More Streetwise Exclusives


Energy Independence: Financial Fact or Political Fiction?
Source: JT Long of The Energy Report  (7/3/14)
energyind82It 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 >


Frank Holmes Brian Hicks

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 >


Chen Lin

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 >


Brent Cook

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 >


Randall Abramson

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 >


Michael Berry Chris Berry

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 >


T. Boone Pickens

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

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.

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Rick Rule Joe Mazumdar Keith Schaefer

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 >


Stephane Foucaud

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 >


Christopher Brown

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 >


Jason Wangler

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.
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Daniela Desormeaux

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 >


Fadel Gheit

Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia
Source: JT Long of The Energy Report  (5/15/14)
Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Report, conducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts. More >


Philip Juskowicz

Phil Juskowicz: How to Beat the Street to North American Energy Profits
Source: Tom Armistead of The Energy Report  (5/15/14)
When differentials emerge, it's time for investors to take notice. Phil Juskowicz, a managing director in Casimir Capital's research department, smells
opportunity in micro-cap oil and gas companies, which have lagged behind the small caps for the last three years. In this interview with The Energy Report, Juskowicz explains how they are undervalued, and why they are the ultimate
leveraged plays in the (very likely) event of natural gas demand growth.
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Bill Newman

Bill Newman: Get Over Your Fear and Go for Black Gold in Argentina
Source: Peter Byrne of The Energy Report  (5/8/14)
It's been a long time since the Repsol fiasco in Argentina, and the oil-rich nation has been making steady efforts to encourage foreign investment in its energy sector. Bill Newman, vice president of international oil and gas with Mackie Research Capital, insists investors should focus less on political risk and more on the world-class Vaca Muerta shale play. In this interview with The Energy Report, Newman names oil and gas majors and junior explorers making progress, and recommends a few names that are taking advantage of Argentina's production incentives. More >


Frank Curzio

How to Exploit the Coming Natural Gas Export Explosion: Frank Curzio
Source: JT Long of The Energy Report  (5/8/14)
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire. More >


Malcolm Shaw

Malcolm Shaw: Why Is the Market Ignoring These Companies?
Source: Tom Armistead of The Mining Report  (5/6/14)
Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities. More >


Angelos Damaskos

Angelos Damaskos: The Best Way to Profit from Peak Oil
Source: Kevin Michael Grace of The Energy Report  (5/1/14)
The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow. More >


Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead
Source: Peter Byrne of The Energy Report  (5/1/14)
According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio. More >


Edward Sterck

Ed Sterck: Russian Sanctions May Have Utilities Squeezing Less Juice from Uranium Supply
Source: Tom Armistead of The Mining Report  (4/29/14)
Russia is a commodities giant, but supply isn't the major issue—enrichment is. With a 44% global market share, Russia's enrichment industry allows utilities around the world to squeeze more juice out of fewer lemons. In other words, Russian sanctions could mean utilities will have to use more natural uranium to make lemonade. That's how Edward Sterck sees it, and the uranium mining analyst for BMO Capital Markets predicts a supply deficit by 2018. In this interview with The Mining Report, Sterck delivers a comprehensive uranium market overview and shares uranium names that can juice profits in lean times. More >


Andrew Coleman

Andrew Coleman Wants to Know if You Are Ready for the Global Oil Surplus
Source: Peter Byrne of The Energy Report  (4/24/14)
As North America continues to produce more oil and gas than the world knows what to do with, Raymond James Analyst Andrew Coleman thinks the sector is likely to remain sluggish. But if investing is a bit of a poker game, you need to learn to read the table if you want the best chance at a winning hand. In this interview with The Energy Report, Coleman explains the international supply/demand disparity and tells us which oil and gas producers he values highest in an uncertain energy market. More >


Michael Berry

Do You Practice Quality of Life Investing? Michael Berry Does
Source: JT Long of The Energy Report  (4/17/14)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come. More >


Etienne Moshevich

Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report  (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. More >