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Streetwise ExclusivesLiquids-Rich Companies Will Weather the Dry Spell: Luc Mageau
With the winter warmer and drier than previous years, natural gas companies are suffering from depressed prices. However, Raymond James Analyst Luc Mageau identifies liquids-rich companies that can create profits with or without a natural gas price rally. In this exclusive interview with The Energy Report, Mageau explains how to use well payout rates to evaluate a company's longer-term cash flow.
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.
Lithium Investment to Power Portfolios: Daniela Desormeaux
The lithium market is currently dominated by a handful of major producers, but investors naturally look to smaller junior exploration and production (E&P) companies for the real growth. Economist Daniela Desormeaux of Santiago, Chile-based signumBOX takes a global macroeconomic view of the lithium industry and concludes that supply will meet demand, but if the adoption of vehicular lithium ion batteries occurs sooner than the market expects, demand could overtake supply. In this exclusive interview with The Energy Report, Desormeaux discusses some of the juniors that could ultimately add some energy to portfolios.
Potash's Current Calm Promises an Exciting Future: Corey Dias
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress.
Nuclear Energy Markets Tighten: Edward Sterck
Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack.
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.
Renewable Energy Stocks that Deliver: John McIlveen
Retail and institutional traders invested record amounts in renewable energy producers in 2011, but separating the wheat from the chaff can be challenging. In this exclusive interview with The Energy Report, Jacob Securities' Senior Vice President for Research John McIlveen shares how to pick and choose. For steady dividends, high-yield Independent Power Producers deliver shareholder value, while renewable projects in the developing world offer incredible potential returns. Whatever the project, it's the internal rates of return that matter.
MVP Energy MLPs: John Edwards
John Edwards, first vice president covering energy infrastructure master limited partnerships for Morgan Keegan, is bullish for 2012 and well beyond. In this exclusive interview with The Energy Report, Edwards highlights how this sector pairs a low-volatility asset class with stable, secure distributions—a rare combination in today's markets.
Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast
What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight some of the expert insights.
Finding Growth in a Flat Energy Market: Tim Murray
Clean balance sheets, cash flow visibility and trading liquidity in oily stocks are the cornerstones of investment success in junior E&Ps, according to Oil and Gas Analyst Tim Murray of Desjardins Securities. In this exclusive interview with The Energy Report, Murray lays out his risk/reward proposition for his very favorite names.
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.
Year in Review: Digging into Potash Stocks
People have to eat. That seemed to be the consensus of the markets in 2011, which saw potash gaining traction as a new kind of safe haven. A resource that promises higher crop yields in a time of exploding global population growth, potash is ripe with potential profits for investors who choose carefully. The Energy Report dug deeper into this sector in 2011, interviewing analysts and industry experts who shared how to gain exposure to this growing market.
Renewed Faith in Oil and Gas: Jim Letourneau
According to Jim Letourneau, author of the Big Picture Speculator, oil and gas aren't going away any time soon. Indeed, new technologies offer the industry and investors profitable opportunities. Read more about why Letourneau considers shale gas, shale oil and enhanced oil recovery "game changers" in this exclusive Energy Report interview.
Year in Review: Long-Term Uranium Stock Prospects Trend Higher
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector.
Profit from Peak Oil: Bob Moriarty
With resource stocks extraordinarily cheap, 321energy.com Founder Bob Moriarty calls them "an opportunity of a lifetime," in this exclusive interview with The Energy Report. However, investors need to steer clear of the dangers of derivatives. Moriarty explains how the hypothecation hobgoblins associated with these instruments can sneak up on investors and zero out accounts in a flash.
Canadian Oil to Support Market Growth: Bill Bonner
As developing countries increase their energy consumption, the oil and gas sector will continue to grow, powered by Canadian companies feeding global demand. In this exclusive interview with The Energy Report, President and Portfolio Manager Bill Bonner of Brickburn Asset Management in Alberta reveals several energy companies with maximum production and growth potential.
The Uranium Industry Is Alive and Well: David Talbot
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
Four Small-Cap Energy Stocks to Watch: Josh Young
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long.
TransCanada Keystone XL Pipeline Faces Political Peril: Ian Doig
The TransCanada Pipeline project could be one of the most important oil infrastructure developments in a generation. For an analysis of what is holding the project up and what investors should be watching in the industry, The Energy Report, asked Ian M. Doig, editor of Doig's Digest.
Energy Stocks on Year-End Clearance Sale: Chen Lin
Attention Shoppers: There are some amazing values currently available at bargain prices in the energy department. That's pretty much what Chen Lin told us in this exclusive interview with The Energy Report. The current level of risk aversion by most investors has left the doors wide open for those who are willing to see real values and major potential in oil and gas producers.
John Williams: Can Domestic Natural Gas Cut the Deficit?
The prospect of significant U.S. natural gas production may not be powerful enough to overcome the hot air coming from government quarters, but ShadowStats Editor John Williams identifies it as one bright spot in his otherwise dark outlook for the U.S. economy. As Williams tells The Energy Report in this exclusive interview, increased domestic shale production may not save the U.S. dollar from extinction but it just might have a major positive impact on the GDP, the trade deficit and employment.
John Williams: Hyperinflation Warning, Preserve Value with Gold
Among the specters lurking in ShadowStats.com's Editor John Williams' gloomy outlook for the U.S. are the demise of the dollar, hyperinflation and the ongoing lack of political will to take sound corrective measures. Still, as he tells The Gold Report in this exclusive interview, investors have options. Williams contends that turning to gold, silver and strong foreign currencies would protect wealth and position savvy investors to take advantage of extraordinary opportunities likely to flow out of the turmoil ahead.
Top-Rated Energy Investing Advice Revisited
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years.
Curtis Trimble: Be Nimble, Quick and Play the Shales
With energy prices flat to down in a murky global economy, MKM Partners Managing Director Curtis Trimble says investor agility is essential. In this exclusive interview with The Energy Report, Trimble talks about his favorite names and some of the fuel-rich plays that make them interesting.
Geordie Mark: Coal and Uranium Generate Heat
From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview.
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