Streetwise Oil & Gas - Exploration & Production Articles
Dividends Galore: A 1970's Solution for Cheap Crude
Source: Neil George, The Daily Reckoning (4/16/13)
"In those days, oil was a weapon."
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Don't Be a Retail Lemming—Buy at the Bottom: Steve Palmer
Source: Peter Byrne of The Energy Report (4/11/13)
A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report.
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Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice
Source: Peter Byrne of The Energy Report (4/9/13)
What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years.
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U.S. Crude Exports May Be Coming
Source: Kent Moors, Oil & Energy Investor (4/8/13)
"Price gyrations are prompting another round of concerns over supply and production."
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Can Gas Developers Prosper with Low Prices? Ryan Galloway Says Yes
Source: Tom Armistead of The Energy Report (4/4/13)
Low natural gas prices and volatile oil prices should not hinder investors in the oil and gas sector. In fact, low prices carry their own benefits. Casimir Capital Analyst Ryan Galloway describes a number of oil and gas juniors with savvy management, impressive development strategies and strong prospects of success that have earned a "Strong Buy" from him. Read more in this Energy Report interview.
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Bullish on Oil Prices? Two Reasons You Might Change Your Mind
Source: George S. Mack of The Energy Report (4/2/13)
The downturn beginning in 2008 triggered a macroeconomic meltdown that would disrupt all markets, domestic and global. Demand for petroleum diminished just as new technologies were beginning to gush out oil and gas in never-before-seen volumes, creating a perfect storm that would depress prices. Now that oil prices have rebounded, is the worst behind us? In this interview with The Energy Report, Director of Energy Research Marshall Adkins of Raymond James & Associates discusses the events of the last five years and the near-term prospects for energy-related investments.
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Three Global Threats that Keep This Stonecap Analyst Up at Night
Source: Zig Lambo of The Energy Report (3/28/13)
As the demand for oil and gas grows worldwide, investors have to look beyond their geographic comfort zones and seek out opportunities in places less familiar than just North America. In this interview with The Energy Report, Amin Haque, energy analyst at Stonecap Securities, reviews his current thinking on some of the risks associated with energy production on an international basis and points out some of his favorite situations, which he believes will provide investors with above-average returns in the current market environment.
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Two Trends Making Investors Money in the Canadian Energy Patch
Source: Keith Schaefer, Oil & Gas Investments Bulletin (3/28/13)
"Can the uptrends continue?"
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The Smart Money Buys When There's Blood in the Streets: Jeb Handwerger
Source: Zig Lambo of The Energy Report (3/26/13)
For Jeb Handwerger of Gold Stock Trades, it's not a matter of if the uranium sector will rebound, but when. He's already pounced on the three-year low that hit the spot price in 2011, but as Handwerger tells The Energy Report, investors can still benefit from an equity uptick in the uranium, potash and coal sectors.
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LNG on the March, Shale Oil Reserves Expand
Source: Ian Madsen, Zacks Investment Research (3/26/13)
"More and more LNG expansion is progressing across North America."
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Marin Katusa: Fortune Favors the Bold Energy Investor
Source: JT Long of The Energy Report (3/21/13)
Tough markets have the average investor crying uncle, but now is not the time to lament losses—it's time to bargain shop, suggests Marin Katusa, senior editor of Casey's Energy Opportunities. China is snatching up energy prospects around the world in anticipation of ever-tightening oil markets. Meanwhile, there is already money to be made in international markets where consumers are paying double the price for U.S. natural gas. In his interview with The Energy Report, Katusa says bold investors who target the right companies could "get a Rolex for the price of a Timex."
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How to Play Energy Markets Like Rockefeller
Source: Casey Energy Team (3/14/13)
"Being patient—letting the market come to us rather than chase it ourselves—will give us the best bang for our buck."
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Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks
Source: Zig Lambo of The Energy Report (3/12/13)
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now.
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In Oil, Bigger Isn’t Always Better
Source: Kent Moors, Oil & Energy Investor (3/12/13)
"There is a growing recognition that how big a company is no longer automatically determines profitability."
