of the Strategic Investors
Source: Karen Roche of The Gold Report  (6/4/14)
How do you calculate ROI on investment conferences? They often require travel expenses, time away from the office and some eating of rubber chicken with mysterious sauces. But the right conference can result in a whole new way of looking at your portfolio. To evaluate the recent Altegris/Mauldin Strategic Investment Conference in San Diego, The Gold Report asked attendees for their insights on the major themes from thought leaders such as Former Speaker of the House of Representatives and host of CNN's Crossfire Newt Gingrich, Gluskin Sheff + Associates Chief Economist David Rosenberg and Hoisington Investment Management Executive Vice President Lacy Hunt.


Thoughts from the Frontline writer John Mauldin captured some of the debate waged from the stage during the 2.5 days at the Altegris/Mauldin Strategic Investment Conference when he said, "Our economic future depends on a race between two accelerating curves—debt and innovation." Attendees saw much to fear and some glimmers of hope.
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Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report  (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
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Your Personal Gold Standard
Source: James Rickards, The Daily Reckoning  (6/3/14)
"If you think that the value of paper money will be in some jeopardy, or confidence in paper money may be lost, one way to protect yourself is by buying gold, and there's nothing stopping you." More >

Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report  (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >

Gold Prices Bounce from 4-Month Lows
Source: Adrian Ash, BullionVault   (6/2/14)
"Trading more than 4% down from this time last week, gold prices rallied off $1,241 per ounce as European stock markets followed Wall Street's Friday finish to reach new record and multiyear highs." More >

Joe Giamichael's Top Two Oil & Gas Fixer-Uppers
Source: Tom Armistead of The Energy Report  (5/29/14)
Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders. More >

Pad Drilling: Innovation in the Oil and Gas Industry
Source: Visual Capitalist  (5/29/14)
"Pad drilling is one of the most significant innovations in the oil and gas industry in recent times." More >

ASCO Abuzz About Immunotherapies: A Preview of the Latest in Cancer Therapy from Stephen Dunn
Source: George S. Mack of The Life Sciences Report  (5/28/14)
Working in what is arguably the hottest sector in the drug development industry, biotech researchers continue to ferret out cancer's secrets. The premier event for those in the field is the American Society of Clinical Oncology annual meeting, taking place in Chicago from May 30 to June 1. Participants have submitted abstracts for promising therapies in advance of the conference, profiling new compounds that could lead to better outcomes for patients and bolster the health of investment portfolios. In this interview with The Life Sciences Report, LifeTech Capital's Stephen Dunn walks us through some of the highlights. More >

Louis James: Are You Ready for an Early Shopping Season?
Source: JT Long of The Gold Report  (5/28/14)
Sometimes hindsight can lead to foresight. Casey Research's Louis James says now that the market seems to agree that December was the bottom for gold, the value of these companies is becoming evident to investors, and majors could start going on a shopping spree. In this interview with The Gold Report, James sees the Osisko bidding war as a harbinger for deals to come, and discusses companies that could offer shoppers real bargains. More >

Turn Solid Gold into Biotech Gold with James West
Source: Peter Byrne of The Life Sciences Report  (5/28/14)
The globe-trotting editor and publisher of The Midas Letter has decided to give his metal investments a breather, looking for new prospects in the life sciences space. In this interview with The Life Sciences Report, James West points to low-hanging biofruit ripe for the picking. More >

The Lower the Uranium Price, the Higher the Rebound
Source: Jeb Handwerger, GoldStockTrades  (5/27/14)
"Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound." More >

Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report  (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >

Harnessing the Power of Nature's Perfect Cells: Robert J. Hariri
Source: George S. Mack of The Life Sciences Report  (5/22/14)
Neurosurgeon and serial entrepreneur Robert J. Hariri, founder, chairman and chief science officer at Celgene Cellular Therapeutics, describes how his businesses address some of the great unmet needs in medicine in this interview with The Life Sciences Report. Hariri also discusses the special nature and advantages of placenta-derived stem cells, and an elegant solution to the scourge of muscle wasting in late-stage disease and advancing age that could apply to treatment of cardiovascular disease in the future. More >

