Streetwise Reports' Article Archives — August 2014 back to current month (12)

Oasis: Gold in the Sand (08/27/2014)

"For every ten barrels of oil in world reserves, Middle Eastern countries in OPEC have eight."

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Ethan Park Expects to Harvest a Bumper Crop from Potash and Phosphate Juniors (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.

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Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs (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.

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Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp (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.

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Jim Collins: Five Names to Love from the LD Micro Conference (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.

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Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters (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.

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Why Investing in Solar Energy Is Attracting the Big Boys (08/18/2014)

"What began as backup to more conventional grid-networked sources of power has quickly blossomed into a separate profit center."

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America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein (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.

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Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up? (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.

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Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion (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.

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Can Europe Survive Without Russian Gas? (08/07/2014)

The ongoing conflict between Russia and the Ukraine has exposed Europe's overreliance on Russian gas. Can Europe find alternative sources of energy to meet the region's demand in coming years?

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David Sadowski: Are You Ready for Upward Pressure on Uranium Prices? (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.

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