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Five Oil and Gas Companies Analyst Joel Musante Digs
Source: Zig Lambo of The Energy Report (3/7/13)
Many observers believe that the best days of domestic oil and gas production are long gone—and they may be right. But that doesn't mean there isn't a lot more petroleum product to be found right here in North America, even in fields that have been previously worked. In this interview with The Energy Report, Joel Musante, a senior research analyst at C. K. Cooper, profiles several companies that are still coming up with some impressive numbers.
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Canada's Shale Boom: Unlocking Alberta's Oil and Gas
Source: Matt Insley, The Daily Reckoning (3/4/13)
"If you want to profit from North America's shale boom, all you have to do is follow the drill rigs."
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Shale Envy: Why North America Is the Global Oil & Gas Sweet Spot
Source: Zig Lambo of The Energy Report (2/28/13)
With its wide open plains and existing infrastructure, services and workforce, North American oil and gas development is attracting admiration around the globe—and prompting other countries to scratch beneath the surface in search of their own shale revolution. Peter Dupont, oil and gas analyst at Edison Investment Research in London, tells The Energy Report why the U.S. and Canada have retained their lure and discusses vast untapped potential in a number of developing international plays.
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Drilling Efficiency: Lowering the Break-Even Price of Natural Gas
Source: Keith Schaefer, Oil & Gas Investments Bulletin (2/28/13)
"The gas rig count in the U.S. has dropped by more than half in the last 18 months, but production continues at record levels. Why is that?"
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James West: Oil and Gas Beats Mining Hands Down
Source: Zig Lambo of The Energy Report (2/26/13)
Interest rates may be near zero, but financing big projects is still tough for most mining companies. That's why James West has switched his focus to energy investments, where the payoff is often much faster. In this interview with The Energy Report, West explains why intermediate-term energy opportunities have become his sweet spot.
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Don Coxe: Take Advantage of Energy Sector Upside
Source: Peter Byrne of The Energy Report (2/21/13)
There are many reasons to be bullish about energy resources, says commodity investment specialist Don Coxe. He treats The Energy Report to a downside-upside tour of the recovering financial system, bearing good news for energy investors. Find out which sectors Coxe says are on the move.
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Mat Wilson: Following the Money to Undervalued Contrarian Plays
Source: Brian Sylvester of The Energy Report (2/21/13)
If you look very closely, you'll find some big players in the energy market sinking a lot of dollars into some very unconventional plays. Mat Wilson, an analyst with Pinetree Capital in Toronto, is following a trail of billion-dollar shale exploration and development investments from Canada to Texas and South America. Wilson tells The Energy Report which small-cap names are linked with hefty, large-cap investments and why they stand to benefit.
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Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol
Source: Peter Byrne of The Energy Report (2/19/13)
Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy.
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Refinery Stocks: What I'm Buying Right Now
Source: Keith Schaefer, Oil and Gas Invesments Bulletin (2/15/13)
"There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now."
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Do the Companies You Hold Have a Backup Plan? They Should, Says Tim Murray
Source: Zig Lambo of The Energy Report (2/12/13)
Hiccups, either market- or operations-related, are the norm rather than the exception, especially in the junior oil and gas space. That's why Tim Murray, oil and gas analyst at Desjardins Securities, prefers to invest in management teams with long-term vision and a plan for worst-case scenarios. A stellar balance sheet doesn't hurt, either. In his interview with The Energy Report, Murray shares stories of capable management teams that are rolling with the punches—and rewarding investors who stick with them.
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Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen
Source: Zig Lambo of The Energy Report (2/7/13)
The Street thinks oil price differentials stem from lack of pipelines. That's only partly true, says Keith Schaefer, editor of Oil & Gas Investments Bulletin, arguing that limited refinery capacity is just as big a challenge. Schaefer expects most investors to be caught completely off guard when the Brent/WTI gap widens and light oil prices plummet later this year, and in his nuanced interview with The Energy Report, he tells us who stands to profit, who stands to lose and why select natural gas companies are getting a lot of love right now.
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