Streetwise Articles
The Two Best Investments in U.S. Oil Security
Source: Keith Kohl, Energy and Capital (11/1/11)
"Canada is easily our largest source for oil, shipping us more than 2.6 million barrels every day."
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The Narrowing Spread Means Higher Crude
Source: Kent Moors, Money Morning (11/1/11)
"The key to redressing the price imbalance may not be in the market dynamics at all, but in the way some traders have been playing them."
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Chris Martenson: Peak Oil Could Limit Economic Growth
Source: Chris Martenson for The Energy Report (10/31/11)
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on.
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Do Bullish Investors Have an Ace in the Hole?
Source: Frank Holmes, U.S. Global Investors (10/27/11)
"You may not be able to count cards at the blackjack table, but counting historical trends of the stock market and discovering inflection points are not only legal strategies, they are essential to successful investing."
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Vikas Ranjan: Companies Meeting Emerging Market Demand
Source: Brian Sylvester of The Energy Report (10/27/11)
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need.
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A Guide to Econ Reports This Week
Source: Dirk van Dijk, Zacks Investment Research (10/26/11)
"Despite earlier fears that we were falling back into a double dip, it now looks like growth will come in much better than the very anemic 1.3% rate of the second quarter."
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Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand
Source: Zig Lambo of The Energy Report (10/25/11)
Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry.
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An Unlikely New Supporter for Alternative Energy
Source: Kent Moors, Money Morning (10/25/11)
"With the Obama Administration emphasizing a move to alternative and renewable fuel sources, the military is on board. Well, sort of."
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Marcellus Stocks with a Kick
Source: Keith Kohl, Energy and Capital (10/25/11)
"As we expected, the report highlighted the importance of these shale oil and gas basins to our future energy production. Make no mistakethey will play a critical role. . ."
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LPs Streaking Higher on M&A Deals
Source: Hinds Howard, MLP Hindsight (10/25/11)
"For the week, the MLP Index was up 2.4%, and is on a streak of 10 straight positive days. MLPs have now bounced 10.4% off the October 4th close."
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How to Trade Gold and Oil Prices This Coming Week
Source: Chris Vermeulen, TheGoldAndOilGuy (10/24/11)
"The recent light volume rallies that have taken place in gold, oil and equities have been generating mixed signals for technical analysts."
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Gary Bryant: Opportunities in Shale Drilling
Source: George Mack of The Energy Report (10/20/11)
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling.
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Oil & Gas Stock Outlook
Source: Zacks Equity Research (10/20/11)
"Crude oil's near-term fundamentals remain patchy, but long-term outlook remains favorable with a constrained supply picture."
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General Partners: The Parasite Trade
Source: Hinds Howard, MLP Hindsight (10/20/11)
"Accept your role as a limited partner in exchange for favorable tax treatment, high distributions and limited liability."
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Who's Right About Commodities: Bears or Bulls?
Source: Marin Katusa, Casey Research (10/19/11)
"If metals are following oil's footsteps, things should remain relatively stable from herebut that would require an orderly Greek default."
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Steve Palmer: Believe in Oil and Uranium
Source: Brian Sylvester of The Energy Report (10/18/11)
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
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Buyouts Crystallize Value in the Market
Source: Frank Holmes, U.S. Global Investors (10/18/11)
"There's value in the energy and mining spaces. That's the message the market is sending through recent strategic acquisitions."
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Oil, the Dollar and the Trade Deficit
Source: Dirk van Dijk, Zacks Investment Research (10/18/11)
"Of the total goods deficit of $61.42B, 42.4% is due to our oil addiction."
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Energy and Materials Will Ride High This Earnings Season. . .but 2012 is Another Story
Source: David Zeiler, Money Morning (10/18/11)
"The stream of positive earnings reports should push markets higher, but anemic U.S. recovery and European debt have lowered 2012 guidance."
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Oil: The New Financial Product
Source: John Phillips, Oil and Gas Investments Bulletin (10/18/11)
"Investment banks that now dominate trading have created a massive new market of buyers."
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Bill Koenig: Fracking Tech Has Junior Producers Pumped
Source: Zig Lambo of The Energy Report (10/13/11)
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector.
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India Grapples with Skyrocketing Fertilizer Costs
Source: Leia Toovey, Potash Investing News (10/13/11)
"Fertilizer costs around the world are skyrocketing, and India's struggling rupee makes necessary crop nutrients even more expensive."
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Responsible Uranium Mining Practices
Source: Dave Brown, Uranium Investing News (10/13/11)
"The top global producers of uranium have all demonstrated respective positions on responsible mining."
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Debt and MLPs
Source: Hinds Howard, MLP HINDSight (10/13/11)
"Generally, MLP balance sheets have more debt than a typical stock, and that's ok."
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Ross Beaty: Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit
Source: Karen Roche and JT Long of The Gold Report (10/12/11)
Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.
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