The Gold Report

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Notable Quotes

Streetwise Gold Interviews

Ron Struthers: The Juniors Are Forging the Path Forward
Source: Kevin Michael Grace of The Gold Report  (3/5/14)
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. More >

Michael Ballanger: Junior Miners Rise from the Ashes
Source: Brian Sylvester of The Gold Report  (3/3/14)
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. More >

Michael Fowler: How to Find Wildflowers in the Weeds
Source: Brian Sylvester of The Gold Report  (2/26/14)
Michael Fowler, senior mining analyst with Loewen Ondaatje McCutcheon Ltd. in Toronto, doesn't typically focus on midtier gold companies, but the opportunities are just too good to pass up. In this interview with The Gold Report, Fowler tells us that even private equity is getting into the game and discusses a handful of companies that are good growth plays.
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Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report  (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. More >

Benjamin Asuncion and Geordie Mark: Six Gold and Silver Leaders at Today's Prices
Source: Kevin Michael Grace of The Gold Report  (2/24/14)
Benjamin Asuncion and Geordie Mark of Haywood Securities forecast 2014 gold and silver prices of $1,300/ounce and $21.50/ounce, respectively. In this interview with The Gold Report, they argue that the gold and silver companies that will thrive in 2014 will be those blessed with prudent but aggressive management that can post good margins at today's prices. And they suggest a half-dozen gold and silver miners poised to do just that. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

'Mexico Mike' Kachanovsky: How to Buy Prime Rib Companies at Hamburger Prices
Source: Brian Sylvester of The Gold Report  (2/17/14)
You scan the menu and notice that the prime rib and the hamburger are the same price. What do you order? The precious metals market isn't so different, according to "Mexico Mike" Kachanovsky, consultant to hedge funds and mining companies and contributor to SmartInvestment.ca. The market has pulverized the price of top-notch mining stocks to the same level as the struggling names. So, which would you buy? In this interview with The Gold Report, Kachanovsky reveals how to find the prime rib of the gold market. More >

Bob Moriarty's Stock-Picking Tools for Gold Equities: A Blindfold and a Dart
Source: Karen Roche of The Gold Report  (2/12/14)
According to Bob Moriarty, the force behind 321gold, the "fact that everyone hated gold in December is a good reason for rational people to love it now." While he recommends physical gold as an essential insurance policy in any portfolio, tax selloffs, low equity prices and low gold prices mean many companies, now selling for "peanuts," are the place to put investment dollars. And, as he tells The Gold Report, all you need to pick a winner is a blindfold and a dart. More >

Gold Idol: Killian Charles' Search for the Next Mining Superstar
Source: Brian Sylvester of The Gold Report  (2/10/14)
Killian Charles, a mining analyst with Industrial Alliance Securities in Montreal, was tired of hearing how gold companies were doomed to failure because of the listless gold price. So he started "auditioning" companies for Gold Idol. In this interview with The Gold Report, Charles talks about what attributes got companies through to the next round and what got them sent home. More >

Legendary Geologist Brent Cook Shares His Rules for Weeding Out Flaky Companies
Source: JT Long of The Gold Report  (2/5/14)
If now is the time to accumulate deeply discounted companies with strong fundamentals in advance of a hot junior market in 2015, how can an investor tell if a company is a black hole or a shining star? Exploration Insights Publisher Brent Cook shines a light on the all-important due diligence process in this interview with The Gold Report and gives seven examples of companies that pass his litmus test.
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Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report   (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. More >

Cosmos Chiu: Assessing Gold Mines in Far-Flung Places
Source: Brian Sylvester of The Gold Report  (2/3/14)
Cosmos Chiu, executive director of precious metals equity research at CIBC World Markets, doesn't just stick to mining companies in North America. About one-third of gold comes from Africa, Chiu says in this interview with The Gold Report, so he likes to dedicate a similar amount of coverage to companies there. But knowing what to look for in intriguing districts around the world is what sets Chiu apart—that and his decidedly bullish forecast for the gold price. More >

Adrian Day: Ditch the Risk and Embrace the Upside
Source: Kevin Michael Grace of The Gold Report  (1/31/14)
Adrian Day likes to think long term, and historical trends persuade him that the bull market in gold should continue for years to come. In this interview with The Gold Report, the founder of Adrian Day Asset Management explains why he expects a significant gold price recovery in the near future. In the short term, he counsels investors to choose companies that minimize risk through royalty agreements, joint ventures and robust balance sheets. In other words, companies with the means to seize profit-making opportunities, and Day shares the names of a handful that fit the bill. More >

Porter Stansberry: Are You Playing the Right Energy Trend?
Source: Karen Roche of The Energy Report  (1/30/14)
Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend. More >

