Streetwise Reports' Article Archives — May 2013 back to current month (19)

The Civil Nuclear Energy Renaissance Restarts (05/31/2013)

"The nuclear renaissance, and a bull market you should be aware of, have been restarted.

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Diversification Is Key to Energy Value: Frank Holmes and Brian Hicks of U.S. Global Investors (05/30/2013)

Calling the energy space underowned and a great value, Frank Holmes and Brian Hicks of U.S. Global Investors view shale oil plays as integral to an energy renaissance. Still, to hedge their bets, the two experts recommend diversification across the entire natural resources sector, including agriculture and food. In this interview with The Energy Report, they list opportunities in upstream oil and gas production, refining stocks, master limited partnerships and potash.

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Which Oil Companies Could Benefit from Price Differentials? (05/28/2013)

chadsub1Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials.

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Three Hidden Water Costs that May Already Be Boosting Energy Prices (05/28/2013)

"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport."

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Why a Uranium Renaissance Looks Inevitable (05/24/2013)

Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.

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Matt Badiali: Why Bill Powers Is Dead Wrong (05/23/2013)

Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited.

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Natural Gas Producers' Hedging Strategies: A Risky Bet (05/22/2013)

"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging."

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Investors Versus Traders: A Battle for Oil & Gas Profits (05/21/2013)

The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.

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Natural Gas Companies Inch Closer to LNG Export Approvals (05/21/2013)

"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas."

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The Resurgence of the Nuclear Reactor (05/20/2013)

"An energy opportunity that could boost your net worth 500%—or more."

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The Hottest North American Shale Plays: Josh Young (05/15/2013)

Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely.

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Daren Oddenino: How to Spot Oil and Gas Takeout Targets (05/14/2013)

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.

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Marin Katusa: Time to Invest in Uranium (05/14/2013)

"Marin Katusa believes uranium is the most contrarian resource investment today."

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A Total Overhaul of the Global Oil Patch (05/13/2013)

"Can energy exporters just turn the valves, lower output and ship out less oil in order to goose up the price? Not likely."

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Keith Schaefer Names the Last-Standing Shale Plays (05/09/2013)

Shale oil has been North America's great experiment, says Oil & Gas Investments Bulletin Editor Keith Schaefer. But in this interview with The Energy Report, he questions the experiment's success and predicts steep declines ahead, with just a few formations left to supply the market. The question is what shale play will last the longest? Read on to find out how—and when—to get positioned for the end of the shale revolution.

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Bill Powers: Pickens and Stansberry Wrong, Shale Gas Production to Fall (05/07/2013)

Energy pundits sing natural gas' praises, but Bill Powers, author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," isn't buying it. He sees serious flaws in how reserves are reported, and his own research shows steep, across-the-board production declines in the near future. Nonetheless, he expects a multiyear bull run for the resource, and recommends investors get positioned before scarcity hits—just five to seven years from now. Find out which companies Powers is betting on in this interview with The Energy Report.

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Porter Stansberry vs. Marin Katusa: I Win, You Lose! (05/07/2013)

"This means there are tremendous opportunities to profit while we wait for the rest of the world to catch up."

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How to Make Money in Range-Bound Energy Markets (05/06/2013)

"Hedge using market sectors."

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James McIlree: Three Companies Could Transform Power Production (05/02/2013)

Energy tech companies have a business model that's closer to Apple Inc. than Apache Corp. In other words, it's all about the new product. The products Dominick & Dominick Analyst James McIlree is excited about offer major benefits like improved geological mapping for oil and gas explorers, or electric grid safety for energy utilities. In an interview with The Energy Report, McIlree talks about his favorite companies in the energy tech space and how understanding product cycles can help investors time their buys.

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