Streetwise Articles
Paul Harris Has Something to Say About Colombia's Gold Exploration Sector
Source: Brian Sylvester of The Gold Report (1/6/14)
Paul Harris sees a lot of untapped value in Colombia, a land that hasn't seen the arrival of modern mining due to a government sluggish to implement speedy approval processes. But Harris, editor of the Colombia Gold Letter, believes there are still some opportunities out there, pummeled by the market but poised to be buoyed by a more accommodating political climate and rising gold prices. He talks about the leading Colombia plays in this interview with The Gold Report.
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Bullish or Bearish: Mining Sector Prospects for 2014
Source: PinnacleDigest (1/5/14)
"The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals."
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The Biological iPhone
Source: Ray Blanco, The Daily Reckoning (1/3/14)
"The next Steve Jobs might be tinkering with DNA molecules instead of circuit boards."
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Silver Poised for Massive Recovery in 2014
Source: Adam Hamilton, Zeal Research (1/3/14)
"Silver is poised for a massive recovery upleg in 2014, a mean reversion from last year’s dismal action. The main driver of silver’s initial strength will be American futures speculators covering shorts."
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Matt Badiali's Insider Tips from the Energy Fronts in Kurdistan and Tuscaloosa
Source: JT Long of The Energy Report (1/2/14)
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of travelling the globe, S&A Resource Report Editor Matt Badiali shares his insights with The Energy Report readers on how to go where no one else wants to be and make a lot of money doing it.
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Follow the M&A Money to Small- and Mid-Cap Cardiovascular Medtechs: Jason Mills
Source: George S. Mack of The Life Sciences Report (1/2/14)
Some investors' eyes glaze over at the mention of medical devices. But it's time to wake up and focus on the stunning growth opportunities in small- and mid-cap cardiovascular medtech. Canaccord Genuity Managing Director Jason Mills covers companies on the front lines of innovation and in sectors where the trifecta of revenue, margins and reimbursement is achieving biotechlike levels. In this interview with The Life Sciences Report, Mills opens the new year with a discussion of the cardiovascular medtech industry and mentions companies that are probable acquisition candidates.
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2014 Outlook for Oil & Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (1/1/14)
"My outlook for the remaining oil and gas sub-sectors—from best to worst. . ."
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New Royalty Scheme a Leveler in the Mexican Silver Space
Source: Brian Sylvester of The Mining Report (12/31/13)
We may be headed into a new year, but Chris Thompson, mining analyst with Raymond James, expects more of the same in the precious metals prices: volatility. In this Mining Report interview, he advises investors to play that volatility. He details why—despite its higher royalty tax—Mexico remains a silver powerhouse, and which companies will feel the royalty pinch most.
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5 Companies with Upcoming Catalysts that Should Rally into 2014
Source: Scott Matusow, BioMed Reports (12/31/13)
"In the developmental biopharma segment of the market that we follow daily at stockmatusow, stock prices sometimes experience volatile moves, especially as a near-term catalyst event approaches."
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Miners Must Mind Their Margins: Rob Cohen
Source: Kevin Michael Grace of The Gold Report (12/30/13)
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen, lead portfolio manager with Dynamic Funds. In this interview with The Gold Report, Cohen declares that investors should seek out projects that will earn profits of 20–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.
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Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner
Source: Brian Sylvester of The Gold Report (12/28/13)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space.
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Leading Indicators from the Superstars of Resource Investing
Source: JT Long of The Gold Report (12/27/13)
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers.
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Strong Fundamentals Portend a Rebound for Silver
Source: Scott Williams, Zeal Intelligence (12/27/13)
"When gold comes back, so will silver. And silver's gains ought to dramatically outpace gold's, like they usually do."
