Streetwise Articles
Three ETFs for the Unconventional Oil Revolution
Source: Eric Dutram, Zacks Investment Research (7/6/12)
"While the situation may seem dire in many of these important oil markets, North American oil production is actually on the rise as of late thanks to new technologies in the space."
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Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol
Source: Brian Sylvester of The Energy Report (7/5/12)
Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview.
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Japan Again Getting Electricity from Nuclear Energy
Source: CNN, Brad Lendon (7/5/12)
"Japan is once again getting electricity from nuclear power after two months as a nuclear-free nation."
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A Price Shock for Canadian Natural Gas?
Source: Keith Schaefer, Oil & Gas Investments Bulletin (7/5/12)
"Will Canadian natural gas producers fill up Canadian storage for the first time ever this year? And does that mean Canadian gas prices completely collapse to zero?"
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Ride the Rally in Fertilizer Stocks
Source: Seeking Alpha (7/5/12)
"The ongoing drought and severe heat conditions in the Midwest belt have deteriorated the already suffering corn production. Fertilizer stocks gained as a result."
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Which Course Will North American Natural Gas Producers Choose?
Source: Marin Katusa, Casey Research (7/5/12)
"Do we want to keep the huge volumes of natural gas landlocked and transportable only by pipeline, or should we develop the infrastructure that will enable us to transport this fuel to the gas-hungry markets of Asia?"
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Falling Oil Prices Offer Great Stock Buying Opportunities: Byron King
Source: Zig Lambo of The Energy Report (7/3/12)
The "experts" had been talking about oil prices going to $130 per barrel. Now there's talk of $50–60 per barrel oil. Either end of that spectrum is not sustainable in the long run, says Byron King. In this exclusive interview with The Energy Report, he explains why he believes prices will settle in the $80–100 range. In the meantime, the recent pullback offers some interesting buying opportunities for investors ready to pounce when the market finds a bottom, as well as some names investors can nibble on right now.
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Buy American with These Three Commodity ETFs
Source: Eric Dutram, Zacks Investment Research (7/3/12)
"Agricultural products are feeding biofuel demand, while natural gas exports could drastically reshape energy markets."
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Twitter: Ten Natural Gas Traders Worth Following
Source: Michael Johnston, ETF Daily News (7/3/12)
"Investors must stay on top of developing news and breaking trends in this volatile industry. One of the best ways to stay in the know is to utilize Twitter."
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Alternative Energy Stock Outlook
Source: Zacks Investment Research (7/2/12)
"Historically, the growth outlook of alternative energy companies has been directly related to the state of the economy and inversely related to the prices of petroleum products. But other macroeconomic uncertainties are weighing on the sector's fortunes."
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What Comes Next in Europe?
Source: Kent Moors, Oil & Energy Investor (7/2/12)
"After Friday's mega rally, I look forward to some subdued trading this week. Today, as we digest what happened in Europe, the obvious question is, what comes next?"
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White House Announces Investments in Next-Generation Biofuels
Source: Houma Today, Christopher Doering (7/2/12)
"The Obama administration said a key part of the spending was $30M in federal funding being made available to quicken the development of biofuels to replace diesel and jet fuel consumed by the military and the commercial aviation and shipping sectors."
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New Lithium Mines Planned for Canada May Challenge Pollution Rules
Source: The Canadian Press, Dean Beeby (7/2/12)
"The recent surge in lithium exploration includes several companies developing Canadian sites, and Canada's existing environmental regulations are not well-tailored to the burgeoning industry."
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MLPs Finish Lousy Quarter Strong
Source: Hinds Howard, MLP HINDSight (7/2/12)
"For all that talk of equity overhang a few weeks ago, MLPs have found a way to raise the equity necessary to continue to grow."
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US Could Be Independent of Middle East Oil by 2035
Source: MarketWatch, Steve Gelsi (6/29/12)
"The supplies closer to home include Canadian oil sands in Alberta, offshore reserves in Brazil, the Bakken fields of North Dakota and the deeper waters of the Gulf of Mexico."
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Shale Oil Stocks Are Poised to Earn Investors Big Profits
Source: Don Miller, Money Morning (6/29/12)
"Even though oil prices are in a short-term swoon, the glut of shale oil is about to make savvy investors a huge fortune. The best shale oil stocks fall into the category of Master Limited Partnerships."
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Six Lithium Companies Chris Berry Likes
Source: The Energy Report Editors (6/28/12)
Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum.
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Lithium Demand Will Spike: Daniela Desormeaux
Source: George S. Mack of The Energy Report (6/28/12)
Consumer demand for iPads and smart phones is on the rise, and electric vehicle sales could jumpstart in the near future. Pinpointing production spikes is no simple task, but Economist Daniela Desormeaux of market intelligence company signumBox has plotted some important points in lithium's demand timeline. In this exclusive interview with The Energy Report, Desormeaux highlights growth areas in the industry and explains why small-cap lithium producers will have room to compete with the big boys.
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How a Crude Oil Prices Slump Could Bury these Countries
Source: Jonathan Yates, Money Morning (6/27/12)
"The competitive advantage for Saudi Arabia has always been its pricing power with crude oil. Plain and simple: Saudi Arabia could always produce oil cheaper than anyone else."
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What the Price of Gas Tells Us
Source: Frank Holmes, U.S. Global Investors (6/27/12)
"The gas station's sign is only a minor visual cue that supports the detailed analytical research guiding our global investment decisions. We challenge investors to interpret these visual reminders differently."
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Natural Gas Gold Rush: Is Your State Next?
Source: USA Today, Dan Vergano (6/27/12)
"The script might not play out exactly the same in each new community touched by the nationwide boom in natural gas and oil drilling, but the changes have a familiar echo."
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Look for High-Growth Oil and Gas Juniors: Josh Young
Source: Alec Gimurtu of The Energy Report (6/26/12)
Josh Young, founder of Young Capital Management, sees big opportunities in out-of-favor oil and gas juniors. Many relatively unknown U.S. companies are trading at huge discounts, and Young's picks have underappreciated growth potential. In this exclusive interview with The Energy Report, he discusses several companies that are smartly growing production and cash flow, even in a range-bound market.
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Tax Breaks May Boost Biofuels
Source: Katharine Fraser, Platts (6/26/12)
"Biofuels subsidies are relevant to an energy policy debate mainly because oil companies retain subsidies. And there's a move afoot that may boost renewables further."
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Oil, Gas Producers Look to Expand Arctic Exploration
Source: The Wall Street Journal, Kjetil Malkenes Hovland and Anna Molin (6/26/12)
"Though a costly and difficult area to explore, the region north of the Arctic Circle is believed to contain about a fifth of the world's undiscovered oil and gas."
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How You Can Profit from Fluctuating Oil Prices
Source: MoneyShow (6/26/12)
"Jason Burack discusses large-cap stocks with potential and profiles a junior company in which he sees a great deal of headroom."
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