Streetwise Reports' Article Archives — November 2012 back to current month (61)

Miners Downsizing Capital Expenses for Smart Growth: Ralph Aldis and Brian Hicks (11/30/2012)

Smart companies are beginning to ignore analysts' insistence that production growth is always good, and to focus instead on growing their margins by lowering capital expenses. This is good news to U.S. Global Investors Inc.'s Brian Hicks, co-manager of the Global Resources Fund, and Ralph Aldis, senior mining analyst and portfolio manager of the Gold and Precious Metals Fund and World Precious Minerals Fund. Learn what kinds of companies attract the interest of these active managers in this Gold Report interview.

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2013 Silver Price Forecast: Silver Will Perform Like Gold on Steroids (11/29/2012)

"For 2013, I think silver, like gold, will set a new all-time nominal price record, likely reaching as high as $54/oz."

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Paul van Eeden on Why Gold is Overvalued (11/28/2012)

Many goldbugs like gold as a hedge against Federal Reserve policies and high inflation. Paul van Eeden, president of Cranberry Capital, says he does not fear high inflation due to Fed policies. Van Eeden is a different kind of goldbug and in this interview with The Gold Report, he explains how his proprietary monetary measure, "The Actual Money Supply," is the reason why.

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Gold Stocks Approaching a Crossroads (11/28/2012)

"Present conditions for gold miners have never been better. Rising costs are a problem but margins for the large unhedged producers are at bull-market highs."

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How Do the Chinese View the Gold Market? (11/28/2012)

"Since 2007, China's demand for gold has risen 27% per year. Its share of global demand doubled in the same time frame, from 10% to 21%. And this occurred while prices were rising."

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Will China's Trade Agenda Squeeze Fluorspar Supply? (11/27/2012)

One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies.

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How to Play Your Gold Stocks Now (11/27/2012)

With the Fed, ECB and BOJ pulling stimulus rabbits out of the printing hat, and the UK, Switzerland and China all adding to their balance sheets, gold is headed a lot higher and will subsequently pull the stocks with it.

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Gold Prices Experience a 'V' Shaped Bounce (11/27/2012)

"The white-knuckle ride continues and volatility is the order of the day, which will continue to shake out the weaker hands, which in turn presents investors with another buying opportunity before this bull gains some traction and gold prices head north with some gusto."

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Three Sharp Pencils in the Graphite Game (11/26/2012)

"Graphite is next in line for a commodity boom."

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Fund Managers Face Off in the Quest for Mining Profits (11/26/2012)

Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle.

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Real Rates and Gold (11/26/2012)

"The inflation associated with negative real rates ignites gold price gains far exceeding that inflation."

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Trouble Ahead in 2013? (11/23/2012)

"The Kress cycle outlook describes the coming year as potentially dangerous."

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Rick Rule: Be a Risk Manager, Not a Reward Chaser (11/23/2012)

The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses.

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This 'X Factor' Controls the Price of Gold Stocks (11/23/2012)

"Analyst forecasts on gold have been wrong for years. And they’ve been wrong always in the same direction — too low!"

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Three Events Worth Watching (11/21/2012)

"Make sure your portfolio is well prepared."

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Hard Times Yield Smarter, Leaner Junior Miners (11/21/2012)

"Ernst & Young's new Mining Eye Index examines how junior mining companies respond to finance challenges."

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Michael Berry: When Picking Mineral Stocks, It's Management, Management, Management (11/21/2012)

Michael Berry believes the declining dollar is the real driver behind the gains in gold and silver and that silver is undervalued relative to gold. In this interview with The Gold Report, Berry, co-founder of Discovery Investing and pioneer of the Discovery Investing Scoreboard, discusses the factors that are now driving valuation and highlights some micro-cap stocks that the market has ignored.

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Billionaires Buying Gold Bullish for the Yellow Metal (11/21/2012)

Gold buying by some of the world's most successful investors is a strong argument that gold prices, despite their impressive rise over the past several years, still have a long way to go.

