More Streetwise Exclusives


Jeb Handwerger

Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report  (2/17/15)
Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015. More >


Mike Niehuser

Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report  (2/16/15)
International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy. More >


Avoid Dodos and Find Gold and Silver Miners that Can Soar, Says Raymond James' Chris Thompson
Source: Brian Sylvester of The Gold Report  (2/11/15)
Chris Thompson, mining analyst with Raymond James, is looking for companies that can continue to deliver real growth and shareholder upside—companies that can "fly"—regardless of metal prices. The high-flyers with upside, Thompson says, have good management, strong cash flow at current metal prices, organic growth potential and are undervalued relative to their peers offering those same attributes. In this interview with The Gold Report, Thompson offers some precious metal names that could soar. More >


Daniela Desormeaux

Hedge Against Short-Term Cycles with Lithium: Daniela Desormeaux
Source: Tom Armistead of The Mining Report  (2/10/15)
Lithium is for long-term investors, says Daniela Desormeaux, founder of signumBOX. Its future will be driven by soaring demand for batteries for electric vehicles and electronics. In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy. The entry of new players to the market is making what was an oligopoly more diverse and competitive, and she highlights some of the exciting projects being developed. More >


Bob Moriarty

The Companies Bob Moriarty Loves for the Long Term
Source: Karen Roche of The Gold Report  (2/9/15)
The rapid and massive response when the Swiss unpegged the franc from the euro will ripple across the hedge fund, brokerage and financial systems. It also will infect other currencies, according to Bob Moriarty of 321gold.com. Gold, he believes, will be the last man standing. In this interview, he tells The Gold Report where he is looking for love among midtier gold and silver stocks and explains why he has no love for overpaid CEOs. More >


Mary Anne Aden Pamela Aden

What the Aden Sisters Are Watching Before Jumping Back into Natural Resources
Source: JT Long of The Gold Report  (2/4/15)
Technically, gold should be under $1,140 per ounce, but instead it is rising with the strong dollar. In this interview with The Gold Report, Pamela and Mary Anne Aden, authors of The Aden Forecast, see value in gold and silver and share their four favorite vehicles for gaining exposure to the upside in natural resources that is coming on the heels of a volatile currency upset. More >


Stefan Ioannou

Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc
Source: Brian Sylvester of The Mining Report  (2/3/15)
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles. More >


John Mauldin

Contrarian Economist John Mauldin: How to Position Your Portfolio to Win in the Currency Wars
Source: JT Long of The Gold Report  (2/2/15)
Collateral damage from the currency wars in Europe, Japan and Russia could topple political leaders, put banks out of business and homeowners on the street. It can also play havoc with a portfolio. That is why The Gold Report called Mauldin Economics founder John Mauldin to ask how can readers protect themselves and perhaps even prosper. More >


Brien Lundin

Brien Lundin Plays the M&A Game
Source: Brian Sylvester of The Gold Report  (1/28/15)
Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game. More >


Amanda van Dyke

Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke
Source: JT Long of The Mining Report  (1/27/15)
Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top. More >


Heiko Ihle

Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report  (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names. More >


Michael Fowler Says Forget the Majors, Buy the Midtiers
Source: Kevin Michael Grace of The Gold Report  (1/21/15)
According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out. More >


Joe Reagor

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report  (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >


Eric Coffin

Eric Coffin: Is Market Sentiment Shifting to Gold?
Source: Kevin Michael Grace of The Gold Report  (1/19/15)
Equities past their peak? Bond market dead? So where do investors go looking for returns? Eric Coffin suggests gold, both bullion and stocks. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how changes in the currency and energy markets have reignited interest in the sector, and suggests five gold explorers, plus one each in copper and uranium, poised to profit from the new economic realities. More >


Ron Stewart Presents Juicy Gold Takeover Targets
Source: Kevin Michael Grace of The Gold Report  (1/14/15)
The gold sector has always had a boom-and-bust mentality. Ron Stewart of Macquarie Equity Research says the flip side to the bear market is that the next bull market will produce phenomenal gains, and the companies leading the pack will be those that can still flourish with low gold prices. In this interview with
The Gold Report, Stewart identifies low-cost, high-grade miners, several of which are likely to excite interest from cashed-up suitors.
More >


