Streetwise Reports' Article Archives — March 2014 back to current month (19)

Robert Cohen's Three Drivers for the Gold Price in 2014 (03/31/2014)

Like the rest of the market, Dynamic Funds is being choosy as it shifts cautiously from bullion to equities, in what Vice President and Portfolio Manager Robert Cohen describes as "baby steps." In this interview with The Gold Report, Cohen explains his method of analyzing miners and discusses companies that offer good prospects.

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Jeff Killeen: A Picky Player's Guide to a Cautiously Optimistic Mining Market (03/26/2014)

The price of gold may be enjoying a double-digit increase so far this year and some equities may even have doubled their value, but Jeff Killeen of CIBC World Markets says it's not time to jump into metals with both feet. Be selective, he counsels. In this interview with The Gold Report, Killeen shares the higher-quality names that have prospects for development.

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CPM Yearbook Says Interest in Gold Equities Reviving as Bear Market Wanes (03/26/2014)

"While CPM does not expect the gold price to drop significantly from current levels, nor anticipates sharp increases in prices over 2014 and 2015, it does expect that gold equities would be expected to turn higher before the price of gold."

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Mark Lackey: What Happens to a Mine Deferred? (03/25/2014)

The shuttering of huge copper and iron ore projects gives the Street the blues, but the resulting squeeze in supply can lead to explosive price hikes. Meanwhile, Mark Lackey, executive vice president of CHF Investor Relations, is eyeing infrastructure buildouts in China, Korea, Brazil and India that point to a swelling of demand. In this interview with The Mining Report, find out how Australian partnerships, the deepening of the Panama Canal and the South Korean-Canada trade agreement could result in major returns on investment, and why 2014 looks like a bounce-back year for potash.

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Brien Lundin: East Meets West in Junior Market Rebound (03/24/2014)

Can you hear it? Brien Lundin can. It's the sound of the junior resource market mounting a comeback. Lundin, editor of Gold Newsletter, president and CEO of Jefferson Financial and the man behind the New Orleans Investment Conference, traces the rebound to Western speculators coming to the market at the same time that Asian buyers are maintaining a strong level of demand. In this interview with The Gold Report, Lundin pinpoints the fastest horses in his stable of top picks.

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Is Gold at an Interim Top? (03/21/2014)

"False breakouts usually mark a key turning point."

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What to Buy for Putin's New War: Nickel Could Surge (03/20/2014)

"If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days."

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Michael Gray: Is Goldcorp's Bid for Osisko a Harbinger of a Gold Renaissance? (03/19/2014)

Optimism. Momentum. Buoyancy. Call it what you will, a positive current is running through the gold space. Macquarie Capital Markets' Canadian Mining Equity Research Team Head Michael Gray deconstructs some of the factors contributing to that newfound energy. Calling out merger & acquisition activity as a nascent trend, he shares with The Gold Report some of the names that could be on a senior gold producer's shopping list.

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Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is) (03/18/2014)

Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity.

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Feelin’ the Fire, Investors are Hot for Gold (03/18/2014)

"When real interest rates go above the positive 2% mark, you can expect the gold price to drop."

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Rick Rule: Which Companies Will Bring in the Green? (03/17/2014)

Thoughts turn to green on St. Patrick's Day. Rick Rule of Sprott US Holdings believes the resources bull market is about 18 months from arriving and there could be multiple promising entry points in the market this summer. But in this interview with The Gold Report, he says that this rebound may not look like the one investors are expecting and shares tips on how to spot companies that may have pots of gold at the end of the rainbow.

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In Need of Financial Safety? Here's Your Safe Haven (03/14/2014)

"Clearly, the world has plenty of uncertainty. From Russia, Ukraine, Venezuela, emerging currency devaluations, the sluggish U.S economy, as well as the slowdown in China, the world has hot spots. With this backdrop it's easy to understand why demand continues to grow. The world wants gold."

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Derek Macpherson: Is It a Love Affair or a Tryst? (03/12/2014)

Investors have again begun flirting with the junior mining sector. Will it lead to a love affair or is it just a tryst? Derek Macpherson, a mining analyst with M Partners, believes it is still too early to be taking on high-risk, high-leverage names. In this interview with The Gold Report, he advises investors to carefully choose low-risk companies, even in this early stage of a rising gold price environment, and names a handful that investors could fall in love with.

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Paul Adams: Investor-Friendly Australian Projects Around the World (03/11/2014)

Rather than shoot for the stars, Paul Adams of DJ Carmichael argues that junior miners should focus on more modest projects best suited to maximizing shareholder value. This means projects with reasonable capex, good grades and short turnaround times. In this interview with The Mining Report, Adams suggests gold, copper, iron ore and rare earths projects that can weather the complete commodities cycle, as well as a fascinating gold-silver outlier in Peru.

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More than 25,000 Investors and Mining Types Walked into PDAC. The Result Was. . .Realistic (03/10/2014)

PDACPDAC curse or blessing? Fresh from the Letter Writer Presentations track at the Prospectors and Developers Association of Canada (PDAC) conference, The Gold Report asked thought leaders to share their impressions from the annual minefest. Adrian Day Asset Management Founder Adrian Day, Exploration Insights Publisher Brent Cook, House Mountain Partners Founder Chris Berry and The Daily Gold Premium Publisher Jordan Roy-Byrne used terms such as "realistic" and "muted." Eric Coffin, editor of Hard Rock Analyst, posited that the lack of excitement might actually benefit the few companies that rose on good conference-timed news because it removed the chance of a "PDAC curse" dropping stock prices after the event. Let's see if all the voices agree.

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Making Green from Gold, Palladium and Pollution Concerns (03/10/2014)

"It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher."

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Ron Struthers: The Juniors Are Forging the Path Forward (03/05/2014)

Is the bear market in mining equities finally over? It looks that way, says Ron Struthers, publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers explains what distinguishes this recovery from past ones: TSX Venture Exchange stocks, not the majors, are leading the way. But which juniors should investors favor? Struthers names several with proven management, ample funding and good share structures.

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Kiril Mugerman: Graphite Investors Should Look for Large Flakes, Small Resources (03/04/2014)

Companies that boast 80,000 ton-per-year production or high purity levels don't always impress Kiril Mugerman, mining analyst with Industrial Alliance Securities. Why? Because finding buyers for all those tons is a huge challenge, and thrifty end-users like to purify lower-grade graphite in-house. In this interview with The Mining Report, Mugerman explains why he looks for smaller projects that can hit revenue targets, and indicates which of the 176 graphite projects out there are worth your attention.

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Michael Ballanger: Junior Miners Rise from the Ashes (03/03/2014)

You didn't really think that junior miners would languish forever, did you? Junior mining stocks are starting to make a careful climb from the depths after tax-loss selling in December. But some investors, beaten down as badly as mining stocks, are still hesitant. For those investors, Michael Ballanger, director of wealth management and a certified investment manager with Richardson GMP, has a win-win strategy. In this interview with The Gold Report, Ballanger talks about his investment ideas for 2014 and a less risky twist on the balanced portfolio.

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Notable Quotes

"MMG recently picked up CA$1.75M from warrant exercises."
– Brien Lundin, Gold Newsletter (Jefferson Financial)
"A rising gold and silver market should benefit SEA."
– Joe Reagor, ROTH Capital Partners
"ABN has now completed 10 holes of drilling at Forrest Kerr this year."
– Brien Lundin, Gold Newsletter (Jefferson Financial)