Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Bob Moriarty's Stock-Picking Tools for Gold Equities: A Blindfold and a Dart
Source: Karen Roche of The Gold Report  (2/12/14)
According to Bob Moriarty, the force behind 321gold, the "fact that everyone hated gold in December is a good reason for rational people to love it now." While he recommends physical gold as an essential insurance policy in any portfolio, tax selloffs, low equity prices and low gold prices mean many companies, now selling for "peanuts," are the place to put investment dollars. And, as he tells The Gold Report, all you need to pick a winner is a blindfold and a dart. More >

Regenerative Medicine Finally Gets Some Respect: Reni Benjamin
Source: JT Long of The Life Sciences Report  (2/11/14)
Of the many themes that propelled the biotech sector to record returns in 2013, regenerative medicine and therapeutics targeting cancer were front and center. In this interview with The Life Sciences Report, Reni Benjamin, managing director and equity research analyst at H.C. Wainwright & Co., talks about two companies with impending catalysts that play on these themes, and offers his take on the prospects for the regenerative medicine sector going forward. More >

Ryan Castilloux: Sorting Reality from Hype in the Crowded Rare Earth Industry
Source: Kevin Michael Grace of The Mining Report  (2/11/14)
Evaluating rare earth projects is a tricky business, and the ambiguous reporting methods some companies use don't make it any easier. In this interview with The Mining Report, Ryan Castilloux of Adamas Intelligence examines misleading metrics that hide the devil in the details. He also explains the complex, objective methodology he uses to rank the world's 52 most advanced rare earth projects, and names five development-stage projects and three exploration-stage projects with lucrative upside potential. A must-read for anyone interested in rare earth elements. More >

Royal Nickel Corp: Indonesian Ore Export Ban Opens Door to the Next Generation of Nickel Mines
Source: J. Alec Gimurtu of The Mining Report  (2/11/14)
Nickel prices have been weak, but the recent Indonesian government announcement banning ore shipments outside the country may be the shock that reverses the trend. In this interview with The Mining Report, Mark Selby, Interim CEO of Royal Nickel Corp., walks through his analysis that indicates nickel price increases and inventory reductions are imminent, while demand continues to grow and over a quarter of global mine supply is shut in. He considers nickel in 2014 one of the best commodity trades in a generation. To capitalize on this unique set of circumstances, Royal Nickel's Dumont Nickel Project follows the path of other large-reserve, large-scale mines in the copper and gold sectors that have changed the mining industry and made early investors fortunes. More >

Gold Idol: Killian Charles' Search for the Next Mining Superstar
Source: Brian Sylvester of The Gold Report  (2/10/14)
Killian Charles, a mining analyst with Industrial Alliance Securities in Montreal, was tired of hearing how gold companies were doomed to failure because of the listless gold price. So he started "auditioning" companies for Gold Idol. In this interview with The Gold Report, Charles talks about what attributes got companies through to the next round and what got them sent home. More >

The Best Biotech Takeover Targets for 2014
Source: Kyle Anderson, Money Morning  (2/10/14)
"Large-cap pharmaceutical companies, instead of starting from scratch on a new patent, want an easier and more effective way to replace their lost "cash-cow" revenue. They will look to acquire biotech companies—and their phase 2 or phase 3 drugs." More >

Fight China's Smog with Ethanol, Says Chen Lin
Source: Peter Byrne of The Energy Report  (2/6/14)
In decades past, we have seen that any commodity China really wants goes through the roof. We saw it in copper. We saw it in oil. We saw it in liquefied natural gas. If China starts mandating a 5% blend of ethanol to gasoline, ethanol should trade on par with gasoline. So says Chen Lin, author of the widely read newsletter What is Chen Buying? What is Chen Selling? But there's more to the story: because China produces no ethanol, U.S. ethanol producers could be looking at a massive new market, not to mention a spike in profit margins. In this interview with The Energy Report, Chen discloses his favorite ethanol picks, as well as some compelling fracking names. More >

Do Away with the Pill-A-Day Biotech Model: Steve Brozak
Source: George S. Mack of The Life Sciences Report  (2/6/14)
The U.S. healthcare system is untenable, says Steve Brozak, president of WBB Securities. The solution-oriented Brozak is on the hunt for biotech and medical device companies that fit a new paradigm, in which budgets are restrained and companies generate curative therapies for unmet needs. In this interview with The Life Sciences Report, Brozak takes aim at a broken system and lists ten problem-solving companies that can adapt to the changes he believes must take place for healthcare to be profitable and productive. A bonus: These companies can also add vigor to investment portfolios. More >

