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More Streetwise ExclusivesChen Lin: Gold Stocks Poised for Breakout Source: Brian Sylvester of The Gold Report 07/07/2010
Since December 2002 independent investor Chen Lin has turned slightly more than $5,000 into nearly $1M through value investing and exceptional market timing. Now he believes gold producer shares are poised for a breakout. In this exclusive interview with The Gold Report, Lin shares some favorite gold producers and explorers, as well as some pulp and paper stocks he thinks have some upside.
Bob Moriarty: Due for End-of-Empire Do-Over?
Economic rebound? Not with 22% unemployment. Banking reform legislation? Loaded with pork. Bankrupt nations? Rock-solid, lead-pipe cinch. "We need to start all over," says the inimitable Bob Moriarty in this exclusive Gold Report interview. "And in the end, we will." Meanwhile, he's keeping an eye out for the few-and-far-between juniors that manage to get things exactly right.
Peter Grandich Hunts for Treasures Beyond Gold's Glare
Financial Commentator and Market Analyst Peter Grandich sees no end in sight to the "mother of all gold bull markets." But while gold has been riding high, its glitter isn't blinding Peter to other opportunities. In this exclusive Gold Report interview, he shares some of his favorite gold juniors, as well as a mix of players in the cobalt, lithium, uranium and iron ore niches.
Gold Miners & Explorers Face Serious Supply Problems
As the gold price hits record levels, major gold companies face declining production. Micro-cap companies that discover large gold deposits are immediately in the sights of cash-rich gold mining companies seeking new reserves. Geologist Brent Cook of Exploration Insights takes a look at the dilemma facing gold miners big and small.
Richard Karn: PM Rudd's Death Warrant—RSPT
Is the Rudd removal a brilliant political ploy on the part of the Labour Party? Pushing back the Sept./Oct. federal election they likely would've lost to April 2011 provides ample time for damage control. But what about the significant, unintended consequence of the RSPT? In this Gold Report exclusive, Richard reveals "the market door has slammed on companies until the matter is resolved."
Jon Hykawy: REEs Explained
Rare earth elements (REEs) aren't all that rare. They're everywhere—even economic concentrations in safe jurisdictions, says Byron Capital Analyst Jon Hykawy. REEs are essential to the manufacture of magnets for hybrid cars and other high-end "green" technology—a thriving market indeed. Read what Jon has to say about the REE market in this exclusive interview with The Gold Report.
John Doody's Doody-Free Picks
In the last decade, Gold Stock Analyst Editor John Doody has seen his top-listed equities skyrocket a combined 1,000%, including an eye-popping 130% in 2009. John's tried and true methods have little to do with luck; this student of the gold business rarely fails to find value at any gold price. Subscribers pay a lot for his knowledge and expertise in the Gold Stock Analyst; but in this exclusive interview with The Gold Report, you get a few of his favorites Doody-free.
Jack Lifton: North America Doesn't Need China's Rare Earths
Everybody's talking about rare earth elements (REEs), but does anyone truly understand them? With nearly 50 years in the industry, independent Metals Consultant Jack Lifton sure does. The educational powerhouse in this burgeoning space returns to The Gold Report with a look toward future trends and a plan to emancipate North America from China's REE monopoly.
Brien Lundin: Gold's (Almost) Free at Last
Has gold broken free from its seesaw relationship with the U.S. dollar? In this exclusive Gold Report interview, Gold Newsletter Editor and Publisher Brien Lundin—who also hosts the New Orleans Investment Conference—says that mounting troubles in Euroland threaten to end the traditional inverse correlation between the price of gold and the value of the U.S. dollar. "Gold stands as the one currency that governments cannot debase or debauch," Brien says. But he also notes that "the dollar is the only currency accepted by margin clerks."
Spotlight Shines on 2010 World Investment Conference
This year's Cambridge Conference may not have set attendance records, but the videographer found plenty of people on the floors to gather general observations about the show and opinions on hot commodities and investment topics. Tune in for snippets from the likes of Al Korelin, Howard Fitch, Lawrence Roulston, Marin Katusa, David Coffin, Roger Wiegand and many others in this Gold Report exclusive.
Richard Karn: A Bridge Too Far. . .to the Left?
In the midst of a boots-on-the-ground survey of Australian precious and specialty metal projects, The Emerging Trends Report's Managing Editor, Richard Karn, took time between mine site visits to share his insights about the controversial Resource Super Profits Tax that's pending Down Under with The Gold Report.
