The Gold Report

Search GO

• 
• 
• 
• 
• 
• 
• 
• 

Notable Quotes

Streetwise Silver 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 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.
More >

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 >

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.
More >

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 >

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 >

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 >

New Royalty Scheme a Leveler in the Mexican Silver Space
Source: Brian Sylvester of The Mining Report  (12/31/13)
We may be headed into a new year, but Chris Thompson, mining analyst with Raymond James, expects more of the same in the precious metals prices: volatility. In this Mining Report interview, he advises investors to play that volatility. He details why—despite its higher royalty tax—Mexico remains a silver powerhouse, and which companies will feel the royalty pinch most. More >

Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner
Source: Brian Sylvester of The Gold Report  (12/28/13)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space. More >

Leading Indicators from the Superstars of Resource Investing
Source: JT Long of The Gold Report  (12/27/13)
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers. More >

Shane Nagle: Making Your Portfolio Pricing-Pressure Proof
Source: Brian Sylvester of The Metals Report  (12/24/13)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side. More >

Junior Mining Stocks that Will Let You Sleep at Night: Ralph Aldis
Source: Brian Sylvester of The Gold Report  (12/18/13)
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis, senior mining analyst with U.S. Global Investors. In this interview with The Gold Report, Aldis shares his main modeling themes and companies that fit the bill. He also explains the win-win-win advantages of flow-through stock issuance, a technique allowed by some noteworthy Canadian provinces. More >

Lack of Demand, not Manipulation, Behind Gold Price Drop, Says CPM's Jeffrey Christian
Source: JT Long of The Gold Report  (12/13/13)
What is holding down the gold price? Fear of the end of quantitative easing? Manipulation by a few big players? Central banks leasing inventories? CPM Group Managing Partner Jeffrey M. Christian says forget about all of that. The bottom line is that demand is down as investors big and small wait to see where the price will settle before they start buying again. In this interview with The Gold Report, he explains the impact of new gold investors buying—and selling—ETFs, hedge funds, algo traders and central banks—all factors that could lead to an upward trend in gold equities in 2014 and reinforce the long-term case for owning gold. More >

James West: Falling Back in Love with Gold
Source: Brian Sylvester of The Gold Report   (12/11/13)
There's a saying that old love never rusts. James West, publisher and editor of The Midas Letter, might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview with The Gold Report, West talks about what has convinced him to start shopping for gold stocks again and the unconventional indicators he's using to signal a buy. More >

Jeb Handwerger: Follow the Fundamentals in Mining Markets
Source: JT Long of The Mining Report  (12/10/13)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. More >

No 'Too Big to Fail' in Mining Sector Opens Opportunities for Value Investors: Mike Niehuser
Source: Special to The Gold Report  (12/4/13)
Mining stocks may have moved from a bear market to a place where they are becoming contrarian plays, says Mike Niehuser, founder of Beacon Rock Research, opening opportunities for value investing. With the concept of "too big to fail" unknown in the mining world, the field of companies is shrinking, making room for potential winners. In this interview with The Gold Report, Niehuser warns that companies need more than good projects and cash to outperform their peers and details a dozen miners that should be on investors' radar screens. More >

On the Trail of Juniors with Blue-Sky Potential: Eric Coffin
Source: Kevin Michael Grace of The Gold Report  (11/27/13)
As the price of gold rose upward, junior miners chased ounces at all costs. This was a huge mistake, says Eric Coffin, because it resulted in unexciting projects, low margins and a depressed market. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains that new discoveries with high margins are the essence of the junior, and he considers eight explorers with blue-sky potential and one producer with excellent prospects for expansion. More >

Jay Taylor: Cashing In on Deflationary Forces
Source: Brian Sylvester of The Gold Report  (11/25/13)
It's been a pretty rotten year for gold equities, and most investors can't wait for a fresh start in 2014. There's plenty to look forward to, according to Jay Taylor, publisher and editor of Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times." Taylor, who is speaking at the Metals & Mining Conference in San Francisco, is forecasting a staggering rise in the real gold price, and profits for small-cap gold companies in the new year. In this interview with The Gold Report, Taylor identifies the best and brightest in his portfolio as he positions for a gold run. More >

Get the Newsletter for FREE

More Experts