Jim Collins Prescribes Five Micro-Cap Names to Build Portfolio Immunity

In a volatile macroeconomic world, micro-caps can offer some immunity as they move based on company news rather than front page headlines. But you have to pick your companies carefully. In this interview with Streetwise Reports’ Special Situations, Jim Collins, founding partner of The Portfolio Guru, shares the names of a handful of companies he found in his travels to the LD Micro Conference and beyond. Special Situations: You’re a big fan of micro-caps. Why is small better in a world that, according to your recent The Portfolio Guru Post newsletter, is experiencing weak global aggregate demand? Jim Collins: I think small is better because small-cap company stocks move based on factors that aren’t necessarily driven by global macroeconomics. That is particularly important in today’s volatile market. SS: Do you see the recent fall in the stock market as a temporary blip because of headline news out of China, or … Continue reading

Piper Jaffray’s Brett Wong: How to Profit from Government Mandates in Biofuels

New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates. The Energy Report: New proposed Environmental Protection Agency (EPA) requirements for the renewable fuel standards (RFS) program could change the landscape for biofuels. What is the new supply-and-demand picture for corn ethanol, biodiesel and sugarcane ethanol? Brett Wong: This is a proposal, and not a confirmed mandate, which we expect to get by the end of November. The two most important pieces in the standards cover corn ethanol and biodiesel usage requirements. The new proposal for minimum corn ethanol use would be 13.4 billion gallons (13.4 Bgal), which creates a floor. The blendwall, based on Energy Information Administration’s … Continue reading

Andrew Pullar’s Plan: Go Long, Set Goals with World-Class Assets

Andrew Pullar, CEO of The Sentient Group, a private equity fund, says his plan for investment success is all about identifying companies with long-life, low-cost, world-class assets and supporting them through to production. In this interview with The Gold Report, Pullar plots the course for a handful of what he believes are world-class mining assets. The Gold Report: Please sum up your current view of the gold equities market as gold hovers above $1,100/ounce. Andrew Pullar: To come to terms with what has happened in the gold equities market, you have to understand what has happened to gold itself. The overwhelming contributor to a softer market is really a stronger U.S. dollar environment because that’s not good for gold; the threat of higher rates in the U.S. will probably keep gold subdued for some time. The U.S. Federal Reserve indicates that even an uncertain global outlook won’t delay a rate … Continue reading

Survival Secrets from Colorado Resource Investing Front Lines

Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland. Institutional Investment Advisor Jayant Bhandari found both the Precious Metals Summit in Beaver Creek and the Denver Gold Forum useful. “While I follow and invest in junior mining companies, … Continue reading

These Six Gold Companies Could Create Exceptional Wealth Sooner Than You Think: Jeb Handwerger

The Gold Report: In your last interview with The Gold Report, you said that a Federal Reserve interest rate hike would be the best thing for gold. As we now know, the board decided to keep rates at almost zero. How does that impact your projections for precious metals? Jeb Handwerger: It was almost a done deal that the Fed was going to raise interest rates in September, but then the Chinese market began to crash and just the threat of raising interest rates caused a price decline in the S&P 500, the likes of which we haven’t seen in a long time. It was a record drop, breaking a major four-year uptrend and forming a technical bearish pattern. The Fed announced on Sept. 17, when it was expected to raise interest rates for the first time since 2006, that it is uncertain about the economy, that the equity markets … Continue reading

Two Signs We May Have Reached Capitulation from Common Stock Warrants Watcher Dudley Baker

The Gold Report: A lot has changed in the resource space since we interviewed you last. From your perspective in Mexico, how did we get to where we are today? Dudley Baker: I stay abreast of the views of our friends—Rick Rule, Frank Holmes and many of the others in the business. Despite the toll low gold and silver prices have taken on companies and portfolios, I remain confident that those of us still invested in this sector will be greatly rewarded for our patience. It’s just a matter of time. We are four years into this pullback right now, which means we have to be getting close to the end of this bottoming process. Two recent events stressed to me that we are near a bottom. One was the folding of our friends Casey Research into Stansberry & Associates Investment Research. Over the last decade Doug Casey has built … Continue reading

