More Streetwise Exclusives


Steve Yuzpe Maria Smirnova

Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion
Source: Brian Sylvester of The Mining Report  (12/17/13)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets. More >


Peter Dupont

Has Shale Broken OPEC's Grip? Peter Dupont Names Powerhouses of the Future
Source: Tom Armistead of The Energy Report  (12/12/13)
The Shale Age is the age of the nimble junior, and exploration has revealed oil and gas resources that could forever alter the global production profile. Peter Dupont, oil and gas analyst for Edison Investment Research, tells The Energy Report how companies in North and South America, Australia, Africa and the U.K. are upending the oil and gas order and creating a whole new energy investment landscape. More >


Jeb Handwerger

Jeb Handwerger: Follow the Fundamentals in Mining Markets
Source: JT Long of The Mining Report  (12/10/13)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. More >


Evan Smith

Producers that Can Pump at $60/bbl Oil: Evan Smith
Source: Tom Armistead of The Energy Report  (12/5/13)
As impressive as shale gas and oil production has been in North America, Evan Smith, co-portfolio manager of U.S. Global Investors' Global Resources Fund, expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. In this interview with The Energy Report, Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014. More >


Thomas  Drolet

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report  (12/3/13)
Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. More >


Xavier Grunauer

Xavier Grunauer: Small Oil and Gas Companies Are Rising Stars in Latin America
Source: Peter Byrne of The Energy Report  (11/26/13)
Independent oil and gas companies with technical skills, local know-how and bottom-up knowledge are playing a larger role in Latin American oil and gas, according to Xavier Grunauer, analyst with Edison Investment Research. Rather than looking to national oil companies and global oil majors, the "fallen stars" operating in the region, Grunauer tells The Energy Report that investors would be wise to get up to speed now on some of the smaller independent oil and gas companies that are poised to unlock value in Colombia, Argentina and Brazil. More >


Amin Haque

Plenty of Opportunities Still Left in International Junior E&Ps: Amin Haque
Source: Peter Byrne of The Energy Report  (11/21/13)
You may not think "oil" when you hear "Albania," but the once war-torn nation is home to the largest onshore oil field in Europe, says MGI Securities Analyst Amin Haque. Furthermore, the underexplored jurisdiction is likely hosting large undiscovered oil reserves. In this interview with The Energy Report, Haque explains the political and fiscal environment in this transitioning country and profiles some promising companies making headway there. He also brings us up to speed on some plays in Nigeria that could return big bucks for patient investors. More >


Karim  Rahemtulla

Karim Rahemtulla: Profit from Natural Gas Infrastructure Expansion
Source: Brian Sylvester of The Energy Report  (11/14/13)
Karim Rahemtulla, investment director of Oil and Energy Daily and emcee at the upcoming Liberty Forum, believes the day is near when you will be able to fill up your tank with natural gas in stations from coast to coast. Why? The same large oil companies with gas stations all over the country now have a considerable stake in the success of natural gas. For producers, the trend toward greater adoption could buoy prices for the energy source, increasing margins. In this interview with The Energy Report, Rahemtulla discusses benefactors of the trend—and throws in some good news on gold. More >


Eric Muschinski

Eric Muschinski: Investor Psychology Can Trump Market Fundamentals
Source: Special to The Gold Report  (11/13/13)
With gold and silver equities markets as volatile as ever and assets of many miners valued at pennies on the dollar, Eric Muschinski, editor of the Gold Investment Letter, believes it is critical to be on the right side of the emotional curve when investing. He pays as much attention to investor psychology as he does to market fundamentals. In this interview with The Gold Report, Muschinski explains how investors can use knowledge of market cycles to their advantage and profiles undervalued companies flying under the radar. More >


Steve Palmer

Steve Palmer: Change Up Your Portfolio's Sector Weightings to Capture Profits
Source: Peter Byrne of The Mining Report  (11/12/13)
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview with The Mining Report, Steve Palmer describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks. Small-cap equities may not be leading the pack now, but they are still the best-performing asset class in the long term, says Palmer, and he names some companies that are already outperforming. More >


