Ultra Petroleum

• Desperate for Gas

  By Reuben Brewer - May 10, 2013 | Tickers: CHK, XOM, RDS-B, UPL

  Japan's nuclear disaster, and subsequent shift away from the power source, has left the country short on power. With few natural resources of its own, it has been importing what it needs. Natural gas is a big part of that, but The United States isn't a player... yet.

  Nuclear Concerns

  Japan suffered one of the few nuclear power related disasters that have been seen in the world. However more »

• Out of Favor, Overlooked, and Misunderstood Gems

  By Reuben Brewer - April 23, 2013 | Tickers: ARO, STTYD, SLW, UPL

  Jim Roumell of Roumell Opportunistic Value Fund (RAMSX) doesn't look for stocks where everyone else does—there's no edge in that. He keeps his eyes open for opportunistic investments that are out of favor, overlooked, and misunderstood. Today, he is seeing opportunities in Ultra Petroleum (NYSE: UPL), Aeropostale (NYSE: ARO), and Sandstorm Metals & Energy (NASDAQOTH: STTYD).

  A New Fund With Deep Roots

  Roumell Opportunistic Value Fund is a more »

• Four Ways to Play With Gas, One Way to Play With Fire

  By Jason Hall - April 14, 2013 | Tickers: CLNE, CMI, SCTY, UPL, WPRT

  As a kid, I'm sure you heard someone tell you not to play with fire, and heaven forbid, playing with gas (especially) if it involved fire was enough to get a kid in a lot of trouble!  But since we are all responsible adults now, we can finally play with gas and fire, and even do it at the same time and not get burned.  The key is by more »

• 3 Low Cost Natural Gas Producers Poised to Benefit From Higher Gas Prices

  By Robert Zimmerman - March 28, 2013 | Tickers: EQT, EQM, RRC, UPL

  Natural gas prices slowly increased this year, driven by a colder winter and other consumer demands. This reverses the 2012 trend of declining prices. Not surprisingly, drilling activity declined with natural gas prices and then increased as prices rose. With natural gas prices coming off historic lows, which gas producers will benefit first? My bet, the ones paying the lowest production costs. Let’s look at three examples.

  Small player more »

• Insiders Have Bought These Stocks Recently

  By Meena Krishnamsetty - March 18, 2013 | Tickers: APA, BDBD, FCX, PLL, UPL

  Studies show that stocks bought by insiders tend to slightly outperform the overall market (read more about studies on insider trading). We think that this is because insider purchases signal that the insider is more confident in the company than usual; the benefits of diversification are high enough that they should overcome any casual desire to purchase stock. Of course, insiders aren’t always correct in their assessment, but confidence more »

• An Insider Bought Shares of This Energy Company

  By Meena Krishnamsetty - March 7, 2013 | Tickers: CHK, DVN, SD, SWN, UPL

  Ultra Petroleum's (NYSE: UPL) Controller and vice president Garland Shaw bought 3,000 shares of the company’s stock on March 4 at an average price of $16.20, according to a filing with the SEC. Shaw now owns almost 13,000 shares of Ultra’s stock, so in percentage terms this is a significant increase. Insider purchases are generally considered to be bullish signals, since the insider already more »

• If You Didn't Buy Before the Election, Should You Buy Now?

  By Jason Hall - February 25, 2013 | Tickers: CLNE, CMI, F, UPL, WPRT

  In September, I recommended investing in a group of companies that are all tied, in one way or another, to the domestic "energy boom," specifically natural gas.  My position in the previous article was that the federal government wasn't going to take any action on legislation around natural gas production or use, specifically the Natural Gas Act, and that Congress' lack of action, and the uncertainty of that inaction more »

• How I Sold These Stocks for a Loss, and Still Gained Almost 40%

  By Jason Hall - January 16, 2013 | Tickers: AMRC, AAPL, GLW, F, GTAT, UPL

  I wrote an article in November, laying out part of my strategy for the 2012 tax year.  Many investors were selling off big winners like Apple (NASDAQ: AAPL) in order to "lock in" their gains, in many cases in fear of increased taxes on future capital gains.  I wrote another article in early December laying out why I thought that was a bad idea, going so far as to call more »

• You Could See Massive Gains or You Could Lose Your Shirt: You Choose

  By Brendan Marasco - January 16, 2013 | Tickers: CHK, XOM, RRC, SWN, UPL |

  A lot of money will be made and lost with the natural gas swings this winter.