Gold Crybabies Are Born to Lose, Says Lawrence Roulston
Source: Peter Byrne of The Gold Report  (1/29/14)
Geologist, engineer, Midas-touch investor and financial newsletter publisher Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different? In this interview with The Gold Report, Roulston has some tips on how to double down on gold investments and wipe away the tears. More >

David Morgan: 'The Silver Bottom Is In: Time to Hold, Add and Ride It Out'
Source: JT Long of The Gold Report  (1/27/14)
When the bulls are running for the doors, that is a sign that we have hit bottom and wise investors should hold on to their portfolios for the ride up, says Silver-Investor.com Editor David Morgan in this interview with The Gold Report
. It may take a couple of resource war-addled years for gold and silver prices to move back to profitable levels, but the right companies—and he points to five from the members-only Morgan Report files—could make money all the way up.
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Eric Lemieux: What Does 2014 Hold for Metals?
Source: Brian Sylvester of The Gold Report  (1/22/14)
Eric Lemieux, a mining analyst with Laurentian Bank Securities in Québec, is a realist, which makes his optimistic outlook for miners in 2014 that much more compelling. Lemieux believes that with the wheat separated from the chaff over the past tumultuous year, the truly strong companies have emerged. But you may be surprised by the jurisdictions he predicts will come to life in 2014. Lemieux makes some startling, but happy forecasts in this interview with The Gold Report. More >

Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts
Source: Kevin Michael Grace of The Mining Report  (1/21/14)
Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed. More >

The Longwave Winter of Ian Gordon's Discontent
Source: Brian Sylvester of The Gold Report  (1/20/14)
As the Fed runs low on ammunition to further suppress the gold price, Ian Gordon, founder and chairman of the Longwave Group, is extremely bullish on gold. In this interview with The Gold Report, he recounts his history of the manipulation of the gold price and its implications for the global economy. He also expands on research showing that juniors are more effective and cost efficient at making discoveries. More >

Harry Dent: How to Prosper in the Coming Downturn
Source: Karen Roche of The Gold Report  (1/17/14)
There's little happy talk in Harry Dent's new book, "The Demographic Cliff: How to Survive and Prosper During the Great Deflation of 2014–2019," yet the author sees incredible opportunities for the investors and businesses that see this crisis coming. The founder of Dent Research relies strongly on demographic statistics and trends to predict a crash starting in early 2014 and lasting into 2015 or 2016, which will make 2008 look like a mere tumble. In this interview with The Gold Report, he delves into the economic implications of Baby Boomers aging around the world, and discusses strategies for investors to protect themselves. More >

How to Avoid Pawnshop Lending: Heiko Ihle
Source: Brian Sylvester of The Gold Report  (1/15/14)
Heiko Ihle, senior research analyst at Euro Pacific Capital, wants to warn investors and companies about the perils of "pawnshop lending"—predatory lending scenarios that many junior miners find themselves in as a result of the current commodity price climate, the overall financing climate, lack of interest from the buy side and incremental deals. In this interview with The Gold Report, Ihle outlines some alternative financing options and describes the three things he looks for in junior miners at the start of 2014. More >

Chen Lin Says Investors Should Bank on Balance Sheets While Waiting for the Next Wave in Gold and Gold Miners
Source: Kevin Michael Grace of The Gold Report  (1/13/14)
For over a decade, mining companies have relied on a rising gold price to reward their decisions, regardless of whether they were good decisions. Those days are over, and Chen Lin, author of the What is Chen Buying? What is Chen Selling? newsletter, says that investors must embrace companies that can grow their balance sheets even with gold as low as $1,000/ounce. Companies that can generate cash flow and acquire assets at fire sale prices today will likely be the winners in the next wave. In this interview with The Gold Report, Lin identifies a handful of producers that meet this threshold and one explorer well positioned to join their ranks. More >

Paolo Lostritto Outlines the Lombardi Method of Gold Investing
Source: Brian Sylvester of The Gold Report  (1/8/14)
Deflation, inflation and reinflation all play into scenarios for the gold price and precious metals equity markets, as outlined by Paolo Lostritto, former director of mining equity research at National Bank Financial. How to play good defense in this unusual market? Companies with free cash flow top his list, but high-leverage, midtier producers with great management teams can satisfy investors with more appetite for risk, says Lostritto in this interview with The Gold Report. More >

Zinc or Swim: Do Base Metals Have a Future?
Source: Peter Byrne of The Mining Report  (1/7/14)
Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb. More >

Paul Harris Has Something to Say About Colombia's Gold Exploration Sector
Source: Brian Sylvester of The Gold Report  (1/6/14)
Paul Harris sees a lot of untapped value in Colombia, a land that hasn't seen the arrival of modern mining due to a government sluggish to implement speedy approval processes. But Harris, editor of the Colombia Gold Letter, believes there are still some opportunities out there, pummeled by the market but poised to be buoyed by a more accommodating political climate and rising gold prices. He talks about the leading Colombia plays in this interview with The Gold Report. More >

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