The Energy Report

Search GO

• 
• 
• 
• 
• 
• 
• 
• 

Notable Quotes

Streetwise Uranium Interviews

Don't Be a Retail Lemming—Buy at the Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report  (4/11/13)
A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report. More >

Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice
Source: Peter Byrne of The Energy Report  (4/9/13)
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years. More >

Marin Katusa: Fortune Favors the Bold Energy Investor
Source: JT Long of The Energy Report  (3/21/13)
Tough markets have the average investor crying uncle, but now is not the time to lament losses—it's time to bargain shop, suggests Marin Katusa, senior editor of Casey's Energy Opportunities. China is snatching up energy prospects around the world in anticipation of ever-tightening oil markets. Meanwhile, there is already money to be made in international markets where consumers are paying double the price for U.S. natural gas. In his interview with The Energy Report, Katusa says bold investors who target the right companies could "get a Rolex for the price of a Timex." More >

Chris Berry: Energy-Metals Juniors with Derisked Projects Are Takeout Bait
Source: Tom Armistead of The Energy Report  (3/19/13)
Juniors in the oligopoly-dominated energy-metals space must break into the ranks of producers or become acquired to survive and reward shareholders, says Chris Berry, editor of Morning Notes. Strategies for success include good geographic location, sales contracts, ample cash and experienced management, but as Berry says in his interview with The Energy Report, macroeconomic conditions can turn the ambitious junior into acquisition bait. More >

Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks
Source: Zig Lambo of The Energy Report  (3/12/13)
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now. More >

Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol
Source: Peter Byrne of The Energy Report  (2/19/13)
Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy. More >

Colin Healey: Which Uranium Stocks Will Rise on a Supply Shortfall?
Source: Brian Sylvester of The Energy Report  (2/14/13)
With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again. More >

Rob Chang: Is 2013 a Catalyst Year for the Uranium Market?
Source: Zig Lambo of The Energy Report  (1/31/13)
After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs. More >

Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand
Source: JT Long of The Energy Report  (1/24/13)
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks. More >

Uranium: Energy Solution and Risk-On Opportunity
Source: Peter Byrne of The Energy Report   (1/22/13)
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods. More >

Mark Lackey: Energy Stocks Could Deliver Stealth Profits
Source: Zig Lambo of The Energy Report  (1/8/13)
In the midst of a global market lull, many companies are sitting on their hands, argues Mark Lackey of CHF Investor Relations. That's why he's scoping out smart management that's keeping busy and making great progress—whether or not the markets are quick to notice. Learn who's getting a running start in the uranium, oil and natural gas spaces in this Energy Report interview. More >

US Energy Independence: The Next Big Thing for 2013?
Source: Rita Sapunor of The Energy Report  (12/27/12)
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned. More >

Byron King's Shocking 2013 Predictions
Source: Brian Sylvester of The Energy Report  (12/20/12)
Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources. More >

Japan's Election Results Have Uranium Bulls Ready to Charge
Source: Rita Sapunor of The Energy Report  (12/18/12)
The results from Japan's general election Sunday may be a bellwether event for nuclear power. In a landslide win, Japan's Liberal Democratic Party (LDP) claimed 294 out of the 480 seats in the lower house of the Diet Sunday, defeating anti-nuclear opponents with a platform focused on economic issues and foreign policy. The Energy Report reached out to leading North American analysts for their take on Japan's changing of the guard and its effect on uranium stocks. More >

2013 Should Be the Turnaround Year for Uranium: David Talbot
Source: Zig Lambo of The Energy Report  (12/4/12)
After two years of uncertainty, David Talbot tells The Energy Report why he expects 2013 to be the year that the balance in the uranium energy equation finally begins its tilt toward the demand side, with 2014 marking a probable supply shortfall. Talbot discusses which uranium producers, developers and explorers he expects to benefit most from the coming market turn. More >

Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev
Source: Zig Lambo of The Energy Report  (10/30/12)
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns. More >

Jeb Handwerger: Uranium Stocks Are at Two-Year Lows, Pounce Now and Ride the Upswing
Source: Brian Sylvester of The Energy Report  (10/18/12)
Jeb Handwerger, Gold Stock Trades editor, says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. It's still stormy out there, but the sector may prove be the pot at the end of the rainbow for contrarian investors. In this interview with The Energy Report, Jeb Handwerger challenges investors to take a calculated risk on a sector with major potential. More >

Uranium Fundamentals Are at a Tipping Point: Alka Singh
Source: Peter Byrne of The Energy Report   (9/13/12)
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year. More >

Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report  (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential. More >

This Is Your Energy Entry Point: Mark Lackey
Source: Zig Lambo of The Energy Report  (8/30/12)
Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off. More >

Why Uranium Prices Will Spike in 2013: Raymond James
Source: George S. Mack of The Energy Report  (8/23/12)
Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors. More >

Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot
Source: Zig Lambo of The Energy Report  (8/14/12)
David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish. More >

Catalysts Give Energy Stocks a Jolt: Jocelyn August
Source: George S. Mack of The Energy Report  (8/2/12)
Small- and mid-cap energy stocks respond to big news in big ways. Senior Analyst Jocelyn August of Sagient Research keeps track of events and related share price movements that can shed light on how stocks will perform when new triggers are pulled. In this exclusive interview with The Energy Report, August discusses some of her favorite and not-so-favorite names that could make profits (or losses) for attentive investors. More >

Small-Cap Energy Stocks Have Hit Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report  (7/24/12)
Don't panic, because things can't get much worse. Instead, hold your cards and scout out buying opportunities. This is the strategy Steve Palmer employs at AlphaNorth Asset Management, a small-cap powerhouse with a track record of solid returns. In this exclusive interview with The Energy Report, Palmer gives a quick-and-dirty assessment of resource markets and explains why he now favors energy stocks over precious metals in the current environment. More >

Get the Newsletter for FREE

More Experts