Sunridge Is Now Good to Go at Its Asmara VMS Project in Eritrea

The Gold Report: Why did Sunridge Gold Corp. (SGC:TSX.V; SGCNF:OTCQX) choose to work in Eritrea? Michael Hopley: We chose Eritrea because of the tremendous opportunity it presents. Members of our geological team had worked on Nevsun Resources Ltd.’s (NSU:TSX; NSU:NYSE.MKT) very large volcanogenic massive sulfide (VMS) Bisha deposit in western Eritrea. They were aware that there were several other large VMS deposits in Eritrea that had not been properly explored. TGR: How big is your Asmara project? MH: VMS occurrences appear in clusters, in districts that are tens of kilometers long and wide. Asmara is essentially a VMS district we’ve had to ourselves. We have so far defined six deposits all within a 30–45 minute drive from Eritrea’s capital, Asmara. “Asmara is essentially a VMS district we’ve had to ourselves.” The crown jewel and the center of gravity of the Asmara project is the Emba Derho deposit. This is a … Continue reading

Extra: Jeb Handwerger Predicts New Wave of Lithium and Graphite Winners in Wake of Tesla Deal

The Energy Report: The recent announcement that Tesla Motors Inc. (TSLA:NASDAQ) has signed an agreement to purchase lithium from Pure Energy Minerals Ltd. (PE:TSX.V) has created quite a bit of buzz in the mining world. How is this different than previous agreements with Bacanora Minerals Ltd. (BCN:TSX.V) and Rare Earth Minerals Plc (REM:LSE)? Jeb Handwerger: The most significant difference is that this is in Nevada, where the Tesla gigafactory is being built. The battery and carmaker will need large quantities of lithium at a cheap price, and sourcing it in its backyard will be a smart move for the supply chain. Years ago, I predicted the growth of the lithium-ion battery market and the need for a secure domestic supply of the critical materials used to make them. This is just the beginning. We’re in the early stages of a revolution in powering transportation and homes. This really is disruptive … Continue reading

Fallen Biotech Angels to Arise

Fallen Biotech Angels to Arise: John McCamant and Jay Silverman of the Medical Technology Stock Letter CBMG, NVAX, OGXI, MDCO, SGMO, ANTH Source: George S. Mack of The Life Sciences Report   (9/16/15) Editors Note: from Dudley Baker, this is a great write up on some of the biotech companies. At least one of the companies mentioned below has long-term stock warrants trading and should be on your radar screen, visit us at http://CommonStockWarrants.com to subscribe and get the complete listing of all stock warrants. It’s all about data for John McCamant and Jay Silverman of the Medical Technology Stock Letter, and right now it’s festival time as we approach the busy season of market-moving catalysts and milestones. From now until December, biotech investors will be focused on the press releases, webinars and scientific presentations that serve as a vitality tonic for the entire biotech industry. In this interview with The Life Sciences … Continue reading

Time to Invest in Gold? Consider These Four Factors First

by Sean Brodrick, Resource Strategist, The Oxford Club Thursday, September 17, 2015       The market expects gold to go lower as the Fed raises interest rates. That’s because gold pays no interest, unlike bonds. In fact, more than $2.6 billion was wiped from the value of gold exchange-traded products (ETPs) in just three weeks as investors awaited the Federal Reserve’s meeting. Ouch!And in all, since gold entered a bear market in April 2013, a whopping $54 billion in value has bled out of gold ETPs. Holdings in bullion products fell to 1,508.2 metric tons on August 11.That’s the lowest since 2009. As the saying goes, trying to catch a falling knife is a good way to end up with bloody fingers. But I don’t think that’s the case here. In spite of low prices and the threat of a looming interest rate hike, I’ll give you four good reasons why gold and … Continue reading