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Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks (11/20/2012)

There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers.

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The ABCs of Mining Catalysts: Jocelyn August (11/19/2012)

Investors need to know their catalysts and their potential effects—good and bad—on precious metals mining companies. Jocelyn August, senior analyst at Sagient Research, knows her catalysts from pre-exploration to production. In this Gold Report interview, she describes eight catalysts and gives examples of upcoming catalysts for seven small-cap companies.

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Golden Opportunities in Myanmar (11/19/2012)

"The country has been called 'probably the best investment opportunity in the world right now.'"

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High Gold Prices Push Many Indians to Silver for Diwali (11/19/2012)

"The stable price of silver has Indians investing in the white metal, with investors looking for good returns."

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Three Points a Jurisdiction Must Meet Before You Invest: Charlie Brookes (11/19/2012)

With money rushing out of the junior resource space, Charlie Brookes, investment director at Arlington Group Asset Management and investment manager at Praetorian Resources, is rushing in—thoughtfully. In this Gold Report interview, he says now is the time to buy and hold, but it is crucial that investors do their homework before investing.

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Does China Really Want a Rare Earth Monopoly? (11/19/2012)

"China's rare earth White Paper notes that China 'hopes countries and regions with abundant REE reserves will make active efforts in developing their own resources.'"

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John Mauldin's Roadmap to Surviving the Fiscal Cliff (11/16/2012)

Investors could be in for a bumpy ride the rest of the year as politicians navigate a difficult path toward a solution to what is being billed as the fiscal cliff of $720 billion in expiring tax cuts and mandatory spending cuts. In this interview with The Gold Report, John Mauldin, author of Thoughts from the Frontline, shares his insights on some of the possible twists and turns ahead and how investors can brace themselves for whatever comes.

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Gold's Relative Strength and What It Means (11/16/2012)

"Gold is in a healthy bullish position because it's trending higher against all major markets with the exception of bonds."

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A Change Is Coming: 2013 & Onward, Part I (11/16/2012)

"The shift of wealth from the West to the East is a long-term facet of the global economy."

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Gold Up, Gold Stocks Get Pummeled (11/16/2012)

"It is possible that gold mining stocks are being classified as general stocks so when the market sells off, the mining stocks are also sold off."

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Seven Reasons Why Gold Prices Will Sky Rocket (11/14/2012)

"There are lots of ways to play, profit from or own gold, but we like two in particular, gold miners and physical gold."

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Global Copper Production Under Stress (11/14/2012)

"Increasingly we will see falling average grades being mined, mines becoming deeper, more remote and come with increased political and nationalization risk."

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How to Speculate on Precious Metals Without Gambler's Ruin: Rodney Stevens (11/14/2012)

Rodney Stevens, portfolio manager at Wolverton Securities, believes investors speculating in precious metals must be disciplined to avoid gambler's ruin. While "disciplined speculation" may seem like a contradiction, it is key to Stevens' approach. Through both technical analysis and fundamental analysis, and a careful read of intermediate trends, Stevens has developed a concentrated portfolio of precious metal companies held both long and short. In this Gold Report interview, he shares where the sweet spot in the mining space is and advises how to limit portfolio risk.

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Gold vs. Gold Stocks: Which Is the Better Investment? (11/14/2012)

"From 2001 until Nov. 12, 2012, physical gold has appreciated by 537%, an impressive gain considering that the stock market has only returned 7% in the period. However, gold stocks have gone up nearly twice the rate of gold, for a gain of 936%!"

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Why Copper Is a Critical Metal: Mickey Fulp (11/13/2012)

Copper is often referred to as "Dr Copper," the metal with a PhD in economics. Yet most analysts don't view it as a critical metal. In this interview with The Critical Metals Report, Mickey Fulp, author of The Mercenary Geologist, gives his thoughts on why the experts are wrong and why copper should be considered a critical metal.

