Streetwise Reports' Article Archives — July 2014 back to current month (15)
Africa: New Land of Opportunity? Ashley Kelty Points to the Positives (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.
Crisis in the Middle East: Will the Price of Oil Skyrocket? (07/30/2014)
"When the world's highest oil producing region is in turmoil, prices are affected across the world."
John Chu: Investors Can Feast on Fertilizer Yields (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 (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 (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.
What Do Droughts Mean for Potash Investors? (07/24/2014)
"Droughts, while not so good for farmers, are good for fertilizer prices."
Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays (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.
Jet Fuel or Liquid Natural Gas: Now Available from a Trash Bin Near You (07/21/2014)
"The focus of this article is to explore the Waste-to-LNG pathway in greater depth, to illustrate the complexity in trying to choose the best waste-to-biofuels pathway."
Catalyst Check: Updating the Progress of Energy Stocks on the Natural Resources Watchlist (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.
Multibillion-Dollar Takeover Reflects Lithium Market Potential (07/15/2014)
"The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7–10% annually."
Looking for the Next Oil Boom? Follow the Tech (07/14/2014)
"New technology has brought us full circle back to the Permian Basin in Texas and New Mexico, where the recent shift to horizontal well drilling has rendered this play the unexpected ground zero."
Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks? (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.
The Real Winners of the Iraqi Conflict Are Here in the US (07/09/2014)
"There’s a continental scale, geopolitical disaster occurring across MENA."
Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies (07/08/2014)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report.
Energy Independence: Financial Fact or Political Fiction? (07/03/2014)
It 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.
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