Streetwise Articles
Equity Rally Should Boost Discounted Rare Earth and Uranium Miners
Source: Jeb Handwerger, GoldStockTrades (2/4/13)
"Exports have jumped to a seven-month highs despite the debt issues in Europe and the United States. This rebound in China may be a spark for the undervalued junior miners, which have been in a downtrend for close to two years as economists predicted a Chinese hard landing."
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Harry Dent: Roller Coasters, Megaphones, Addictions and Comas—What Kind of Economy Is This?
Source: JT Long of The Gold Report (2/1/13)
Booms and busts in the economy are based on predictable demographic cycles such as those studied by Harry Dent, founder of HS Dent, chairman of SaveDaily.com and author of "The Great Crash Ahead: Strategies for a World Turned Upside Down." In this Gold Report interview, Dent predicts a global crash between mid-2013 and early 2015, in an ongoing decade of economic coma. For now, gold and gold equities are great investments, but when the crash comes, read on to find out what he suggests will be a good sector until the echo generation enters the workforce and starts buying potato chips and houses.
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Mike Niehuser: Modern-Day Gold Rush Puts Nevada on Top
Source: Special to The Gold Report (2/1/13)
These days, monetary policy moves stock prices more than economic data releases, says Mike Niehuser, founder of Beacon Rock Research. While the potential for higher gold prices is compelling, the decline in the number of discoveries and grades of resources makes mining stock selection intriguing. Niehuser has scoped out jurisdictions and finds the stars are aligning to put Nevada on top. In this interview with The Gold Report, Niehuser shares the names of companies that he feels have the right stuff.
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Consolidation Over? Is Gold at the Turning Point?
Source: Lawrence Williams, Mineweb (2/1/13)
"I do get the feeling in my bones that the yellow metal’s flat performance of the past 15 months or so may be coming to an end–not in a collapse, but in an upwards surge."
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Harry Dent: Roller Coasters, Megaphones, Addictions and Comas—What Kind of Economy Is This?
Source: JT Long of The Gold Report (2/1/13)
"If I am right, and stocks crash again in late 2014 or early 2015, I want to buy in the healthcare sector in the U.S. and Europe, especially the most leveraged areas: biotech, medical devices and pharmaceuticals. The baby boomers will continue spending on healthcare and healthcare products, even as budgets get crimped by entitlement reductions."
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The Life Sciences Report Watchlist 2013
Source: George S. Mack of The Life Sciences Report (1/31/13)
Which biotech companies will take off in 2013? To zero in on possible winners, The Life Sciences Report teamed up with Sagient Research to crunch the numbers for companies with potential catalysts on the calendar. The results were sent to experts who, based on their experience in the space, could determine which companies have the best chances for upward stock price movement. The result is the groundbreaking Life Sciences Report Watchlist 2013. In this exclusive article, you can follow the thought process that went into generating the short list, and learn more about the potential winners and what they are poised to accomplish in the next 12 months.
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The Life Sciences Report Watchlist 2013: The FDA and Stock Volatility
Source: George S. Mack of The Life Sciences Report (1/31/13)
Various steps in the U.S. Food and Drug Adminstration's (FDA) oversight of drug development and approval provide investment opportunity. This brief overview, supplemental to the groundbreaking Life Sciences Report Watchlist 2013, provides insight into FDA events that typically cause movement in a drug company's stock.
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On 'Peak Potash' and Doomsday Investment Themes
Source: Chris Mayer, Daily Reckoning (1/31/13)
"Never fall for an argument that says we’ll run out of some natural resource or bet on the 'end' of cheap anything."
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Rob Chang: Is 2013 a Catalyst Year for the Uranium Market?
Source: Zig Lambo of The Energy Report (1/31/13)
After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs.
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Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals)
Source: Brian Sylvester of The Gold Report (1/30/13)
A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill.
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Is This Drug the Key to an Alzheimer's Cure. . .and Profits?
Source: Michael Robinson, Money Morning (1/30/13)
"This bit of breakthrough research could supercharge the race for the cure. There's even a way for you to invest."
