Streetwise Articles
Christopher Welch: Searching for a Perfect 10
Source: Brian Sylvester of The Gold Report (11/12/12)
Investors in the mining space are always on the lookout for a "perfect 10." Christopher Welch, a mining analyst with Ocean Equities in London, ranks jurisdictions and companies in this interview with The Gold Report, focusing on little known names in Africa.
Where Now for China's Gold Market?
Source: Adrian Ash, Bullion Vault (11/12/12)
"The Communist Party may have long considered it 'glorious to get rich,' but its brand of capitalism remains very alien to the developed West's idea of financial fun."
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Three Ways to Invest in Silver Before Prices Take Off
Source: Deborah Baratz, Money Morning (11/12/12)
"Investors are pushing into safe havens like silver and gold to balance fiscal cliff-related market uncertainty."
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Flight to Quality Key to Junior Mining Investing: Vikas Ranjan
Source: Zig Lambo of The Gold Report (11/9/12)
While the junior mining sector has not seen the benefits of higher gold prices, there is reason for optimism, says Vikas Ranjan, managing director and principal of Ubika Research. In this Gold Report interview, Ranjan lays out his case for why juniors with quality projects should bump up and names some companies poised to benefit.
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Christos Doulis Uses Cash Flow and a Good Story to Find the Next Midtier Producer
Source: Alec Gimurtu for The Gold Report (11/9/12)
Christos Doulis is a mining analyst with Stonecap Securities covering emerging precious metals producers with market capitalizations under $1 billion. He combines financial modeling of current and future cash flows with detailed first-hand analysis to find out what is really going on at smaller producers, some of which he believes will outperform the market. Could one or more of these companies become the next big midtier producer? The future darlings of Wall Street need to start somewhere. One starting point is cash flow and a good story. In this Gold Report interview, Doulis discusses several companies that have both.
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By the 2016 Election Gold Could Be $3,700/oz
Source: Peter Krauth, Money Morning (11/9/12)
"No matter how you slice it, the next four years will be rocky. Volatility will increase and uncertainty will spread."
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Hope, Change & Gold
Source: Adrian Ash, Bullion Vault (11/9/12)
"Obama's second victory has so far only confirmed gold's jump against a backdrop of everything else sinking."
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Gold and Silver Prices Set to Rocket to Higher Ground
Source: Bob Kirtley, SK Options Trading (11/9/12)
"Our opinion is that gold and silver will rally from this point through to the early part of next year making now a good time to accumulate more of the physical metals."
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Ron Paul: There's Still a Case for Gold
Source: Ron Paul, The Daily Reckoning (11/9/12)
"Investment in gold is no longer the domain of long-derided 'goldbugs,' but rather an integral inflation hedge for ordinary investors ravaged by the decline in their purchasing power."
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Perched on the Knife's Edge with Jay Taylor
Source: Brian Sylvester of The Gold Report (11/7/12)
Rampant debt, credit deflation and impotent monetary policies are fueling a bull market for gold and gold equities according to Jay Taylor, editor and publisher of J. Taylor's Gold, Energy & Tech Stocks. His Progress A1 companies were up a combined 22% as of Oct. 17. Taylor shares those names and some lesser-known stories in this Gold Report interview.
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Be Prepared for Precious Metals Rally After Election
Source: Jeb Handwerger, Gold Stock Trades (11/7/12)
"The demand for silver could rise rapidly as an alternative to fiat currency not only for American citizens, but in all the regions where currency debasement are taking place."
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Obama Win Means Loose Monetary Policy Will Stay
Source: Ben Traynor, BullionVault (11/7/12)
"'Gold is making significant gains on the back of a weak U.S. dollar,' said this morning's commodities note from Commerzbank."
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Post-Election Trading Made Simple
Source: Chris Vermeulen, The Gold and Oil Guy (11/7/12)
"Gold looks ready for a run to $1,800/oz but may stabilize here for a few weeks first."
