Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation.
Has the gold price hit bottom? Charles Oliver believes that the fundamentals are in place for gold to vault from its downturn — possibly topping $2,000/oz in the next year. In this interview, Oliver talks about which small-cap miners he's been adding to his portfolio.
Market volatility sets the stage for price upswings as well as down, according to Michael Gray, equities analyst of Macquarie Capital Markets, and the recent gold price drop should be seen as a "pause" in the bull market.
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. In this interview, Dorsey shares the names of favorite companies that could profit from the expected surge.
Smart companies are beginning to ignore analysts' insistence that production growth is always good, and to focus instead on growing their margins by lowering capital expenses. This is good news to US Global Investors Inc.'s Brian Hicks and Ralph Aldis.
The publisher of Silver Investor likes the balanced risk and growth that mid-tier companies provide, but even he can't resist the pull of a speculative pick pay. He also talks about the tenets he lives by when investing in mining companies.