Oil & Gas - Services Interviews

Daren Oddenino: How to Spot Oil and Gas Takeout Targets

oil and gas takeout targetsLet's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat—a company that tempts an international player might leave domestic majors cold. - 05/14/2013

Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'

What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit." - 04/30/2013

Unconventional: Jim Letourneau's Investment Taste

Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin. - 04/25/2013

Profit from Domestic Energy Growth with Upstream MLPs

Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.

- 04/16/2013

Bullish on Oil Prices? Two Reasons You Might Change Your Mind

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. - 04/02/2013

Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen

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. - 02/07/2013

Porter Stansberry: End the Ban on US Oil Exports

Porter Stansberry doesn't mince words. Politicians? Scumbags. People in general? Lazy. Laws against oil exports? Disastrous. In this interview with The Energy Report, the Stansberry & Associates Investment Research founder argues that oil exports could usher in an era of unprecedented prosperity, if legislation would only allow it. However, he says there's no holding back U.S. energy wealth; the profits will sprout up in oil- and gas-related industries like fertilizer, petrochemicals and shipping. Find out where Stansberry is putting his money. This time, it's not on E&Ps. - 12/13/2012

Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky

Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well. - 10/09/2012

Energy Technologies with a Competitive Edge: James McIlree

Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery. - 10/04/2012

Why My Portfolio Gained 30% This Year: John Stephenson

Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly. - 10/02/2012

Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer

Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper. - 09/25/2012

Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector

Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing. - 09/20/2012

Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue

Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential. - 09/06/2012

These Oil and Gas Technologies Lower Costs, Boost Upside: James West

There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them. - 08/07/2012

Get More for Your Money with Fiber-Optic Fracking: James McIlree

Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic. - 06/19/2012

Casey Research Summit Special Report Part II: Drilling Down into Oil & Gas Prices

The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities. - 05/10/2012

Get Natural Gas 'for Free' After Massive Selloffs: Porter Stansberry

Stansberry & Associates Investment Research Founder Porter Stansberry envisions a future that is anything but rosy, but savvy investors may find solace and security against the crippling inflation he expects. In this exclusive interview with The Energy Report, the popular publisher talks about opportunities in the beaten-down natural gas industry, where investors with good timing have the opportunity to get natural gas "for free" following massive selloffs. He also discusses some niche energy plays that offer great ways to book profits in a market that has many analysts scratching their heads. - 04/24/2012

Domestic Oil Production Is Bullish for Americans: Evan Calio

For Morgan Stanley Analyst Evan Calio, a challenge is really an opportunity, at least when it comes to finding discounted equities in the oil and gas space. In this exclusive interview with The Energy Report, he explains why the distribution bottleneck that is causing a historically wide price differential between WTI and Brent is actually an opportunity for refiners and Americans everywhere. - 04/17/2012

The Bullish Case for Large-Cap Oil Stocks: Fadel Gheit

With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth. - 03/20/2012

Energy Investing in Saskatchewan: Tom MacNeill

Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. - 02/21/2012

Triple-Digit Oil Investing and a Natural Gas Price Rebound: Bill Powers

Powers Energy Investor Editor Bill Powers doesn't shy away from microcaps; he embraces them. In this exclusive interview with The Energy Report, he explains why triple-digit oil is here to stay and how the best-positioned companies will be sitting pretty when natural gas prices rise—as will investors who time the rebound right. - 01/31/2012

Oil and Gas Services Avoid Geopolitical Risk: John Stephenson

With oil reserves less and less accessible to western majors, producer stocks can carry significant geopolitical risk. In this exclusive interview with The Energy Report, First Asset Investment Management Inc. Senior Vice President John Stephenson explains why service-oriented companies are smart selections for risk-averse energy investors. No matter what happens in the oil and gas business, the companies doing the drilling have solid prospects in this market environment. - 01/17/2012

Finding Profits in Volatile Energy Markets: Nav Malik

Fishing for value is no easy task in a stormy economy, but investors can still come up with a profitable catch. Oil and gas analyst Nav Malik of Octagon Capital uses due diligence to identify select value plays with great growth potential. In this exclusive interview with The Energy Report, Malik discusses three cream-of-the-crop picks and a hot new play in the United Kingdom's North Sea. - 01/03/2012

Neal Dingmann: Oil Explorers and Producers Hedge for Profit

Energy prices could be lower next year, but SunTrust Robinson Humphrey Analyst Neal Dingmann is finding both value and growth in small, hedged explorers and producers and in larger companies with cash on hand. In this exclusive interview with The Energy Report, Dingmann shares his favorite names. - 11/03/2011

