Streetwise Reports' Article Archives — January 2016 back to current month (5)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits.
When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report, he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing.
Sometimes a market in turmoil offers opportunity. Independent investment adviser Jayant Bhandari regularly sifts through bourses to find opportunities that maximize his reward for the least amount of risk. Bhandari currently sees two paths to value: companies that were either oversold in heavy tax-loss selling late in 2015 or in the "free upside" offered in arbitrage situations. In this interview with The Gold Report, Bhandari explains why much of the world's populace is already chasing gold and why a smattering of junior gold equity names offer more than what a market in turmoil might suggest.
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report.
One of the hardest things for a mining executive to do may be nothing. But in a market that is not rewarding companies for pulling resources out of the ground, Sprott US Holdings Inc. CEO Rick Rule would prefer to see what he calls "optionality" rather than dilution from companies looking to justify salaries. In this interview with The Gold Report, he praises innovative precious metals streams on base metal projects and one Canadian company that is adding value and being rewarded for it.
|"I like MMG's business plan and I like the fact that it's in an area that hosts extremely high-grade silver deposits, and especially the fact that it put out for acquisition by others a couple of royalty properties."|
|"LIO's another good buy in the current bullish environment for gold."|
|"MAG is poised to enter production this year."|
|"PVG reset expectations and can look to regain investor confidence."|
|"Sampling shows high-grade rhodium potential at PGE's Stillwater West."|