Brian Bagnell's Tips for Smart Oil and Gas Investing

Source: Tom Armistead of The Energy Report  (02/04/2016)
Brian Bagnell's Tips for Smart Oil and Gas Investing
In today's tough price environment where most oil and gas juniors are losing money, a strong balance sheet is the key to survival, says Brian Bagnell, a research analyst for Macquarie Capital Markets. He shares his tips on identifying companies that can weather the storm. read more >

Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?

Source: JT Long of The Energy Report  (01/26/2016)
Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?
In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. read more >

Rick Mills: How to Profit from the Demands of a Growing World Population

Source: JT Long of The Gold Report  (01/21/2016)
Rick Mills: How to Profit from the Demands of a Growing World Population
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. read more >

Chen Lin: Chinese Volatility Could Fuel a Lithium-Price Rocket Launch

Source: JT Long of The Energy Report  (01/19/2016)
Chen Lin: Chinese Volatility Could Fuel a Lithium-Price Rocket Launch
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. He shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. read more >

Why Is Charles Gibson Nervous About the Fed's Actions?

Source: Brian Sylvester of The Gold Report  (01/07/2016)
Why Is Charles Gibson Nervous About the Fed's Actions?
Charles Gibson, an analyst with London-based Edison Investment Research, 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. read more >

Dundee's David Talbot Says Green Energy Trend Is Your Friend

Source: Brian Sylvester of The Energy Report  (01/05/2016)
Dundee's David Talbot Says Green Energy Trend Is Your Friend
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. He also believes lithium demand will grow even faster than uranium demand, and that the lithium market is already undergoing a supply deficit. read more >

Veteran Investor Rick Rule Reveals a Unique Arbitrage Opportunity

Source: Karen Roche of The Gold Report  (01/04/2016)
Veteran Investor Rick Rule Reveals a Unique Arbitrage Opportunity
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. read more >
Expert Investing Ideas

"The Arrow deposit at NXE's Rook 1 property is a special one."

–James Kwantes, Resource Opportunities


"REGI agreed to acquire Sanimax's biodiesel refinery in Wisconsin."

–Anthony Hulen, Renewable Energy Group Inc.


"RDS shareholders have backed its merger with BG Group."

–Philip Waller, Proactive Investors


"FCU plans to leverage CGN Mining's expertise as it develops Triple R."

–Brien Lundin, Gold Newsletter (Jefferson Financial)


"POE is a company you can hold and collect a dividend from."

The Energy Report Interview with Chen Lin


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A Year of Tips for Winning the Natural Resource Investment War

Source: The Energy Report Staff   (12/29/2015)
A Year of Tips for Winning the Natural Resource Investment War
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. read more >

Gear Up for a Violent Uranium Price Spike: Cantor Fitzgerald's Rob Chang

Source: Kevin Michael Grace of The Energy Report  (12/22/2015)
Gear Up for a Violent Uranium Price Spike: Cantor Fitzgerald's Rob Chang
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. He predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors. read more >

Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio

Source: Brian Sylvester of The Gold Report  (12/17/2015)
Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio
Eric Coffin, editor of HRA Journal, one of the must-read newsletters in the junior mining sector, questions Fed Chair Janet Yellen's timing, warns investors about the growing divergence between equity and higher yield markets, and shoots down the accepted theory that the U.S. dollar index is heading to 120. He implores gold equity investors to ask: Is the project financeable in this market? He discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names. read more >

Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks

Source: Brian Sylvester of The Gold Report  (12/14/2015)
Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Thibaut Lepouttre, editor of Caesars Report, discusses five top picks, as well as different "black swan" events and their potential impact on the gold price. read more >