Adrian Day: Buy Gold Bullion, Royalties and Juniors
Chairman and CEO of Adrian Day Asset Management and Author of the Adrian Day's Global Analyst newsletter, Adrian Day never fails to deliver keen market insight or offer ways to safely grow your money. Many of his firm's biggest holdings involve gold, where he sees plenty of opportunities. In this exclusive interview, Adrian explains why he "loves" gold royalties and offers up some promising names in the junior gold space.
Rob McEwen: Looking Ahead of the Curve
Rob McEwen, whose Midas touch in mining has been as transformational as anyone's, sat down recently for this exclusive, wide-ranging interview with The Gold Report. Hoping we manage to avoid the "darkest hour" he envisions, he describes fearsome parallels between the Weimar Republic of the late '20s and early '30s to the United States of today. Fast-forwarding to the future, he also explores a few of the things the mining industry might do to start making itself invisible in terms of environmental impact.
Frank Holmes: How to Avoid Vulnerability to Volatility
U.S. Global Investors CEO Frank Holmes, in this exclusive interview with The Gold Report, offers some sage advice about how to avoid vulnerability to the wild volatility that's come to characterize the markets and that delivers some of those devastating blows.
Charles Oliver: Gold Headed to $2,000 in Two Years
As an unwavering believer in the yellow metal, Sprott Asset Management's Charles Oliver is well positioned as co-manager of several Sprott investment funds, some of which hold bullion. One of those—Sprott's Gold and Precious Minerals Fund—climbed 114% in 2009. Oliver shares some of the secrets of his success in this one-on-one interview.
Sean Brodrick: Bull Market for Gold and Silver
In this exclusive interview with The Gold Report, Weiss Research Natural Resources Analyst Sean Brodrick tells us he expects the bull market for precious metals to run for "quite some time," with silver reasserting itself as a monetary, investment and industrial metal. South of the border, some of the Mexican miners have an "embarrassment of riches"—which have largely escaped the attention of Wall Street.
Carmel Daniele: Gold Will Rise and Sky Won't Fall
London-based CD Capital Founder Carmel Daniele has seen these sorts of market jitters before and insists there is little to worry about in this exclusive interview with The Gold Report. She says that despite a recent dip in the copper price, the commodity super-cycle is in good form, and she envisages gold nearing $2,000 within 12 months. She also recommends you take advantage with some promising junior gold plays in Colombia.
Roger Wiegand: EU Bailout Just Delays Inevitable
Replacing most of Europe's currencies less than a decade ago, the euro is on the brink of extinction, according to Trader Tracks' Roger Wiegand, in this exclusive Gold Report interview. On the other side of the world, he doesn't pin his hopes on China as the engine for global economic growth as so many others do. So, is there a white horse waiting in the wings to lead the world back to economic good health? Read on. . .
Doug Groh: Holding Gold
"We're seeing gold actually rise in all currencies. That seems to be a reflection of the concern and distrust for central bank authorities, political authorities and what's going in the world that we're living in," says Doug Groh, senior research analyst with the Tocqueville Gold Fund in this exclusive interview with The Gold Report.
Matt Badiali: Smart Money Holds Gold & Buys Major Miners
As he watches the price of gold march inexorably toward $2,000 (and beyond), and keeps an eye on developments in the Western world, S&A Resource Report Editor Matt Badiali tells Gold Report readers in this exclusive interview that it's time to make space in the safe for gold and a bigger place in the portfolio for shares of the booming senior gold mining stocks.
Lawrence Roulston: Don't Get Hung Up on Headlines
One of the first things mainstream journalists in Western media learn is how to tease angles out of stories that play on fear, scandal and disaster. Bad news sells. Resource Opportunities Editor and Publisher Lawrence Roulston would agree. His advice to Gold Report readers in this exclusive interview? "Take a broader, longer-term view" to avoid missing out on phenomenal opportunities developing on the other side of the world.
Éric Lemieux: New Golden Oldies
When The Gold Report last interviewed Laurentian Securities Analyst Eric Lemieux, he talked about his favorite explorers, especially in the James Bay area, with its exploration plays and favorable geological, geographic and social fundamentals. Eric is back with more on Canada's junior gold sector in this exclusive interview.
Barry Allan: Intermediate and Development Plays Are the Golden Ticket
In this exclusive and revealing interview with The Gold Report, Mackie Research Capital's Barry Allan, always among Canada's top-ranked mining analysts, says the European currency crisis and crippling debt problems will push gold—and the U.S. dollar—higher throughout the rest of 2010. Allan also sheds some light on why the best bets in the gold sector are intermediate companies and development plays.