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Coming of Age: Experts Reflect on the Extraordinary Promise of the Cell Therapy Sector
Source: Tracy Salcedo-Chourré of The Life Sciences Report (12/26/13)
Without innovation and risk-taking, modern medicine would be missing staples of the physician's armamentarium: antibiotics, radiation therapies, vaccines. The idea of taking a tonic to cure what ails you is thousands of years old, but the science behind that tonic may be revolutionary. Enter stem cell technologies. Given the promise backing the science—and the sector's position on the cusp of breaking out—companies with cell therapies got plenty of attention from investment analysts and experts in 2013. Read what those experts, including George Zavoico of MLV & Co., Steve Brozak of WBB Securities, Jason Kolbert of the Maxim Group, and Kevin DeGeeter of Ladenberg Thalmann & Co., had to say about prospects for stem cell companies in this special retrospective article from The Life Sciences Report.
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Fracking, Uranium and Solar, Oh My!: Growth and Innovation in 2013
Source: The Energy Report (12/26/13)
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year.
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Shane Nagle: Making Your Portfolio Pricing-Pressure Proof
Source: Brian Sylvester of The Metals Report (12/24/13)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side.
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The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal
Source: Peter Krauth, Money Morning (12/24/13)
"Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously."
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Levi Spry Highlights Quality Australian Projects that Will Find Funding
Source: Kevin Michael Grace of The Gold Report (12/23/13)
Quality will win out, says Levi Spry, senior resources analyst at GMP Securities Australia. In this interview with The Gold Report, Spry contends that funding project capital expenditures is a problem only when the underlying economics are marginal. In other words, high grades plus low costs ensure victory, and he suggests a handful of Australian companies, in gold, lithium, copper and nickel, that boast the quality needed to earn high margins.
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The Taper, China and Gold—Where Is this Leading Us?
Source: Lawrence Williams, Mineweb (12/20/13)
"The announcement the U.S. Fed would start tapering in January knocked the gold price back sharply, but will China step up gold purchases as a result? If so, what impact will that have on price?"
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Micro-Cap Medtech with Explosive Upside Potential: Brian Marckx
Source: George S. Mack of The Life Sciences Report (12/19/13)
Combine the complexity of genomic testing with the high risk inherent in micro-cap stocks, and you have investment opportunities that require exceptional diligence. The reward for understanding the value proposition of budding companies? The payoff can be enormous. In this interview with The Life Sciences Report, Senior Medical Device Analyst Brian Marckx of Zacks Investment Research has selected eight micro-cap names that could return triples, quads and more for investors willing to do their homework.
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Chad Mabry: Where to Drill for Portfolio Outperformance
Source: JT Long of The Energy Report (12/19/13)
Looking into 2014, Chad Mabry, an analyst at MLV & Co., is more focused than ever on company-specific fundamentals and relative performance indicators, which help him identify the outperformers. In this interview with The Energy Report, Mabry also talks about some companies with exposure to up-and-coming plays that could offer major upside.
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Junior Mining Stocks that Will Let You Sleep at Night: Ralph Aldis
Source: Brian Sylvester of The Gold Report (12/18/13)
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis, senior mining analyst with U.S. Global Investors. In this interview with The Gold Report, Aldis shares his main modeling themes and companies that fit the bill. He also explains the win-win-win advantages of flow-through stock issuance, a technique allowed by some noteworthy Canadian provinces.
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Two Lessons for Gold from 2013
Source: Geoff Candy, Mineweb (12/18/13)
"With gold set for its worst year since 1981, Adrian Ash looks back at some takeaways from 2013."
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Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion
Source: Brian Sylvester of The Mining Report (12/17/13)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets.
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The New Year Heralds a Transition in Stem Cell Development: Jason Kolbert
Source: George S. Mack of The Life Sciences Report (12/17/13)
The cell therapy industry has been mired in phase 1 and 2 studies for what seems like a lifetime. But 2014 is shaping up to be a banner year for share-moving phase 2 data and pivotal phase 3 activity. Jason Kolbert, managing director for biotechnology research at Maxim Group, leverages his deep understanding of the stem cell space to uncover viable therapies that double as excellent business models. In this interview with The Life Sciences Report, Kolbert guides investors to regenerative medicine companies that have evolved beyond great science projects into businesses capable of generating huge margins and disrupting the paradigm of medical practice.
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