Streetwise Reports' Article Archives — April 2012 back to current month (93)
A Defensive Portfolio Is the Best Offense: Paolo Lostritto (04/30/2012)
Paolo Lostritto, mining equity research analyst with National Bank Financial, attributes development companies' current struggles to both the recent trend for capital and operating cost increases and to the European sovereign debt crisis. But there are opportunities as long as investors look for companies with free-cash-flow growth and solid balance sheets. In this exclusive Gold Report interview, Lostritto shares some names of companies that have these attributes.
Dollar's Slide Fuels QE Speculation (04/30/2012)
"The dollar's slide was compounded on Friday after preliminary gross domestic product data showed the U.S. economy had slowed by more than expected in Q112, leading to speculation that the Fed might embark on a third round of quantitative easing."
A Return to Real Money (04/30/2012)
"There is no doubt that the Fed is, first and foremost, looking out for the special interests of its shareholders, the banks, insurance companies and securities firms."
Europe's Gold Miners Getting Their Hands Dirty Again (04/30/2012)
"With the entire Eurozone feeling the pinch of austerity measures and jobs in scarce supply, put-upon politicians are looking increasingly favorably on industries that can provide employment, including mining."
Rare Earths Riches Could Give Canada Competitive, Political Advantages (04/30/2012)
"Canada's REE richness could transform it from being the U.S.'s unassuming neighbor into a powerhouse in terms of political leverage and influence, the Canadian Chamber of Commerce suggests."
It Takes More Than Being a China Hawk to Produce Rare Earth Metals (04/30/2012)
"Continued delays to developing REE projects show that there will be more to establishing a balanced rare earths supply than mere anti-Chinese rhetoric."
Do Central Banks Still Love Gold? (04/28/2012)
"Central banks around the world continue to prepare for currency devaluations by purchasing gold."
Invest in Africa Now: Nana Sangmuah (04/27/2012)
Last year, Africa was the region that witnessed the strongest growth in gold-mining operations. In an exclusive interview with The Gold Report, Nana Sangmuah, managing director of research with Toronto-based Clarus Securities, expects that trend to continue and suggests some immediate smart investments in Ghana, Mali, Liberia and the Democratic Republic of the Congo.
Palladium, Nickel Seen Gaining from China Consumption Shift (04/27/2012)
"Aluminum, nickel, palladium and gold may benefit from China's shift toward consumption-driven growth from an economy fueled by investment, while agricultural products are set to lag behind, according to Barclays Capital."
US House Bill Aims to Reduce Permitting Process (04/27/2012)
"'In a world in which the competition for mineral resources is increasingly fierce, America can no longer afford to benignly neglect a permitting process that stalls investment-threatening raw materials shortages and downstream economic activity,' National Mining Association CEO Hal Quinn told a House subcommittee."
Chinese Yuan to Become Key Commodities Currency (04/27/2012)
"Chinese customers and end-consumers such as refiners and fabricators now typically pay for imports with dollars, but bankers at a Financial Times commodities conference in Switzerland think that will change, possibly quite rapidly."
Yukon, Nunavut Witness High Growth in 2011 (04/27/2012)
"The Yukon saw 5.6% growth amid record levels for gold and silver exploration. In Nunavut, where output of gold and silver ore mining increased for a second consecutive year, GDP rose 7.7%."
Gold Traders Get More Bullish as Central Banks Hoard More (04/27/2012)
"Gold traders are more bullish after central banks expanded their bullion reserves and hedge funds increased bets on a rally for the first time in three weeks."
Gold's Delicate Balancing Act (04/27/2012)
"One big factor that has radically altered gold's supply cadence is an actual loss of one of its major sources. Just in the last couple years gold supply from central-bank sales has completely dried up. In fact, the CBs have since become substantial net buyers of the metal."
Three Words Sum Up Recent Markets (04/27/2012)
"Market behavior over the past few months can be summed up in three words: China, Gold and Apathy."
Fed Crystal Ball: Clear or Cloudy? (04/27/2012)
"To many, the Federal Reserve and its monetary policies seem mysterious and ill-defined. How do they decide on a policy that sees the necessity for near-zero interest rates for the next two years?"