Christopher Brown, P. Eng

Four International O&G Juniors for a Globe-Sweeping Shale Revolution: Christopher Brown
Source: Tom Armistead of The Energy Report  (11/7/13)
Shhh! The market is sleeping. Meanwhile, international juniors are stealing into old oil and gas basins with the same equipment and technical expertise that forever changed the oil and gas landscape in North America. In this interview with The Energy Report, Canaccord Genuity Research Director Christopher Brown and Research Associate Kimberly Thompson name some promising junior companies that are poised to tempt majors back into these basins or simply clean up on premium international pricing. For investors, it's a case of massive potential upside for practically nothing—at least until the market wakes up. More >


Chris Berry

Play the Market Bottom and Focus on Energy Commodities: Chris Berry
Source: J. Alec Gimurtu of The Mining Report  (11/5/13)
Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. More >


Chen Lin

Why Chen Lin Is Buying Fracking Stocks and Selling Gold Holdings
Source: Tom Armistead of The Energy Report  (10/31/13)
Chen Lin, author of What is Chen Buying? What Is Chen Selling?, goes wherever he sees returns. In the summer, he bought mining stocks when the yellow metal hit $1,200 per ounce. Now, he's trading in his gold names and moving into the fracking space after a three-year hiatus. In this interview with The Energy Report, Lin names the companies he's buying to play a likely energy sector bottom and tells investors to actively manage their portfolios in the coming stock-picker's market. More >


David Sadowski

Uranium Investors, Ignore the Noise! Fundamentals Are Compelling
Source: Tom Armistead of The Mining Report  (10/29/13)
Uranium prices and mining stocks are low, but market forces will push them both higher in the next 12–24 months, says David Sadowski. Miners are jockeying for position and the Raymond James mining analyst tells The Mining Report to expect mergers and acquisitions as they prepare for the good times to come. The market's supply glut will be gone by mid-decade, and mining will have to ramp up to head off a deficit by 2020. The time to buy is now. More >


James C. West

James C. West: Positive 2014 Outlook for Oil and Gas
Source: Tom Armistead of The Energy Report  (10/24/13)
James C. West, lead oil services and drilling analyst at Barclays, sees incredible growth ahead for oil production around the world. In this interview with The Energy Report, West explains how likely constitutional change in Mexico will spur momentous industry growth, along with new deepwater targets opening up in offshore China. Meanwhile, decent commodity prices and economic improvement in Eastern Europe are creating powerful oil price tailwinds. But the best news in North America. Find out which companies are positioned to thrive in the year ahead. More >


John Kaiser

10 Strategies for Success in a Flat Commodity Price Market: John Kaiser
Source: JT Long of The Mining Report  (10/22/13)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine. More >


Edward Guinness

How Edward Guinness' Alternative Energy Portfolio Climbed 67% in One Year
Source: Tom Armistead of The Energy Report  (10/17/13)
Alternative energy is a long-term investment, but returns are already rolling in, says Edward Guinness, co-manager of the Guinness Atkinson Alternative Energy Fund, which is up a whopping 67% year to date. Before you know it, rooftop solar could be as ubiquitous as mobile phones, and developments in wind energy are already creating a compelling value proposition for energy consumers—especially in Europe, where energy prices are high. Learn about the holdings driving growth for Guinness' fund in this interview with The Energy Report. More >


Jason Wangler

Colorado Floods Highlight Opportunity in Oil and Gas Services
Source: Peter Byrne of The Energy Report  (10/15/13)
Flash flooding in Colorado took a considerable toll, but there is always opportunity in crisis—this time, that opportunity lies in service companies. In this interview with The Energy Report, Jason Wangler, analyst with Wunderlich Securities, recounts how emergency service, information technology and small infrastructure-building companies have found a profitable niche in making oil and gas operations safer and more responsive in the event of disaster. He also tips us on some international plays with hidden values and a few firms with great risk/reward profiles in the domestic shale fields. More >