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Alka Singh: Distinguish the Precious Metal 'Haves' from the 'Have-Nots' and the 'Wannabes' (11/12/2012)

With gold and silver prices expected to be heading higher in 2013, investors will need to decide how to allocate funds to both hedge their bets and still make room for upside potential. In this interview with The Gold Report, Alka Singh of the independent research firm Mine2Capital tells investors how to distinguish the "Haves" from the "Have-Nots" and the "Wannabes" and names companies with upside potential.

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Christopher Welch: Searching for a Perfect 10 (11/12/2012)

Investors in the mining space are always on the lookout for a "perfect 10." Christopher Welch, a mining analyst with Ocean Equities in London, ranks jurisdictions and companies in this interview with The Gold Report, focusing on little known names in Africa.

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Where Now for China's Gold Market? (11/12/2012)

"The Communist Party may have long considered it 'glorious to get rich,' but its brand of capitalism remains very alien to the developed West's idea of financial fun."

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Three Ways to Invest in Silver Before Prices Take Off (11/12/2012)

"Investors are pushing into safe havens like silver and gold to balance fiscal cliff-related market uncertainty."

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Flight to Quality Key to Junior Mining Investing: Vikas Ranjan (11/09/2012)

While the junior mining sector has not seen the benefits of higher gold prices, there is reason for optimism, says Vikas Ranjan, managing director and principal of Ubika Research. In this Gold Report interview, Ranjan lays out his case for why juniors with quality projects should bump up and names some companies poised to benefit.

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Christos Doulis Uses Cash Flow and a Good Story to Find the Next Midtier Producer (11/09/2012)

Christos Doulis is a mining analyst with Stonecap Securities covering emerging precious metals producers with market capitalizations under $1 billion. He combines financial modeling of current and future cash flows with detailed first-hand analysis to find out what is really going on at smaller producers, some of which he believes will outperform the market. Could one or more of these companies become the next big midtier producer? The future darlings of Wall Street need to start somewhere. One starting point is cash flow and a good story. In this Gold Report interview, Doulis discusses several companies that have both.

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By the 2016 Election Gold Could Be $3,700/oz (11/09/2012)

"No matter how you slice it, the next four years will be rocky. Volatility will increase and uncertainty will spread."

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Hope, Change & Gold (11/09/2012)

"Obama's second victory has so far only confirmed gold's jump against a backdrop of everything else sinking."

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Gold and Silver Prices Set to Rocket to Higher Ground (11/09/2012)

"Our opinion is that gold and silver will rally from this point through to the early part of next year making now a good time to accumulate more of the physical metals."

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Ron Paul: There's Still a Case for Gold (11/09/2012)

"Investment in gold is no longer the domain of long-derided 'goldbugs,' but rather an integral inflation hedge for ordinary investors ravaged by the decline in their purchasing power."

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Perched on the Knife's Edge with Jay Taylor (11/07/2012)

Rampant debt, credit deflation and impotent monetary policies are fueling a bull market for gold and gold equities according to Jay Taylor, editor and publisher of J. Taylor's Gold, Energy & Tech Stocks. His Progress A1 companies were up a combined 22% as of Oct. 17. Taylor shares those names and some lesser-known stories in this Gold Report interview.

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Be Prepared for Precious Metals Rally After Election (11/07/2012)

"The demand for silver could rise rapidly as an alternative to fiat currency not only for American citizens, but in all the regions where currency debasement are taking place."

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Obama Win Means Loose Monetary Policy Will Stay (11/07/2012)

"'Gold is making significant gains on the back of a weak U.S. dollar,' said this morning's commodities note from Commerzbank."

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Post-Election Trading Made Simple (11/07/2012)

"Gold looks ready for a run to $1,800/oz but may stabilize here for a few weeks first."

