Streetwise Articles

Investing in MLPs: Three Set to Soar on Shale Expansion
Source: Don Miller of Money Morning (2/25/13)
"If you're one of the millions of investors trying to find decent yielding income investments, there's one place you should be looking—Master Limited Partnerships."
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Don Coxe: Take Advantage of Energy Sector Upside
Source: Peter Byrne of The Energy Report (2/21/13)
There are many reasons to be bullish about energy resources, says commodity investment specialist Don Coxe. He treats The Energy Report to a downside-upside tour of the recovering financial system, bearing good news for energy investors. Find out which sectors Coxe says are on the move.
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Mat Wilson: Following the Money to Undervalued Contrarian Plays
Source: Brian Sylvester of The Energy Report (2/21/13)
If you look very closely, you'll find some big players in the energy market sinking a lot of dollars into some very unconventional plays. Mat Wilson, an analyst with Pinetree Capital in Toronto, is following a trail of billion-dollar shale exploration and development investments from Canada to Texas and South America. Wilson tells The Energy Report which small-cap names are linked with hefty, large-cap investments and why they stand to benefit.
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Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol
Source: Peter Byrne of The Energy Report (2/19/13)
Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy.
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Refinery Stocks: What I'm Buying Right Now
Source: Keith Schaefer, Oil and Gas Invesments Bulletin (2/15/13)
"There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now."
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Colin Healey: Which Uranium Stocks Will Rise on a Supply Shortfall?
Source: Brian Sylvester of The Energy Report (2/14/13)
With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again.
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Two Reasons to Expect Greater Volatility in Oil Prices
Source: Kent Moors, Oil & Energy Investor (2/14/13)
"A combination of rising demand and tension in the Middle East means oil prices will continue to climb."
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Do the Companies You Hold Have a Backup Plan? They Should, Says Tim Murray
Source: Zig Lambo of The Energy Report (2/12/13)
Hiccups, either market- or operations-related, are the norm rather than the exception, especially in the junior oil and gas space. That's why Tim Murray, oil and gas analyst at Desjardins Securities, prefers to invest in management teams with long-term vision and a plan for worst-case scenarios. A stellar balance sheet doesn't hurt, either. In his interview with The Energy Report, Murray shares stories of capable management teams that are rolling with the punches—and rewarding investors who stick with them.
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Bruno del Ama: Junior MLPs Are Undervalued and Ready for Growth
Source: George S. Mack of The Energy Report (2/7/13)
Master limited partnerships (MLPs) aren't just pipeline builders, nor are they all large caps. Bruno del Ama, CEO and co-founder of Global X Funds, sees significant value in junior MLPs anchored to exploration, production and storage as well as transportation. In this interview with The Energy Report, del Ama talks about a rare bottom-floor opportunity to profit while avoiding the tax and bookkeeping pitfalls of MLP investing.
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Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen
Source: Zig Lambo of The Energy Report (2/7/13)
The Street thinks oil price differentials stem from lack of pipelines. That's only partly true, says Keith Schaefer, editor of Oil & Gas Investments Bulletin, arguing that limited refinery capacity is just as big a challenge. Schaefer expects most investors to be caught completely off guard when the Brent/WTI gap widens and light oil prices plummet later this year, and in his nuanced interview with The Energy Report, he tells us who stands to profit, who stands to lose and why select natural gas companies are getting a lot of love right now.
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What’s Black, Dusty. . .and Set to Profit?
Source: Matt Insley, Daily Reckoning (2/7/13)
"It’s a coal bloodbath! But it’s also a perfect opportunity to 'buy low.'"
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The New Valuation Paradigm in Small-Cap Energy Stocks: Josh Young
Source: Alec Gimurtu of The Energy Report (2/5/13)
What's more important: the size of the acreage or the amount of oil and gas gushing from it? Josh Young, founder of Young Capital Management, sees investors shifting their attention to the latter category. However, Young is more focused on the risk an investment poses compared to its potential reward. In this Energy Report interview, Young discusses which stocks have him particularly excited and why he sees interesting times ahead for oil—and the small caps that produce it.
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A Different Way to Invest in Natural Gas Stocks
Source: Keith Schaefer, Oil & Gas Investments Bulletin (2/5/13)
"Ask producers about condensate."
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On 'Peak Potash' and Doomsday Investment Themes
Source: Chris Mayer, Daily Reckoning (1/31/13)
"Never fall for an argument that says we’ll run out of some natural resource or bet on the 'end' of cheap anything."
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Rob Chang: Is 2013 a Catalyst Year for the Uranium Market?
Source: Zig Lambo of The Energy Report (1/31/13)
After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs.
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What the Narrowing WTI/Brent Price Gap Means for Investors: Elliott Gue
Source: Zig Lambo of The Energy Report (1/29/13)
Increasing pipeline capacity in the U.S. is expected to help close the troubling price differential between West Texas Intermediate and Brent prices. In this interview with The Energy Report, newsletter editor and international stock market strategist Elliott Gue discusses how this trend and other developments are affecting investment prospects, sharing some favorite names with upside potential.
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Turkey’s Oil Potential: Onshore and Offshore
Source: Jen Alic, Oil & Gas Investments Bulletin (1/29/13)
"With one of the top shale oil prospects in the world, Turkey's potential is as big as the Barnett Shale in Texas."
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Will 'Saudi America' Become a Reality?
Source: Tony Daltorio, Money Morning (1/28/13)
"U.S. energy independence has been a dream since the oil embargoes of the 1970s. But this vision of a 'Saudi America' has always been just a dream."
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Hedge Funds Signal Energy Change
Source: Kent Moors, Oil & Energy Investor (1/28/13)
"There is an easy way to see where the market thinks a particular sector is heading. Check into which futures contracts top hedge fund managers are moving money."
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Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand
Source: JT Long of The Energy Report (1/24/13)
What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks.
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Why Uranium Prices Are at a Critical Tipping Point
Source: Peter Krauth, Money Morning (1/24/13)
Despite the Fukushima disaster in March 2011, the demand for nuclear power continues to rise.
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Uranium: Energy Solution and Risk-On Opportunity
Source: Peter Byrne of The Energy Report (1/22/13)
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods.
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Chen Lin: How My Portfolio Gained 63% in 2012
Source: Zig Lambo of The Energy Report (1/17/13)
Chen Lin has gotten so much attention for his investment success, new subscribers to his newsletter, What Is Chen Buying? What Is Chen Selling?, have to line up on a waiting list. Luckily, he sat down with The Energy Report to share some of the investment ideas that helped his portfolio climb 63% in 2012. Learn how Lin played price differentials and dividends to create outstanding gains in a challenging year, and what his moves for 2013 may be.
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Will 2013 Be the Year for Uranium Miners?
Source: Jeb Handwerger, Gold Stock Trades (1/16/13)
"M&A activity and the expiration of Russia's HEU agreement may create a gap in supply that junior producers will have to fill."
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Washington State Residents: Plug In, But Pay Up
Source: Frank Holmes, Frank Talk (1/16/13)
"It's getting a little more difficult to be green in the Evergreen State these days."
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