Jason Sawatzky

LNG Exports: The $35 Billion Bull Invading Canada
Source: Peter Byrne of The Energy Report  (10/10/13)
In a remarkable interview with The Energy Report, Jason Sawatzky reveals the hottest new thing happening in the North American oil exploration and production space: the rush by major oil and gas firms to build LNG export facilities on Canada's West Coast. The AltaCorp Capital analyst points out that major oil and gas firms are not the only way to play West Coast LNG development, and investors should look very closely at Canadian oilfield services. The capital flowing into West Coast LNG is pumping up growth in the oilfield services industry too, with plenty of black gold to spread around. More >


Technical Analysis Toolkit for Energy Investors: Clive Maund
Source: Special to The Energy Report  (10/8/13)
Candlestick, head-and-shoulders, ascending triangle: If these phrases aren't familiar to you, you're missing out on major profit opportunities. Clive Maund, technical trader and editor of CliveMaund.com, shares the tricks of his trade in this interview with The Energy Report. Find out how to recognize potential price swings in commodities and stocks, and discover junior energy companies and ETFs with charts that scream "upside!" More >


Don Coxe

Don Coxe: China, Japan and Chekhov's Gun—Where Does Fracking Fit In?
Source: Peter Byrne of The Energy Report  (10/3/13)
If there's a gun on the table in the first act, it will be fired by the end of the play. The way legendary portfolio strategist Don Coxe sees it, the potential to bring on vast U.S. energy reserves is the gun. . .or is it a safety valve? Don Coxe tells The Energy Report that the fracked oil and gas boom has saved the U.S. from endless recession and explains why he remains bullish on China and Japan as sources of energy demand. Coxe also shares his preferred portfolio allocation ratios between industrial and financial stocks, bonds, metals and energy, with a weight on fossil fuels. More >


Bob Moriarty

Bob Moriarty: On the Road to Armageddon, Take Shelter in Resources
Source: JT Long of The Energy Report  (10/1/13)
An economic recovery that isn't one. A civil war that isn't one. Cheap oil that is no more. According to Bob Moriarty, resources remain one of the few absolutes in the world. In this Energy Report interview, Moriarty explains why he's sticking to resources when many investors are turning to the mainstream markets, and shares long-term opportunities for shale oil in New Zealand and coal bed methane in Indonesia. More >


For Oil and Gas Producers, It's All About Assets: GPOR, GST, SYRG
Source: Tom Armistead of The Energy Report  (9/26/13)
The industry is focusing on liquid-rich plays, but some gassier regions offer solid returns, asserts Joel Musante, senior research analyst for oil and gas exploration and production with Euro Pacific Capital. With oil trading over $100 per barrel, liquids-rich plays are most attractive. Prices may pull back, even though the surge in merger and acquisition activity suggests that some companies might believe that these price levels are here to stay. Ultimately, producers must consider development costs as well as product types and margins to enhance returns. In this interview with The Energy Report, Musante discusses oil and gas companies with the right combinations. More >


Pavel Molchanov

Pavel Molchanov: How to Make Money with Clean Tech Energy (It Can Be Done!)
Source: Peter Byrne of The Energy Report  (9/24/13)
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Let's get one thing straight: Clean tech is much more than solar panels. So if you're squeamish from the Solyndra bankruptcy, it's time to do some more homework. Raymond James Energy Analyst Pavel Molchanov is following clean tech companies around the world that help utilities avoid rolling blackouts, connect solar systems to the grid and produce biofuels that don't compete with food crops. Discover these fascinating stories in this interview with The Energy Report and find out which names Molchanov is recommending for short- and long-term profits—as well as stocks to steer clear of. More >


Frank Curzio

Frank Curzio: How to Play the Diesel/Natural Gas Switch and US LNG Exports
Source: Zig Lambo of The Energy Report  (9/19/13)
On his recent tour of U.S. shale basins, Frank Curzio, Editor of Small Stock Specialist and Phase 1 Investor, noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities. In this interview with The Energy Report, Curzio discusses companies enabling the fuel switch, and shares some likely recipients of export terminal building contracts. More >