The Naysayers Are Wrong: Rohit Vanjani on How You Can Make Money with Generics and Diagnostics
Source: George S. Mack of The Life Sciences Report  (5/22/14)
The concept that generic and specialty pharmaceutical drugs cannot command pricing power and growth is a misunderstanding, according to Director and Senior Analyst Rohit Vanjani of Oppenheimer and Co. Diagnostics also offer upside to investors: In fact, some recent returns disprove misconceptions in a spectacular fashion. The secret to making excellent margins in generics is to find markets where a vacuum has been created and product safety can be assured. The trick with diagnostics is to offer new tests that save steps, increase accuracy and reduce the burden on payers. In this interview with The Life Sciences Report, Vanjani discusses three names that fit the bill for investors seeking powerful growth in not-so-obvious sectors. More >

Cash in on Energy in Ukraine and the Rift Basins of Eastern Africa
Source: Peter Byrne of The Energy Report  (5/22/14)
Sometimes a major's trash is a junior's treasure. That's the story in East Africa, where majors began outlining resources and then ditched them for onshore assets. In their wake, junior companies with technical expertise are ready to unlock more wealth than the large caps thought possible. In this interview with The Energy Report, Canaccord Genuity Director of Research Christopher Brown fills us in on hidden opportunities in the rift basins of east Africa. He also shares an interesting perspective on how to make money on oil and gas ventures in Ukraine. More >

Surfing the Volatility Curve with Jason Wangler
Source: Peter Byrne of The Energy Report  (5/22/14)
There is money to be made as oil and gas prices fluctuate. Wunderlich Securities' Analyst Jason Wangler is no Pollyanna—he casts a cold, analytical eye on the volatility of the energy markets. In this interview with The Energy Report, Jason explains how to create a solid portfolio of attractive North American juniors—with lucrative side trips to South America and Africa.
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New Wave of M&A: Divestitures, Swaps and Inversions
Source: Andrew Forman, EY Life Sciences Blog  (5/22/14)
"This latest quarter, which kicks off a third year of negative growth, seems to have been the tipping point for pharma companies to finally emerge from a long M&A hibernation." More >

New Wave of M&A: Divestitures, Swaps and Inversions
Source: Andrew Forman, EY Life Sciences Blog  (5/22/14)
"This latest quarter, which kicks off a third year of negative growth, seems to have been the tipping point for pharma companies to finally emerge from a long M&A hibernation." More >

Gold Standard Ventures Consolidates Southern Carlin Trend District
Source: J. Alec Gimurtu of The Gold Report  (5/21/14)
All serious gold investors know the Carlin Trend of Nevada is one of the most prolific gold producing regions of the world. Is it possible that there is an undiscovered district, not just a deposit, within that region that was missed by the majors? Jon Awde, CEO of Gold Standard Ventures, discusses how spectacular drill results have guided Gold Standard Ventures to focus on creating the southernmost mining district of the Carlin Trend—the Railroad/Pinion District. At more than 40 square miles, the district is large enough to potentially sustain a mid-sized producer. In this interview with The Gold Report, Awde describes the unique challenges of proving up a series of deposits that are in the shadow of the majors and for the first time all combined under one company in a single mining district. More >

Pierre Lassonde: Mining Cycles Are Good for Royalty Companies and Investors
Source: Kevin Michael Grace of The Gold Report  (5/21/14)
Pierre Lassonde revolutionized investing with the creation of the first gold royalty company. Three decades later, he is as confident in this model as ever, especially considering the difficulties of the majors in discovering large, high-grade reserves. In this interview with The Gold Report, this director and former chairman of the World Gold Council discusses the significance of the shift in gold ownership from West to East, the problem of mining scale and the results of the industry's failure to develop new prospecting technology. More >

Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs
Source: Tom Armistead of The Mining Report  (5/20/14)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity. More >

Time Is the Trigger for Equities and Bullion: Charles Oliver
Source: Brian Sylvester of The Gold Report  (5/19/14)
Charles Oliver, lead portfolio manager with the Sprott Gold and Precious Minerals Fund, believes the only thing between investors and bigger investment returns on precious metals equities and bullion, especially silver, is time. In this interview with The Gold Report, Oliver discusses silver and gold demand drivers, as well as portfolio ideas that figure to get bigger with time as the trigger. More >