Streetwise Articles
George Soros Joins Michael Ballanger on the Goldbug Side of the Market
Source: Brian Sylvester of The Gold Report (6/14/13)
In his 36-year career, Michael Ballanger, director of wealth management at Richardson GMP, has seen good markets and bad. As a true contrarian, he sees opportunity in undervalued precious metals assets and lauds George Soros' recently reported large gold-related positions. In this interview with The Gold Report, Ballanger discusses market sentiment and some companies that he expects to take off when the market turns.
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New Biotech Names with Excellent Prospects: Michael Aitkenhead
Source: George S. Mack of The Life Sciences Report (6/13/13)
In a marketplace as diverse as biotech, picking the best and brightest can stymie even the savviest investor. Senior biotechnology analyst and physician Michael Aitkenhead of Edison Investment Research has done meticulous research on both the science and unmet needs to reveal the growth potential of biotechs with vastly different stories, disease indications and markets. In this interview with The Life Sciences Report, Aitkenhead details his thesis on three names, each with the ability to return large multiples on original investment.
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For Love and Money: Three Growth Stocks from Casey's Alex Daley
Source: George S. Mack of The Life Sciences Report (6/13/13)
Alex Daley, senior editor of Casey Extraordinary Technology, seeks out undiscovered names because that's where he finds the big upside. In this interview with The Life Sciences Report, Daley brings his best ideas to investors who won't shy away from unloved biotech and medtech names. Sharpen your pencils, steel your nerves and take note of these three growth stories.
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Transformative Energy Technologies: Michael and Chris Berry
Source: George S. Mack of The Energy Report (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree.
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Mixed News for Biotech Industry: Supreme Court Upends Gene Patents
Source: Genetic Engineering and Biotechnology News (6/13/13)
" 'A naturally occurring DNA segment is a product of nature and not patent eligible merely because it has been isolated, but cDNA is patent eligible because it is not naturally occurring,' the court stated in an opinion written by Justice Clarence Thomas."
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Gold Has Stood the Test of Time: Michael and Chris Berry
Source: George S. Mack of The Gold Report (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview, the Berrys reveal what they've learned from each other's investment strategies over the years and why they are still bullish on gold.
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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
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Tug of War in Gold and Silver
Source: Ben Traynor, BullionVault (6/12/13)
"Since falling sharply in April, gold has swung either side of $1400 an ounce, with the gold price falling as low as $1337 and as high as $1478."
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Time to Stress Test Your Resolve in the Gold Markets
Source: Jeff Clark, Casey Research (6/12/13)
"Investors must be willing to hold through down or sideways markets to realize profits."
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Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals
Source: Brian Sylvester of The Metals Report (6/11/13)
Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid.
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Byron King: Forget OPEC. North American Energy Plays Bring Profits Home
Source: JT Long of The Energy Report (6/11/13)
Looking for profits in the oil and natural gas space? Look no further than shale plays, energy service companies and offshore drilling opportunities in the U.S., says Byron King of Agora Financial LLC. In this interview with The Energy Report, King discusses how dwindling exports to the U.S. from Latin America, Africa and the Middle East are shifting the supply and demand equation across the world. King also names companies in the service space with solid prospects for investors.
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How to Invest in Uranium in 2013
Source: Tony Daltorio, Money Morning (6/11/13)
"The emerging countries, hungry for electricity to power their economies, are proceeding with plans to build a good number of nuclear reactors."
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As Economy Heats Up, Will Oil Start to Sizzle?
Source: Frank Holmes, Frank Talk (6/11/13)
"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets."
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Keeping Stakes Small: How Some Companies Are Navigating the Gold M&A Market: Keith Phillips
Source: Brian Sylvester of The Gold Report (6/10/13)
Bigger isn't always better, as recent acquisitions by Agnico-Eagle Mines Ltd., Coeur d'Alene Mines Corp. and New Gold Inc. suggest. These companies are choosing to make multiple smaller deals as they keep the M&A thesis alive. In this interview with The Gold Report, Keith Phillips, head of Cowen and Company's Metals & Mining Investment Banking Group, tells investors what they can learn from those deals, the biggest problems facing the gold equities market and how they can take advantage of what he calls the strongest debt-financing markets in history.
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The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market.
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China Planning New Rare Earth Crackdowns
Source: Dorothy Kosich, Mineweb (6/7/13)
"China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption."
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Seven Biotech Options that Buck Tradition: Christian Glennie
Source: George S. Mack of The Life Sciences Report (6/6/13)
Edison Investment Research assesses the value of emerging companies with a model that assumes revenues and earnings are years away. Then again, every investor does that. What's unusual is that Edison looks for tomorrow's upside in companies still small enough to double, triple and quadruple in value down the line. In this interview with The Life Sciences Report,
Edison Biotechnology Analyst Christian Glennie applies his valuation skills to seven innovative biotech and specialty pharma companies and discusses the share-moving catalysts that investors need to know about now.
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How to Play the Invest-for-Tomorrow Game in Medtech: Alan Brochstein
Source: George S. Mack of The Life Sciences Report (6/6/13)
Alan Brochstein of AB Analytical Services blogs, publishes and creates model portfolios for retail investors and consults with institutional investors. He leans heavily toward medical technology because he sees the industry's devices, instrumentation and molecular diagnostics as huge efficiency creators and money savers for hospitals. He never pulls the trigger on a stock unless it has adequate insider ownership and superb management—two ingredients that almost always lead to success. In this interview with The Life Sciences Report, Brochstein highlights several turnaround stories that he believes can create real shareholder value and make money for investors.
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Realize the Full Potential of Natural Gas: Jeff Grampp
Source: Peter Byrne of The Energy Report (6/6/13)
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.
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Sprott's Michael Kosowan Asks: Are You Swayed or Afraid?
Source: Special to The Gold Report from the Cambridge House World Resource Investment Conference (6/5/13)
Many investors are wondering if the words "gold" and "opportunity" can coexist in the same sentence. Michael Kosowan of Sprott Global Resource Investments answers with a resounding "yes." He believes in the Pareto Principle—80% of the gain is derived from 20% of the stocks—and that contrarians will be rewarded in this "wonderfully miserable market." To find that 20%, Kosowan outlines the criteria he uses when sizing up a junior mining company.
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How to Play Nevada's Gold Rush
Source: Matt Insley, The Daily Reckoning (6/5/13)
"According to the U.S. Geological Survey, Nevada mined over 5.4 Moz of gold in 2012. That accounts for 75% of domestic production."
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The Conflict over Conflict Metals: Lisa Reisman
Source: Brian Sylvester of The Metals Report (6/4/13)
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space.
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Potential Oil Glut! Raymond James Analyst's Contrarian Forecast
Source: Tom Armistead of The Energy Report (6/4/13)
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.
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