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Streetwise ExclusivesMike Kachanovsky: Scoop Up Resource Stocks on Dips Source: By Ellis Martin and Karen Roche of The Gold Report 03/17/2010
What opportunities remain—new and old—in Mexico, Colombia and elsewhere for investors? In this exclusive interview with The Gold Report, Mike Kachanovsky, aka 'Mexico Mike,' discusses why he believes the market is better than ever for precious metals, as well as the abating political risk for mining companies in countries such as Mexico, Colombia and Vietnam. . .
John Kaiser: PDAC-Too Much of a Good Thing?
Thousands flock to PDAC about this time every year to pan for nuggets for their organizations or for themselves. In this exclusive Gold Report interview, Kaiser Bottom-Fish Report editor John Kaiser suggests that the bigger the event gets, the more patience and effort it seems to take, but those who are persistent and willing to dig can still cart away useful information and insights.
Rick Rule: Systemic Shock Will Kill Sucker Rally
Charismatic, articulate, contrary and persuasive, Rick Rule probably could draw an audience if he were talking about the weather. But combine his presence with knowledge, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, and shared his insights on the direction of precious metals.
Louis Paquette: The Seasonality of Gold Has Broken Down
The Gold Report has again interviewed newsletter writer and commentator Lou Paquette, who launched the Emerging Growth Stocks website in 1995 to provide investors and speculators with a unique alternative to what he saw was a growing problem with corporate governance and conflict of interest on Wall Street. He is not counting out the U.S. dollar quite yet as the euro waivers. He also believes that there is no longer necessarily a seasonality regarding gold and gold stocks.
John Embry: As Confidence Returns, Gold Will Rise
The Gold Report caught up with John Embry, Chief Investment Strategist, Sprott Asset Management, to get his thoughts on gold and some mining stocks he favors. Read about why he thinks gold could gain another 30% this year and how he believes as confidence in gold returns people will seek an outlet in gold stocks, especially small-cap gold producers and junior explorers with solid projects.
James West: Gold's Value Stands the Test of Time
Midas Letter publisher James West believes gold is the store of value everybody resorts to when times are rough. In this exclusive interview with The Gold Report, he acknowledges that producers represent a very well-performing, blue-chip investment, but also looks for those juniors where capital appreciation happens on the scale of hundreds of a percent almost overnight.
Brien Lundin: Gold Looking Good; Silver Even Better
In this exclusive Gold Report interview, Gold Newsletter editor and publisher Brien Lundin indicates that although gold will remain strong, "we really need to clear $1,250" by mid-April to get to the $1,350 to $1,500 range he had anticipated. Brien is stoked on silver, too; and in fact, in relative terms, expects it to rise further and faster than gold.
Eric Coffin: Juniors Playing the Exploration End Game
"Gold has been about the best investment around for the past decade," says Eric Coffin, despite having been lukewarm towards the precious metal in the early '90s. Co-editor along with his brother David of the HRA (Hard Rock Analyst) publications, Eric explains why they're sticking with the exploration stories that work and how they prefer mining executives who will "swing for the fence for themselves rather than just option everything" in this exclusive interview with The Gold Report.
David Morgan: In the Grips of a Currency Crisis
However the evolving global currency crisis ultimately manifests itself, either total deflation and a debt-liquidating depression or a hyperinflationary blow-off, David Morgan of The Morgan Report tells us in this exclusive Gold Report interview, "There's none better than gold—and silver is probably just as good—if you're worried about a crisis hedge."
Gold: Long-Term Fundamentals Remain Promising
"Gold's positive fundamentals, the high level of investor interest in key geographic markets and global monetary economic developments promise to push the yellow metal much higher," according to Jeffrey Nichols, managing director of American Precious Metals Advisors. In this Gold Report exclusive, the precious metals economist outlines the reasons for gold to continue its upward trajectory—not the least of which include the ailing USD and foreign central banks' reluctance to keep buying U.S. government debt.
Ian Gordon: Ignore the Illusion of Spring
Never mind that fruit trees are blossoming all over the Northern Hemisphere. A whopper of a winter in the Kondratieff cycle is far from over. In this exclusive interview with The Gold Report, the Longwave Group's Ian Gordon delves into the dreary outlook, brightened only by gleaming opportunities in precious metals equities.
Lawrence Roulston: Yesteryear's Castoffs, Tomorrow's Treasures
Resource companies that discover and develop deposits come with enormous upside potential, but lucrative finds prove few and far between. In this exclusive Gold Report interview, Resource Opportunities editor and publisher Lawrence Roulston talks about his strategy for finding large gains without taking on discovery risk. He also weighs in on China's importance in the mining and metals space, and talks about some prospective properties in the emerging metals areas of Guyana and the Philippines.