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Four More Years: What Obama's Reelection Means for Gold (11/07/2012)

With the uncertainty of the U.S. presidential election behind us, most experts are expecting four more years of the Obama presidency to be positive for gold. The continuation of easy money policies by the Federal Reserve, a deeply divided Congress causing political gridlock in Washington and the uncertainty created by the looming "fiscal cliff" all bode well for gold. The Gold Report has compiled a sampling of what the pundits are saying.

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Chris Berry: Who's Ahead in the Graphite Race? (11/06/2012)

Chris Berry is not only unconcerned with graphite's price softness—he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market that is hungry for high-end technology and energy efficiency. In this interview with The Critical Metals Report, Berry tells us what to look for in a graphite mining stock and identifies companies ahead of the curve.

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Look to Midtier and Small-Cap Gold Equities for Growth: Joe Foster (11/05/2012)

The late summer rally in gold equities is the beginning of the outperformance that Joe Foster, portfolio manager of Van Eck International Investors Gold Fund, has been looking for. QE3 and other monetary policies will fuel both gold and gold equities. In the C-suite, more management attention to cost control, shareholder returns and return on capital will benefit both investors and the industry. Read more in this Gold Report interview.

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Ore Mining…From the Unlikeliest of Places (11/05/2012)

"Cars are a lot like mines, iron mines, for example, or copper mines and even platinum mines. Plus, as mines go, cars are fairly high-grade ore, too."

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The Election Cycle: What to Expect in Stock and Bond Prices (11/05/2012)

"This is naturally a very emotional time for investors but once the election is finished most individuals become more confident simply because there is a leader that has four years to make things better and the campaigning and debating are over."

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Putting Gold and Gold Stocks in Proper Context (11/05/2012)

"Now while the market is wrestling with the 400-day moving average is the time to do your research and find the companies that will lead the next leg higher and outperform the market indices like the HUI, GDX and GDXJ."

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Chris Ecclestone Picks Latin American Gold Plays (11/02/2012)

Who better to guide investors through the often tumultuous and politically charged jurisdiction of Latin America than Chris Ecclestone? A mining strategist with Hallgarten & Co. in London, Ecclestone founded the Argentina-based equity research firm Buenos Aires Trust Company, which he ran for nearly 10 years. In this interview with The Gold Report, Ecclestone details the potential and pitfalls of different provinces for gold miners.

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Cosmos Chiu Finds Mining Opportunities Around the World (11/02/2012)

Cosmos Chiu, a director and research analyst with CIBC in Toronto, focuses on midtier gold producers, but his coverage gives him a leg up on truly understanding royalty companies' assets. In this interview with The Gold Report, Chiu talks about how much longer royalty companies could continue to outperform the rest of the market, while also discussing companies he follows in some of his favorite jurisdictions.

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Some Incredible Gold Charts (11/02/2012)

"As more and more investors opt for physical silver, it will make it increasingly difficult for traders in 'digital silver' to dictate the price at which physical silver is bought and sold."

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A Tipping Point for Gold Companies (11/02/2012)

"Did you know that gold stocks tend to underperform during election years?"

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Why Gold Will Benefit from the Global Debt Crisis (11/02/2012)

"Gold tends to outperform other assets at the two extreme ends of the 60-year economic 'long-wave' cycle, namely during the runaway inflation and runaway deflation parts of the cycle, which occur approximately every 20–30 years."

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Gold Sells Off Sharply in Wake of Stronger-than-Expected US Jobs Data (11/02/2012)

"December futures prices dropped below important technical support at the $1,700/oz level, which triggered pre-placed sell-stop orders and drove prices even lower."

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Silver ETF Impact (11/02/2012)

"Silver is no doubt tiny on the grand commodities scale. But its attractiveness, spearheaded by a 1,000%+ bull-to-date gain to its latest high, has spawned a wide range of products for investors to partake in."

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Ultimate Guide to Van Eck Market Vectors TR Gold Miners (GDX) (11/01/2012)

"Investors have more than a couple of choices within the gold ETF space, including choosing between bullion-oriented funds, futures-oriented funds and funds that hold stocks in gold miners."

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