Bud Conrad: Beyond the Point of No Return
"We're heading toward government devaluing its currency to devaluate its debt in order to survive. That means you need to protect yourself. You can't just have savings accounts paying no interest. You need to go and buy gold," says Bud Conrad, chief economist with Casey Research in this exclusive Gold Report interview. Read on for what Conrad believes you need to both prosper and protect yourself during the coming economic storm.
CRU's Helen O'Malley Speaks Manganese
Bulk manganese specialist Helen O'Malley of London-based CRU sheds some light on the seldom-discussed metal. In this exclusive interview with The Gold Report, O'Malley offers her insights on the metal's supply and demand fundamentals and discusses the manganese market, which is driven largely by China. She also highlights several junior mining companies on her radar.
Will China's Bubble Implode and Bring the U.S. Down with It?
China could be the single-most important factor in trying to solve the global financial crisis. Clif Droke, editor of the Momentum Strategies Report, in this exclusive article for the Gold Report, looks at questions surrounding China's near-term future and the momentous impact on our own financial futures.
Bob Moriarty: Collapse as Certain as Time and the Tides
Talking heads are waxing enthusiastic over signals that the recession is receding, but debris from the derivatives debacle won't go away without a total financial system collapse, according to 321gold.com founder Bob Moriarty in this exclusive Gold Report interview. While hunkered down in their bunkers waiting for the apocalypse, he suggests folks invest spare cash in resource stocks—cheaper than they've been in nearly a decade.
David Morgan: The Latest Skinny on Silver
It's often called the "Poor Man's Gold," but according to "Silver Guru" David Morgan of The Morgan Report and silver-investor.com, silver is poised to outperform gold. In this exclusive interview for The Gold Report, Morgan gives us the straight skinny on silver and highlights several silver juniors.
John Williams: A Hyper-Inflationary Great Depression Is Coming
ShadowStats' John Williams has done his math and believes his numbers tell the truth. He explains why the U.S. is in a depression and why a "Hyper-Inflationary Great Depression" is now unavoidable. John also shares why he selects gold as a metal for asset conversion in this exclusive interview with The Gold Report.
Mickey Fulp: What Is Gold Actually Worth?
"If we have a robust gold price, we are going to have a robust junior-stock market," asserts Mickey Fulp, "The Mercenary Geologist." In this exclusive interview with The Gold Report, Mickey explains that gold evaluations may not be reflected in prices. You'll also learn that he is more bullish on a select group of companies rather than on the sector as a whole.
John Pugsley: Playing the Niche
John Pugsley's Stealth Investor portfolio has been outperforming the major indices since its inception four years ago. In this exclusive interview with The Gold Report, John explains how focusing on companies with smaller market caps allows his portfolio to upstage the market, and why the precious metals and energy sectors offer investors unique opportunities.
Victor Gonçalves: Finding the No-Brainers
Equities and Economics Report writer Victor Gonçalves says he likes "no-brainer" investment stories, meaning those you don't have to worry about. In this exclusive interview with The Gold Report, Victor highlights several companies—some no-brainers, some promising juniors—and offers his perspectives on long and short-term investor commitment.
Gissen & Berol: Focusing on Capital Appreciation
Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector.
Eric Coffin: Follow the News Early
"News flow is really, really important. . .you want to get in at the start or before the start of a drill program and not at the end," says Eric Coffin, co-editor along with his brother David of the HRA (Hard Rock Analyst) publications. In this exclusive interview for The Gold Report, Eric explains the importance of sniffing out upcoming news and timing in selecting potential resource investment opportunities.
Paolo Lostritto: Looking for High Leverage to Gold Price
In this exclusive interview with The Gold Report, Wellington West Analyst Paolo Lostritto explains why he thinks Burkina Faso is a part of the world gold investors should keep their eyes on. He compares Burkina Faso to the Yukon in terms of the potential for large finds. Closer to home, Paolo says South Carolina is an area where gold production could begin in the next couple of years.
Gianni Kovacevic: Planes, Trains & Automobiles (& Rickshaws)
Is there a China bubble? Not according to Gianni Kovacevic, corporate development strategist and principal of Kovacevic Consultants. In this exclusive interview with The Gold Report, Gianni says that China will continue to be the primary driver of fundamental demand for copper and other resources, presenting a great opportunity for investors.
