Streetwise Reports' Article Archives — October 2013 back to current month (20)

Why Chen Lin Is Buying Fracking Stocks and Selling Gold Holdings (10/31/2013)

Chen Lin, author of What is Chen Buying? What Is Chen Selling?, goes wherever he sees returns. In the summer, he bought mining stocks when the yellow metal hit $1,200 per ounce. Now, he's trading in his gold names and moving into the fracking space after a three-year hiatus. In this interview with The Energy Report, Lin names the companies he's buying to play a likely energy sector bottom and tells investors to actively manage their portfolios in the coming stock-picker's market.

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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."

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Does Thorium Deserve a Role in Next-Generation Nuclear Energy? (10/30/2013)

"The world is still using the raw materials and components with one of the basic designs that built the first commercial nuclear power reactor more than a half-century ago."

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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.

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When Nuclear Energy Lights Every Home on Earth (10/28/2013)

"Sooner than you think, biology will be reprogrammed to 'grow' new energy."

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James C. West: Positive 2014 Outlook for Oil and Gas (10/24/2013)

James C. West, lead oil services and drilling analyst at Barclays, sees incredible growth ahead for oil production around the world. In this interview with The Energy Report, West explains how likely constitutional change in Mexico will spur momentous industry growth, along with new deepwater targets opening up in offshore China. Meanwhile, decent commodity prices and economic improvement in Eastern Europe are creating powerful oil price tailwinds. But the best news in North America. Find out which companies are positioned to thrive in the year ahead.

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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.

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How Edward Guinness' Alternative Energy Portfolio Climbed 67% in One Year (10/17/2013)

Alternative energy is a long-term investment, but returns are already rolling in, says Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, which is up a whopping 67% year to date. Before you know it, rooftop solar could be as ubiquitous as mobile phones, and developments in wind energy are already creating a compelling value proposition for energy consumers—especially in Europe, where energy prices are high. Learn about the holdings driving growth for Guinness' fund in this interview with The Energy Report.

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Emerging Technologies Could Transform Nuclear Power and Wind Energy (10/17/2013)

"Molten salt reactors could eliminate the problem of nuclear waste, and arranging vertical-axis wind turbines like 'a school of fish' could make wind farms more efficient, with a smaller land footprint."

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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."

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Colorado Floods Highlight Opportunity in Oil and Gas Services (10/15/2013)

Flash flooding in Colorado took a considerable toll, but there is always opportunity in crisis—this time, that opportunity lies in service companies. In this interview with The Energy Report, Jason Wangler, analyst with Wunderlich Securities, recounts how emergency service, information technology and small infrastructure-building companies have found a profitable niche in making oil and gas operations safer and more responsive in the event of disaster. He also tips us on some international plays with hidden values and a few firms with great risk/reward profiles in the domestic shale fields.

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Hot Alternative Energy Mutual Funds (10/14/2013)

"The most promising among the new options is power derived from the sea. A number of ocean power technologies may soon become commercially viable options."

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LNG Exports: The $35 Billion Bull Invading Canada (10/10/2013)

In a remarkable interview with The Energy Report, Jason Sawatzky reveals the hottest new thing happening in the North American oil exploration and production space: the rush by major oil and gas firms to build LNG export facilities on Canada's West Coast. The AltaCorp Capital analyst points out that major oil and gas firms are not the only way to play West Coast LNG development, and investors should look very closely at Canadian oilfield services. The capital flowing into West Coast LNG is pumping up growth in the oilfield services industry too, with plenty of black gold to spread around.

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Emerging Economies, DOD Boost Prospects for US Geothermal Tech (10/10/2013)

"The U.S. geothermal industry, which has benefited significantly from government-supported R&D, is still growing thanks to global demand for U.S. technology overseas."

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Technical Analysis Toolkit for Energy Investors: Clive Maund (10/08/2013)

Candlestick, head-and-shoulders, ascending triangle: If these phrases aren't familiar to you, you're missing out on major profit opportunities. Clive Maund, technical trader and editor of CliveMaund.com, shares the tricks of his trade in this interview with The Energy Report. Find out how to recognize potential price swings in commodities and stocks, and discover junior energy companies and ETFs with charts that scream "upside!"

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Blowback Investments from the Next Oil War (10/07/2013)

"Expanding Middle East conflict has the potential to drive global energy prices through the roof."

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Don Coxe: China, Japan and Chekhov's Gun—Where Does Fracking Fit In? (10/03/2013)

If there's a gun on the table in the first act, it will be fired by the end of the play. The way legendary portfolio strategist Don Coxe sees it, the potential to bring on vast U.S. energy reserves is the gun. . .or is it a safety valve? Don Coxe tells The Energy Report that the fracked oil and gas boom has saved the U.S. from endless recession and explains why he remains bullish on China and Japan as sources of energy demand. Coxe also shares his preferred portfolio allocation ratios between industrial and financial stocks, bonds, metals and energy, with a weight on fossil fuels.

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Forget Drillers: Better Oil Plays on the Cheap (10/02/2013)

"Midstream companies are the companies that transport and process the oil and gas flowing profusely from America's shale patch."

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Bob Moriarty: On the Road to Armageddon, Take Shelter in Resources (10/01/2013)

An economic recovery that isn't one. A civil war that isn't one. Cheap oil that is no more. According to Bob Moriarty, resources remain one of the few absolutes in the world. In this Energy Report interview, Moriarty explains why he's sticking to resources when many investors are turning to the mainstream markets, and shares long-term opportunities for shale oil in New Zealand and coal bed methane in Indonesia.

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Energy Storage Is Ready to Earn a Scalable Role in Utility and Commercial Portfolios (10/01/2013)

"After a series of financial setbacks and exhaustive regulatory deliberations, energy storage fed by renewables is set to earn a scalable role due largely to a new mandate in California and market rules and incentives in the PJM Interconnection."

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