Streetwise Reports' Article Archives — October 2013 back to current month (29)
Carbon Is the Problem: Is Graphene the Solution? (10/31/2013)
"The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat."
Gissen and Berol's Gold Stock Tricks and Treats (10/30/2013)
No matter how elaborate an investor's Halloween costume is, the gold space isn't handing out much in the way of treats this year. While Encompass Fund Managers Malcolm Gissen and Marshall Berol don't agree on the timeline for gold's recovery, they have faith that it will come. In the meantime, their focus is on companies that are in production, generate cash flow and have top-notch management teams. They also dig into their treat bag for names in the energy sector and other metals in this interview with The Gold Report.
What Not to Do When Investing in Miners (10/30/2013)
"Precious metals miners are the most volatile stocks on earth. They're so volatile that investors often forget that underneath those whipsawing stock prices lie real businesses. But even many of those who consider themselves old pros in natural resource investing tend to get one thing wrong. Eric Angeli, an investment executive with Sprott Global Resources and protégé of legendary resource broker Rick Rule, explains how not to fall into the 'top-down' trap. . ."
Uranium Investors, Ignore the Noise! Fundamentals Are Compelling (10/29/2013)
Uranium prices and mining stocks are low, but market forces will push them both higher in the next 12–24 months, says David Sadowski. Miners are jockeying for position and the Raymond James mining analyst tells The Mining Report to expect mergers and acquisitions as they prepare for the good times to come. The market's supply glut will be gone by mid-decade, and mining will have to ramp up to head off a deficit by 2020. The time to buy is now.
Jordan Roy-Byrne: When Stalking Juniors, Follow the Leaders (10/28/2013)
The bear market in precious metals equities will end soon, says Jordan Roy-Byrne, editor and publisher of The Daily Gold Premium, perhaps even by the end of the year. But the rising tide will not lift all juniors equally. In this interview with The Gold Report, Roy-Byrne explains why bottom-fishing is a bad idea and why the savvy investor must find companies that will not just survive but thrive when the bears become bulls.
Investors Are Holding Gold as Fed Turns Dovish (10/28/2013)
"Gold last week enjoyed its strongest rise in almost three months, adding 2.6% as silver rose 2.9%."
The Miners That Made Haywood's Quarterly Cut: Kerry Smith (10/23/2013)
There are no easy answers in this market. Companies and investors alike have to hunker down and make tough calls, but that doesn't mean companies and investors can't make money, even in the short term, says Kerry Smith, a research analyst with Haywood Securities. Smith and Haywood's staff geologists narrow their sights on small companies cheaply exploring for beaten-up commodities. In this interview with The Gold Report, Smith reveals some fresh names, as well as perennial favorites on Haywood's quarterly round-up.
3 Reasons Gold Could Scream Higher (10/23/2013)
"After faking a move lower, gold futures have broken above resistance, posting the first higher low since early July. This could be a significant short-term bottom—especially since it was preceded by a false move lower."
10 Strategies for Success in a Flat Commodity Price Market: John Kaiser (10/22/2013)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine.
Three Essentials to Look for in Junior Mining Equities: Derek Macpherson (10/21/2013)
Underappreciated companies and companies with management teams that have disappointed in the past can be opportunities to buy, not sell, says Derek Macpherson of M Partners. Don't be dazzled by flashy drill results, he advises. In this interview with The Gold Report, Macpherson says that investors are better to look for junior explorers with long-term vision, high grades and simple operations in good jurisdictions, and names eight companies that make the grade.
Deeply Oversold Gold Stocks Are Set to Soar (10/18/2013)
"Today the bears' primary rationalization against gold miners is the notion they can't earn any profits, which is a complete fallacy."
The Other Precious Metal Can Double Your Money Now (10/17/2013)
"Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand."
Thibaut Lepouttre: Juniors That Can Deliver the Goods (10/16/2013)
Now more than ever, investors simply can't afford to wish upon a star and hope the drill bits will deliver something; they need to focus on miners that have what it takes to get through the down times, says Thibaut Lepouttre, editor of Belgium-based Caesars Report mining newsletter. In this interview with The Gold Report, Lepouttre reveals the results of his search over five continents to find those juniors in gold, iron ore and tungsten that offer superior value.
Junior Survival Strategies for a Dismal 2014 (10/16/2013)
"A number of junior companies with Nevada gold exploration projects are in a position to survive the financing downturn if they are willing to employ certain managerial strategies."
