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Streetwise ExclusivesQuinn Kiley: MLPs Going Institutional Source: Brian Sylvester of The Energy Report 09/02/2010
Fiduciary Asset Management Senior Portfolio Manager Quinn Kiley is a big believer in the MLP space and sees opportunities in closed-end funds and among individual MLPs. In this exclusive and candid interview with The Energy Report, Quinn discusses the state of the MLP asset class and suggests some names with catalysts for growth.
Peasgood Preaches Patience on Geothermals
Wellington West Analyst Sean Peasgood covers the geothermal, plasma gasification and "Smart Grid" subsectors of the alternative energy (AE) market. He believes there's room to make some dough in each of them but believes investors may need to be patient as these growing markets gain traction. Sean reveals some names to help you earn your reward in this exclusive interview with The Energy Report.
Vikas Ranjan: Look for Sustainable Models in Cleantech
"Ubika" is an ancient Sanskrit word meaning growth. Ubika Research Cofounder and Managing Director Vikas Ranjan knows investors covet growth, so Ubika covers companies in sectors with tremendous growth potential. In this exclusive interview with The Energy Report, Vikas offers some strategies on how to play the cleantech sector and discusses in detail several companies ready to flourish.
Taylor MacDonald: Off the Beaten Path
Taylor MacDonald, vice president of investments with Pathfinder Ventures Corporation in Vancouver, has a knack for discovering the undiscovered. In an exclusive interview with The Energy Report, Taylor drills down in the niche of innovative technology companies serving the resource sector and shares some names that most mainstream banks have never even heard of.
MacMurray Whale: Find Energy Catalysts, Find Growth
Cormark Securities Analyst MacMurray Whale knows the micro and macro forces at play in a truly global sector and how those forces are affecting companies seeking growth in largely uncharted waters. It's altogether uncommon knowledge but, in this exclusive interview with The Energy Report, Whale provides a heady glimpse at some prospective alternative energy plays with tangible catalysts for growth. He likes some big-cap energy developers paying dividends and some much smaller solar plays with big upside.
Atticus Lowe: Scouting for Good Value
Atticus Lowe, chief investment officer with West Coast Asset Management, is the kind of guy you would want making your investment decisions. In this exclusive interview with The Energy Report, Atticus discusses his value investing strategy. He also talks about the long-term potential of natural gas, questions shale gas production projections and offers a few names with oil exposure that he believes are not getting enough love from the markets.
Yves Siegel: Management, Patience Keys to MLP Success
Credit Suisse Analyst Yves Siegel believes master limited partnerships (MLPs) are strong investment vehicles, particularly in uncertain economic circumstances. "I don't think there are many other places where investors can put their dollars and get a nice return with very moderate risk," he explains. In this exclusive interview with The Energy Report, Yves talks about the "Big Kahuna" and a handful of other well-managed MLP names with impressive yields and sector-leading growth prospects.
Stan Bharti: A Few of His Favorites
Forbes & Manhattan Founder and CEO Stan Bharti, whose genius has guided dozens of junior resource companies to the pinnacle, discusses his approach in this exclusive interview with The Energy Report—and a few of his favorites. Among them is a company using a molecular-tagging technology to foil a practice that fuels terrorists' activities and deprives governments of more than $100 billion in tax revenues annually.
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.
John Williams: Times That Try Our Souls
When Fed Chairman Bernanke admits to seeing an "unusually uncertain" economy ahead, it's pretty terrifying to imagine what he's really thinking. What ShadowStats' Editor John Williams envisions—on a not-too-far horizon—is systemic collapse, a hyperinflationary great depression and cessation of normal commerce. But, despite the bleak outlook, John also had some good news when he sat down for this exclusive Energy Report interview.
Keith Schaefer: Stick with Wet Gas, Heavy Oil Plays
Oil and Gas Investments Bulletin Editor and Publisher Keith Schaefer specializes in Canadian oil and gas plays. Despite the languishing gas price, he sees opportunities in some hedged Canadian gas companies and unhedged "wet-gas" producers. If you're not into gas, Keith is big on oil. In this exclusive interview with The Energy Report, Keith will tell you how radial drilling is creating opportunities in heavy oil, too.