Gold & Silver: Ben Bernanke Overshadows FOMC Minutes (04/26/2012)
"Some may attribute the stable inflation outlook as a bearish signal for precious metals, but this could actually provide the Federal Reserve with more room to provide further easing, despite the option being labeled as 'off the table' by some observers."
Gold, Recession and Why Britain Is Winning the Currency War (04/26/2012)
"One way of looking at gold's long-run price behavior is to view it not as a commodity, but as a currency. Gold's bull market over the last decade or so can thus be viewed as one currency (gold) gaining value against its central bank-issued counterparts."
Gold Reacts to Fed (04/26/2012)
"More than likely, gold's next line of defense will be at $1,671/oz and good support will be down at $1,640/oz, as gold works its way higher in spite of the price suppression."
Equities Will Catch Up to Higher Gold Price: Matt Badiali (04/25/2012)
Ongoing inflation pressures and China's investments in the African gold supply chain point to a higher gold price, according to Matt Badiali of Stansberry & Associates. Bullion in all its forms belongs in every portfolio and when it comes to equities, investors have their choice of business models—dividend payers, prospect generators and royalty companies. In this exclusive Gold Report interview, Badiali outlines companies whose equities should catch up to the higher gold price.
Gold Stocks: Where Is the Bottom? (04/25/2012)
"The share prices of gold and silver mining companies achieving consistent growth can be expected to rebound vigorously when confidence in metals prices firms."
Gold's B-Wave Bottom (04/25/2012)
"I think the next momentum move is about to begin in the sector most overlooked and least expected by investors: the mining stocks."
Is This the End of the Consolidation in Gold, Silver and the Miners? (04/25/2012)
"We are actually near a bottom in precious metals and miners. A turnaround should be coming sooner rather than later."
A Return to the Gold Standard or Gold Behind Currencies, Part 5 (04/25/2012)
"A gold swap allows the lender of currency to benefit from greatly reduced credit risk, as the gold can be held in an allocated account, usually at the Bank of England via the B.I.S. The currency deposit is secured with this gold throughout the life of the deposit."
Rare Earth Juniors Have a Five-Year Window: John Kaiser (04/24/2012)
John Kaiser, editor of Kaiser Research Online, sees 2015–2020 as a critical time for rare earth projects. Any later, he argues, and companies who have not reached production will be out of the game. In this exclusive Critical Metals Report interview, he profiles promising juniors in the space with the "full spectrum" of rare earth deposits and details how end-users like Toyota are leapfrogging the market to secure the elements they need most.
Why Rick Rule Is Excited About This Gold Market (04/24/2012)
"After a reasonably long period of sustained and occasionally dramatic escalations, commodity markets in general and precious metals markets in particular have declined. This is normal and healthy behavior, even if it is uncomfortable for some market participants."
Golv Vs. Fiat Currencies (04/24/2012)
"It was a challenging quarter for gold due to a pullback in March, but gold prices still finished 8.6% higher to reach $1,662.50/oz by the end of the quarter. Furthermore, gold continues to perform well against all fiat currencies."
Gold and Silver Enter Period of Low Volatility and Disinterest (04/24/2012)
"It appears that gold and silver could have a few more months of consolidation before the next big move can develop. Summer is naturally a period of low volatility when these metals make lows, so be patient and keep your eyes out for bargains and a potential final low in the summer."
Large-Cap Miners Underperforming Juniors and Silver Stocks (04/24/2012)
"During a bull market's final phase, it experiences widespread participation, increasing valuations and increasing speculation. The current relative strength in the speculative areas of the sector (juniors and silver stocks) is a harbinger of things to come."
Indicators Predict Gold Trend to Continue: John LaForge (04/23/2012)
Many forces influence the gold markets today, sometimes producing confusing indicators of what may lie ahead. In this exclusive interview with The Gold Report, John LaForge, commodity strategist at Ned Davis Research Inc., talks about the numerous and sometimes not-so-obvious factors that he considers in his research and how they influence the gold markets and, ultimately, mining shares. As long as there is no significant improvement in the world monetary situation and real interest rates don't rise dramatically, he believes the gold price trend remains positive and gold stocks should shine brighter.