Legendary Geologist Brent Cook Shares His Rules for Weeding Out Flaky Companies
Source: JT Long of The Gold Report  (2/5/14)
If now is the time to accumulate deeply discounted companies with strong fundamentals in advance of a hot junior market in 2015, how can an investor tell if a company is a black hole or a shining star? Exploration Insights Publisher Brent Cook shines a light on the all-important due diligence process in this interview with The Gold Report and gives seven examples of companies that pass his litmus test.
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Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report   (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. More >

Ram Selvaraju: A Pair of Companies Ride the Sea Change in Cancer Therapeutics
Source: George S. Mack of The Life Sciences Report  (2/4/14)
A new generation of oncology treatments is moving through clinical trials toward the market. These proposed products are revolutionary in both their approaches to disease and their expected efficacy. Raghuram "Ram" Selvaraju, armed with his background as a drug developer, has followed dozens of highly innovative small- and mid-cap biotech companies, many of which he originally spotted as micro caps. In his second of three interviews with The Life Sciences Report, the head of equity healthcare research at Aegis Capital Corp. highlights two names with huge growth prospects. More >

Cosmos Chiu: Assessing Gold Mines in Far-Flung Places
Source: Brian Sylvester of The Gold Report  (2/3/14)
Cosmos Chiu, executive director of precious metals equity research at CIBC World Markets, doesn't just stick to mining companies in North America. About one-third of gold comes from Africa, Chiu says in this interview with The Gold Report, so he likes to dedicate a similar amount of coverage to companies there. But knowing what to look for in intriguing districts around the world is what sets Chiu apart—that and his decidedly bullish forecast for the gold price. More >

Adrian Day: Ditch the Risk and Embrace the Upside
Source: Kevin Michael Grace of The Gold Report  (1/31/14)
Adrian Day likes to think long term, and historical trends persuade him that the bull market in gold should continue for years to come. In this interview with The Gold Report, the founder of Adrian Day Asset Management explains why he expects a significant gold price recovery in the near future. In the short term, he counsels investors to choose companies that minimize risk through royalty agreements, joint ventures and robust balance sheets. In other words, companies with the means to seize profit-making opportunities, and Day shares the names of a handful that fit the bill. More >

Two Companies Follow Unmet Needs to Biotech Profits: Echo He
Source: George S. Mack of The Life Sciences Report  (1/30/14)
Disease progression and drug resistance mean that very sick patients ultimately run out of options. In the case of orphan diseases, patients often run out of alternatives immediately after they are diagnosed. In this interview with The Life Sciences Report, Echo He of the Maxim Group discusses her focus on how patients with unmet needs might ultimately get a fighting chance. To that end, she has selected two names that could produce both welcome cures and stunning share price results for investors who understand the value proposition of last-resort therapies. More >

Porter Stansberry: Are You Playing the Right Energy Trend?
Source: Karen Roche of The Energy Report  (1/30/14)
Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend. More >

Pros & Cons of One-Stop Shopping Oilfield Services
Source: Kent Moors, Oil & Energy Investor  (1/30/14)
"The oilfield services sector has gone through several waves of consolidation, with the majors working to build their own vertical markets." More >

Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets
Source: Vivien Diniz, Copper Investing News  (1/30/14)
"The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." More >

Gold Crybabies Are Born to Lose, Says Lawrence Roulston
Source: Peter Byrne of The Gold Report  (1/29/14)
Geologist, engineer, Midas-touch investor and financial newsletter publisher Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different? In this interview with The Gold Report, Roulston has some tips on how to double down on gold investments and wipe away the tears. More >

Which Gold Miners Hold the Most Supply?
Source: Visual Capitalist  (1/29/14)
Major and midtier gold miners currently hold 54.3% of all gold resources and reserves worldwide. Junior companies and governments hold the rest. More >

The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay
Source: Brian Sylvester of The Mining Report  (1/28/14)
There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay. More >

The Year of RNA?
Source: Karl Thiel, BioSpace.com   (1/28/14)
So 2013 was a huge year for RNA, but could 2014 be even bigger? More >

David Morgan: 'The Silver Bottom Is In: Time to Hold, Add and Ride It Out'
Source: JT Long of The Gold Report  (1/27/14)
When the bulls are running for the doors, that is a sign that we have hit bottom and wise investors should hold on to their portfolios for the ride up, says Silver-Investor.com Editor David Morgan in this interview with The Gold Report
. It may take a couple of resource war-addled years for gold and silver prices to move back to profitable levels, but the right companies—and he points to five from the members-only Morgan Report files—could make money all the way up.
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How Long Can Gold Prices Be Held Down?
Source: Julian Phillips, Gold Forecaster  (1/27/14)
What is the condition of future supplies? More >

Why the Recent Lift in Junior Miners Will Likely Continue
Source: Frank Holmes, U.S. Global Investors  (1/27/14)
"In early January, the S&P/TSX Venture Composite Index rose above the 200-day moving average for the first time in three years." More >