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Streetwise ExclusivesResources Still The Place To Be, But Watch For Correction Source: Adrian Day, Adrian Day’s Global Analyst/The Gold Report 02/08/2010
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.
Trey Wasser: More Stars in the Mexican Precious Metals Universe (Part II)
As we learned in Part I of Trey Wasser's interview, his Mexican Gold & Silver Explorers Model tracks junior explorers and producers as they define and develop precious metal assets and bring them into profitable production. Trey's model-based index has enjoyed a 250% increase since inception in January 2007—including no loss in the 2008 crash—so he clearly has a keen eye for what it takes to make a winner. Read on as Trey willingly shares insights on lots of his favorites in Part II of this exclusive interview.
Trey Wasser: Identifying Stars in the Mexican Precious Metals Universe (Part I)
Trey Wasser designed the Mexican Gold & Silver Explorers Model to track junior explorers and producers as they define and develop precious metal assets and bring them into profitable production. Trey, whose model-based index has enjoyed a 250% increase since inception in January 2007—including no loss in the 2008 crash—shares insights on lots of his favorites in Part I of this exclusive interview with The Gold Report.
Bob Moriarty: 2010—The Year for Gold Shares
321gold founder Bob Moriarty returns to The Gold Report for a lively exclusive interview about what he sees as the best investments for 2010. "Last year it was gold," says Bob, "and this year I believe it will be gold shares." Noting that Bernanke 'destroyed the financial system of the world,' Bob sees two possible outcomes—a deflationary collapse wherein the U.S. refuses to pay back its $10 trillion debt, or hyperinflation. "Those are the only two alternatives," he says, "and either is pretty bad."
The World According to Gold
As 2009 lurches to a close, the Christmas break, and for whatever duration it lasts for you, generally provides an ideal opportunity to contemplate sundry performances of the past year in preparation for the development of the generally futile New Year's Resolution. . .
Brent Cook: Successful Exploration Investing
No drill results? No worries. Good geology, management, cash position and stock price are enough to coax renowned exploration analyst (and geologist) Brent Cook into buying junior prospect generators and explorers. Brent's clearly hit a few homers with his strategy, but in this exclusive interview, he cautions Gold Report readers, "It's really, really critical to evaluate what a company's telling you."
Porter Stansberry: Gold Is "Nowhere Near the Top"
With a sea-change in the monetary system on the horizon—and drawing ever-nearer as more and more U.S. creditors turn toward hard assets and away from paper dollars—Stansberry & Associates Investment Research founder Porter Stansberry tells The Gold Report in this exclusive interview that the world is approaching a return to "at least a de facto gold standard." Porter recommends bullion as "the perfect natural money."
Michael Berry: Discovery Investing's Stellar Potential
Discovery Investing pioneer Dr. Michael Berry's number-one hedging strategy against the struggling U.S. dollar is to simply own currencies of the commodity countries—of which Canada is his favorite. In addition, Michael tells The Gold Report in this exclusive interview that he believes in "some exposure to the physical" in every investor's portfolio, maybe as little as 1%. He's a staunch believer in discovery investments, ideally a mixture of incubator, mature and legacy companies, so one can partake in the bonanzas that can come when promising discoveries make it to the world-class stage.
Jack Lifton: Safeguarding Our Future Supply of Rare Earths
"Price may not be as important as security of supply," says Jack Lifton, an independent consultant with more than 45 years of experience in sourcing nonferrous strategic metals. In the U.S., our dependence on rare metals is undermined by the simple fact that we're not producing any. Given that China now controls 95% of these 'technology metals' and the world is projected to eat 200,000 tons of rare earth metals near 2015, Jack tells The Gold Report we need to jumpstart our own domestic supply chain.
Sprott's Oliver & Horvat: Hard Assets Should Continue to Appreciate
Charles Oliver and Jamie Horvat, Sprott Asset Management senior portfolio managers, look at what's brewing beyond the horizon, when time comes to pay the price for running the money-printing presses too hot and too long. As Charles and Jamie suggest in this exclusive Gold Report interview, investors who base decisions on the strength and structure of the balance sheet may not do too badly. In fact, they explain how the stock market itself may serve as a hedge against hyperinflation.
Barry Allan: Stage Is Set for Stellar Silver Performance
The first quarter—historically a tough period for gold—is around the corner. Research Capital's equity team lead and senior mining analyst Barry Allan remains absolutely optimistic about the king of metals' long-term outlook for a variety of reasons, and in this exclusive Gold Report interview talks about some of the emerging companies whose deposits portend the next generation of gold mines. But in the meantime, he says silver will slip into the limelight for what's likely to prove a stellar performance.
Peter Grandich: Silver's Turn to Shine
Legendary commentator Peter Grandich (The Grandich Letter) tells The Gold Report in this exclusive interview that having been left behind in the big run-up in gold, silver's time has come to steal the limelight for a while. Peter also considers the current stock market rally as a gift delivered in the eye of the storm.
Roger Wiegand: $2,960 Gold on the Horizon?
Manipulation and money that's been on the sidelines are driving the market, according to TraderTracks editor Roger Wiegand in this exclusive interview with The Gold Report. He see the makings of some "pretty exciting" action in precious metals front, forecasting that gold could go beyond $2,960.
Lawrence Roulston's Bringing Base Metals into the Spotlight
Resource Opportunities editor and publisher Lawrence Roulston is leaning toward base metals for more impressive gains in the coming months, and says their growth outlook doesn't rely solely on demand from developing nations. In this exclusive interview with The Gold Report, Roulston reminds us that "while most people focus on the day-to-day ups-and-downs in metal prices. . .the big money comes with owning a little company that proves up a big deposit."
James Passin: The Feedback Loop
Today's extraordinary loose monetary conditions are "benefiting hard assets," according to James Passin, co-founder and manager of Firebird Global Fund and Firebird Global Fund II. Surplus liquidity is flowing into ETFs that buy commodity futures and physical commodities, which he says, is "creating a feedback loop" that is driving up the price of resources. James shares some hot companies and sectors he's following in this exclusive interview with The Gold Report.
Louis James Shares Some of the "Best of the Best"
In this exclusive interview with The Gold Report, Louis James, Senior Editor of Doug Casey's International Speculator, reiterates his conviction that the dollar is on death row with no one prepared to grant a stay of execution. Dismal as it is, this situation gives rise to increasingly positive prospects for gold and other commodities that may ultimately stand in as the world's reserve currency.
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