Streetwise Articles
Recognizing the Disruptive Potential of Cancer Immunotherapy
Source: Michael Becker, Life Science Digest (7/8/13)
"Looking ahead over the coming months, there is reason for optimism regarding the next wave of phase 3 results from ongoing cancer vaccine trials. This is due to the fact that many of these products address the limitations of prior cancer vaccine approaches and/or have support from big pharma."
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Porter Stansberry Reveals the Greatest Threat to the U.S. Economy and One Easy Way to Protect Yourself
Source: Karen Roche of The Gold Report (7/3/13)
America is staring down a fiscal catastrophe, says Porter Stansberry, the outspoken investment analyst who has coined the phrase "the end of America." Americans are living beyond their means, he says, and the global economy is tired of holding our debt. Nothing short of economic disaster will befall us. But amid such grim predictions, in this interview with The Gold Report, Stansberry takes a moment to praise the enduring value of timeless investments, such as farmland and. . .Krispy Kreme. Stansberry shares his thoughts on everything from the Federal Reserve to Hong Kong.
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How a Professional Investor Uses Twitter to Trade Smarter: Mike Havrilla
Source: George S. Mack of The Life Sciences Report (7/2/13)
Drug development is full of surprises, and those surprises are hitched to the catalysts that move biotech company stocks. Mike Havrilla, co-founder and analyst with BioRunUp, processes and trades on the news flow surrounding biotech and specialty pharma companies as they navigate the turbulent development cycle. In this interview with The Life Sciences Report, Havrilla talks about his methods and shares three rich ideas that could create doubles or triples for investors.
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An Unexpected New Demand Source for US Natural Gas
Source: Dave Forest, Oil and Gas Investments Bulletin (7/2/13)
Mexican imports of U.S. gas have skyrocketed 92% since 2008.
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Chris Ecclestone: What M&A Deals Reveal About Management—and if They're Worth Your Investment Dollars
Source: Alec Gimurtu of The Metals Report (7/2/13)
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future.
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To Plot Your Energy Investments, Consult the Map: James West
Source: Peter Byrne of The Energy Report (7/2/13)
Understanding asset values is the name of the game for early-stage resource plays—that's how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The Midas Letter. In this interview with The Energy Report, West rolls out the map and shows us where juniors are headed. He also names some companies who are thriving on North American soil. If boots-on-the-ground prospecting puts a glint in your eye, read on.
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China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou
Source: Brian Sylvester of The Gold Report (7/1/13)
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals.
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Is the Bubble Phase in Gold About to Begin?
Source: Toby Connor, Gold Scents (7/1/13)
"We now have the necessary conditions for the bubble phase in gold to begin."
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Rare Earth Price Jump: Just the Beginning?
Source: Shivom Seth, Mineweb (7/1/13)
"Prices for the 17 elements have jumped 10% over the past two weeks."
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Stay the Course with Gold as Mixed Signals Move Markets
Source: Frank Holmes, Frank Talk (7/1/13)
"Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news."
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Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market
Source: Brian Sylvester of The Gold Report (6/28/13)
Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.
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Epic Opportunity in Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold (6/28/13)
"When the S&P 500 and economy struggle, it's going to be glorious for precious metals."
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How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab
Source: Peter Byrne of The Energy Report (6/27/13)
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals.
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Small-Cap Biotechs with Blockbuster Potential: Hugh Cleland
Source: George S. Mack of The Life Sciences Report (6/27/13)
Canadian portfolio manager Hugh Cleland of BluMont Capital has chosen an interesting niche. He invests in stocks too small for mutual funds and major institutions, which allows him to get in on the ground floor and capture huge gains when the companies begin to mature. He actively participates in each company's destiny, much like a venture capitalist. In this interview with The Life Sciences Report, Cleland discusses his "core four" and tosses in a handful of speculative tiny-cap companies that investors with enthusiasm for diligence should investigate.