Brent Cook

Charting Uranium's Gain, Brent Cook Looks for Sweet Spots in the Athabasca Basin
Source: JT Long of The Mining Report  (1/13/15)
As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts. Here to discuss the sea change is expert geologist and astute investor Brent Cook, author of Exploration Insights. In this interview with The Mining Report, Cook explains the forces behind uranium's recent price uptick, and describes what kinds of uranium mining projects are worth an investment in this market. More >


Thibaut Lepouttre

Real Gold Explorers Take No Prisoners Says Thibaut Lepouttre
Source: Peter Byrne of The Gold Report  (1/12/15)
Gold-tracker Thibaut Lepouttre treks the world hunting for solid gold mines and companies with the guts to dig for riches. The editor of Caesars Report and Sprout Money tells The Gold Report why the price of gold is moving sideways for the moment. Don't be fooled by cowardly gold bears, says Lepouttre; invest in muddy, muscled, bull-headed explorers with noses tuned to sniffing out the purest form of value. More >


Mario Bouchard

Radisson Mining Believes Small Is Beautiful, For Now
Source: Brian Sylvester of The Gold Report  (1/12/15)
It is good to know what you are and what you are not. Radisson Mining Resources Inc. knows what it is—a small gold exploration company with aims of becoming a small gold producer inside 28 months. Radisson Mining President and CEO Mario Bouchard believes his company has a realistic plan in place to reach its goal and it's just a matter of focus and execution. Bouchard explains his plan and his company's identity in this interview with The Gold Report.
More >


Will the January Effect Give Gold and Silver Miners a Bounce?
Source: JT Long of The Gold Report  (1/7/15)
The January Effect–the surge that small-cap companies may experience at the beginning of the year–goes back some seven decades. What will 2015 bring? The Gold Report talked to some experts to find out what they are expecting in the early days of the new year and which companies might be in position to take advantage. Most experts are optimistic about a bump, and some have some very interesting ways to profit from it. More >


Are You Ready for the January Effect?
Source: JT Long of The Mining Report  (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >


Brent Cook

Brent Cook: Investing During the Era of Peak Gold Discoveries
Source: JT Long of The Gold Report  (1/5/15)
We've hit peak economic gold discoveries, but unlike the new fracking technologies that saved the oil industry, there's no fracking technology to coax mineral wealth from ever-deeper deposits. In the face of this shortage, expert geologist Brent Cook of Exploration Insights is scouting out companies that are cashed up and poised to deliver value when other miners may be left scraping the bottom of the barrel. In this interview with The Gold Report, find out what Cook expects for gold exploration in 2015, and why the next few years are going to be very interesting indeed for yellow metal miners. More >


John Kaiser

The Four Exploration Companies Bottomfisher John Kaiser Thinks Could Get Gold Investors Excited Again
Source: JT Long of The Gold Report  (12/31/14)
The junior resource market is at a historic low point, but Kaiser Research Online author John Kaiser knows it just takes one big discovery to bring excitement—and investor dollars—back to the market. It has happened before. In this interview with The Gold Report, he reveals which four companies could lead the way. More >


Resolve to Do Better in 2015: Expert Edition
Source: JT Long of The Gold Report  (12/31/14)

As natural resource investors take stock of their 2014 portfolio shifts and make adjustments for 2015, The Gold Report quizzed top experts in the sector on what resolutions they are making and—perhaps more important—what steps they are taking to make sure they stick to the hard choices they have made. We want to know if you are taking the same steps, have your own plan to make the most of whatever happens in the sector or just plain disagree. Please use the comment section to let us know what you will be investing in as we bravely face a new year.
More >


Chris Berry

Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report  (12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report. More >


Aussie Toe Cutters Girding Companies for the Long Haul
Source: Brian Sylvester of The Gold Report  (12/29/14)
In Australia, when companies want to cut costs, they hire what are known as "toe cutters." These managers root out inefficiency and drive profitability. Vincent Pisani, senior resources analyst with Shaw Stockbroking in Sydney, Australia, says toe cutters down under are girding companies by lowering production costs to ensure profitable operations even in the face of further commodity price weakness. In this interview with The Gold Report, Pisani suggests some companies that are well positioned to succeed, even if their toes are somewhat shorter than they used to be. More >