Streetwise Articles

Looking for the Next Oil Boom? Follow the Tech
Source: James Stafford, Oilprice.com (7/14/14)
"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."
More >
Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?
Source: JT Long of The Energy Report (7/10/14)
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.
More >

The Real Winners of the Iraqi Conflict Are Here in the US
Source: Byron King, Daily Reckoning (7/9/14)
"There’s a continental scale, geopolitical disaster occurring across MENA."
More >
Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report (7/8/14)
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.
More >
Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report (7/3/14)
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.
More >

2 New Drilling Techniques that Will Shatter US Oil Expectations
Source: Matt Badiali, The Daily Reckoning (6/27/14)
"US oil production is soaring. And it will continue to soar as companies find innovative ways to extract it more economically. The shale energy boom is only going to get bigger."
More >
Are You Ready to Capitalize on Emerging World Growth and U.S. Oil Independence?
Source: JT Long of The Energy Report (6/26/14)
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.
More >

6.1 Trillion Reasons Not to Short Shale
Source: Matt Badiali, Daily Resource Hunter (6/25/14)
"Drilling technologies have allowed us to extract oil and gas directly from the source rocks, or shale… and reversed a nearly 40-year decline in oil production."
More >
Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
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.
More >
What Is Chen Selling? One of His Tenbaggers. What is Chen Buying? Two Others with Tenbagger Potential
Source: Tom Armistead of The Energy Report (6/24/14)
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.
More >
Randall Abramson: Juniors Clean Up Behind the Elephant Hunters
Source: Tom Armistead of The Energy Report (6/19/14)
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.
More >

Crude Oil Prices Soaring on New Attacks in Iraq; Here's Where They're Headed
Source: Kyle Anderson, Money Morning (6/18/14)
"For now, oil exports and southern production are not impacted by the ISIL movement, but the fall of the Baiji refinery today does increase concerns over the growing turmoil in the country."
More >
It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
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.
More >
The Next Billion (Barrels of Oil): T. Boone Pickens Calls for Energy Plan at Stansberry Society Event
Source: JT Long of The Energy Report (6/12/14)
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.
More >
Bill Bonner's Ten Undervalued Plays in Western Canada
Source: Peter Byrne of The Energy Report (6/12/14)
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.
More >
Follow the Shovels in the Ground forGlobal Energy Demand Growth
Source: Jared Anderson, Energy Collective (6/12/14)
"When following major energy development projects like pipelines or LNG plants, it's important to watch for sales and purchase agreements (legally binding contracts) and final investment decisions."
More >
Leave No Rock Unturned to Find Natural Resource Stocks with Game-Changing Catalysts
Source: Jason Mallin of The Gold Report (6/9/14)
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.
More >
What To Look For in an E&P Company: Foucaud's Secrets for International Investing
Source: Tom Armistead of The Energy Report (6/5/14)
Stephane Foucaud sees a very positive period for the international E&P sector on the horizon. Cash is flowing back into the sector in spite of the unstable politics of some producing countries. In this interview with The Energy Report, the managing director of institutional research at FirstEnergy Capital reveals what he looks for in an investment candidate and where you can find promising opportunities in oil and gas.
More >
Joe Giamichael's Top Two Oil & Gas Fixer-Uppers
Source: Tom Armistead of The Energy Report (5/29/14)
Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders.
More >

Pad Drilling: Innovation in the Oil and Gas Industry
Source: Visual Capitalist (5/29/14)
"Pad drilling is one of the most significant innovations in the oil and gas industry in recent times."
More >

The Lower the Uranium Price, the Higher the Rebound
Source: Jeb Handwerger, GoldStockTrades (5/27/14)
"Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound."
More >
Cash in on Energy in Ukraine and the Rift Basins of Eastern Africa
Source: Peter Byrne of The Energy Report (5/22/14)
Sometimes a major's trash is a junior's treasure. That's the story in East Africa, where majors began outlining resources and then ditched them for onshore assets. In their wake, junior companies with technical expertise are ready to unlock more wealth than the large caps thought possible. In this interview with The Energy Report, Canaccord Genuity Director of Research Christopher Brown fills us in on hidden opportunities in the rift basins of east Africa. He also shares an interesting perspective on how to make money on oil and gas ventures in Ukraine.
More >
Surfing the Volatility Curve with Jason Wangler
Source: Peter Byrne of The Energy Report (5/22/14)
There is money to be made as oil and gas prices fluctuate. Wunderlich Securities' Analyst Jason Wangler is no Pollyanna—he casts a cold, analytical eye on the volatility of the energy markets. In this interview with The Energy Report, Jason explains how to create a solid portfolio of attractive North American juniors—with lucrative side trips to South America and Africa.
More >
Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs
Source: Tom Armistead of The Mining Report (5/20/14)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity.
More >

Which Resource Areas Show Signs of Strength?
Source: Frank Holmes, U.S. Global Investors (5/19/14)
"Global growth in 2014 is likely to accelerate, for the first time in four years, to 3.5%, according to ISI. This is constructive news for commodities."
More >