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Five 'Red Hot' Biotechs: Chen Lin
Source: Zig Lambo of The Life Sciences (6/27/13)
Breakthrough therapies with billion-dollar market potential are what every biotech company seeks—and what every investor wishes for. Narrowing choices and focusing on opportunities with multibagger potential is the goal of every investor, and few do it better than Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling? In this interview with The Life Sciences Report, Lin focuses his analytical expertise on the biotech sector and names companies with blockbuster promise.
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Orphan Drugs Find Home in Transformational Biotech
Source: Patrick Cox, Daily Reckoning (6/27/13)
"Drugs eligible for PRVs are, by definition, orphan disease drugs. As a result, orphan drug candidates get valuable special treatment from regulators."
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Ian Gordon: Who Killed the Gold Price?
Source: Brian Sylvester of The Gold Report (6/26/13)
The gold price may have taken a tumble, but Ian Gordon, chairman and founder of the Longwave Group in British Columbia, is watching for a recovery. As bullishness in gold reaches some of its lowest levels, Gordon, in this interview with The Gold Report, says he believes that is indicative of a turn and he discusses where he has invested his money to ride the upswing.
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How to Invest in the Golden Age of Biotech
Source: Diane Alter, Money Morning (6/26/13)
"Propelled by new drug debuts, research advances and a full pipeline, a long stretch of rewarding breakthrough products should continue to flow in the years ahead."
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Rising Powers, Shrinking Planet: What’s Next in the Energy Debate?
Source: James Stafford, OilPrice.com (6/26/13)
"Could the accelerated development of renewable energy prove to be the only way to avoid an inevitable spiral of war and disaster?"
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Are You Protected from Oil Price Downside? Chen Lin Shares His Strategy
Source: Zig Lambo of The Energy Report (6/25/13)
Remember when oil shot up to $148 a barrel? Chen Lin does, and he sees potential for Wall Street market manipulation to push the oil price in the opposite direction—as low as $47 a barrel. Plus, he's bearish on China now. The good news is that Lin, publisher of What Is Chen Buying/Selling?, was willing to share his personal investment strategy in his interview with The Energy Report. Find out where Lin booked profits this year and get the names he's turning to for protection against oil price downside.
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After Labor Strikes, What's Next for Platinum?
Source: Brian Sylvester of The Metals Report (6/25/13)
Violent South African mining labor strikes shocked the globe in 2012, but the resulting negotiations underway could create more stable supply flows in the long term—that's how CPM Commodity Analyst Erica Rannestad sees it. In this interview with The Metals Report, Rannestad discusses the key developments that could signal a price rise and which producers could clean up big on high-priced PGMs.
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Roger Wiegand Predicts a Brand New World for Gold
Source: Peter Byrne of The Gold Report (6/24/13)
The quant who produces Trader Tracks newsletter tells The Gold Report that the technical charts project a brightening future for precious metals. Technical market analyst Roger Wiegand tracks annual trading cycles while keeping an expert eye on potentially disruptive world events. He is a stickler for fundamentals, though, when it comes to picking out the best juniors for safe bets in a cash-poor industry.
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Ben Bernanke's Real Message for Gold Investors, Translated by John Williams
Source: JT Long of The Gold Report (6/24/13)
Don't fall for propaganda from the Federal Reserve about tapering quantitative easing, says ShadowStats editor John Williams in this interview with The Gold Report. His corrected economic indicators show the U.S. is nowhere near a recovery and the Fed will have to increase rather than decrease bond buying to prop up the banks and push off inevitable dollar debasement. That could be very bad for savers, but good for gold.
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African Shale Gas Production Could Break Out
Source: Justin Williams, Energy & Capital (6/24/13)
"South Africa (which holds the fifth-largest reserve in the world), Morocco, Algeria, Tunisia, Libya, and Egypt are among the small group of countries that have the potential and are exploring for gas on the continent, according to the U.S. Energy Information Administration."
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Final Capitulation Coming in Precious Metals
Source: Jordan Roy-Byrne, The Daily Gold (6/21/13)
"A close examination of history tells us that this could be the final capitulation that would lead directly to a huge rebound in the ensuing months."
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