Clive Maund: Unlock Profits with Technical Analysis
Which camp are you in, inflation or deflation? While Mr. Market labors under the pressures of both and the burgeoning weight of artificial stimuli, Clive Maund, a 30-year veteran of technical analysis, is positioning himself for gains either way. In this enlightening interview with The Gold Report, Clive extols the virtues of the age-old practice as a reliable predictor of future stock price movement in any economic environment.
Siddharth Rajeev: Recovery Signals Paler Shade for Gold
As investment demand for gold—including its attraction as a preservation asset—diminishes in a recovering economy, Siddharth Rajeev, vice president of research for Fundamental Research Corp., suggests the price may dip back to the $750 neighborhood by 2012. But even at that level, he tells The Gold Report in this exclusive interview, "most projects can still make very good profits at very high margin," particularly those that manage to keep a lid on operating costs.
Louis James: Sharpen Those Shoppertunistic Buying Skills
In this Gold Report exclusive, Louis James, Senior Editor at Casey Research, goes back to Economics 101 to argue that recovery calls for accumulating capital to invest—not amassing staggering debt and attempting to spend your way out of trouble. That said, though, sometimes buying is just what the doctor ordered. Train yourself to find opportunities to get in under market on equities when inevitable fluctuations make you say, "Wow, I can't believe what a great deal this is!"
Resources Still the Place to Be, but Watch for Correction
Adrian Day, President of Adrian Day Asset Management, says that despite hitting yet new highs near the end of the year, there is much further to go for gold and gold stocks. In this excerpt from a recent article, Adrian reviews the resource markets and looks ahead, particularly to gold; recommending several companies for which he is anticipating good things.
Chris Potter: 21st Century Alchemy—Paper to Gold
Chris Potter, portfolio manager of Northern Border Capital Management, Inc., a Canadian-focused hedge fund, stands by his claim that India's big gold buy late last year was a game-changer, in this exclusive Gold Report interview. In addition to his belief that it's a 21st century take on the classic alchemist's quest of old—transforming lead into gold—Chris also shares some ideas about riding the rising tide in gold prices.
Frank Holmes: Game-Changing Action Is Afoot
Led by China and India, the emerging markets have placed unprecedented (and growing) demand on natural resources. From gas and oil to copper and zinc, it takes vast quantities of those natural resources to build infrastructure to accommodate explosive growth in emerging markets. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Gold Report interview, the key to staying in the game—even as the rules are changing—may lie in adapting nimbly and rationally.
The China Controversy, Gold and the Stock Market
Without wishing to dramatize an already volatile situation even further, let's take some time to examine a critically important issue for U.S. and global investment markets. We'll take pains to avoid the potential political and military ramifications surrounding the U.S.-China issue, focusing instead on the financial implications.
Victor Gonçalves: Gold Will Continue to Glitter Despite Market Turbulence
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Gold Report, says the yellow metal will generally see more strength than weakness this year, hovering around $1,500. He's enthusiastic about some undervalued juniors and the prospects for rare earths, saying "a lot of projects are looking very economic and attractive."
Tom MacNeill: Saskatchewan's Resources Enriching the World
Once drab and droopy Saskatchewan has blossomed into the belle of the ball—and the healthiest economy in Canada. According to Tom MacNeill, undeniably one the province's most ardent fans and chairman and CEO of 49 North Resources Inc. (TSX-V:FNR), the transformed province will keep heads turning for the next century. Tom tells us, in this exclusive Gold Report interview, how his firm is reaching out to finance a lot of early-stage opportunities in the now-flourishing resources sector.
Mickey Fulp on Precious Metals after the "Decade of the Aughts"
According to Mickey Fulp, the Mercenary Geologist, it won't be as easy to prosper in the resource sector in 2010 as it was 2009, but nevertheless he's confident about the prospects ahead for specific companies that remain undervalued with respect to their peers. By careful consideration of three key criteria—share structure, people and projects—Mickey says, in this exclusive Gold Report interview, investors have a strong chance of picking up equities that could double within 12 months.
Craig Stanley: Focus on Fundamental Drivers for Gold and Copper
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
Howard Ruff: Reprising (and Preparing for) Rough Times
Howard Ruff, founder of The Ruff Times, has long advocated silver and gold as a hedge against an inflation-induced economic crash. In this exclusive Gold Report interview, Howard talks about what he sees down the road and what investors can do to prepare themselves.
John Kaiser: The Allure of Bottom-Fishing
For his 2009 Bottom-Fish Index, John Kaiser has dredged up denizens of the deep that soared spectacularly close to 300% last year. In this exclusive Gold Report interview, he says they may double or triple in the year we’ve just begun. As for gold, regardless of where the price goes—up, down or sideways—John has suggestions about good places for investors to be.
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