Sector Expert: Michael Berry

Disruptive Discoveries Journal

Image: Michael Berry

From 1982–1990, Michael Berry served as a professor of investments at the Colgate Darden Graduate School of Business Administration at the University of Virginia, during which time he published a book, Managing Investments: A Case Approach. He was the Wheat First Professor of Investments at James Madison University. He has managed small- and mid-cap value portfolios for Heartland Advisors and Kemper Scudder. His publication, Morning Notes, analyzes emerging geopolitical, technological and economic trends. He travels the world with his son, Chris, looking for discovery opportunities for his readers.

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Companies Commented On

  • Albemarle Corp.
  • Chesapeake Energy Corp.
  • EOG Resources Inc.
  • First Quantum Minerals Ltd.
  • First Solar Inc.
  • FMC Lithium Corp.
  • Freeport-McMoRan Copper & Gold Inc.
  • Galaxy Resources Ltd.
  • Glencore International Plc
  • Lithium Americas Corp.
  • Quaterra Resources Inc.
  • Silver Wheaton Corp.
  • Sociedad Química y Minera de Chile S.A.
  • SQM
  • SunPower Corp.
  • U.S. Precious Metals Inc.
  • Umicore Group


Recent Interviews

2015: A Year of Investing Perspective (12/28/15)
20 Year Gold Price Chart

As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead.

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing (6/15/15)
Natural Resources

What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle.

It's Not About Discovering a Mine, It's About Discovering a Technology (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.

Recent Quotes

"QTA's Yerington property could become a major world-class copper resource."

The Gold Report Interview with Michael Berry (6/15/15)
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"SLW is a great buy right now."

The Gold Report Interview with Michael Berry (6/15/15)
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"DAN has shown the ability to deliver extremely attractive economics."

The Mining Report Interview with Michael Berry (6/17/14)
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"NUG is a company that is at the top of my list."

The Mining Report Interview with Michael Berry (6/17/14)
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"PGLC is a company that I like a lot."

The Mining Report Interview with Michael Berry (6/17/14)
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"Thanks to management resourcefulness TEN holds a 3% net smelter royalty on the Spring Valley gold resource."

The Mining Report Interview with Michael Berry (6/17/14)
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"DAN has a very high-grade phosphate deposit at Lac à Paul in Quebec."

The Energy Report Interview with Michael Berry (4/17/14)
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"We've had some wonderful discoveries in the Athabasca led by FCU."

The Energy Report Interview with Michael Berry (4/17/14)
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"One company with the in situ leach advantage is URZ."

The Energy Report Interview with Michael Berry (4/17/14)
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"I think that THO's new mine down in Guatemala will be a very good producer."

The Gold Report Interview with Michael Berry (4/14/14)
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"PGLC is building a very nice gold resource."

The Gold Report Interview with Michael Berry (4/14/14)
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"NUG has done a couple of recent financings, which is a significant feat."

The Gold Report Interview with Michael Berry (4/14/14)
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"I like TEN's proximity to Midway Gold's Spring Valley project."

The Gold Report Interview with Michael Berry (4/14/14)
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"G's balance sheet looks pretty good."

The Gold Report Interview with Michael Berry (4/14/14)
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