Navigating Gold Equities During the Weakest Quarter: Barry Allan (04/23/2012)
Barry Allan, vice chairman of Mackie Research Capital Corp.'s mining group, is guarded about gold equities from March to May, statistically the weakest period. However, Allan remains bullish on gold stocks through the end of the year and has Buy recommendations on more than 70% of his coverage universe. In this exclusive interview with The Gold Report, Allan points to where he's finding value during this period of seasonal weakness.
Bullion Refiners Stocking Up for Europe (04/23/2012)
"Gold bullion refiners have been stocking up on small gold bars popular with European gold buyers in preparation for an escalation in the Eurozone crisis."
Weighing the Evidence of Oil and Gold Stocks (04/23/2012)
"Today's extreme divergence in oil and gold stocks and their underlying commodities presents a rare opportunity: What these stocks need now are investors to take advantage of it."
How to Speculate Your Way to Success: Doug Casey (04/20/2012)
So far, 2012 has been a banner year for the stock market, which recently closed the books on its best first quarter in 14 years. But Casey Research Chairman Doug Casey insists that time is running out on the ticking time bombs. Next week when Casey Research's spring summit gets underway, Casey will open the first general session addressing the question of whether the inevitable is now imminent. In another exclusive interview with The Gold Report, Casey tells us that he foresees extreme volatility "as the titanic forces of inflation and deflation fight with each other" and a forced shift to speculation to either protect or build wealth.
Gold Needs to Reclaim $1,700/oz for Renewed Buying (04/20/2012)
"We would expect liquidation selling of gold below $1,600/oz. We do not see fresh buying emerge until we can reclaim the $1,700/oz level."
China's Commodities Drag (04/20/2012)
"The bottom line is irrational China fears have indeed been a drag on commodities in recent months."
Gold and Silver Miners Put Real Money Where Their Mouths Are (04/20/2012)
"While it may appear to be all doom and gloom in the mining stocks, the companies themselves are signaling better days ahead."
Mining Welcomes Canada's Planned 'One Project, One-Review' Permitting Process (04/19/2012)
"The Harper government's plan to streamline major project review at the federal level, while leaving smaller project permitting to provincial regulators is garnering support from the Canadian mining and energy industries."
QE3 and the Looming Danger of Currency Wars (04/19/2012)
"If Fed officials' assurances of continued support for the U.S. recovery have released feel-good endorphins among wishful thinkers on Wall Street, their subtle admissions that QE3 is not off the table may equally have sent central bankers of emerging market countries into a cold sweat."
What's Up with Dr. Copper? (04/19/2012)
"Copper will need to reverse from the current levels and investors will need to embrace that risk."
A Return to the Gold Standard or Gold Behind Currencies, Part 4 (04/19/2012)
"Gold is money when nothing else is, particularly at the government level. If a national currency collapses, the gold in the nation's central bank does not."
Gold Performance Improves Despite Headwinds (04/19/2012)
"Gold ended Q112 8.6% higher in London, at $1,662.50/oz; the World Gold Council described the quarter as being 'eventful' and, despite increased volatility in capital markets, the metal achieved rising prices in all major currencies, with yen investors benefiting most."
Gold Continues to Look Bearish (04/19/2012)
"All the problems that will ultimately drive gold higher are there, but timing is important and right now the trend is down. Until the trend turns up, treat the market as short-term bearish."
Nixon, Gold and Oil (04/19/2012)
"For the very first time in our history, all money, all currencies, are now fiat. The U.S. dollar used to be gold backed and it was the rock all the world's currencies were anchored to."
Gold:Platinum Ratio Suggests Much Higher Gold Prices Are Coming Soon (04/18/2012)
"The gold:platinum ratio supports significantly higher gold prices over the coming months."
More Central Bankers Find Gold Attractive (04/18/2012)
"The majority of reserve managers at the world's central banks consider gold a more attractive investment than last year, while they are wary of euro exposure, according to a new survey by Central Banking Publications."
Cambodia, Once Secret, Is Now Open for Business: Richard Stanger (04/18/2012)
Resource investors are always looking for the next untapped region and Richard Stanger thinks he has found it. President and founder of the Cambodian Association of Mining and Exploration Companies, Stanger has been working to get the word out about Cambodia, a growing, stable country with the right geology for some big discoveries. In this exclusive interview with The Gold Report, Stanger gives an insider's view of the secrets to investing in Cambodia and explains why he's expecting a land rush.
