Streetwise Reports' Article Archives — October 2011 back to current month (38)
Chris Martenson: Peak Oil Could Limit Economic Growth (10/31/2011)
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on.
Do Bullish Investors Have an Ace in the Hole? (10/27/2011)
"You may not be able to count cards at the blackjack table, but counting historical trends of the stock market and discovering inflection points are not only legal strategies, they are essential to successful investing."
Vikas Ranjan: Companies Meeting Emerging Market Demand (10/27/2011)
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need.
A Guide to Econ Reports This Week (10/26/2011)
"Despite earlier fears that we were falling back into a double dip, it now looks like growth will come in much better than the very anemic 1.3% rate of the second quarter."
Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand (10/25/2011)
Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry.
An Unlikely New Supporter for Alternative Energy (10/25/2011)
"With the Obama Administration emphasizing a move to alternative and renewable fuel sources, the military is on board. Well, sort of."
Marcellus Stocks with a Kick (10/25/2011)
"As we expected, the report highlighted the importance of these shale oil and gas basins to our future energy production. Make no mistake—they will play a critical role. . ."
LPs Streaking Higher on M&A Deals (10/25/2011)
"For the week, the MLP Index was up 2.4%, and is on a streak of 10 straight positive days. MLPs have now bounced 10.4% off the October 4th close."
How to Trade Gold and Oil Prices This Coming Week (10/24/2011)
"The recent light volume rallies that have taken place in gold, oil and equities have been generating mixed signals for technical analysts."
Gary Bryant: Opportunities in Shale Drilling (10/20/2011)
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.
Oil & Gas Stock Outlook (10/20/2011)
"Crude oil's near-term fundamentals remain patchy, but long-term outlook remains favorable with a constrained supply picture."
General Partners: The Parasite Trade (10/20/2011)
"Accept your role as a limited partner in exchange for favorable tax treatment, high distributions and limited liability."
Who's Right About Commodities: Bears or Bulls? (10/19/2011)
"If metals are following oil's footsteps, things should remain relatively stable from here—but that would require an orderly Greek default."
Steve Palmer: Believe in Oil and Uranium (10/18/2011)
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
Buyouts Crystallize Value in the Market (10/18/2011)
"There's value in the energy and mining spaces. That's the message the market is sending through recent strategic acquisitions."
Oil, the Dollar and the Trade Deficit (10/18/2011)
"Of the total goods deficit of $61.42B, 42.4% is due to our oil addiction."
Energy and Materials Will Ride High This Earnings Season. . .but 2012 is Another Story (10/18/2011)
"The stream of positive earnings reports should push markets higher, but anemic U.S. recovery and European debt have lowered 2012 guidance."
Oil: The New Financial Product (10/18/2011)
"Investment banks that now dominate trading have created a massive new market of buyers."
Bill Koenig: Fracking Tech Has Junior Producers Pumped (10/13/2011)
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.
India Grapples with Skyrocketing Fertilizer Costs (10/13/2011)
"Fertilizer costs around the world are skyrocketing, and India's struggling rupee makes necessary crop nutrients even more expensive."
Responsible Uranium Mining Practices (10/13/2011)
"The top global producers of uranium have all demonstrated respective positions on responsible mining."
Debt and MLPs (10/13/2011)
"Generally, MLP balance sheets have more debt than a typical stock, and that's ok."
Ross Beaty: Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit (10/12/2011)
Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.
Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities (10/11/2011)
The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.
Historic Value in Energy Stocks (10/11/2011)
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy."
Fertilizer Stocks a Growth and Value Harvest (10/11/2011)
"'The demand for agriculture commodities has been immune to economic downturns with lower income elasticities of demand compared to either industrial metals or energy.'"
Capital Markets Still Open, MLPs Load Up (10/11/2011)
"MLPs have been more conservative since 2008 in terms of distribution coverage and leverage, for the most part, and they are better positioned now to weather a second Black Swan market event in three years, if it were to happen."
How OFS Stocks Predict the Oil Market (10/11/2011)
"Before the volume comes out of the ground, someone has to provide the exploratory, development, infrastructure, construction and drilling support. That's why better OFS performance always precedes better performance by oil and gas producers."
Amine Bouchentouf: Offshore Oil Key to Future Supplies (10/06/2011)
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world.
Oil Exploration in Nunavut (10/06/2011)
"Interest in the Arctic, granddaddy of all untapped oil reserves, has peaked as 'easy' oil has proven harder and harder to come by."
Europe Reexamining Nuclear Power Policy Landscape (10/06/2011)
"Germany will have to spend nearly $14.3B to upgrade its electrical grid if the country is to stop using neighboring networks."
Robert Cooper: Hot Canadian Oil and Gas Stocks (10/04/2011)
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, former Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria.
Electric Vehicle Research in United States Generating Interest (10/04/2011)
"The review could shift research dollars toward lithium battery technology, as the DOE seeks to enable commercial industry stakeholders."
Renewable Energy and Government Subsidies Go Hand-in-Hand (for Now) (10/04/2011)
"The post-coal age is coming fast. But can renewable energy sources make it in the market without government help?"
Potash Mining in Kazakhstan (10/04/2011)
"The search for potash sources is piquing around the globe, including in Kazakhstan, where long-known reserves remain untapped."
Natural Gas Supply Keeps Growing (10/04/2011)
"Stockpile increases are rapidly outpacing last year's buildup due to robust production."
U.S. Oil Boom (10/04/2011)
"Global oil demand is up nearly 50% in the last 25 years. Regardless of economy conditions, consumption will continue to rise."
Moral Victory: MLPs Outerperform in Q311 (10/04/2011)
"MLPs are doing significantly better than the equity indexes, but as the saying goes, you can't eat relative performance."
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