Streetwise Reports' Article Archives — July 2013 back to current month (29)
Chris Berry's Strategies for Profiting from a Distorted Reality: Investing After QE (07/31/2013)
Quantitative easing has created new problems for commodity investors—the systemic distortion of true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality.
Gold Nears 10% Monthly Gain (07/31/2013)
"The relationship between the gold price and real U.S. interest rates, adjusted for inflation, is less clear."
Chris Berry: Rare Earth Stocks Show Signs of Life, but Will the Uptrend Stick? (07/30/2013)
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage.
Ron Struthers: Are Gold Equities on the Cusp of an Upswing? (07/29/2013)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
Now Is the Time to Build New Mines, But It Ain't That Easy (07/29/2013)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done."
Profit from Palladium's Bullish Trend (07/29/2013)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'"
U.S. Global Investors' Secret: 'Keep Calm and Invest On' (07/24/2013)
As an investor, you probably get a lot of advice and don't know which to follow: There are conflicting reports, Fed announcements, figures that tell only half the story. In this interview with The Gold Report, Ralph Aldis, senior mining analyst with U.S. Global Investors, helps investors parse these many information streams, explains what seasonal gold pricing patterns could mean for investors and offers a stable of junior equities that could provide greater leverage to a gold price recovery.
Why Gold Mining Stocks Are a Buy Now (07/24/2013)
"You have to choose carefully when picking gold mining stocks or ETFs to buy."
Ron Struthers: Have Flake Graphite Prices Bottomed? (07/23/2013)
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers, the publisher and editor of Struthers' Resource Stock Report, believes so. In this interview with The Metals Report, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production.
Three Qualities That Separate Junior Gold Winners from Losers: Eric Coffin (07/22/2013)
Gold juniors need to get back to the basics, says Eric Coffin, and it is going to take large discoveries to get the market excited again. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how the new economics of gold production require investors to concentrate on companies with three specific qualities, and names companies and the regions that could generate breakout projects.
Strong Contrarian Buy Signal on Gold Stocks (07/19/2013)
"One should consider the gold stocks a venture capital type of investment."
'Mexico Mike' Kachanovsky Believes the Best Cure for Low Prices Is Low Prices (07/17/2013)
Even though precious metals stocks are going through a nasty and unpleasant interval, Mike Kachanovsky, founder and partner of smartinvestment.ca, looks at the market through a bullish lens. Shrewd accumulators are buying all the gold and silver juniors they can. When prices recover, investors will realize that mining stocks have been driven down to generational lows and money will rapidly flow back into the juniors. In this interview with The Gold Report, Kachanovsky details actions smaller juniors can take to survive the downturn and discusses companies with the resources to stay afloat until the markets rebound.
The Results Are (Almost) In for Rare Earth Competitors: Alex Knox (07/16/2013)
Western rare earth companies are in a conditioning period, optimizing on every front to get the leanest capital costs possible. In the next six months, Geologist Alex Knox expects a big shakeout across the rare earth space as companies release amended PEAs and feasibility studies. "That," says Knox in this interview with The Metals Report, "is when smart investors will be able to look at the numbers and pick out the winners." Knox helps us jump the gun by identifying companies with lean, mean stats.
Timing Gold's Bottom (07/16/2013)
Why the pros don't care if gold gets whacked some more.
Why Stephan Bogner Believes You Should Be 100% Invested in Precious Metals (07/15/2013)
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals, both in physical metals and equities. He is interested not only in companies that are profitable now but also in ones that will someday be in the black again. In this interview with The Gold Report, he describes his ideal portfolio, which includes companies operating in far-flung places.
Survey: Companies 'Utterly Unprepared' for SEC Conflict Minerals Compliance (07/15/2013)
"The PwC survey determined that the single biggest challenge for companies is getting accurate information from their suppliers."
Breakdown: British Columbia Explorers (07/15/2013)
"Using 20+ variables, we've analyzed over 50 exploration companies and their main projects in B.C."
Something's Got to Give in the Precious Metals Market: Heiko Ihle (07/10/2013)
These are scary times for precious metal investors. Resource equities are in the tank and, adding insult to injury, the gold price took a precipitous fall just days before summer, notoriously one of the slowest seasons for precious metals. Heiko Ihle, an analyst with Euro Pacific Capital in Connecticut, tells The Gold Report that something has to give. And soon. Ihle sets out a likely scenario and highlights some miners that are able to produce profitably at current metals prices.
A Radical Solution for the Rare Earth Supply Crunch: Jack Lifton (07/09/2013)
Iron miners don't make cars, so why should rare earth miners make magnets? According to longtime rare earth expert/consultant Jack Lifton, "mine to magnet" vertical integration strategies are little more than pie in the sky schemes. But Lifton just might have the perfect solution for the world's rare earth element supply problems. In this interview with The Metals Report, Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
What the Fundamentals Say About Gold (07/09/2013)
"The fall in the gold price changed the entire dynamics of the gold market."
John Kaiser's Strategies for Success in a Bloody Market (07/08/2013)
With so many junior mining companies going into hibernation, John Kaiser of Kaiser Research Online fears that the entire mining sector could fall dormant. In this interview with The Gold Report, he outlines approaches to discovery and development that smart, nimble companies are deploying to stay alive. Whether precious, base or critical metals, or in jurisdictions as exotic as Morocco and as familiar as Nevada, these are the basics required for survival in today's brutal market.
A Rare Anomaly in the Gold Market (07/08/2013)
"While the waterfall decline in gold stocks is painful for those of us already invested, the reality is that this is a setup we get a shot at only a few times in our investing life."
China Releases Second Round of 2013 REE Export Quotas (07/08/2013)
"Last week, the Chinese Ministry of Commerce (MOFCOM) announced the second round of allocations of rare-earth export quotas for 2013."
Porter Stansberry Reveals the Greatest Threat to the U.S. Economy and One Easy Way to Protect Yourself (07/03/2013)
America is staring down a fiscal catastrophe, says Porter Stansberry, the outspoken investment analyst who has coined the phrase "the end of America." Americans are living beyond their means, he says, and the global economy is tired of holding our debt. Nothing short of economic disaster will befall us. But amid such grim predictions, in this interview with The Gold Report, Stansberry takes a moment to praise the enduring value of timeless investments, such as farmland and. . .Krispy Kreme. Stansberry shares his thoughts on everything from the Federal Reserve to Hong Kong.
Chris Ecclestone: What M&A Deals Reveal About Management—and if They're Worth Your Investment Dollars (07/02/2013)
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future.
China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou (07/01/2013)
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals.
Is the Bubble Phase in Gold About to Begin? (07/01/2013)
"We now have the necessary conditions for the bubble phase in gold to begin."
Rare Earth Price Jump: Just the Beginning? (07/01/2013)
"Prices for the 17 elements have jumped 10% over the past two weeks."
Stay the Course with Gold as Mixed Signals Move Markets (07/01/2013)
"Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news."
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