Streetwise Articles
Improving Your Value Investing
Source: Kalyan Nandy, Zacks Investment Research (9/18/12)
"You can greatly improve the odds in your favor by adding earnings momentum to your stock selection framework."
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Solar Investment Opportunities
Source: Jeff Siegel, Energy & Capital (9/18/12)
"While panel and cell manufacturers are barely treading water these days, installers, engineering firms and tech plays are cleaning up."
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The Mystery Behind High North American Gas Prices: Solved
Source: Keith Schaefer, Oil and Gas Investments Bulletin (9/18/12)
"North American drivers are now competing with global drivers—and global industry—for cheap American crude."
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The Next Recession Will Be Triggered by Oil
Source: Toby Connor, GoldScents (9/17/12)
"Any move of 100% or more in energy prices within a year has historically been the straw that breaks the camel's back.
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Casey Summit: How Investors Can Protect Themselves in a Politicized Economy
Source: Karen Roche and JT Long of The Gold Report (9/14/12)
Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: "Navigating the Politicized Economy." The somber revelations of the summit contrasted with the buzz of the party conventions. The Gold Report sat down with Louis James, Casey Research's chief metals and mining investment strategist, Rick Rule, founder of Global Resource Investments and chairman of Sprott US Holdings, and Marin Katusa, Casey Research's chief energy investment strategist, to discuss how investors can position themselves in a politically driven economy.
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Uranium Fundamentals Are at a Tipping Point: Alka Singh
Source: Peter Byrne of The Energy Report (9/13/12)
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year.
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Nuclear Sector Seeks to Regain Trust After Fukushima
Source: Reuters, Karolin Schaps (9/13/12)
"The global nuclear industry, traumatized by Japan's Fukushima accident 18 months ago, needs to redefine itself to regain public trust and better cooperate to improve safety, senior executives of the sector said on Thursday."
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Casey Panel: The Energy Crisis Is Here—Here's How to Play It
Source: The Energy Report Editors (9/13/12)
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions.
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Obama, Romney Both Likely to Give Keystone XL the Green Light: How to Get Exposure
Source: Jared Cummans, ETF Daily News (9/12/12)
"The most obvious choice would be to invest in the company that is actually running the project, but there are many companies and ETFs with Keystone XL exposure."
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Are MLPs Too Good to Be True? PM Darren Schuringa Crunches the Numbers
Source: George S. Mack of The Energy Report (9/11/12)
Master limited partnerships (MLPs) have outperformed the markets for 11 of the past 12 years. With more investors catching on to these low-risk, high-income vehicles, can the outstanding returns continue? Manager Darren Schuringa of Yorkville Capital Management says yes. But as Schuringa explains in this exclusive interview with The Energy Report, MLPs are a different animal, and investors in this space will need some specialized metrics in their toolkits. Read on for due diligence tips and some names that pass muster.
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Aquadudes: 15 Saltwater-Based Energy Technologies Here to Save the Day
Source: Jim Lane, Biofuels Digest (9/11/12)
"For abundant energy, look for abundant resources. Last we looked, there were 343 sextillion gallons of seawater and 173 million GW of solar energy per year—unimaginable abundance."
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Arctic Sea Ice Vanishes—and the Oil Rigs Move In
Source: Time, Bryan Walsh (9/11/12)
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves."
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Infographic: The What, Where and How of Shale Extraction
Source: Visual Capitalist (9/10/12)
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?"
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Math, Science, and Computer Students: The Energy Sector Wants You
Source: U.S. News & World Report, David Hatch (9/10/12)
"A technology revolution reshaping the energy sector through streamlined operations, increased production and improved distribution will create ample job opportunities for college graduates over the next decade."
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China's Next Act
Source: Frank Holmes, U.S. Global Investors (9/10/12)
"The country's energy policies appear to be focused on three goals: 1) fulfill its growing demand for oil and reliance on oil imports, 2) diversify import sources to reduce its risk of supply disruption and 3) develop technical expertise in unconventional resources."
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Climate Change Expert Calls for Nuclear Power 'Binge' to Avert Global Warming
Source: The Guardian, Terry Macalister (9/9/12)
"A leading British academic has called for accelerated research into futuristic geo-engineering and a worldwide nuclear power station 'binge' to avoid runaway global warming. "
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Three Easy Steps to a Well-Timed Sell
Source: Greg Guenthner, Penny Sleuth (9/9/12)
"I'm willing to bet that you spend close to 90% of your time buying or waiting to buy. Yet you completely neglect the work that goes into selling your positions. Reverse your thinking—and put selling first—and you'll fix most of your problems."
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Natural Gas Companies: The Latest Must-Know News
Source: Ben Gersten, Money Morning (9/7/12)
"Inventories are growing much slower and demand is increasing as electric utilities switch from coal to natural gas. Other potential catalysts, like Hurricanes Debby and Isaac, could also send prices higher."
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Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue
Source: Zig Lambo of The Energy Report (9/6/12)
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
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Potash Corp. Sees Higher Global Potash Demand in 2013
Source: Reuters (9/6/12)
"Global demand for the soil nutrient potash, key for growing crops like corn, looks likely to climb to 56–60 Mmt in 2013, depending largely on a potential sales rebound to India."
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Energy Firms Monitor Gulf of Mexico Tropical System
Source: Reuters (9/6/12)
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat."
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How Green Crude Oil Is Becoming A Better Investment By The Day
Source: Josh Grasmick, Penny Sleuth (9/6/12)
"Green crude oil —algae-based fuel —could be on the verge of taking a slice out of petroleum's market share, and sooner than you think."
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Arie Papernick's Formula to Profit from Canada's Booming Gold Exploration
Source: Peter Byrne of The Gold Report (9/5/12)
Bonanza-grade discoveries in precious and base metals are energizing exploration across Canada. Arie Papernick of Secutor Capital Management Corp. believes that unflappable investors stand to be rewarded for buying at the bottom of the market. In this exclusive interview with The Gold Report, Papernick points to promising developments for issuers prospecting in Canadian gold fields, including the mineral-rich black tar sands and the Labrador Trough. He also suggests techniques for preserving capital so to survive the coming black swans.
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Small-Cap Rally Indicates Increasing Risk Appetite
Source: Neena Mishra, Zacks Investment Research (9/5/12)
"Because small-cap stocks are generally more volatile than their large-cap counterparts, their outperformance indicates that the investors are now willing to take on more risk."
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Could More Lithium Mining Stocks Benefit from Merger Mania?
Source: Zig Lambo of The Energy Report (9/4/12)
Rockwood Holdings' deal with Talison Lithium means more consolidation in an already tight market. With demand on the rise and supply lagging behind, lithium juniors and their partners are jockeying for market share. Analyst Jonathan Lee dissects the deal's implications in this exclusive interview with The Energy Report and champions both low-cost producers and Argentinean plays in this growing industry.
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