Waching daily Feb 1 2018

Which sector is undervalued right now? Max Porterfield on inflation, commodities, and how to profit

welcome to looking at the markets with David Modell my guest today is mr. max

Porter filled with Kalin ex mines now mister Porterfield has over 10 years of

experience in the natural resources markets and has been president and CEO

of Callan X mines since 2014 so mr. Porter field

welcome to looking at the markets thanks so much for having me I really

appreciate it very much I feel that Kellen X mines could be a

fantastic opportunity for investors and so I'd like to talk about not only

Callan X mines but also just the markets and the environment in general for

example mr. Jeff Gundlach the billionaire that is nicknamed the bond

god is calling for higher rates which are obviously indicating inflation

levels are on the way up he says his fund is now invested heavily in

commodities which rally at the end of business cycles so are you bullish on

industrial metals prices right now yeah absolutely

I'm bullish on all commodity prices right now in particular the base metals

space which were actually focused on as a company and have been bullish on them

over the the past several years so it's nice to see the price action and the

commodities kind of coming to fruition with our conviction and also nice to see

other investors or institutional investors such as mr. Gundlach that are

also investing in the space because a lot of the big institutional money

hasn't come into commodities overall in general and so he's one of the few and

hopefully he's a part of a bigger trend to come in terms of asset flows into the

sector gotcha now historically the US dollars weakness is the most important

determining factor of a Natural Resources bull market so in your opinion

are we in the early innings yes so I mean resource prices commodity

prices have been depressed for a number of years it's been a we're coming out of

a bear market that was very unique and prolong that you typically don't see in

the commodity cycle is much longer than than normal with inflation coming along

the way is evoluted - that's going to be very bullish for commodity prices you've