Syria Selling Gold Reserves as Sanctions Bite (04/18/2012)
"Two gold traders in the United Arab Emirates said the Syrian government had been offering gold at a discount, with one saying it was making offers at about 15% below the market price."
WTO Suit Won't End China's Rare Earth Monopoly: Jeffery Green (04/17/2012)
Washington misses the point about rare earth element supply, says Jeffery Green, founder of J.A. Green & Co. With the Departments of Energy, United States Trade Representative and Department of Defense each approaching China's near monopoly from different angles and Congress more divided than ever, it takes an expert like Green to illuminate the structure of this complex global market. In this exclusive interview with The Critical Metals Report, Green explains the fragmented policy developments in this space and pending WTO action, arguing that the U.S. needs to develop a domestic supply chain in order to remain competitive.
Tap Profits in the Growing Graphite Market: Simon Moores (04/17/2012)
Graphite is the Next Big Thing for resource investors, but as in any sector, due diligence is a prerequisite for success. Enter Simon Moores, graphite market specialist with Industrial Minerals in London. In this exclusive interview with The Critical Metals Report, he explains why graphite is "the perfect mineral," why we're still going to be talking about it years from now and which companies to watch in this emerging industry.
A Return to the Gold Standard or Gold Behind Currencies, Part 3 (04/17/2012)
"The questions gold investors have to ask themselves is: If the days of the dollar are numbered, how will gold be used in the monetary system that follows? Will there be a global monetary system that all nations subscribe to or will the monetary world fragment?"
Gold, Silver and Copper Investing Strategies and M&A Ideas: Vishal Gupta (04/16/2012)
Precious and base metal companies both have to obey the basic laws of physics and economics to be profitable. In this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of small-cap companies that could successfully take advantage of unique mineralogy to produce profitable mines.
Grade Is King for Gold Investors (04/16/2012)
"It seems gold investors have money to spend but are decidedly becoming more picky about what they choose to invest in and are seeking higher quality projects."
Euro Crisis Back as Spanish Yields Spark 'Renewed Market Panic' (04/16/2012)
"Gold bullion prices traded just below $1,650/oz for most of Monday morning's London session, well within the past month's range, as European stock markets edged higher while commodities fell."
Italy's Gold Exports to Switzerland Soar (04/16/2012)
"Italy exported 120 tonnes of gold to Switzerland in 2011, an increase of 65% on 2010."
Does Gold Ever Pay? (04/16/2012)
"Like earning interest on cash, gold bullion has indeed proven itself a decent investment under Warren Buffett's definition."
Are Gold Stock Fundamentals Still Bullish? (04/16/2012)
"We seek to understand if the poor performance of gold stocks is a harbinger of things to come or if it is an example of a major correction in an ongoing bull market."
Silver Miners Building for Breakout: Chris Marchese (04/13/2012)
The health of the U.S. economy may not be quite as robust as some government statistics indicate and more stimulus could be on the way, despite what the Fed may be saying. Regardless of which way the economy goes, Chris Marchese, contributor to The Morgan Report, tells us in this exclusive interview with The Gold Report that precious metals will go higher as investors seek protection from the effects of monetary policies that don't work. In the process, he expects that greatly undervalued mining shares of silver producers will again shine in the eyes of investors and highlights several of his favorites at current bargain prices.
Bearish Channel Escaped as Gold Heads for Weekly Gain (04/13/2012)
"Yesterday, gold prices jumped 1.6% during U.S. trading, holding onto most of those gains during Friday's Asian session, despite the release of lower-than-expected Chinese growth figures."
Gold and Silver Wait Patiently for More Easing (04/13/2012)
"Surveys continue to debate whether or not the Fed will provide additional easing, but gold and silver, the time-tested safe havens of the world, wait patiently as the inevitable devaluation of fiat currencies take place around the world."
Gold Prices Headed for $2,000/oz (04/13/2012)
"Gold's current dip is a buying opportunity before the precious metal bottoms."
Canadian Juniors' Cash Holdings Look Fat as Market Caps Sink (04/12/2012)
"Cash highs may support an emerging sentiment among analysts that, on the whole, the junior market is oversold. Meaning: it could be time to invest in some juniors."