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Four More Years: What Obama's Reelection Means for Gold
Source: Streetwise Reports Editors (11/7/12)
With the uncertainty of the U.S. presidential election behind us, most experts are expecting four more years of the Obama presidency to be positive for gold. The continuation of easy money policies by the Federal Reserve, a deeply divided Congress causing political gridlock in Washington and the uncertainty created by the looming "fiscal cliff" all bode well for gold. The Gold Report has compiled a sampling of what the pundits are saying.
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Chris Berry: Who's Ahead in the Graphite Race?
Source: The Critical Metals Report Editors (11/6/12)
Chris Berry is not only unconcerned with graphite's price softness—he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market that is hungry for high-end technology and energy efficiency. In this interview with The Critical Metals Report, Berry tells us what to look for in a graphite mining stock and identifies companies ahead of the curve.
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Look to Midtier and Small-Cap Gold Equities for Growth: Joe Foster
Source: Brian Sylvester of The Gold Report (11/5/12)
The late summer rally in gold equities is the beginning of the outperformance that Joe Foster, portfolio manager of Van Eck International Investors Gold Fund, has been looking for. QE3 and other monetary policies will fuel both gold and gold equities. In the C-suite, more management attention to cost control, shareholder returns and return on capital will benefit both investors and the industry. Read more in this Gold Report interview.
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Ore Mining…From the Unlikeliest of Places
Source: Byron King, The Daily Reckoning (11/5/12)
"Cars are a lot like mines, iron mines, for example, or copper mines and even platinum mines. Plus, as mines go, cars are fairly high-grade ore, too."
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The Election Cycle: What to Expect in Stock and Bond Prices
Source: Chris Vermeulen, The Gold and Oil Guy (11/5/12)
"This is naturally a very emotional time for investors but once the election is finished most individuals become more confident simply because there is a leader that has four years to make things better and the campaigning and debating are over."
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Putting Gold and Gold Stocks in Proper Context
Source: Jordan Roy-Byrne, The Daily Gold (11/5/12)
"Now while the market is wrestling with the 400-day moving average is the time to do your research and find the companies that will lead the next leg higher and outperform the market indices like the HUI, GDX and GDXJ."
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Chris Ecclestone Picks Latin American Gold Plays
Source: Brian Sylvester of The Gold Report (11/2/12)
Who better to guide investors through the often tumultuous and politically charged jurisdiction of Latin America than Chris Ecclestone? A mining strategist with Hallgarten & Co. in London, Ecclestone founded the Argentina-based equity research firm Buenos Aires Trust Company, which he ran for nearly 10 years. In this interview with The Gold Report, Ecclestone details the potential and pitfalls of different provinces for gold miners.
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Cosmos Chiu Finds Mining Opportunities Around the World
Source: Brian Sylvester of The Gold Report (11/2/12)
Cosmos Chiu, a director and research analyst with CIBC in Toronto, focuses on midtier gold producers, but his coverage gives him a leg up on truly understanding royalty companies' assets. In this interview with The Gold Report, Chiu talks about how much longer royalty companies could continue to outperform the rest of the market, while also discussing companies he follows in some of his favorite jurisdictions.
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Some Incredible Gold Charts
Source: Peter Degraaf, Itiswell (11/2/12)
"As more and more investors opt for physical silver, it will make it increasingly difficult for traders in 'digital silver' to dictate the price at which physical silver is bought and sold."
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A Tipping Point for Gold Companies
Source: Frank Holmes, Frank Talk (11/2/12)
"Did you know that gold stocks tend to underperform during election years?"
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Why Gold Will Benefit from the Global Debt Crisis
Source: Clif Droke, Gold & Silver Stock Report (11/2/12)
"Gold tends to outperform other assets at the two extreme ends of the 60-year economic 'long-wave' cycle, namely during the runaway inflation and runaway deflation parts of the cycle, which occur approximately every 20–30 years."
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Gold Sells Off Sharply in Wake of Stronger-than-Expected US Jobs Data
Source: Kitco News, Jim Wyckoff (11/2/12)
"December futures prices dropped below important technical support at the $1,700/oz level, which triggered pre-placed sell-stop orders and drove prices even lower."
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