Streetwise Articles
Gold's Inflation Issue
Source: Adrian Ash, BullionVault (3/9/12)
"So if or when strong inflation does show up, retained wealth will likely find it hard to resist buying gold, no doubt alongside industrial commodities, land and other hard assets, even after the last decade's myth-busting performance."
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Know Your Medtech Growth Drivers: Joanne Wuensch
Source: George S. Mack of The Life Sciences Report (3/8/12)
Medical technology has been stalled in a quagmire of regulation, lowered usage and a more tight-fisted health insurance environment, but Analyst and Managing Director Joanne Wuensch of BMO Capital Markets has identified a few ground-breaking technologies that will drive increasing cash flows in particular companies. In this exclusive interview with The Life Sciences Report, Wuensch delivers the names that will provide essential diversification while they return growth for investors.
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The Nuclear Revival: Mark Lackey
Source: Brian Sylvester of The Energy Report (3/8/12)
Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview.
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Gold Remains in Consolidation
Source: Jordan Roy-Byrne, The Daily Gold (3/8/12)
"Fear not, gold investor. You should appreciate these consolidations. They will make you a better investor. You will learn how to buy lows and not get excited near highs."
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Why the US Confiscated Gold in 1933; Can It Happen Again?
Source: Julian Phillips, Gold Forecaster (3/8/12)
"At no time during this century has the U.S. government recognized the right of private gold ownership."
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Gold Market Update
Source: Hubert Moolman (3/8/12)
"Gold just needs a trigger to launch it for the most spectacular rally since the late '70s. I believe that trigger is likely to be the crash (or decline) of the stock markets."
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Rare Earth Bull
Source: Jack Lifton, Resource Investor (3/8/12)
"Pundits keep hinting at a vast Chinese conspiracy to 'control' rare earths, but it is a natural consequence of market forces. So long as the lowest-cost REE products are obtained in China, the total supply chain and the focus of the industry will remain in China."
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Platform Hopping in the North Sea
Source: Kent Moors, Oil & Energy Investor (3/8/12)
"The era of North Sea oil is coming to an end, but small companies can maximize extraction potential."
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Select Gold, Silver Mid Caps for Near-Term Action: Bo Chew
Source: Zig Lambo of The Gold Report (3/7/12)
With high market volatility, running a small fund like the Magna Opportunity Fund, which seeks to deliver exceptional returns, requires nimble management. In this exclusive interview with The Gold Report, Bo Chew tells us how he does it and what criteria he uses to select his fund's investments. In the process he drops quite a few names with good upside potential for investors to consider in the current market environment.
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The Face of Volatility
Source: Jeff Clark, Casey Research (3/7/12)
"Because current volatility has thus far been lower than what was experienced during the final phase of the 1970s bull market, we are not in a bubble, nor yet in the mania phase, and nowhere near the top."
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When to Be Greedy
Source: Guiseppi Borelli, The Unpunctured Cycle (3/7/12)
"Gold is perhaps the only market where greed and fear can work together. For years, I have tried to convince readers to buy dips and sit through the declines, but to little avail."
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PDAC Round-Up: The Low-Down on Gold Corrections, Canadian Regulators, Labor Shortages and Argentine Nationalization Rumors
Source: Brian Sylvester of The Gold Report (3/7/12)
Worried about the next correction in the gold price? Don't be, said Martin Murenbeeld, chief economist for the Dundee Companies, during a presentation at 80th annual Prospectors and Developers Association of Canada (PDAC) convention in Toronto.
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What Someone Needs to Ask the Presidential Candidates
Source: James Baldwin, Money Morning (3/7/12)
"Energy is the catalyst of economic progress in America. What is each candidate's long-term energy plan to provide stability and predictability for Americans' budgets and to maintain economic growth over the next four decades?"
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US Must 'Hustle' to Reach 36B Gallons of Biofuels by 2022
Source: Daily Press, Cory Nealton (3/7/12)
"The U.S. can meet President Barack Obama's goal of producing 36B gallons of biofuels by 2022, but it better get moving."
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Should We Subsidize Natural Gas Engines?
Source: Kevin Cook, Zacks Investment Research (3/7/12)
"Clean-burning, abundant, cheap natural gas would be a triple-crown winner for the environment, the economy, and new industries, to say nothing of national energy security with less dependence on the Middle East."
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'We Still Believe' in Rare Earth Metals: Terence van der Hout
Source: Brian Sylvester of The Critical Metals Report (3/6/12)
Terence van der Hout, a research analyst with The Gold&Discovery Fund in the Netherlands and editor of Strategy Metals Bulletin, says takeovers are his sweet spot. While gold juniors are very quick to get from a discovery to a takeover, most rare earth explorers are still early-stage ventures. For these companies, as van der Hout tells The Critical Metals Report in this exclusive interview, he looks for opportunities in emerging technologies that could tip the scales.
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From Fracking to Fuel Cells—Capitalizing on the Energy Revolution: Laird Cagan
Source: George S. Mack of The Energy Report (3/6/12)
For investors seeking high potential returns and the thrill of participating in market innovation, the smallcap energy space is where it's at. Managing Director and Co-Founder Laird Cagan of merchant bank Cagan McAfee Capital Partners has built his career by backing companies that are both filling current demand and creating new markets. In this exclusive interview with The Energy Report, Cagan shares his experiences and discusses several companies at the forefront of the energy revolution.
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The LNG Shipping Sector: High Demand, High Profits
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/6/12)
"LNG has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector in the global shipping industry, as day rates are soaring for these large ocean tankers."
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Fertilizer Industry Pins Hope on Urea Price Hike
Source: Live Mint, Pallavi Pengonda (3/6/12)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce."
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Mining Market Funk Looks to Wane as PDAC Engenders Sustained Optimism
Source: Kip Keen, Mineweb (3/6/12)
"Early 2012 markets have been relatively kind to miners and explorers after a particularly brutal second half in 2011. Will market funk return after this brief gasp of air? Here at the 2012 PDAC convention in Toronto you get the feeling there may be more oxygen in the tank."
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Has the Correction Finally Begun?
Source: Toby Connor, Gold Scents (3/6/12)
"I really doubt gold will put in a lasting bottom until the dollar's intermediate cycle tops. Barring a public announcement of QE3, that is unlikely to happen until sentiment reaches extremes again."
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Industry's Next Big Thing May Be Small Tweaks
Source: Starr Spencer, Platts (3/6/12)
"Presenters at the Houston CERAWeek convention said that small tweaks applied to known areas or current practices are likely to make the biggest impact in years to come."
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Will Oil Continue Heading Higher?
Source: Frank Holmes, U.S. Global Investors (3/6/12)
"While consumers may continue to feel the bite from higher gasoline prices, investors can use these rising prices to their advantage."
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MedTech Industry Stock Outlook
Source: Zacks Equity Research (3/6/12)
"Although still saddled with an unfavorable macro environment, the medtech indyustry is expected to fare better in 2012 thanks to attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand."
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Playing the Gold, Silver Equities Selloff: Stephen Taylor
Source: Brian Sylvester of The Gold Report (3/5/12)
The precious metals equities selloff at the end of 2011 was overdone, says Stephen Taylor, portfolio manager of The Taylor Fund and founder of Taylor Asset Management, in this exclusive interview with The Gold Report. Taylor remains bullish on gold, silver and base metals and is looking to some names that were walloped in the selloff to prosper in the next three years.
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