'Useless' Gold Overtakes Platinum (04/12/2012)
"Gold's relative lack of industrial use makes it a far better defense against the kind of economic turmoil suffered since our financial crisis broke in mid-2007: platinum is up 24%; gold is up 153%."
A Return to the Gold Standard or Gold Behind Currencies, Part 2 (04/12/2012)
"Today we face the two almost compensating forces of inflation and deflation. When they strike together, it appears that stability is achieved, with low net inflation and low net deflation. But this is a dangerous balancing act that can, after a while, turn very mercurial."
Graphite Has Surged 250% (04/12/2012)
"Now is the time to take advantage of the graphite bull. Prices for the mineral have surged 250% in the past few years thanks to a number of factors."
Gold Equities Gaining Credibility: Doug Groh (04/11/2012)
While gold equities continue to trail the gold price, junior stocks are gaining traction according to Doug Groh, co-portfolio manager and senior analyst with Tocqueville Asset Management. He believes investors should not let the market's risk aversion keep them out of a stock picker's market. The trick, Groh reveals in this exclusive Gold Report interview, is to pick managements, not jurisdictions.
Gold Steadies as Italy, Spain Face Higher Borrowing Costs (04/11/2012)
"Gold hovered near $1,600/oz as European stock markets recovered some ground following yesterday's losses."
Investing in Graphite's Growth: Kevin Puil (04/10/2012)
As the boundaries of technology continually expand, so does the demand for graphite. With uses developing and supply mainly controlled by China, prices for graphite should continue to climb, says Kevin Puil, senior analyst for the Encompass Fund and portfolio manager with San Francisco-based Malcolm H. Gissen & Associates. In this exclusive interview with The Critical Metals Report, Puil shares some junior miners set to soar alongside demand.
For Gold to Rise, Physical Buyers Must Return (04/10/2012)
"Despite weaker-than-expected U.S. jobs numbers out last week and renewed hopes of QE3, analysts say that the physical market needs to return if gold is to start re-gathering momentum."
Managing Expectations: Why Gold Should Thrive (04/10/2012)
"Investing, like life, is about managing expectations: Even throughout gold's decade-long rise, price action over the short term can go both ways."
A Return to the Gold Standard, or Gold Behind Currencies, Part 1 (04/10/2012)
"The concept of quantitative easing is similar to devaluing the dollar against gold, but taking worthless assets that banks depended on for backing their credit and replacing them with freshly printed ones."
On Estimating Rare Earth Reserves (04/10/2012)
"The NI 43-101 approach to mineral-resource classification provides greater transparency on the early stages of project development with a rigorous reporting framework that is missing under the SEC guidelines."
Gold Stocks: Timing Your Next Purchase (04/09/2012)
"For now, we will hold fast and continue to look for absolute bargains. Try to be patient enough to wait for the real deal."
Failed Bottom in Gold Stocks Initiates Start of Capitulation (04/09/2012)
"It is more than obvious that the market is likely to make a V bottom. The good news is the market likely will be substantially higher six months and one year after the low."
Stocks Have Reached the Euphoria Stage (04/09/2012)
"My best guess is that we will see a sharp selloff over the next two to three weeks, followed by a sharp rebound (QE3?) that may or may not move stocks to marginal new highs."
Gold Prices Are Set for Further Decline (04/09/2012)
"The real question has become when and where will the dollar top? When the dollar tops and gold finds a major bottom, the potential for a monster move higher will become likely."
Never Mistake Intelligence for a Bull Market: George Ireland (04/09/2012)
George Ireland, portfolio manager with Boston-based Geologic Resource Partners, believes in seeing what he invests in and his passport bears witness: 80 countries visited in five years. From Africa to Argentina, from gold to lithium and graphite, he and his team seek out companies with experienced management, promising geology, good infrastructure and strong cash flow. Ireland shares his views on issues facing the mining industry in all corners of the world in this exclusive Gold Report interview.