Maximizing Returns in an Uncertain Mining Market: Tom Szabo (10/15/2013)
Tom Szabo, an investment strategist and principal of MetalAugmentor.com, invests in miners with base metal, specialty metal and rare earth element projects because the market isn't quick to notice them—meaning it's easy to get in early on a great project. His Peerless system helps to identify opportunities based on unique attributes. So, which metals and rare earth companies are set to strike in this volatile market? Szabo doles out tips in this Metals Report interview and explains why he likes companies that have yet to achieve market favor.
Tom Szabo: The Peerless Way to Precious Metal Profits (10/14/2013)
Tom Szabo, an investment strategist and principal of MetalAugmentor.com, does not believe that you can judge all gold companies the same. Szabo uses the Peerless concept to rank companies qualitatively, but dynamically, as their circumstances change. In this interview with The Gold Report, Szabo discusses explorers, developers and producers that he believes are one of a kind.
Born Libertarian: Doug Casey on Ron Paul and the Price of Freedom (10/11/2013)
The country may be going in the wrong direction, but born Libertarians Dr. Ron Paul and Casey Research founder Doug Casey are enjoying the power of sowing dissention by spreading ideas. In this interview at the Casey Research 2013 Summit in the wake of Ron Paul's keynote address, Casey tells The Gold Report why he believes the U.S. is looking more like ancient Rome in its final days and how he is planning for the coming crisis—in another country watching on his big-screen television.
Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule (10/11/2013)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters.
Gold and America's Fake Default (10/11/2013)
"Gold just isn't working as advertised, in short, as U.S. default draws near."
Greg McCoach Says Keep the Best and Dump the Rest (10/09/2013)
Greg McCoach, publisher of Mining Speculator newsletter, is not ashamed to admit he has taken a big hit in juniors in the last couple of years. What he has done in response is what he advises all investors to do in this interview with The Gold Report: Get rid of the also-rans and keep and build positions in those companies that have what it takes to gain in multiples when the market recovers. And he suggests six companies that could do just that.
How the 'Paper Market' Is Undermining Gold (10/09/2013)
"'The paper market for gold is ideal for speculative capital inclined to manipulate for purposes of maximizing year-end bonuses' says Hathoway."
Wave of the Future Investment from the Ground Up: Byron King (10/08/2013)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy.
Clive Maund: The Mining Sector Resembles the Somme Battlefield (10/07/2013)
Technical trader Clive Maund, the force behind CliveMaund.com, tells The Gold Report that the prolonged naked shorting of precious metals stocks has been immensely destructive to the sector and has left a battlefield littered with corpses, like the first day of the Battle of the Somme. The silver lining: He believes his charts are showing a Head-and-Shoulders bottom, which could signal an excellent entry point. That is good news for the companies Maund highlights, which he believes are strong enough to survive the onslaught.
Diversified Miners Pin Hopes to Iron Ore and China (10/07/2013)
"Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks."
Quality over Quantity Stressed at Colorado Conferences (10/04/2013)
If it is fall, it must be conference season in Colorado. The Denver Gold Forum, held Sept 22–25, was an invitation-only event billed as featuring seven-eighths of the world's publicly traded gold and silver companies measured by production. It was preceded by the Precious Metals Summit in Beaver Creek, which focused on smaller, emerging companies, some 90 of them with market caps of at least $20 million. Attendees included analysts, fund managers and institutional investors eager to hear updates on companies they own—or may want to own in the future. The Gold Report Publisher Karen Roche and Associate Publisher Jason Mallin were there and brought back this report.
What Gold Miners Are Thinking Today (10/04/2013)
"Having one-on-one conversations with numerous executives from gold companies is an invaluable way to evaluate the state of the gold mining industry."
How Does Top Resource Fund Manager Brian Ostroff Invest in Domestic Peace of Mind? Two Words: Gold and Phosphate (10/02/2013)
International uncertainty about conflict, growth and market transparency can make the world a scary place to invest your life savings. In this interview with The Gold Report, Windermere Managing Director Brian Ostroff focuses on North American gold and phosphate stories that offer an alternative to risky jurisdictions and can be profitable at even conservative resource prices. By understanding the unique supply and demand factors for each subsector, he isolates the opportunities that often get buried in the big, bad commodity basket.
Bob Moriarty: Ignore the Noise and Profit from Gold's Volatility (10/02/2013)
Opining that Fed Chairman Ben Bernanke has put a stake in the heart of the dollar, Bob Moriarty of 321gold advises people to invest in something real or be prepared to see their investments go to money heaven. Attributing many of the declines in share prices to irrational behavior, he tells The Gold Report about several of the bright companies now selling at "absurdly cheap" share prices.
Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining (10/01/2013)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation.
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