Minerals Versus Marijuana
Source: Douglas French, The Daily Reckoning  (8/19/14)
"Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." More >

Björn Paffrath: Mining Sector Bottom Is In and Opportunities Abound
Source: Brian Sylvester of The Gold Report  (8/18/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, is so convinced that we've seen the bottom in the mining sector that he's launching a new gold and silver fund in Europe. He says capital is trickling back into long-forgotten mining equities as the smart money seeks to rotate out of frothier sectors and into real assets. In this interview with The Gold Report, Paffrath also forecasts a broad market correction as he tells us about some promising equity positions. More >

The Great Divide: Inequality in Gold Juniors Means Opportunity
Source: Jeff Desjardins, Tickerscores  (8/14/14)
"It's clear we've reached a new level of separation between the wheat and the chaff. While it took longer than expected, this "Great Divide" makes it obvious as to which companies should be avoided by retail investors." More >

Chris Thompson: Gold and Silver Miners that Can Make Money Now
Source: Kevin Michael Grace of The Gold Report  (8/13/14)
As much as we'd all like significantly higher silver and gold prices, Chris Thompson of Raymond James doesn't expect them. The good news, he argues, is that the relative stability now characterizing the market permits investors to make informed decisions about which companies can build value and demonstrate cash flows at today's prices. In this interview with The Gold Report, Thompson lists a handful of gold and silver miners prepared to do just that. More >

Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report  (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. More >

Jeb Handwerger: Position Yourself for Fall Fireworks
Source: Brian Sylvester of The Gold Report  (8/11/14)
Investors are all too familiar with the KABOOM in precious metals prices in the fall of 2011 and the echo that's still reverberating. Three years later Jeb Handwerger, founder of GoldStockTrades.com, believes it could be the broad market's turn—and soon. In this interview with The Gold Report, Handwerger explains why it's important to position yourself for some fall fireworks and suggests some stocks with booming fundamentals. More >

Gartman Reckons End-Game for Gold Price Management Could Be Nigh
Source: Lawrence Williams, Mineweb  (8/11/14)
"Dennis Gartman warns that the dangerous geopolitical situation could defeat the financial forces that are keeping the gold price depressed." More >

Jason Hamlin Says Gold Is Unstoppable, with Stocks Leading the Way
Source: Kevin Michael Grace of The Gold Report  (8/6/14)
Downward manipulation of gold and silver is real, declares Jason Hamlin, but the longer it continues, the higher prices will go when the free market reasserts itself. In this interview with The Gold Report, the publisher of the Gold Stock Bull newsletter argues that rising geopolitical anxiety coupled with endless monetary expansion could lead to explosive growth in precious metals and equities. He also lists his favorite royalty/streaming companies and gold and silver miners. More >

Why Silver Prices Are Rising Today
Source: Jim Bach, Money Morning  (8/6/14)
"Precious metals tend to get a boost in times of fear, as it is sought out as a safe-haven investment vehicle. Silver tends to also get a boost as it receives residual precious metal investor interest." More >

David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report  (8/5/14)
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet. More >

John Hathaway and Doug Groh: Buy Gold Like It's 1999
Source: JT Long of The Gold Report  (8/4/14)
The overall markets are exuberant. Valuations rise regardless of value created. And gold is conspicuously not at the party. All of this sounds very familiar to John Hathaway and Doug Groh, portfolio managers of the Tocqueville Gold Fund. It is like 1999 all over again. In this interview with The Gold Report, the pair of fund managers shares their top 10 picks for a diversified portfolio that minimizes risk while maximizing the upside they see coming sooner rather than later.
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Silver Price Forecast: Metal to Gain Ground in August on These Factors
Source: Jim Bach, Money Morning  (8/4/14)
"One reason for a rosy silver price forecast for August is that the white metal has finished up every year in this month for the last five years, averaging a return of 10.4%." More >

Like Gold, Base Metal Stocks Offer Huge Investment Opportunities
Source: Lawrence Williams, Mineweb  (8/1/14)
"Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." More >

Ralph Aldis: Don't Get Married to Your Stocks—It's a Performance-Based Relationship
Source: Brian Sylvester of The Gold Report  (7/30/14)
Ralph Aldis, portfolio manager with U.S. Global Investors, is a well-respected mining analyst. His detailed knowledge of the companies in the U.S. Global Investors Gold and Precious Metals Fund and across the entire precious metals space has taken years of meticulous work and dedication to his craft. Aldis urges investors not to get married to their stocks, but in this interview with The Gold Report, he discusses lots of names that are good for a fling right now. More >

John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report  (7/29/14)
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming. More >

From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report  (7/29/14)
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train. More >

Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report  (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report. More >

No Pain, No Gain: A Forecast for the Miners
Source: Jordan Roy-Byrne, The Daily Gold  (7/25/14)
"Throughout the past year we've been looking for that final low in gold, but it has eluded us multiple times." More >

Gold: 2014 Trends and Beyond
Source: Visual Capitalist  (7/24/14)
"This infographic covers gold trends that investors should be watching through the rest of the year and beyond." More >

What Do Droughts Mean for Potash Investors?
Source: Vivien Diniz, Resource Investing News  (7/24/14)
"Droughts, while not so good for farmers, are good for fertilizer prices." More >

Doug Loud and Jeff Mosseri: Three Reasons Why Gold and Gold Stocks Will Rise
Source: Kevin Michael Grace of The Gold Report  (7/23/14)
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave. More >

Prices to Buy Gold Led by Geopolitics and Bond Yields
Source: Adrian Ash, Bullion Vault  (7/23/14)
"The decline in long-term real US Treasury yields also supported gold. . .[but] upward yield pressure as the global cycle improves and disappointing physical demand in China and India remain downward forces." More >

Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report  (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >

Miners Must Control Costs to Improve Share Prices: Byron King
Source: JT Long of The Gold Report  (7/21/14)
Global unrest and inflation will play a role in improving fundamentals for gold and silver, Byron King, newsletter editor for Agora Financial, tells The Gold Report. But miners have to control costs and clean up their internal cash flow, too. Meanwhile, investors who have run up gains in traditional investments are looking for new asset classes. King shares the names of a few well-managed companies in the gold, graphite and rare earth space that are husbanding their assets and adding value, sometimes in unexpected ways. More >

Research Points to Drastic Fall in New Gold Discoveries
Source: Lawrence Williams, Mineweb  (7/18/14)
"Research points to a dramatic fall in new gold discoveries, which are falling well behind global production levels. This will have a significant impact on gold supply ahead." More >