Michael Ballanger: There's Still Money in the Juniors
While Union Securities, Ltd. Investment Advisor Michael Ballanger says we're still in a vintage bear market situation, he sees opportunities for investors in the junior mining sector. In this exclusive interview with The Gold Report, Michael explains the rule of thumb he uses when investing in the juniors.
Steve Palmer: Rare Earth Opportunities
New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010 and shares how he tries to limit the downside when investing.
Michael Berry: Finding Safety in the Precious Metals
Traditionally, the bond market is where investors have gone for safety in their portfolios. Discovery Investing pioneer Dr. Michael Berry says that investors may need to look elsewhere. In this exclusive interview with The Gold Report, Michael says the bill for deficits and debt in the U.S. will be coming due soon and that bond investors may be in for a rough ride. Michael says precious metals could be part of the safety portion of investment portfolios.
John Licata: Gold Stands Its Ground
Gold prices continue to climb and John Licata, chief commodity strategist at Blue Phoenix Inc., says he sees reason to be optimistic about gold's future. In this exclusive interview with The Gold Report, John says that as inflationary pressures present themselves, gold prices will continue their upward move. He also sees silver, platinum and palladium as interesting plays for investors.
Brent Cook: Big Discoveries, Smart Management, OPM (Other People's Money)
Size matters to renowned exploration analyst and geologist Brent Cook, not being a fan of small projects. He follows geology and discoveries worldwide and pays close attention to the teams involved. In this exclusive Gold Report interview, he reviews several projects in West Africa, Latin America, the U.S. and Canada.
Paul Moase: Investing in People First
Do the past successes of resource company principals portend future successes as they migrate to other companies or projects? Investment Banker and Financial Advisor Paul Moase has been following the resource sector for 25 years. In this exclusive interview with The Gold Report, Paul discusses what he looks for first when selecting his potential investment opportunities.
Mike Niehuser: Silver Producers Who Shine
"The case has never been better for having a position in precious metals as a store of value," says Mike Niehuser, founder of Beacon Rock Research, LLC, in this exclusive interview with The Gold Report. Mike talks about two of his favorite mining stocks with "excellent exploration upside."
Greg McCoach: Next Collapse Coming This Year?
Successful bullion dealer Greg McCoach brings more than 20 years of business experience and a vast network of mining contacts to the mining investment newsletter he launched in 2001, The Mining Speculator. In this exclusive interview with The Gold Report, Greg discusses his strategies to prepare for what he says will be a real buying opportunity.
Richard Karn: Australia's Stunning Resource Wealth
Richard Karn, managing editor of The Emerging Trends Report, is taking a hiatus from North American markets to explore the long-term investment opportunities in Australian resources. The Gold Report caught up with Richard, currently in Australia gearing up for the trip, in an email exchange about his journey to circumnavigate the country visiting a wide variety of precious and specialty metal projects "down under."
Jon Hykawy: Lithium—Hot Now, Soon to Sizzle
Lithium, the flavor of the year, is in high demand—powering everything from hybrid cars to laptops and cell phones. In this exclusive Gold Report interview, Byron Capital Markets lithium analyst Jon Hykawy
Mike Kachanovsky: Scoop Up Resource Stocks on Dips
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.
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 USD 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.
Eric Sprott: Gold Momentum's Picking Up Dramatically
Eric Sprott, CEO & Portfolio Manager of Sprott Asset Mgmt. and Chair of Sprott Money, sees "quantitative easing" as "just debasing the currency which will eventually lead to hyperinflation." In this exclusive Gold Report interview, Eric says there's one upside: "You can just feel the momentum in gold—it's picking up dramatically" and so too are prospects for a plethora of little-known small and mid-cap gold stocks.
Andrew Mickey: Are We Headed for a 25% Market Drop?
With anticipated GDP growth insufficient to sustain current market levels, Q1 Publishing's Founder and Chief Investment Strategist Andrew Mickey tells Gold Report readers why it makes sense to expect the market to fall back to a fair-value level over the next six months to a year and that there will still be plenty of opportunities for those in the right spot.
Victor Gonçalves Favors Juniors to Win the 2009 Gold Series
An avowed Keynesian, 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 before the new year, after which "things really get sour." However, he's rooting for the juniors in the homestretch, affirming: "This is the best part about juniors—we're in results season."
