Joseph Gallucci sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. Here, he delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb.
For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways?
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of traveling the globe, Matt Badiali shares his insights on how to go where no one else wants to be and make a lot of money doing it.
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen. In this interview, Cohen declares that investors should seek out projects that will earn profits of 20%–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.
With gold and silver equities markets as volatile as ever and assets of many miners valued at pennies on the dollar, Eric Muschinski, editor of the Gold Investment Letter, believes being on the right side of the emotional curve when investing is critical.
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis. In this interview, Aldis shares his main modeling themes and companies that fit the bill.
It's no surprise that Stephan Bogner advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel.
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."