seen that oil you've seen it in copper you've also seen the zinc crisis in gold

as well but I think there's also aside from just inflation in being an investor

in the commodity space as a hedge to inflation you know you need to focus on

communities that have supply-demand fundamentals that really support higher

prices as well and I think that's where you can get the biggest move which is

really how we're position is a company being positioned in a zinc space it's

very very tight market for example we've actually been in a supply deficit for a

number of years it's forecasted for a number of years going forward and that's

really led to a big movement underlying commodity price I think there's a lot

left to go where you know zinc crisis were below 80 cents in early 2016 they

just hit a decade-long high of a dollar sixty three earlier this week and

against got a lot of supply demand fundamentals behind it because there

hasn't been supply being able to meet up with demand and really the only way to

make up for that is with the buff ground inventories but you know those above

ground inventory has been eating through over the past five years to pull weight

we've got less than days of supply in inventory right now so to get critically

low levels so any kind of inflationary environment could spark a even bigger

move in the base metal space for example zinc right now all stock markets

worldwide are trading it all time highs right now the rally has been

mind-boggling the S&P 500 is up every month for more than a year with record

low volatility the only cheap sector is commodities our commodities the best

place for value investors right now and how are you positioned as a company yes

so in terms of a value investors I think commodities specifically the equities

that you know are in the commodities business such as Cal and X are a great

place to be invested right now from a valuation standpoint while you've had a

big bull market that you just mentioned in the overall domestic equity space in

the US and really worldwide to a larger extent you haven't had that in the in

the junior minors or the any of the mining industry in general and things

haven't been priced in and I think that's again based upon the depressed

prices and an overall commodity complex in general and while you have had a nice

move for example in zinc you haven't seen the equities follow suit yet and I

think really what the reason for that is obviously investor sentiment why fixing

this broken one and just investing overall broader market is worked out

real well for you but I think there's gonna be rebalancing and shift in

portfolios and money flows into the sector and all all ships rise and a

rising tide and I think it's a great sector to be in and I think longer term

as prices stabilize at these higher iron levels I think that's when you'll see a

quite a significant move in the underlying equities in terms of how Cal

annex is positioned you know we saw is a great opportunity and really with our

conviction in the Zink space and acquired three zinc-rich deposits that

were in eastern canada when zinc was trading below a dollar 88 I'm sorry

below 80 cents a pound and really no assets at the bottom of the cycle can be

had at pennies on the dollar to their longer-term value so we're happy to have

been able to acquire those when we did in since then we've been advancing our

zinc rich deposits through our expiration programs that

have been ongoing particularly in New Brunswick now if people want to get

involved with Callan X Minds I do want to ask some specific questions about

Callan X but yeah but people should also do their own research before they make

any investment they should make their own decisions what they ought to do is

visit the website for one thing and that's on your screen and it's going to

be below this YouTube video in the description of the video you can click

on it it's wwk lnx CA and that's also on your screen right now also on your

screen right now would be the the ticker symbols for the stock for Kellan X and

in Canada on the TSX V the symbol the ticker symbol is CN X and on the OTC

markets in the United States it is CLL X F so wanted to ask about Callan X in

particular compared with Oh Cisco metals which is

your direct pure your stock price is discounted some 80 percent what will it

take for the market to start noticing how cheap Callan X is CEO of Cisco

metals as a company that's also has a very large presence in in the bachelors

camp of New Brunswick were to ordinate deposits that I mentioned that we've

acquired earlier in our advancing are located I think the big thing for us as

a company in terms of cattle so we've just done our first pass exploration

where we've been able to significantly increase the extent of the the Nash

Creek deposit through drilling and while we've announced many of those drill

holes what we haven't done is really quantify those and the way you quantify

you know a drilling and the deposit size and the resource business is by putting

out what's known as the updated resource estimate that's where a third party

takes all that drill data and puts together how big the deposit is and it's

a third party report that's done and we're gonna be putting out a resource

update at the Nash Greek deposit again that we've been

expanding since mid last year through our various drill programs and that's

gonna be coming out within the next 45 days or so and then on top of that we're

also going to be publishing a preliminary economic assessment which is

another third-party engineering report that will look at a you know overall how

the national peak deposit as well as our satellite super check deposit would look

in some numbers around a mining operation in terms of a first pass and I

think by doing both of those things it's gonna unlock value for us and get a

revaluation that'd be more appropriate for the assets that now in the company

because you gotta keep in mind again we acquired those assets at sub 80 cent

zinc at a deep discount to where those assets are trading at in today's market

and by showing how much we've grown them and really kind of put economics a

potential economics around them I think that will garner additional you know

added value for our shielder base absolutely as an investor I'm always

looking for value I know that my audience is always looking for value and

for growth potential which I believe callen AK certainly has so what is your

focus in New Brunswick yes or our focus in New Brunswick is advancing our to two

projects there there's two deposits again that I mentioned we had acquired

the Nash Creek in Super Jack but really the what's unique about them overall in

a broader context is the proximity infrastructure while these deposits are

getting more and more difficult and this is not something that's unique to just

the zinc space but really prevalent in gold silver in any of these other kind

of metals is the difficulty of defining um and overall declining grades so the

overall percentage of a particular mineral and a deposits decreasing which

makes it more costly to develop develop them and mined them which you need

higher prices to facilitate that so with that being said Nash Creek and super

Jack are in the bathroom district of New Brunswick

has a long history of mining actually the Brunswick number-12 mine that

actually is went out of production in 2013 that led to some of these

supply-side issues in such a large mine it was at one point the largest

underground zinc mine in the world but with that provides a tremendous amount

of infrastructure in the Nash Creek in particular is less than a mile away from

a provincial highway and high voltage power line and we've got access to water

it's 25 kilometers or roughly 20 miles away from a smelting operation rail line

and deepwater port to get that product out to market so those type of

infrastructure advantage we have is very unique that you don't simply see with a

lot of these deposits or a moat that have a billion dollar capital costs so

what that does is reduce your capital cost in addition to that the nash creek

deposit as well as a portion of the super deck deposit is near-surface and

we're looking to it being amenable to an open pit operation which is much cheaper

upfront capital costs as well as operating costs than an underground type

of operation so we're advancing those through various drilling campaigns that

I mentioned we've increased the strike link to the Nash deposit by 50 percent

since we originally acquired it which is a significant increase in the deposit

size and we're gonna be able to quantify that in the updated resource and then

also put you know potential economics around that with that PE a that I

mentioned we're gonna be publishing in the next couple of months

understood and finally what is your exit strategy for the business well we're

advancing and becoming you know a developer as we move with these

engineering studies at Nash freakin super jacked with that being said I mean

a normal part of the cycle is you have exploration companies like Cal and X

explore for and begin developing the these type of deposits and then you have

producers that take those out and acquire them to its to build into their

pipeline of you know the project portfolio or their development pipeline

for eventually mining them so while we are advancing them

I wouldn't call that a question that we would be a takeover to candidate at some

point by a mid tier company that's currently producing that wants to add

additional resources in future production to their pipeline that sounds

great so once again I've been speaking with CEO and president of Cal annex

minds mr. max Porterfield if you want to learn more on your own which I certainly

encourage you want to visit that website click on the link below in the

description of this video it's also right there on your screen

WW Kalen x dot CA as an investor you'll want to know the ticker symbols in

Canada it is on the TSX V it is CN X and on the OTC markets in the United States

which you can means you can buy it from just about any online broker or

otherwise in the United States most of them will let you buy these it is CLL X

F so mister Porterfield I'm very excited about Kalyn X mines the

growth potential I believe it is a value play a great value play right now and

I'll be watching and you know watching with excitement about where the company

will go and where the stock will go so a mr. Porter feel thank you so much for

coming to looking at the markets and you're welcome back anytime sir I

appreciate it thanks so much for having me and I'm just as excited if not more

For more infomation >> Which sector is undervalued right now? Max Porterfield on inflation, commodities, and how to profit - Duration: 14:59.

