Streetwise Articles
Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities
Source: Brian Sylvester of The Energy Report (10/11/11)
The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.
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Historic Value in Energy Stocks
Source: Michael Vodicka, Zacks Investment Research (10/11/11)
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy."
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Fertilizer Stocks a Growth and Value Harvest
Source: Kevin Cook, Zacks Investment Research (10/11/11)
"'The demand for agriculture commodities has been immune to economic downturns with lower income elasticities of demand compared to either industrial metals or energy.'"
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Capital Markets Still Open, MLPs Load Up
Source: Hinds Howard, MLP Hindsight (10/11/11)
"MLPs have been more conservative since 2008 in terms of distribution coverage and leverage, for the most part, and they are better positioned now to weather a second Black Swan market event in three years, if it were to happen."
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How OFS Stocks Predict the Oil Market
Source: Kent Moors, Money Morning (10/11/11)
"Before the volume comes out of the ground, someone has to provide the exploratory, development, infrastructure, construction and drilling support. That's why better OFS performance always precedes better performance by oil and gas producers."
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Amine Bouchentouf: Offshore Oil Key to Future Supplies
Source: Zig Lambo of The Energy Report (10/6/11)
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world.
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Oil Exploration in Nunavut
Source: Robert Sullivan, Oil Investing News (10/6/11)
"Interest in the Arctic, granddaddy of all untapped oil reserves, has peaked as 'easy' oil has proven harder and harder to come by."
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Europe Reexamining Nuclear Power Policy Landscape
Source: Dave Brown, Uranium Investing News (10/6/11)
"Germany will have to spend nearly $14.3B to upgrade its electrical grid if the country is to stop using neighboring networks."
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Robert Cooper: Hot Canadian Oil and Gas Stocks
Source: Zig Lambo of The Energy Report (10/4/11)
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, former Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria.
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Electric Vehicle Research in United States Generating Interest
Source: Dave Brown, Lithium Investing News (10/4/11)
"The review could shift research dollars toward lithium battery technology, as the DOE seeks to enable commercial industry stakeholders."
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Renewable Energy and Government Subsidies Go Hand-in-Hand (for Now)
Source: Kent Moors, Money Morning (10/4/11)
"The post-coal age is coming fast. But can renewable energy sources make it in the market without government help?"
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Potash Mining in Kazakhstan
Source: Leia Toovey, Potash Investing News (10/4/11)
"The search for potash sources is piquing around the globe, including in Kazakhstan, where long-known reserves remain untapped."
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Natural Gas Supply Keeps Growing
Source: Zacks Equity Research (10/4/11)
"Stockpile increases are rapidly outpacing last year's buildup due to robust production."
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U.S. Oil Boom
Source: Scott Wright, Zeal Intelligence (10/4/11)
"Global oil demand is up nearly 50% in the last 25 years. Regardless of economy conditions, consumption will continue to rise."
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Moral Victory: MLPs Outerperform in Q311
Source: Hinds Howard, MLP Hindsight (10/4/11)
"MLPs are doing significantly better than the equity indexes, but as the saying goes, you can't eat relative performance."
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Russia and the United States Cooperating on Nuclear Agreement
Source: Dave Brown, Uranium Investing News (9/29/11)
"The U.S. and Russia made a 'commitment to supporting the safe and secure expansion of civil nuclear energy.'"
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Patrick Moore: From Greenpeace Dove to Nuclear Power Phoenix
Source: George Mack of The Energy Report (9/29/11)
If energy, food and education are the building blocks of civilization, Greenpeace Cofounder Patrick Moore is using his role of "sensible environmentalist" to build support for the concept of sustainable power generation. In this exclusive interview with The Energy Report, Patrick proposes that industry and government work together to advance nuclear power in the United States as the most effective way to supply continuous energy to homes, businesses and institutions.
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No Taxation Good, Liquidity Crisis Bad
Source: Hinds Howard, MLP Hindsight (9/29/11)
"For the most part, MLPs have done a good job of shoring up balance sheets and coverage ratios over the last 2-3 years since the last liquidity crisis and are well positioned to outperform."
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Energy Market Fall Update
Source: Bruce Edgelow, ATB Financial (9/29/11)
"The oil and gas sector faces significant challenges, but there are many reasons for optimism among junior explorers and producers."
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Geothermal Power: A Laboratory for Life After Fossil Fuels
Source: Financial Times, Andrew Ward (9/28/11)
"As Iceland battles its way back from a crippling financial crisis, President GrÍmsson is promoting geothermal resources as a driving force of recovery."
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Bruno del Ama: Fertilizer Is a Growing Business
Source: Zig Lambo of The Energy Report (9/27/11)
It may not sparkle or shine, but fertilizer has a bright future. In this exclusive interview with The Energy Report, Bruno del Ama, CEO of Global X Funds, tells us why investors should be looking at this "growing" industry and how his company's new global fertilizer and potash ETF (NYSE:SOIL) provides a great vehicle for profit. He also tells us why his company's gold and silver mining ETFs are poised to catch up with precious metal market performance.
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States Push Hydrofracking Disclosures
Source: Robert Sullivan, Gas Investing News (9/27/11)
"Though disclosures guidelines vary from state-to-state, the main thrust of all the regulatory initiatives has been essentially the same—greater transparency."
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Fun with Correlation and MLPs
Source: Hinds Howard, MLP Hindsight (9/27/11)
"The MLP sector is generally more inefficient than the broader market and provides more opportunities for the active manager."
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Lithium Battery Industry Growing in China
Source: Dave Brown, Lithium Investing News (9/27/11)
"Several important developments in the lithium battery industry have turned a focus towards China as the country continues its quest to further its combustion technology."
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Goldman Sachs Says Oil Prices Will Soar to $130 in 12 Months. . .We Told You That Weeks Ago
Source: William Patalon III, Money Morning (9/27/11)
"Oil-related stocks—and energy investments in general—are 'must have' portfolio holdings. . .but how do you play them?"
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