Jay Taylor Envisions Scary Specter of '30s-Style Depression
Jay Taylor, who publishes Gold, Energy & Technology Stocks, has reasons to think the dollar might bounce back. Nevertheless, Jay reminds The Gold Report readers about frightening parallels to the 1930s. Jay expects fearsome bears to reemerge soon and feast on equities almost like they did last year. If he's right, he also foresees a "grand buying opportunity" in some gold mining stocks.
Richard Gray: The Fear Trade
It's been a dollar vs. gold story ever since the economy ran into trouble last fall, according to Blackmont Metals and Mining Analyst Richard Gray, who sees inevitable inflation down the road. "The trouble is there are no real applicable precedents we can use," he explains, noting the prodigious amount of stimulus money flooding the economy. In this exclusive interview with The Gold Report, Richard discusses major drivers behind gold's price rise, attributes of successful juniors and why he thinks gold's upside scenario is "maybe $1,100 or $1,200."
Steve Palmer: Timing the Market
Steve Palmer, president and CEO of AlphaNorth Asset Management, explains his 'bigger bang for your buck' penchant for exploration stories in this exclusive interview with The Gold Report. Steve forecasts a bit of a pullback in the next month or so followed by another rally before year's end.
John Doody: Rising Gold Dances, but Won't Die, with the Dollar
With all the 'strong dollar' rhetoric coming from the Fed and broken-record Bernanke, it's a wonder any investors are making money. But one we know and trust is. . .because he's not listening. "The U.S. will continue to take a laissez faire approach to the dollar," says John Doody, Economics Professor for nearly two decades and current author and publisher of Gold Stock Analyst. In this exclusive interview with The Gold Report, John explains how he measures gold's price performance, why he believes most investors don't have enough gold stocks in their portfolios and which companies he's making money on right now.
Eric Hommelberg: Hold That Gold!
Since the bull gold market began in 2001, Gold Drivers Report publisher and Bullion Store proprietor Eric Hommelberg argues that gold has significantly outperformed the Dow in terms of valuations, and as he sees it, the bull run will last at least until the middle of the next decade. In this exclusive Gold Report interview, Eric explains that while he prefers the precious metals in physical form, he recommends holding a select set of junior explorers, too—ones with trustworthy, savvy managements and promising drill results.
Ross Beaty: No Love Lost
His passion these days has turned to the geothermal energy arena, where he's busy putting his Midas Touch on Magma Energy Corp., but mining magnate Ross J. Beaty has not lost his love for silver, copper and gold. An entrepreneur extraordinaire, Ross still serves as Chairman of Pan American Silver. In this exclusive Gold Report interview, Ross talks about how Pan American's business model inspired that of his new enterprise, Magma Energy Corp., and what he sees as common ground in the geothermal and mining sectors.
Peter Spina: Going for the Gold
The convergence of an assortment of forces promise to keep driving up the price of gold, according to GoldSeek.com founder and president Peter Spina. In this exclusive Gold Report interview, as the gold price climbs toward $2,000, he suggests that investors might wait for another market rally in mining stocks, take some profits and invest the proceeds to add some physical gold to their portfolios. A year from now, says Peter, we’ll look back on $1,000 gold as a bargain.
Clif Droke: A Look at Producer Expectations for Gold, Base Metals Prices
Is there a basis for this latest gold and silver stock rally in light of the recent 10-year cycle peak? What would be the justification for it based on the cycles? According to savvy market technician, seasoned chart reader and cycle analyst Clif Droke, the answer is that investors are responding to the 10-year cycle peak by running to the precious metals and its related vehicles as safe havens. The public's fear of a dollar collapse is no secret and has reached the saturation point.
Steve Parsons Takes a Shine to Copper
In this exclusive Gold Report interview, Steve Parsons, Senior Research Analyst for Wellington West Capital Markets, explains how investors might capitalize on a theme that's picking up momentum on the copper concentrate side of the industry. He also sheds some light on a great copper story that's unfolding on the northern shore of Lake Superior in northeastern Minnesota.
Mickey Fulp—Skew the Odds in Your Favor in the Investment Game
Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp knows stocks as well as rocks. In this exclusive Gold Report interview, Mickey shares his thoughts about some of his favorites in the sector and reminds investors, "Do your own due diligence, dude."
Byron King: Peak Gold + Weak Dollar = $2,000+
A highly regarded resource sector expert, Byron King brings his views direct to The Gold Report audience in this exclusive interview. Unconvinced that the recession is behind us, he is equally sure that the "bottomless pit" mentality of stimulus spending will wreck the dollar. Those are among the reasons he sees $2,000-per-ounce gold on the not-too-distant horizon.
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