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David Baker’s Three Must-Haves for the New Generation of Gold Companies: Accountability, Accountability and Accountability Brian Sylvester of The Gold Report (2/18/13) Mining companies have lost the trust of investors, says David Baker, managing partner at Baker Steel. Baker sees the gold market as at a watershed point and the miners must change to stay afloat. In this interview with The Gold Report, Baker sets out his prescription for nursing the industry [...] Separating the Gold Mining Haves from the Have-Nots: Paolo Lostritto Source: Brian Sylvester of The Gold Report (1/23/13) After months of turmoil that has lasted longer than investors could have imagined, the mining world has been divided into haves and have-nots. There are gold companies that managed their balance sheets wisely and there are those that burned through cash and are left begging for financing. It’s a great time for those flush [...] How to Find Success with Latin American Miners: Heiko Ihle Source: Brian Sylvester of The Gold Report (12/14/12) Miners in Latin America are facing both growth and challenges. Heiko Ihle, senior research analyst with Euro Pacific Capital, examines the factors behind these trends. In this Gold Report interview, Ihle urges investors to evaluate mining companies based on three important features rather than on the performance of others in the region. The Gold [...] Resource guru Holmes: 2013 will be a “pivotal year” for gold stocks From Frank Holmes of U.S. Global Investors: Did you know that gold stocks tend to underperform during election years? As shown in the chart below, over the past quarter-century up until the prior election, the performance of the Philadelphia Stock Exchange Gold and Silver Index (XAU) was weak during the year of a presidential election. The silver lining for gold stock investors [...] From The Gold Report: Senior producers seeking to replenish depleted gold reserves will be looking to promising juniors to provide needed ounces, suggests Dave Goguen, director of institutional sales for PI Financial Corp. In this exclusive interview with The Gold Report, Goguen provides his views on where senior gold producers will be hunting and which companies will meet newly stringent criteria in the risk-averse but increasingly gold-hungry world marketplace of today — [...] Senior Golds Look to Juniors for Growth: David Goguen Sally Lowder of The Gold Report (9/10/12) Senior producers needing to replenish depleted gold reserves will be looking to promising juniors to provide needed ounces, suggests Dave Goguen, director of institutional sales for PI Financial Corp. In this exclusive interview with The Gold Report, Goguen provides his views on where senior gold producers will be hunting and which companies will meet [...] From The Life Sciences Report: Chen Lin is a well-known expert junior metals and energy investor, but he has found compelling reasons to diversify into biotechnology. In this exclusive interview with The Life Sciences Report, Lin meshes common sense and personal experience with his trademark brand of aggressive investment savvy to identify three life sciences stocks that could be huge gainers for investors. The Life Sciences Report: Chen, we know you as a [...] From Mineweb: Gold companies that have a high level of insider ownership have significantly outperformed peers with less insider ownership, says U.S Global Investors. Speaking to Mineweb.com’s Newsmaker podcast, U.S Global portfolio manager Brian Hicks explained, after attending a number of conferences over the spring and hearing many discussions about the difference in performance between bullion and gold stocks, a few anomalies caught his attention. While a number of stocks are clearly very [...] From Frank Holmes of U.S. Global Investors: …As investment managers, we continuously weigh the evidence, dissecting macro factors in the market and comparing historical data. We believe this is the best way to find the next opportunity for our shareholders. Using history as our guide, we compared the performance of oil and gold companies against the results of the underlying commodities over the past three years. West Texas Intermediate (WTI) crude oil [...] From Frank Holmes of U.S. Global Investors: With money markets and Treasurys yielding next to nothing these days, investors are finding income in new places. One area those investors should consider is gold mining. With gold rising in value, mining companies are reaping record profit margins, yet the stock prices are depressed due to lack of investor interest. A solution for both gold companies and investors may be dividends, specifically gold-linked [...] Image: Wikimedia Commons It was recently reported that George Soros was dumping gold.Was he ever. In the latest 13-F from Soros’ shop, the SPDR Gold Trust clocks in at just 49,400 shares. Last quarter, he had 4.7 million shares of the ETF. Granted, this is just his long equity book, and we don’t know how else he might be playing gold, but that’s an eye popper. He still has some shares of various other gold [...] When benchmarked against the CPI, money supply and GDP, there is no doubt that gold can easily double from here, according to David Rosenberg, chief economist and strategist at Gluskin Sheff + Associates. He added: “And, we know what the marginal cost curve is doing because there is so little cheap supply left in the ground that gold companies now have to drill as much as 2.3 miles to get to [...] |
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