Streetwise Reports' Article Archives — August 2013 back to current month (12)

Micro-Cap Oil Stocks that Hit the Jackpot: Phil Juskowicz (08/29/2013)

If you want the most bang for your buck, quality E&P micro caps are the way to go. At least that's the opinion of Analyst Phil Juskowicz of Casimir Capital, an early follower of the company that ended up discovering the Barnett Shale. In this interview with The Energy Report, Juskowicz explains his investment rationale and talks about several of his favorite micro caps, including one that went shopping at an asset bankruptcy sale and absolutely cleaned up.

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The Low-Cost, High-Yield Strategy Making Oil Investors Money: Josh Young (08/27/2013)

Sometimes success is about making the most of what you've already got. The same holds true for North America's shale plays: Companies are saving development dollars by reworking old wells. When it's done right, the rates of return are astounding. That's why Young Capital Management founder Josh Young is investing in redevelopment plays. In this interview with The Energy Report, Young explains redrilling economics and highlights off-the-radar shale basins outperforming those in the limelight.

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Electric Vehicle Infrastructure: The Chicken/Egg Dilemma (08/26/2013)

"There is a solution on the horizon: smart grids, and their younger sibling, the smart meter, the saviors of managing demand. A smart system would allow the mediation of electric vehicle electricity demand by making a 'smart' decision about how to 'smooth out' the demand to mitigate the surge."

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Two Ways to Capitalize on Accelerating Lithium Demand: Luisa Moreno (08/22/2013)

The sleekest, most efficient electronic product is nothing without the battery that powers it. Enter lithium, the raw material battery manufacturers depend on. With electric/hybrid vehicle use on the rise and demand for consumer electronics steadily climbing, lithium producers with quality product should have no shortage of potential buyers. In this interview with The Energy Report, Luisa Moreno, mining and metals analyst with Euro Pacific Canada, names her top lithium picks with both the goods and the customers.

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Canada's Heavy Oil Producers Are Positioned for Big Payoffs: Alistair Toward (08/20/2013)

Companies that can hunker down in low-margin environments will often wow markets during recoveries. Heavy oil producers are the next case in point, says PI Financial Oil and Gas Analyst Alistair Toward. Improved heavy oil pricing means these producers are enjoying significantly bigger netbacks. As heavy oil producers release their quarterly financial results, those bottom-line payoffs are likely to make waves. In this interview with The Energy Report, find out how to invest in this high-beta space before all the earnings reports are in.

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Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin (08/15/2013)

Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold.

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Barclays: Worldwide O&G Capex Growth Good News for 'Big Four' Services Companies (08/13/2013)

If the oil and gas industry were a sport, Barclays Analyst James C. West's dream team would consist of large-cap, diversified oil services companies drilling for either oil or gas offshore in the Middle East, with the bench stocked with players operating offshore in India, Asia, Australia and the Asia-Pacific region. In this interview with The Energy Report, West highlights industry growth spots around the world. The future, he says, is bright.

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The Shale Oil Boom Is Going Global (Starting with Argentina) (08/13/2013)

"The shale oil and gas craze is going global. . .For investors, that means there will be some genuine opportunities for North American technical, equipment and production service companies as this wave continues to wash up in areas all over the world."

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Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs (08/08/2013)

What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution.

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Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas? (08/06/2013)

Argentina's nationalist seizure of YPF's assets last year stunned markets, but loss of foreign investment compromised the nation's energy self sufficiency. Now, says Bill Newman of Mackie Research, the government is taking steps in the right direction. In this interview with The Energy Report, Newman outlines the political landscape and identifies promising plays in the region.

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What's Behind July's 9% Rise in Crude Oil Prices (08/05/2013)

"U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel. That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months."

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Top Ten Stocks for a Uranium Price Rebound: David Talbot (08/01/2013)

When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.

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