Streetwise Reports' Article Archives — June 2013 back to current month (32)

Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market (06/28/2013)

Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.

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Epic Opportunity in Gold Stocks (06/28/2013)

"When the S&P 500 and economy struggle, it's going to be glorious for precious metals."

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Ian Gordon: Who Killed the Gold Price? (06/26/2013)

The gold price may have taken a tumble, but Ian Gordon, chairman and founder of the Longwave Group in British Columbia, is watching for a recovery. As bullishness in gold reaches some of its lowest levels, Gordon, in this interview with The Gold Report, says he believes that is indicative of a turn and he discusses where he has invested his money to ride the upswing.

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After Labor Strikes, What's Next for Platinum? (06/25/2013)

Violent South African mining labor strikes shocked the globe in 2012, but the resulting negotiations underway could create more stable supply flows in the long term—that's how CPM Commodity Analyst Erica Rannestad sees it. In this interview with The Metals Report, Rannestad discusses the key developments that could signal a price rise and which producers could clean up big on high-priced PGMs.

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Roger Wiegand Predicts a Brand New World for Gold (06/24/2013)

The quant who produces Trader Tracks newsletter tells The Gold Report that the technical charts project a brightening future for precious metals. Technical market analyst Roger Wiegand tracks annual trading cycles while keeping an expert eye on potentially disruptive world events. He is a stickler for fundamentals, though, when it comes to picking out the best juniors for safe bets in a cash-poor industry.

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Ben Bernanke's Real Message for Gold Investors, Translated by John Williams (06/24/2013)

Don't fall for propaganda from the Federal Reserve about tapering quantitative easing, says ShadowStats editor John Williams in this interview with The Gold Report. His corrected economic indicators show the U.S. is nowhere near a recovery and the Fed will have to increase rather than decrease bond buying to prop up the banks and push off inevitable dollar debasement. That could be very bad for savers, but good for gold.

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Final Capitulation Coming in Precious Metals (06/21/2013)

"A close examination of history tells us that this could be the final capitulation that would lead directly to a huge rebound in the ensuing months."

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Five Miners Chen Lin Expects to Buck the Trend (06/21/2013)

For most investors, the market for gold and silver stocks resembles a battlefield littered with the dead and dying, especially after the last day or two. The key for investors is picking those stocks that have the best chance for survival, and sticking with them until they are able to recover. In this interview with The Gold Report, Chen Lin tells us what he looks for to make that critical decision and why he believes that platinum and palladium should do well regardless of what is happening with gold and silver.

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Who Is Manipulating the Gold Price? (06/20/2013)

"Gold suffers from wild price gyrations when the markets become too disruptive, and data suggests that gold prices are regularly manipulated for the benefit of large banks and to the detriment of any retail investor trying to protect their wealth by investing in gold."

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What China's Crackdown on 'Midnight Mining' Means for REE Projects (06/20/2013)

"The rare earth mining industry will be saddled with permanent increased operation costs."

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Get Ready for Stupid Cheap Silver Prices:
David H. Smith
(06/19/2013)

It's a jungle out in the silver markets. Investors are holding on for their lives as the price of metals swings to higher highs and lower lows and junior equities bounce along the bottom. In this interview with The Gold Report, David H. Smith, senior analyst at silver-investor.com's The Morgan Report, navigates the jungle by advising which explorers, midtiers, stalwarts and royalties to consider buying in tranches on the way down and selling on the inevitable way up.

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Seven Australian Companies to Survive a Metals Market Correction (06/18/2013)

Australian mining companies have been hard hit by falling commodities prices and rising costs. But Petra Capital Analyst Andrew Richards believes his country's resource sector has turned a corner. In this interview with The Metals Report, Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.

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Jay Taylor: In Precious Metals, Cash Flow Is King (06/17/2013)

The price of gold remains in the doldrums, but Jay Taylor, host of the radio show "Turning Hard Times into Good Times," expects the bull market to come roaring back. In this interview with The Gold Report, Taylor cautions that not all miners are equal and advises investors to look for companies with cash flow and the potential for organic growth.

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FOMC Is the Big Driver for Precious Metals this Week (06/17/2013)

"On the New York Comex, the so-called speculative net long position in gold futures and options—calculated as the number of 'bullish' long minus 'bearish' short contracts held by traders classed as speculators—fell in the week ended last Tuesday."

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The Hidden Costs of Precious-Metals Miners' Optimism (06/17/2013)

"We believe gold will rebound and head higher, as you know, but that hasn't happened yet, and some mines that went into construction or production based on unrealistic assumptions are facing greater costs and lower revenues, resulting in net incomes far below investors' expectations."

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Three Rules of Thumb for Watching Insider Trading: Ted Dixon (06/14/2013)

Data on trades made by company insiders—key executives and directors—demonstrates to Ted Dixon, co-founder and CEO of INK Research, that most of them are contrarian in their approaches. Lately, Dixon finds that insider indicators in the gold and junior gold miner sectors are "off the charts." In this interview with The Gold Report, Dixon shares the names of frequent traders in recent months, along with insights into why, when and how insiders are trading.

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George Soros Joins Michael Ballanger on the Goldbug Side of the Market (06/14/2013)

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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Gold Has Stood the Test of Time: Michael and Chris Berry (06/13/2013)

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 (06/12/2013)

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 (06/12/2013)

"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 (06/12/2013)

"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 (06/11/2013)

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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Keeping Stakes Small: How Some Companies Are Navigating the Gold M&A Market: Keith Phillips (06/10/2013)

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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What Is the Cost of Mining Gold? (06/10/2013)

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The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space (06/07/2013)

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 (06/07/2013)

"China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption."

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Sprott's Michael Kosowan Asks: Are You Swayed or Afraid? (06/05/2013)

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 (06/05/2013)

"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 (06/04/2013)

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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Gold Stock Seller's Remorse (06/04/2013)

"I think sellers abandoned gold equities prematurely on weak grounds, and will be back when that becomes obvious, joined by even bigger numbers of new investors."

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Marc Faber: The World Is a Mess, But Junior Mining Stocks Could Double (06/03/2013)

The world's economy is in tatters and safe havens are few and far between, says legendary contrarian Marc Faber. The banking crisis in Cyprus has shown that even bank deposits are not safe. The publisher of the Doom, Boom and Gloom newsletter, surveying the world from his perch in Hong Kong, discusses the impact of unemployment in Europe, the economic slowdown in China, asset bubbles and the turnaround prospects for precious metals miners. Faber also reveals his investment strategy for these volatile times in this interview with The Gold Report.

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Why Stocks and Gold Are About to Reverse Course (06/02/2013)

"Without fail liquidity eventually finds its way into undervalued assets."

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