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Waarom is N-VA tegen praktijktesten rond huurdiscriminatie? - Duration: 3:46.

For more infomation >> Waarom is N-VA tegen praktijktesten rond huurdiscriminatie? - Duration: 3:46.

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This Is How I Make Briks - Duration: 6:39.

For more infomation >> This Is How I Make Briks - Duration: 6:39.

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Football is in trouble. Can science save it? - Duration: 5:18.

Growing up, I used to have those "head across" tackles.

I used to get my bell rung.

I was asking, "Coach, what happened?"

This is Scott Lawyer.

He started playing football when he was 10 years old,

and continued into college.

When he says "getting your bell rung,"

he means getting a concussion.

It's a term you hear all of the time in football because, well,

concussions are kind of common.

At its worst, the latest studies show repeated brain trauma causes a sometimes-fatal condition

called chronic traumatic encephalopathy, or CTE.

The research has some prominent neurologists saying

that there's no safe way to play tackle football.

And it's forced the NFL to look for ways to make

the most popular sport in the US safer.

You don't have to go too far to know somebody that is

concerned about their kid playing football,

because of this safety issue, and this concussion and CTE issue.

Karen Bryant is the CEO of Atavus, where Scott works.

The company wants to change how football players tackle.

Atavus is part of a boutique industry that's emerged in recent years,

of companies aiming to improve the sport.

We believe that the long-term impact,

the biggest impact, is to focus on changing behavior,

changing behavior of coaches, changing the approach of coaches,

and ultimately changing the way players tackle,

and the way they're taught to tackle.

Here's how it works.

Notice how Scott pushes off his right foot

and strikes with his right shoulder.

He uses the same foot and shoulder to maintain momentum,

while keeping his head out of play.

This is what it looks like in a game,

in a commercial the NFL made, calling the tackle "the future of football."

'There's no head involved in these tackles at all.'

'We think it's safer.'

For comparison, this is what a normal, non-Atavus tackle looks like.

You grow up with the style of head-across,

it's hard to get that out of your mind.

But that muscle memory from Atavus, and the strategic

and the systematic approach we take really helps players have that muscle memory,

really feel it come second nature to them.

A handful of major colleges, and one pro team, have adopted this brand of tackling.

But Atavus has only been around since 2013.

And they're still gathering data to test whether their tackle is safer.

Even if it is, sometimes players will still get hit in the head.

That's something other startups, like this company, Vicis, are trying to address.

Vicis got a grant from the NFL to try to build a better helmet.

Our focus is just building a helmet

that reduces impact forces.

Traditional helmets have a hard plastic shell

and some sort of padding on the inside.

Our helmet actually deforms, or yields upon impact,

like a car bumper would,

and in doing so, it slows impact forces before they can reach the head.

Depending on the location, we can reduce those impact forces by 40% or so.

More than 20 college teams, and at least a dozen NFL teams,

will have players wearing the zero-one in 2018.

But, like Atavus, their work is so new

that they don't have the data to show whether their helmets prevent CTE.

We don't make any claims about our helmets' ability to reduce concussion risk or CTE risk.

What we do do, is we say, "Here's the data:

Our helmet reduces impact forces more effectively than other helmets."

These startups are a step in the right direction,

but most experts say improving tackles and helmets alone

won't eliminate concussions from the game.

When you're hit here, your neck starts moving.

And it whips the brain around.

And that's what I believe, and

I think a lot of other people believe,

causes concussions.

So if you want to eliminate concussions,

you need to do something

about the neck movement.

Dr. Jam Ghajar is the director of Stanford University's

Concussion and Brain Performance Center,

and a professor of neurosurgery.

He says a lot of research suggests that the sudden rotation of the skull

is what most damages the brain,

even if the head is protected.

Ghajar says solving this would make a lot of sports safer. Not just football.

It'll be a very small device linking the back of the neck.

