• Pioneer Southwest Downgrades are an Entry Opportunity

    By Cory Renauer - March 1, 2013 | Tickers: MCEP, PXD, PSE

    Pioneer Southwest Energy Partners (NYSE: PSE) is an upstream master limited partnership formed by parent company Pioneer Natural Resources (NYSE: PXD) in 2007. The partnership was formed to own and acquire oil and gas assets mainly in the West Texas Spraberry field. As an MLP, the partnership receives tax breaks significant enough that it boasts an effective tax rate of about 1%. These savings allow the partnership to distribute larger more »

  • BP, Deepwater Horizon and Accountability, Should You Fret?

    By Nate Wooley - February 26, 2013 | Tickers: BP, HAL, RDSA, RDS-A, RIG

    Among all the other silly stuff going on these days – the Oscars, the Sequester and so forth – is the fact that the Federal Government's case against BP (NYSE: BP) is finally moving forward. It's been about three years since the gulf oil spill that cost 11 people their lives and did a god-awful amount of damage to natural resources along the gulf.

    The real issue here for investors more »

  • Should You Invest in Shale Gas in Appalachia?

    By Nate Wooley - February 20, 2013 | Tickers: CHK, GPOR, HES, MWE, WPZ

    Unless you, as an investor, have been willfully blind, America is undergoing somewhat of an energy renaissance lately. The growth of the natural gas sector has made for a better forward-looking energy outlook for the country and that should make it easier for people to get ahead. Possibly, even in some areas of the country where most boom times just pass right on by.

    In this case I'm discussing more »

  • Halliburton Earnings Preview: It's All About the Margins

    By Matthew Frankel - January 20, 2013 | Tickers: HAL, PBR, SLB

    Halliburton (NYSE: HAL), one of the leaders in oilfield services, is on pace to have its best year ever in terms of revenue and earnings.  The stock has rewarded its investors nicely over the past decade, from a low of $4.30 in 2002 to the current level of around $38 per share, a very nice return. With Halliburton set to report earnings next Friday, the numbers and comments will more »

  • Chinese Energy Companies Shop in Canada

    By Tony Daltorio - July 27, 2012 | Tickers: SNP, CEO, NXY, PTR, TLM

    The Chinese Dragon hungers for more energy. Yes, Chinese energy companies are at it again. They have renewed their shopping spree for energy assets around the globe this past week with a stop off in energy-rich Canada. 

    China's leading offshore energy company CNOOC Ltd. ADR (NYSE: CEO) launched the biggest potential overseas acquisition ever by a Chinese firm with its $18.2 billion takeover offer for Canada's Nexen more »

  • The Shopping Spree Continues

    By Matthew DiLallo - June 27, 2012 | Tickers: APC, BP, CHK, KMI, LINE | Editor's Choice

    Linn Energy (NASDAQ: LINE) recently made to two separate announcements that would seem to indicate that they are taking their strategy to a whole new level.  Linn is a different kind of oil and gas company as their LLC structure gives them MLP like characteristics.  Because of this they focus on purchasing older producing fields and work to make them more productive while retuning the bulk of the cash to more »

  • Coming to a Portfolio Near You: Renewable Energy MLPs

    By Matthew Luke - June 18, 2012 | Tickers: FSLR, NEE, SZYM, SPWR

    Two weeks ago, Senators Christopher Coons (Democrat from Delaware) and Jerry Moran (Republican from Kansas) introduced Senate Bill S.3275 - Master Limited Partnership Parity Act (MLPPA). The MLPPA looks to amend the existing US internal revenue tax code governing the formation of Master Limited Partnerships (MLPs) in the energy sector.  Simply put, if passed, this bipartisan legislation will make it possible for renewable-energy companies to form MLPs.

  • Follow the Route to Phillips 66

    By Michael Mistaleski - June 11, 2012 | Tickers: COP, PSX

    Before ConocoPhillips (NYSE: COP) spun off Phillips 66 (NYSE: PSX) earlier this year it was the third largest integrated energy company in the United States. According to Barron's, institutional investors have pressured integrated energy companies to split off their refining operations from their exploration and development units because they are fond of pure plays. Phillips 66 is a pure play worth being fond of.

    Phillips earns 25% of its more »

  • America's Growing Employability Problem

    By Matthew DiLallo - May 25, 2012 | Tickers: AA, CNX, REXX | Editor's Choice

    We’ve been fixated on one set of statistics as investors, and other than the roller coaster of nauseating news out of Europe, markets in the States rise and fall in lockstep with the employment readings. We keep hearing that there are jobs out there but unemployment is stubborn and politicians on both sides of the aisle are pointing fingers and pointing to November.

    Yet, in the midst of this more »

  • America Has Gas....Smell Anything Rotten?