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Mining in Canada’s North Could Almost Double by 2020: Report
Source: Dorothy Kosich, Mineweb (1/30/13)
"The annual gross domestic product of mining in the North, which was CA$4.4B in 2011, is expected to reach CA$8.5B in 2020, according to the report 'The Future of Mining in Canada's North.'"
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Benoit Gascon: An Insider's Take on the Complicated Graphite Market
Source: Brian Sylvester of The Metals Report (1/29/13)
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India. Gascon, who argues that the graphite markets of the 1990s are gone for good, has thrown his hat back into the ring, this time as CEO of a junior player, Mason Graphite. In this interview with The Metals Report, Gascon gives us an inside look at the graphite space and explains why the cliché "the customer is always right" has extra resonance in this "inverted" market.
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What the Narrowing WTI/Brent Price Gap Means for Investors: Elliott Gue
Source: Zig Lambo of The Energy Report (1/29/13)
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential.
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Turkey’s Oil Potential: Onshore and Offshore
Source: Jen Alic, Oil & Gas Investments Bulletin (1/29/13)
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas."
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Will 'Saudi America' Become a Reality?
Source: Tony Daltorio, Money Morning (1/28/13)
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream."
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The World According to Doug Casey
Source: Karen Roche of The Gold Report (1/28/13)
Doug Casey's new book is entitled "Totally Incorrect," and, true to form, the chairman of Casey Research doesn't mince words. "Most Europeans believe the state owes them a living; the society is corrupt through and through." "Government acquires income by theft." "Nobody reads a book from the classical era in school; it's now mostly committee-approved pablum." Casey considers speculation in gold and silver junior miners and holding physical gold among the correct moves investors can make to protect themselves in a market headed for disaster. In this Gold Report interview, hear the world according to Doug Casey.
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Hedge Funds Signal Energy Change
Source: Kent Moors, Oil & Energy Investor (1/28/13)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
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Gold Carpet Treatment Promised for Miners in the Dominican Republic: Alexander Medina
Source: Peter Byrne of The Gold Report (1/25/13)
The Gold Report caught up with Alexander Medina, the newly appointed director of mining for the Dominican Republic. With gold discoveries popping up all over Hispaniola—the country shares the metal-rich island with Haiti—Medina is a very busy government minister. But he was happy to spare a little time to talk to The Gold Report about what his office is doing to ensure that mining companies get the gold carpet treatment under the new administration.
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Platinum’s Neglected Cousin
Source: Byron King, Daily Reckoning (1/25/13)
"We could see substantial gains in palladium over the next two years."
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Four Sensational Facts About Gold Investing that You Might Not Know
Source: Frank Holmes, Money Morning (1/25/13)
"Given that every gold move is analyzed and dissected by the media, it may surprise you that this precious metal was actually the least volatile of the 14 commodities."
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No Dutch Disease in Greenland Mining Prospects
Source: Richard Mills, Resource Investor (1/25/13)
"Greenland's Bureau of Minerals and Petroleum has so far awarded 150 licenses for mineral exploration with around 600M kroner spent by companies in 2012. Just ten years ago, there were almost no requests for mining licenses."
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Safest Way to Play Biotech
Source: Kevin Cook, Zacks Investment Research (1/25/13)
For every company that hits the jackpot with a new marketable drug that makes it through the FDA gauntlets, there are a dozen stocks that run up on such hopes and then crash and burn when the trials fail.
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Stephen Brozak: Changing the Way Money Is Made and Diseases Are Cured
Source: George S. Mack of The Life Sciences Report (1/24/13)
Stephen Brozak doesn't mess around. He focuses on technologies poised to change the way medicine has been practiced for thousands of years. As president of WBB Securities, Brozak is talking to his clientele about revolutionary stem cell therapies that deal with disease in totally new ways. He's also bullish on new antibiotics—important innovations in a world facing a shortage of effective drugs and a potential crisis of catastrophic proportion. In this interview with The Life Sciences Report, Brozak talks up must-hear ideas that growth investors need to consider.
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