Gary Bryant: Opportunities in Shale Drilling

After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling. - 10/20/2011

Bill Koenig: Fracking Tech Has Junior Producers Pumped

To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector. - 10/13/2011

Keith Schaefer: Predicts Market Rebound After Solution to European Debt Crisis

Oil and gas producers have come to rely on the know-how and skills of an innovative group of service providers that create efficiencies through novel technologies and products. Keith Schaefer, editor and publisher of The Oil and Gas Investments Bulletin, believes investors can both derisk their portfolios and achieve growth with energy services companies that dramatically improve profits of producers. In this exclusive interview with The Energy Report, Keith stakes out some ideas that could yield big upside and add a cushion during volatile times. - 08/16/2011

Phil McPherson: Go West for Oil

The new California gold rush is about black gold, not the yellow variety. At least that's where Global Hunter Securities Partner and Senior Analyst Phil McPherson is looking for his edge in exploration and production. He's also finding names in Bakken and Colombia that may have been forgotten (or just plain misunderstood) by investors. In this exclusive interview with The Energy Report, Phil elaborates on his best ideas, some of which could yield huge multiples for investors. - 07/14/2011

Frank Curzio: Penny Stocks to Profit from Higher Oil & Gas Demand

Oil and gas markets, as well as the technology to produce, distribute and utilize them, are evolving to meet growing global energy needs. In this exclusive interview with The Energy Report, Frank Curzio, editor of the Penny Stock Specialist newsletter, brings us up to date on his views for what lies ahead in the energy markets and offers several ideas for investors seeking underpriced bargains with great growth potential. While his newsletter's definition of penny stocks extends beyond pennies, he believes that the opportunities are in the dollars. - 07/12/2011

Josef Schachter: Get Ready for a Natural Gas Boom

Schachter Asset Management Analyst and Investment Advisor Josef Schachter, who provides oil and gas research to Maison Placement Canada clients, is recommending a group of Canadian companies that are maintaining the delicate balance between oil, on which he is bearish, and natural gas, which he believes will soon enrich both producers and investors. In this exclusive interview with The Energy Report, Josef shares some value-priced names he feels are poised for big gains, along with natural gas' rising price. - 06/23/2011

Bruce Edgelow: Which New Technologies Will Increase Oil Recovery Margins?

Credit lines are critical for small- and mid-cap oil and gas explorers. For nearly 40 years, ATB Financial Energy Group Vice President Bruce Edgelow has made it his business to provide non-dilutive cash for growing energy companies. At the recent SEPAC Oil & Gas Investor Showcase in Calgary, and in this exclusive interview with The Energy Report, Bruce reveals some of the advances changing the bottom line for smart investors. - 06/16/2011

Brian Uhlmer: Elevated Oil Prices Push Interest in Service Stocks

Large oil-drilling projects in the U.S. and abroad, the price of oil and new drilling technologies have brought growth and stability to oil field services and equipment companies. Read why investors are looking at this sector in The Energy Report's exclusive interview with Brian Uhlmer, managing director and senior analyst of Global Hunter Securities' Energy Group. - 04/26/2011

John Pugsley: Japan Crisis Is Not the End of Nuclear Power

John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan. - 03/24/2011

Chen Lin: Leverage Surging Oil Demand

Private investor Chen Lin is leveraging ever-increasing demand for oil via micro- and small-cap stocks. In this exclusive interview with The Energy Report, Chen explains how he determines which companies have the potential to double, triple or even quadruple and shares some promising stocks he owns. - 03/03/2011

Jeffrey Hayden and Chad Mabry: Stay Very Oily

In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus. - 02/15/2011

James West: The Revolution in Energy Investments

James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. - 01/20/2011

John Licata: Oily Names with Gas Assets

Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf has already resulted in oily names acquiring gas names. And it will soon lead to more JVs as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas, why he sees more M&A activity ahead and offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape. - 08/10/2010

Greg Gordon: Big Deregulated Utilities, Pt. II

Big deregulated utilities pay solid dividends and offer investors a means to leverage the ongoing economic recovery. But it's a complicated business; that's why we asked Morgan Stanley Analyst Greg Gordon to break it down in this exclusive interview with The Energy Report. In this second half of our two-part interview, Greg explains the difference between deregulated utilities and their regulated counterparts and shares some of his favorite names in the space. - 06/29/2010

Chris Pikul Favors 'Oily' Names; Cautious on Gas

Bullish on oil but soft on gas, Morgan Keegan Analyst Chris Pikul believes discerning investors can still "win the game" with oil and gas E&Ps. "You need to really focus on gas companies with the best-quality assets," says Chris, "with strong balance sheets." His insight shines through in this exclusive interview with The Energy Report, as he shares a few of favorites in the E&P space. . .just for you. - 06/24/2010

Greg Gordon: Turn on to Big Utilities, Pt. I

Big U.S. utilities pay big dividends; and right now they're as cheap, relative to bonds, as they've been in nearly a quarter century. Few know these equities better than Morgan Stanley Analyst Greg Gordon, who explains the utilities market and shares some regulated utilities names in this exclusive two-part interview with The Energy Report. Part II will focus on Greg's picks among the deregulated utilities. - 06/22/2010