    By Michael Mistaleski - May 3, 2012 | Tickers: CHK, ECA, XCO, UPL

    I'm not a market timer. The last time I bought a stock thinking it couldn't get anymore beaten did. It sure would have been nice to have bought it today at its lower price. The fundamental reasons for my purchase are still in place, that being sound management and a good business plan.  So what does this have to do with natural gas stocks? The price more »

  • Chesapeake’s Token Response: Aubrey No Longer Chairman

    By Tim Brugger - May 2, 2012 | Tickers: CHK, XEC, LINE

    If today’s announcement signifies anything it’s the Board of Chesapeake Energy (NYSE: CHK) remains firmly entrenched in a state of mediocrity. Investors however – several of which responded to the previous article detailing the recent irregularities by CEO Aubrey McClendon – are likely to be pleased.

    In spite of what could turn out to be SEC violations at the worst – or questionable financial dealings at best – shareholders seem to be more »

  • Exxon After the Sell-Off, There are Still Better Options

    By Tim Brugger - April 26, 2012 | Tickers: CVX, COP, XOM, RDS-A

    Seems odd to beat down a stock after earning $9.5 billion in a quarter, but that’s the world we live in. Oil is king, and ExxonMobil (NYSE: XOM) has a permanent place on the throne. Even after the recent “disappointing” earnings release Exxon remains the clear leader in the industry. But does that make the $403 billion behemoth – particularly after the recent sell-off – a buy? Let's be more »

  • The Global Oil Industry and Resource Nationalism

    By Tony Daltorio - April 19, 2012 | Tickers: EC, XOM, PBR, YPF

    As detailed in a previous article, the government of Argentina – led by its president, Cristina Fernandez – has nationalized its largest oil company, YPF (NYSE: YPF). In the process, it expropriated 51 percent of the shares held by the majority holder, Spain's Repsol. Before the nationalization, the Spanish company had been trying to sell its shares to a Chinese company which was rumored to be Sinopec. 

    So what does this more »

  • Decade-Low Natural Gas Prices Expose Gas Companies

    By Tony Daltorio - April 12, 2012 | Tickers: BHI, BBG, CHK, CRK

    Thanks to newer drilling technologies, what was a looming natural gas shortage in the United States a few short years ago has today turned into a natural gas glut. The glut has sent the price of the commodity into free-fall, hitting a two-decade low price of below $2 per million BTU. Natural gas has lost more than half its value from just a year ago. 

    This is not good news more »

  • GALP Digs Coal

    By Kirk Spano - April 2, 2012 | Tickers: ACI, BTU

    Make some dirty money with an investment in coal.

  • An Update on Barron's 10 Stocks for 2012, Part I

    By Justin Carley - March 28, 2012 | Tickers: APA, AINV, AAPL, BRK-B, BRK-A, HIG, MET, RDS-A, SNY, VOD

    As 2011 wound down, Barron’s put out its usual list of 10 stocks to buy in 2012.  I broke down the recommendations into two parts and offered a critique to help investors achieve better returns.  The first quarter is nearing an end and it has been a wonderful start for equity markets thus far.  Let’s see how the picks have fared and if there is anything that we more »

  • The Week that Was: FedEx, eBay, Amazon and Brookfield Infrastructure

    By Tim Brugger - March 26, 2012 | Tickers: AMZN, BIP, EBAY, FDX, UPS

    Though the week ended on a down note – the market itself didn’t perform well, and then there was that teeny little trading glitch on Friday that blew up Apple stock trading for a while – fundamentally little has changed. Opportunities remain across multiple industries and there are also a couple of over-bought stocks that bear a serious looking into.


    Not exactly an afterthought lingering in the shadow of industry more »

  • US Gas Boom Depresses Coal Companies

    By Tony Daltorio - March 22, 2012 | Tickers: ANR, ACI, CNX, RIO

    The shale gas boom in the United States has been good news for companies involved in shale extraction and others including industrial companies and consumers who have benefited from lower prices for natural gas. But there is one industry in particular that has been impacted negatively in a big way by cheap and plentiful shale gas...the U.S. coal industry. 

    Both coal and natural gas are used to fire more »

  • Chesapeake Energy Circling the Wagons

    By Tim Brugger - February 13, 2012 | Tickers: BBEP, CHK, LINE

    As the second largest producer of natural gas in the country, Chesapeake Energy (NYSE: CHK) has been stung as much as any company by the lowest natural gas prices in a decade. The response -- or perhaps more accurately, responses -- to a historically depressed market were recently announced by company management. As you might imagine, CEO Aubrey McClendon and the team are going to be very busy in 2012.

    The more »

  • Change of Fortune for Cheniere Energy

    By Tony Daltorio - January 3, 2012 | Tickers: LNG

    Here is an idea that was unthinkable just a few short years ago..... 

    The United States will become the world's top oil and gas producing country by 2020, surpassing both Saudi Arabia and Russia. Quite a feat for a country where overall hydrocarbon production was thought to have peaked in the early 1970s. 

    This remarkable idea was put forward in a recent report from the energy consultancy PFC Energy more »

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