Streetwise Reports' Article Archives — January 2014 back to current month (12)
Porter Stansberry: Are You Playing the Right Energy Trend? (01/30/2014)
Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend.
Pros & Cons of One-Stop Shopping Oilfield Services (01/30/2014)
"The oilfield services sector has gone through several waves of consolidation, with the majors working to build their own vertical markets."
The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay (01/28/2014)
There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay.
Get Positioned Now for the Next Great Natural Gas Switch: Ron Muhlenkamp (01/23/2014)
Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp, founder and portfolio manager of Muhlenkamp & Co. Inc., putting his investment dollars behind the next great fuel switch, this time in the transportation sector. With his fund having finished 2013 with a tidy 34.4% gain, he is now eyeing companies poised to outfit the U.S. transportation sector with all things natural gas, from fuel tanks to motors to filling stations. And let's not forget the folks who get it out of the ground. As Muhlenkamp tells The Energy Report, we've only just begun, so there's plenty of room to run with well-positioned companies.
Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts (01/21/2014)
Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed.
Five Ways to Play the End of the Natural Gas Renaissance: Bill Powers (01/16/2014)
Shale gas is not the foundation of U.S. energy security that conventional wisdom claims it is, says Bill Powers in this interview with The Energy Report. But as shale gas peters out, the law of supply and demand will drive gas prices up. Powers, an independent analyst and author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," sees a good future for gas-leveraged junior companies, and shares his top ideas as demand and price skyrocket in tandem.
3 Front-Runners in the Global Shale Race (01/15/2014)
"While U.S. producers are going gangbusters—shale oil and gas production are way up year over year—the rest of the world is getting its collective act together."
Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank (01/13/2014)
"Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors."
Banking on Ethanol and High-Tech Fracking: Keith Schaefer (01/09/2014)
Keith Schaefer, editor and publisher of Oil & Gas Investments Bulletin, has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry, as he demonstrates in this interview with The Energy Report. And he knows how to bide his time while waiting for catalytic moments—the singular events that can make all the difference between survival and extinction for a junior oil and gas company struggling to raise above the fray in the fracking fields.
Why 'Energy Rebalancing' Means Huge Profits This Year (01/08/2014)
"These profit opportunities involve big shifts in sourcing and systems that will combine with some major revisions in finance."
Matt Badiali's Insider Tips from the Energy Fronts in Kurdistan and Tuscaloosa (01/02/2014)
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of travelling the globe, S&A Resource Report Editor Matt Badiali shares his insights with The Energy Report readers on how to go where no one else wants to be and make a lot of money doing it.
2014 Outlook for Oil & Gas Stocks (01/01/2014)
"My outlook for the remaining oil and gas sub-sectors—from best to worst. . ."
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