Gabriel Hammond: New MLP Options
SteelPath Fund Advisors Founder Gabriel Hammond recently launched three Master Limited Partnership (MLP) mutual funds. They are the first open-ended funds in the MLP space, but will certainly not be the last. Gabriel explains the appeal of the new funds and gives us some of his firm's favorite MLP names in this exclusive interview with The Energy Report.
Rick Rule's Enthusiastic on Energy
Global Resource Investments Founder and CEO Rick Rule, who expects the secular bull market in commodities to run another 10 years, also expects it to be a wild ride at times. Investors will be able to avail themselves of spectacular opportunities during some of the market downturns. As he discusses in this Energy Report exclusive, which is based on a recent webcast, Rick is particularly keen on a couple of out-of-favor segments of the energy sector that he loves so dearly.
Mickey Fulp: Solving the Uranium Price Puzzle
Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about his favorite players in the uranium space. He's also keeping an eye on natural gas stocks.
Geordie Mark: Glowing Reviews for Uranium Plays
Uranium's not as sexy as gold or silver. But with a host of reactors slated for construction, the sector is rife with opportunities. Haywood Securities Analyst Geordie Mark, in this exclusive interview with The Energy Report, tells us why he's given "sector outperform" ratings to no less than 11 companies. It could be the most comprehensive global roundup of uranium plays anywhere.
Porter Stansberry: "We Can't Live without Gulf Oil"
Tragic as the situation is, "everything is going to be okay" in the Gulf of Mexico, according to Stansberry & Associates Investment Research Founder Porter Stansberry. Porter, who has a reputation as an independent thinker with a penchant for "out-of-consensus" viewpoints, shares some of his contrarian opinions in this exclusive interview with The Energy Report.
John Edwards: Playing MLPs? Play Defense
Master Limited Partnerships (MLPs) remain sensitive to global economic volatility, but some defensive-oriented MLP names still have strong growth characteristics in their distribution outlook. In this exclusive interview with The Energy Report, Morgan Keegan Analyst John Edwards provides a selection of "defensive-oriented" MLPs for you to choose from.
Amir Arif: Bet on Low-Cost, High-Volume Shale Plays
Stifel Nicholas Oil and Gas Analyst Amir Arif believes cheap nat gas prices shouldn't keep you from making cash in the gas space. It's all about companies with production growth in low-cost shale basins. "Gas doesn't have positive drivers behind it," he explains, "you want to bet on the volume without diluting the equity." Arif provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
Michael Blum: ABCs of MLPs
Interested in long-term, high-yield investment plays with certain deferred tax advantages? Master limited partnerships (MLPs) may be for you. MLP units are traded on public exchanges just like corporate stock. "The difference," says Wells Fargo Senior Energy MLP Analyst Michael Blum, "is that MLPs are structured as partnerships." In this exclusive interview with The Energy Report, Michael explains the ins and outs of MLP investing and provides some names to get you started.
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.
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.
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.
Kevin Shaw: Carpe Cardium, Kurdistan & the North Sea
Wellington West Analyst Kevin Shaw lives in Alberta and believes there are few better places to invest than Canada's oil- and gas-rich provinces. But he also sees attractive international opportunities in such places as Kurdistan, the North Sea and Albania. "When you're putting a drill bit into the ground in Kurdistan," he says, "you're. . .'deep-sea fishing.'" In this exclusive interview with The Energy Report, Kevin explains why he's also big on the Cardium, Notikewin, Bakken/Three Forks and the Montney shale plays.
Adrian Day: Wanna Go 'Green'? Go Geothermal
Investment guru Adrian Day likes "green" energy but doesn't see many ways to make money in that space, save two. In this "Coles Notes" interview with The Energy Report, Adrian gives us his favorite juniors in the geothermal sector and even offers a few of the base metals juniors that he owns.
Fadel Gheit: Gas Sector M&A Activity About to Ramp Up
When folks want the straight goods on the oil and gas sector they go to Oppenheimer's sage Managing Director Fadel Gheit. That's what we wanted, too, when we asked him to spend some time with The Energy Report. In this upfront interview, Gheit rails against government inaction on oil price speculation and predicts low gas prices will soon lead to more M&A activity. Gheit's market commentary is frank and insightful and could certainly impact your investment decisions.
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