  As of last Wednesday, the US natural gas price rally that started in May 2012 began to rapidly decline. Naturally, this hurt natural gas producers.

  According to the U.S. Energy Information Administration, prices fell from a peak of $3.90 per million BTUs in November to only $3.11 BTUs last Wednesday. However more »

• Why am I Selling These Great Companies? Maybe You Should, too...

  By Jason Hall - November 14, 2012 | Tickers: AMRC, GLW, F, GTAT, UPL

  There is substantial evidence that the best way to grow your wealth is to buy and hold stocks for years and years.  Morgan Housel (re-creating charts that super-genius Nate Silver features in The Signal and The Noise) shows in this article how the secret is buying at cheap valuations, and holding for very long periods of time.  Despite this, and my claim to be a long-term investor, I've sold more »

• 5 Stocks to Buy Before the Election

  By Jason Hall - September 25, 2012 | Tickers: CLNE, CMI, F, UPL, WPRT

  The market hates uncertainty, but smart investors can use it to their advantage.

• Shale Gas Companies: Major Writedowns Coming

  By Tony Daltorio - September 6, 2012 | Tickers: BHP, CHK, ECA, XOM, UPL

  For any investors in the energy sector who have not paid attention for the past few years, Hurricane Isaac should have taught them a lesson. The economics of the U.S. energy industry has changed drastically thanks to the shale revolution brought about by hydraulic fracturing, or fracking. 

  Hurricanes in the Gulf of Mexico used to send natural gas prices soaring because of the supply disruptions from the region. But more »

• A Different View of Who Will Profit from the Coming Changeover to Natural Gas

  By Saul Rosenthal - August 18, 2012 | Tickers: LNG, CLNE, GE, UPL, WPRT |

  It seems apparent that natural gas will provide a lot of the future energy in the United States. Natural gas is cheap compared to gasoline or diesel. In fact, it’s at near record low prices. It’s very, very plentiful in the States. It’s less polluting than gasoline, and it’s much less polluting than coal.

  This has caused a lot of enthusiasm about the future of two more »

• Newfield Exploration Gets Busy With Oil and Liquids

  By Eric Fox - August 1, 2012 | Tickers: APA, NFX, PXD, ROSE, UPL

  Newfield Exploration Co. (NYSE: NFX) made progress during the second quarter of 2012 on the company’s plan to shift away from natural gas development and increase the percentage of crude oil and natural gas liquids in its production and reserve base. This transition is being led by the development of various onshore plays in the United States as well as opportunities internationally.

  Second Quarter of 2012

  Newfield Exploration reported more »

• The Three Nat Gas Companies at the Top of My Watch List

  By Matthew DiLallo - May 30, 2012 | Tickers: CHK, RRC, REXX, SWN, UPL

  The Three Nat Gas Companies at the Top of My Watch List

  I’m beginning to build a watch list of companies that I am interested in adding to my paper trading portfolio.  Today I am adding three natural gas drillers to my watch list and I’ll look to add one of these companies to the portfolio in the near future.   I believe that natural gas will play a 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 down...it 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 »

• Who Wins if Natural Gas Prices Explode?

  By Matthew DiLallo - May 3, 2012 | Tickers: CHK, DVN, SWN, UPL, WPRT

  “The market can stay irrational longer than you can stay solvent.”  The popular investing quote by John Maynard Keynes is about the best way I can explain the current price of Natural Gas.  With oil prices still well over $100 a barrel which is giving us prices at the pump of over $4 a gallon; it seems irrational to me that another equivalent energy supply is trading at around two more »

• Come on 7, Baby Needs a New Pair of Shoes

  By Kyle Metivier - January 3, 2012 | Tickers: SIRI, UPL

  I love speculation plays. I think spec plays should have a place in everyone’s portfolio. Typically, I only purchase stock in spec plays with profits I made from another investment. For all you traders that are Mary Ann fans, I can’t help but reserve a small percentage of my portfolio (and heart), for Ginger (thank you, Sherwood Schwartz). I take small portions of some profits and, after doing more »

• Petroleum Production Company Comparison

  By Maxwell Kirchhoff - December 22, 2011 | Tickers: APA, BRY, PXD, UPL

  Although some investors maintain the belief that an inverse correlation between oil and major markets exists due to increasing costs of transportation and production, recent analyses demonstrate that this held true only 40% of the time from 1990 to 2008. Instead, the relationship between the DOW and Crude Oil demonstrates a direct correlation more often than not.

  Overall, global demand for petroleum is increasing and numerous investment opportunities exist for more »