Gold Juniors Available at Bargain Prices: Brien Lundin (04/06/2012)
What do the gold market and the weather have in common? You can forecast both, but predict neither, according to Brien Lundin, chief executive of Jefferson Financial and publisher of Gold Newsletter. Lundin, who also organizes the New Orleans Investment Conference, isn't focusing on if there will be rain or sun in the market, he told The Gold Report in this exclusive interview. He's slowly accumulating juniors on the cheap that have big news in the forecast.
Where (and When) to Place Your Investment Bets? (04/05/2012)
"If you arrange to buy gold on the 13th and silver on the 15th of each month, or on Tuesday for either metal if buying weekly, your cumulative gains stand a statistically greater probability of being slightly higher."
Call This Financial Repression? Really? (04/05/2012)
"Our current freedom to buy gold is very new, along with the wealth of alternatives, both domestic and foreign, open to anyone daring to take control of their money instead of lending it to government or paying a pension fund manager to do the same."
Into the Green: Lithium (04/05/2012)
"With the rechargeable battery industry and consumer electronics driving demand, forecasters believe lithium's price could as much as double in value in the near future."
Junior Miners Building for a Rebound: Jordan Roy-Byrne (04/04/2012)
The turnaround in precious metals prices and mining shares has been slower in coming than most analysts and investors have expected. This has certainly not deterred Jordan Roy-Byrne, publisher of The Daily Gold Premium, from searching for and uncovering some of the situations he expects to provide winning returns. In this exclusive interview with The Gold Report, Roy-Byrne discusses a couple of new gold and silver names with near-term production in the works.
The Federal Reserve Did It Again to Gold Prices (04/04/2012)
"Once again, the markets made large moves based on the Fed's word of mouth, this time to the downside."
Is It Safe to Start Buying Gold Stocks Yet? (04/04/2012)
"Should gold hold the $1,620/oz area and rebound past $1,691/oz, you will see gold stocks take off."
Emerging Trends in Critical Metals: Richard Karn (04/03/2012)
While markets do not always reward every deserving company, quality deposits carry an intrinsic value. That's why Richard Karn, managing editor of The Emerging Trends Report, advises investors to "buy the resource" over the stock. In this exclusive Critical Metals Report interview, Karn shares some companies with deposits worth their salt.
Game Changer for Gold and Stocks (04/03/2012)
"Non central banks are buying gold as well as the central banks. This is in preparation for a upcoming total acceptance of gold as a first-tier asset for reserve ratios."
Will Gold be Part of the Emerging World's Future Monetary System? (04/03/2012)
"With the emerging world starting to build an alternative system to that of the Western world, the times ahead are likely to be turbulent, uncertain and volatile. It's in this climate that gold acts as an anchor, a stabilizer and helps to keep the flow of international money going."
The Decline and Fall of the US Dollar (04/02/2012)
"Gold will always remain international money completely free of national markings. It is the one 'currency' that can be exchanged that is trusted between enemies."
Australian Gold Offers Good Protection: Richard Karn (04/02/2012)
Richard Karn, managing editor of The Emerging Trends Report, has been in Australia investigating precious and specialty metal projects for over two years. He likes what he sees. In this exclusive Gold Report interview, he reveals that in an environment where the U.S. dollar continues to lose its purchasing power, Australia and its gold offer good protection against what he sees as a "global pandemic of corruption."
Australian Gold Offers Good Protection: Richard Karn (04/02/2012)
Richard Karn, managing editor of The Emerging Trends Report, has been in Australia investigating precious and specialty metal projects for over two years. He likes what he sees. In this exclusive Gold Report interview, he reveals that in an environment where the U.S. dollar continues to lose its purchasing power, Australia and its gold offer good protection against what he sees as a "global pandemic of corruption."
China to Officially Launch Rare Earth Association April 8 in Beijing (04/02/2012)
"More than 100 Chinese rare earths exploration, mining and processing companies have reportedly been invited by the central government to attend the official launch of China's rare earth association."
Why Graphite Stocks May Continue To Outperform In 2012 (04/02/2012)
"Graphite is rapidly earning a new recognition as a component in the latest clean energy technologies such as the lithium-ion battery, fuel cells, pebble bed nuclear reactors and vanadium-redox batteries."
Did Gold Stocks Bottom Last Week? (04/01/2012)
"Considering the extreme negative sentiment and our technical work, we believe the market made an important long-term low last week."
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