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Elena Cahill

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  • Energy Management Software: Invest in Brands

    By Elena Cahill - October 24, 2012 | Tickers: ENOC, IBM, JCI, SI

    Energy Management Software (EMS) is not an easy business to be in.  The exception would be if the EMS vendor represents an established brand, has a large sales force, can tailor services to different sectors, and will have the stability to hang around afterward for years to support the buyer.  Then seriously consider investing in that company. 

    Why is the situation so complex?  There are many reasons, all of which more »

  • Fracking: Playing in the Sandbox

    By Elena Cahill - September 17, 2012 | Tickers: EOG, HCLP, SLCA

    The world of investing is filled with regrets about missed opportunities, such as not buying Apple in 1996, and relief at not stampeding toward what’s hyped, like Facebook.  Yet, despite that experience many mistakes are still made. The current U.S. energy boom is a classic example of regrets and relief.  Many investors do not ask the right questions or consider the right risks.  So, let’s look at more »

  • Energy: Tech Trumps Policy

    By Elena Cahill - August 23, 2012 | Tickers: CVA, WM

    Presidential election years tend to put some investors on hold.  New policy initiatives could change everything or at least a great deal, they assume.  In energy, though, that’s not the situation.
     

    Technology + Reasonable Regulations

    At least it isn’t typical in those energy sectors where technology dominates and the marketplace is unfettered by excessive regulation.  That’s my experience as an energy consultant and broker.   In its August 11 more »