And it'll prevent this this certain kind of motion that's producing concussions.

And that'll be the cure.

And then you can do all these sports, even martial arts and boxing,

and you'll have a dramatic decrease in concussions,

better brain health, better performance.

It's all that, but we have to we have to understand what the problem is first.

He believes we're working towards a future where playing America's favorite sport

won't mean putting your brain at risk.

But we've still got a long way to go.

Something has to change. I think you'd be hard-pressed to find anybody—

layperson, hardcore football fan—that wouldn't acknowledge that something has to give.

So, whether the word drastic is appropriate or not, don't know.

Can't comment on, sort of, how drastic that change might be.

But something has to change.

For more infomation >> Football is in trouble. Can science save it? - Duration: 5:18.

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Candis Cayne's 'Grey's Anatomy' Trans Storyline Is Breaking New Ground For The ABC Series - Duration: 9:09.

Candis Cayne's 'Grey's Anatomy' Trans Storyline Is Breaking New Ground For The ABC Series

After 14 seasons, Greys Anatomy is still breaking new ground.

This season, Greys will feature trans actor Candis Cayne in a groundbreaking storyline focused on vaginoplasty, according to The Hollywood Reporter.

The multi-episode arc is inspired by the real story of Hayley Anthony, a trans woman who helped invent a new procedure for vaginoplasty surgeries.

With this storyline, the ABC series wants to put more focus on the real-life stories of trans men and women, and hopefully other shows will follow their lead.

This was a storyline that was pulled straight from the headlines, but Greys Anatomy showrunner Krista Vernoff still felt more people should know about Anthonys achievement.

The surgery revolutionizes the making of a vagina, Vernoff told THR, and we thought that was a really cool story and Candis is playing a character inspired by something we read..

Wired reported that Anthony changed the way vaginoplasty is performed by Googling the procedure and sharing her findings with Jess Ting, the director of surgery at the Center for Transgender Medicine and Surgery at Mount Sinai.

What she found helped innovate the procedure so that trans women could now have a vagina that looks and feels and secretes like the real thing, according to Wired.

Greys Anatomy will re-create Anthonys story for the small screen and show the power in telling these stories that, unfortunately, have been ignored for too long.

Already this season, Greys Anatomy has shown that they want to focus on trans inclusion, but not just in storytelling, in casting, too.

Out trans actor Alex Blue Davis plays intern Dr.Casey Parker who, in the recent midseason premiere, let Bailey (Chandra Wilson) know he was a proud trans man..

While it was an important moment for Davis character, it wasnt the most important part of the episode.

In that same episode, Casey saved the hospital from a hacker, not because he was transgender, but because of his computer skills.

It wasnt played as some big reveal or shock.

In fact, Casey tells Dr.Bailey, I like for people to get to know me before they find out my medical history..

That small difference in storytelling was important for Davis, who told The Hollywood Reporter, Whats cool about the show, the episode, and Kristas vision for this character is hes about way more than being trans. Davis said he cried at the table read for that episode.

It was very moving for me.

Ive been waiting for a moment like this on TV my whole life, Davis said.

I am so honored I got to say that line on TV because its a long time coming..

If you want proof of that, you just have to know that Laverne Cox became the first openly trans actor to play a transgender series regular character on a broadcast television show when she starred on the short-lived CBS series, Doubt.

Cayne, who got her start as a drag performer in New York City the 90s, has been on the forefront of trans representation on TV.

In 2007, she became the first trans actress to play a recurring trans character on ABCs Dirty Sexy Money, according to E! News.

Shes since appeared on Nip/Tuck, Transparent, and The Magicians.

But, it wasnt easy.

As Cayne told Time last year, "The trans community can be more than just a prostitute or a drug addict or a killer.

There have been a lot of trans killers." Getting Dirty Sexy Money, she said, was her Meryl Streep moment, and she was so proud to play a trans character that wasnt one-dimensional.

She told Time that she remembered being at an awards show where they played a scene from the show and the whole room gave a standing ovation.

And I realized at that moment that this wasn't just about me wanting to be an actress, she said.

This was about moving the fabric of society forward..

Along with Greys Anatomy, other broadcast shows are incorporating meaningful trans storylines.

Both NBCs Rise and Good Girls feature young trans characters, while Ryan Murphys upcoming series Pose will making TV history for casting the most trans actors in regular roles for a scripted series.

With this latest storyline, though, Greys Anatomy is taking the lead on bringing more nuanced trans stories to the small screen.

The show is making it clear theyre committed to telling stories that include trans actors, and most importantly, making sure trans actors get to tell them.