There's a saying that old love never rusts. James West might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview, West talks about what has convinced him to start shopping for gold stocks again.
It may seem like a confusing time to be a mining investor, but Jeb Handwerger insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals."
What happens when the main financial backer pulls out of a project? The answer is usually clear: The deal fails, which is what the foes of a gigantic gold and copper mine in Alaska are counting on. But in this case the mine has only been dealt a setback and is far from dead.
On his recent tour of U.S. shale basins, Frank Curzio noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities.