Streetwise Exclusives


Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report  08/26/2014

Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains.


Ethan Park Expects to Harvest a Bumper Crop from Potash and Phosphate Juniors
Source: Peter Byrne of The Energy Report  08/26/2014

Ethan Park of Extract Capital could teach a college graduate-level course on the differences between phosphate and potash. Park's basic advice to The Energy Report: Don't miss out on making money with these essential commodities just because they smell like, well, fertilizer.


Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report  08/21/2014

Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors.


Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff  08/20/2014

The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids.


Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report  08/19/2014

Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions.


America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein
Source: Tom Armistead of The Energy Report  08/14/2014

The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.


Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report  08/12/2014

Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.


Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report  08/07/2014

For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry.


David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report  08/05/2014

Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet.


Africa: New Land of Opportunity? Ashley Kelty Points to the Positives
Source: Tom Armistead of The Energy Report  07/31/2014

Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many.


John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report  07/29/2014

As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming.


From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report  07/29/2014

Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train.


Steve Palmer Buys the Summer Sleepers
Source: Peter Byrne of The Energy Report  07/24/2014

Steve Palmer, founder of AlphaNorth Asset Management, has a "buy cheap, sell dear" investment strategy that wins, as the outperforming return on one of his investment funds demonstrates. In this interview with The Energy Report, Palmer unveils a handful of resource stocks that are slumbering through the summer doldrums, gathering strength for the Fall Revival, when undervalued stocks soar.


Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report  07/22/2014

Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas.


Catalyst Check: Updating the Progress of Energy Stocks on the Natural Resources Watchlist
Source: JT Long of The Energy Report  07/17/2014

At the beginning of June, The Gold Report assembled an all-star expert team to create a Natural Resources Watchlist, a promising portfolio of mining and energy companies with upcoming catalysts such as a maiden NI 43-101, funding from a strategic partner, a permitting milestone or a feasibility study. Keith Schaefer, editor and publisher of the Oil & Gas Investments Bulletin, and Rick Rule, CEO of Sprott US Holdings Inc., proposed five energy companies with many resources at play. A lot has happened since that discussion in Vancouver. The total portfolio is up 14% as of today. Let's check in to see how the individual energy stocks are faring.


Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?
Source: JT Long of The Energy Report  07/10/2014

Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags.


Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report  07/03/2014

energyind82It has been more than a year since Citigroup Inc. published "Energy 2020: Independence Day," outlining the impacts of progress toward North American energy self-sufficiency. For this special 4th of July edition of The Energy Report, we reached out to experts in the energy investing space for an update on how recent political events and production trends in the field impact our ability to produce what we use. For Porter Stansberry, Marin Katusa, Chris Martenson, Bill Powers and Cactus Schroeder, the prospects for the future—and the associated investing opportunities—depend on the perspective.


Are You Ready to Capitalize on Emerging World Growth and U.S. Oil Independence?
Source: JT Long of The Energy Report  06/26/2014

With 400 million more people set to get on the grid in India alone, smart investors will profit from new demand for all kinds of energy. In this interview with The Energy Report, Frank Holmes and Brian Hicks of U.S. Global Investors share some of their favorite ways to build a diversified portfolio that takes advantage of opportunities large and small, domestic and international.


Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report  06/24/2014

As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers.


What Is Chen Selling? One of His Tenbaggers. What is Chen Buying? Two Others with Tenbagger Potential
Source: Tom Armistead of The Energy Report  06/24/2014

Chen Lin doesn't get attached to stocks, only to profits. The author of What is Chen Buying? What is Chen Selling? buys low, sells high, then tells his subscribers what he's doing and why. In this interview with The Energy Report, Lin describes a recent success and explains his high expectations for two oil and gas producers. Savvy investors: Pay attention.


Randall Abramson: Juniors Clean Up Behind the Elephant Hunters
Source: Tom Armistead of The Energy Report  06/19/2014

Junior explorers and producers may be at the mercy of market forces, but an opportunistic management team can control its own destiny by capitalizing on industry opportunities. In this interview with The Energy Report, Randall Abramson, president, CEO and portfolio manager at Trapeze Asset Management Inc., tells the story of how one junior company cleaned up on an asset the majors overlooked. He also shares compelling oil and gas names from Canada to Tanzania.


It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report  06/17/2014

Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths.


The Next Billion (Barrels of Oil): T. Boone Pickens Calls for Energy Plan at Stansberry Society Event
Source: JT Long of The Energy Report  06/12/2014

Known for his saying that "the first billion is the hardest," oil billionaire T. Boone Pickens addressed the Stansberry Society Conference in Dallas at the end of May with a plea for a national energy plan that takes advantage of the millions of barrels of oil being produced each day in the U.S. for domestic use. First addressing the audience, and then in conversation with event host Porter Stansberry, followed by an all-star energy investing panel, the Pickens Plan advocate was optimistic about the prospects for growing the country and individual investment portfolios through smart use of natural resources.


Bill Bonner's Ten Undervalued Plays in Western Canada
Source: Peter Byrne of The Energy Report  06/12/2014

Bill Bonner's Brickburn Asset Management is located in Calgary, the financial brain of booming oil and gas plays in Western Canada. Bonner knows the reputations of the local managers, the geological promise of oil and gas field rigs, and how production for export is being pumped up as Asian companies with deep pockets throw tons of money at small producers. In this interview with The Energy Report, Bonner shares 10 names where these stars align.


Leave No Rock Unturned to Find Natural Resource Stocks with Game-Changing Catalysts
Source: Jason Mallin of The Gold Report  06/09/2014

Renowned investor Peter Lynch once said, "The person who turns over the most rocks wins the game." All resource investors should be turning over rocks, but who has time to track hundreds of companies, to visit projects, to meet with management? The Gold Report has asked Sprott's Rick Rule, Canaccord Genuity's Joe Mazumdar and Oil & Gas Investments Bulletin's Keith Schaefer to identify a select group of natural resource companies they feel are poised to make a move before the end of the year. We will be tracking these precious metals and oil & gas companies with game-changing catalysts on the newly launched Natural Resources Watchlist.


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