Petrobras Energia Participaciones SA ADR

  • A Proposed Oil & Gas Portfolio

    By Federico Zaldua - July 18, 2013 | Tickers: KOG, OXY, PZE

    Oil has been one of the very few commodities that weren't affected by the broad-based downward adjustment in commodity prices. While the CRB industrial metals index is down by 9% year to date (ytd), Brent crude is down by only 4%. As a matter of fact, oil prices might continue to outperform the rest of the commodity markets. I find two main reasons:
    1. Oil prices have been underperforming leading more »
  • High-Quality Companies You Should Consider

    By Federico Zaldua - June 25, 2013 | Tickers: GY, PZE, PBR

    I always liked to look for investments that might have huge up-side potential. Of course, this up-side comes at a cost such as political risks or lack of liquidity. Here, I present two very un-covered companies that I have been looking at for very specific reasons, and I which I believe offer limited downside and huge up-side potential. These companies will not be a huge part of my portfolio, but more »

  • Looking for Value: Petrobras and Southern Copper

    By Damian Illia - May 7, 2013 | Tickers: PZE, PBR, SCCO

    The Latin American companies presented below have a strong correlation to commodity prices. Two of them are closely related (one is a subsidiary of the other), but operations take place in two very different countries and, hence, results differ hugely. The other is a mining company that also operates in Latin America.

    Given that commodity prices have recently been extremely volatile (while Brent crude rebounded past an important psychological barrier more »

  • My Top Oil M&A Pick

    By Federico Zaldua - April 28, 2013 | Tickers: PZE, PBR, YPF

    As I have mentioned many times on this blogging platform, I think that, when buying equities as a minority shareholder, you should watch two things: sustainable cash dividends and the probability of a company being an M&A target. Here I describe the company that, to my understanding, holds huge possibilities of being acquired at a considerable premium.

    The company I am talking about is the ex-Perez Companc Company, Petrobras more »

  • Brazilian Companies Should Invest in Argentina Now

    By Federico Zaldua - March 21, 2013 | Tickers: VALE, PZE, PBR

    Financial Times' recent article about Argento–Brazilian relationships is right about everything. From the article:

    “While Argentina’s economy is much smaller than Brazil’s, it is an important market for Brazilian manufactured exports, many of which are less competitive outside the region. Argentina, meanwhile, needs Brazil for its market and because it literally has few other friends”.

    That said, the relationship is getting more complex even as I write more »

  • The Cow Is Alive: Argentina's Oil Industry

    By Federico Zaldua - March 18, 2013 | Tickers: PZE, REPYY.PK, YPF

    Argentina's energy sector, now dominated by the state through its 51% stake in YPF (NYSE: YPF), has not only been shocked by the government's seizure of YPF from Repsol (NASDAQOTH: REPYY.PK) of Spain almost a year ago, but also by huge shale oil/gas discoveries in the Patagonia Region. The Vaca Muerta (Dead Cow) formation in the province of Neuquen constitutes one of the biggest high quality shale more »

  • A Smart Play On Global Energy Demand

    By Maxwell Fisher - January 23, 2013 | Tickers: MMM, DD, GE, MON, PZE

    General Electric (NYSE: GE) has the ability to expend billions of dollars in research to determine where its business units should focus in order to capitalize on limited market opportunities during the downturn. Wisely, the company opted to make expenditures to optimize fuel efficiency in its aviation division, efficiency equipment for delivery of electrical energy, optimization equipment for the oil and gas industry and wastewater treatment technology. It energy solutions more »

  • Citi on the Joy of Depositary Receipts (part 4)

    By Nick Slepko - November 1, 2012 | Tickers: C, PZE

    Citigroup (NYSE: C) has over 750 depositary receipt programs (with a market value of at least USD 100 billion) in 55 countries.  Nancy Lissemore, the Global Head of the Depositary Receipt business and a managing director at Citigroup, discusses depositary receipts (foreign stocks traded on local exchanges) and the role they play in global investing.

    [continued from part 3]

    Nick Slepko:  Are DRs perceived as a threat by local governments more »

  • 4 Reasons to Buy this Oil and Gas Company

    By Sandeep Gupta - September 24, 2012 | Tickers: BHI, HAL, PZE, SLB

    Halliburton (NYSE: HAL) has steadily gained market share in key, high-growth product lines such as Drilling Services, Completions, Drilling Fluids, and Drill Bits. The company is relatively evenly split between its North American and International revenues. The company has recently updated its 2012 and 2013 outlook. Now, North American revenue in 3Q12 is expected to be down mid-single digits sequentially versus the prior expectations of relatively flat; NAM margins are more »

  • The New Leader in Reservoir Simulation Software

    By Saul Rosenthal - August 30, 2012 | Tickers: CMDXF.PK, HAL, PZE, RDS-A, SLB

    The Computer Modelling Group (NASDAQOTH: CMDXF.PK) is a little Canadian Company that you have probably never heard of, but it is one of the leading providers of simulation software used by petroleum drilling companies to model their underground reservoirs.  What this means is that the oil companies rely on Computer Modelling’s software to evaluate a variety of different drilling and production strategies in order to identify what will more »

  • Oil either profit or cry about it.

    By Michael Mistaleski - March 27, 2012 | Tickers: XOM, OXY, PZE

     

    Who doesn't want to profit from the run up in oil futures? Investor demand for oil futures contracts cause the price of crude to rise with a whole lot of money being made there. As investors we can not purchase shares in the top global oil producers because they are held and run by countries. State owned oil companies sit on about 77% of the worlds oil. So let more »