Streetwise Articles
Why the US Desperately Needs an East–West Oil Pipeline
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/21/12)
"In the debate over rising gas prices, one largely overlooked issue is the lack of U.S. oil pipeline distribution to the East Coast, where refineries that must import higher-priced Brent crude are being shut down."
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US Navy Sails 1,200 Miles on Algae Biofuel
Source: TG Daily, Pete Danko (3/21/12)
"The U.S. Navy Frigate fleet ship USS Ford sailed from its homeport in Everett, Wash., down to San Diego using 25,000 gallons of the company's Soladiesel blended in even proportions with F-76 military diesel."
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How to Trade Gold with ETFs and Options
Source: Larry Spears, Money Morning (3/21/12)
"For trading purposes, you can find some pretty good proxies for gold futures that require substantially less cash up front and carry significantly lower risk."
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The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit
Source: George Mack of The Energy Report (3/20/12)
With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.
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Winning the Rare Earth Economic War: Luisa Moreno
Source: JT Long of The Critical Metals Report (3/20/12)
China's sudden cuts to rare earth export quotas and domestic production marked the beginning of a Rare Earth Economic War, proposes Jacob Securities' Senior Mining and Metals Analyst Luisa Moreno. The good news is that partnerships between end-users and mining companies may just be the secret weapon to level the playing field for critical metals producers operating beyond China's borders. In this exclusive interview with The Critical Metals Report, Moreno points to the companies that are closest to delivering high-quality goods for the benefit of manufacturers and investors alike.
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Perils and Profits in Offshore Drilling
Source: Michel Massaad, Oil & Gas Investments Bulletin (3/20/12)
"While presenting the industry with its biggest challenges, deepwater exploration and development yield the greatest potential rewards and healthy profit margins to the oil service companies involved."
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Iran Says Gold Is Money
Source: Louis James, Casey Research (3/20/12)
"As long as the sanctions remain in force and the Iranian government has limited access to international currency markets, gold will remain an obvious way to settle transactions."
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A Massive Spike in the Price of Silver Is Imminent
Source: Hubert Moolman (3/20/12)
"I expect that significant value will soon be diverted from the general stock market to silver and gold, causing prices to rally significantly, until these metals also become overvalued."
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The German Renewable Revolution
Source: Kent Moors, Money Morning (3/19/12)
"Germany's decision is already being called the biggest restructuring of the national energy landscape since the end of World War II. The government will initiate a campaign valued at more than $260B to harness wind and solar power."
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Gold Mining in West Africa Promises Growth: Mark Lackey
Source: Brian Sylvester of The Gold Report (3/19/12)
Mark Lackey, chief investment strategist with Pope & Company, sees particular promise among small-cap gold equities in West Africa. Burkina Faso and Mali offer good topography and stable, democratically elected governments with little interest in economic nationalism. Given Lackey's view that gold will float between $1,600 and $1,800/ounce this year, he says in this exclusive Gold Report interview that now might be a good time for investors to look to Africa for upside potential.
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Europe's QE3 Will Boost Gold and Silver
Source: Jeb Handwerger, Gold Stock Trades (3/19/12)
"Eventually, investors will realize that the monetary metals can do well in both a deflationary risk-off environment as well as an inflationary risk-on environment and the trend will turn significantly higher as it has for the past decade."
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Precious Metals Are Decoupling from the Stock Market
Source: Jordan Roy-Byrne, The Daily Gold (3/19/12)
"The S&P 500 is nearing resistance and the precious metals sector is testing its December low. A successful retest of the low in many markets (juniors, metals, silver stocks) should be a signal that the market has confirmed its bottom."
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Oil Bull Market Is No Place For MLP ETF Investors
Source: Eric Dutram, Zacks Investment Research (3/19/12)
"When oil prices are surging, MLPs do not benefit as much as some of their peers. This is because the oil tends to flow through the pipelines no matter the price of the commodity."
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Good as Gold!
Source: Guiseppi Borelli, The Unpunctured Cycle (3/19/12)
"Everyone is afraid of gold right now and the media is doing its best to stoke that fire, but now is the time to buy."
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PetroDollars: The EU and Canada Making Peace over Oil Sands
Source: Gary Park, Platts (3/19/12)
"Amid a regulatory and political tangle in the U.S. over the Keystone XL pipeline and heated opposition in Canada to the Northern Gateway pipeline—both crucial to industry hopes of opening new markets for oil sands crude—Canada proclaimed victory in Europe."
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Gold, Silver, Oil and the Fear Index Trends
Source: Chris Vermeulen, The Gold and Oil Guy (3/18/12)
"Gold will look bullish around $1,600/oz, gold miners (GDX) around $48/share, and silver around $30/oz, but we need to see one more wave of strong distribution selling for that to take place."
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Officials Keen to Make Region a Center for Aviation Biofuels
Source: Seattle Times, Kyong Song (3/17/12)
"Efforts are underway from Olympia to Congress to help jump-start the nascent industry and to bring prices of jet biofuel down to earth."
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Canada Sees Mining Resurgence: Scott Jobin-Bevans
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/16/12)
Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.
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When to Acquire Silver, the Metal of Emperors?
Source: Bob Kirtley, SK Options Trading (3/16/12)
"To meet demand, silver suppliers have had to run down their stockpiles. However, this solution has only a limited time scale before it becomes depleted, thus limiting the supply and forcing prices up."
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Another Healthy Correction for Gold and Silver
Source: Jason Hamlin, Gold Stock Bull (3/16/12)
"I am convinced that gold and silver will eclipse their previous inflation-adjusted highs before this bull market is over."
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Wanted! Bearish Gold Bulls
Source: Adrian Ash, BullionVault (3/16/12)
"Overall, since gold prices began to move freely in the late 1960s, the metal has moved in the same direction as stocks, on a quarterly basis, for roundabout half of the time. It's gone in the other direction to stocks for pretty much the other half of the time, making gold uncorrelated in total."
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Profit with Undiscovered Oil and Gas Plays: Josh Young
Source: Zig Lambo of The Energy Report (3/15/12)
Some companies in the oil and gas business get more appreciation in the market than they perhaps deserve. Others labor away building their assets and cash flow with little market recognition. In this exclusive interview with The Energy Report, Josh Young, founder and portfolio manager of Young Capital Management, brings us up to date on several of his favorite undervalued plays and talks about his newest discovery, which he believes to be an amazing value.
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Choose Medical Technology Stocks Carefully: William Plovanic
Source: George S. Mack of The Life Sciences Report (3/15/12)
The dart board will not help in picking medical technology stocks. Analyst and Managing Director William Plovanic of Canaccord Genuity focuses on the musculoskeletal/orthopedic sector, which is sensitive to factors beyond just the unmet needs of patients. Economic and regulatory dynamics make it difficult to predict growth in medtech, but in this exclusive interview with The Life Sciences Report, veteran analyst Plovanic delivers both ideas and names that could generate excellent returns for investors.
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Barron's Gold Mining Index to Double over the Next Couple of Years?
Source: Hubert Moolman (3/15/12)
"It was not until almost the end of the bull market in 1979 that the gold stocks really started to take off. Those who think gold stocks will not rise during this bull market will be disappointed."
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What's Driving Gold, Silver Prices?
Source: Julian Phillips, Gold Forecaster (3/15/12)
"With all the easily reached and exploited gold deposits having been mined out in the last century, miners are seeing costs jump inordinately; however, with the prospect of higher gold prices, even the far-flung deposits are becoming profitable."
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