Streetwise Oil & Gas - Services Interviews



Steven Salz

Turbulent Times Call for Insulated Investments: Steven Salz
Source: Tom Armistead of The Energy Report  (12/18/14)
Turbulence and volatility are in Steven Salz's forecast for the energy market. The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oilfield services companies in different measures depending on their specialties, but that all are taking hits. A sign of the times: He thinks the Halliburton/Baker Hughes merger may be the first of a series of consolidations in the space. More >


Chen Lin

Chen Lin: Low Oil Prices Fuel Bonanza Increases in Ethanol Stocks
Source: Kevin Michael Grace of The Energy Report  (12/11/14)
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice. In this interview with The Energy Report,
the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers. More >


Philip Juskowicz

Micro-Cap E&Ps with Less Risky Businesses: Casimir's Philip Juskowicz
Source: Brian Sylvester of The Energy Report  (12/4/14)
Many small-cap exploration and production companies have had a good run in recent years, but are now getting whacked given their strong connections to oil prices. But the news is not all bad: Philip Juskowicz of Casimir Capital makes a good case for certain micro-cap names. In this exclusive interview with The Energy Report, Juskowicz discusses four companies with strong narratives, two with defensive assets, and notes that natural gas names could see market love as margins widen. More >


So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports  (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror. More >


Rudolf Hokanson

Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report  (11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm. More >


Rick Rule Keith Schaefer Joe Mazumdar

Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report  (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker. More >


Leslie Haines

Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting
Source: JT Long of The Energy Report  (10/2/14)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect. More >


Keep Truckin': Russell Stanley on How to Snap Up Growing Energy Services Companies
Source: Peter Byrne of The Energy Report  (9/25/14)
energy servicesThe oil and gas fields in western Canada are sucking up rental equipment, trucking services and well site accommodation services like the proverbial black hole. Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game to The Energy Report. More >


Malcolm Gissen Marshall Berol

Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report  (9/11/14)
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services. More >


Elliott Gue

Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report  (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation. More >


Brandon Dobell

Oil Field Services Surprise: Brandon Dobell on the Upstart that Could Compete with the Big Three
Source: Tom Armistead of The Energy Report  (9/4/14)
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co. As economic recovery takes root, oil prices will stabilize at current levels and interest rates will remain low, creating conditions for mergers and acquisitions among explorers and producers and, in a ripple effect, among the oil field service companies they employ. In this interview with The Energy Report, Dobell offers a surprising prediction for a service company he expects to see playing in the big leagues soon. More >


Ronald Muhlenkamp

Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report  (8/21/14)
Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors. More >


Jim Collins

Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff  (8/20/14)
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids. More >


Jason Sawatzky

Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report  (8/7/14)
For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry. More >


Keith Schaefer Rick Rule

Catalyst Check: Updating the Progress of Energy Stocks on the Natural Resources Watchlist
Source: JT Long of The Energy Report  (7/17/14)
At the beginning of June, The Gold Report assembled an all-star expert team to create a Natural Resources Watchlist, a promising portfolio of mining and energy companies with upcoming catalysts such as a maiden NI 43-101, funding from a strategic partner, a permitting milestone or a feasibility study. Keith Schaefer, editor and publisher of the Oil & Gas Investments Bulletin, and Rick Rule, CEO of Sprott US Holdings Inc., proposed five energy companies with many resources at play. A lot has happened since that discussion in Vancouver. The total portfolio is up 14% as of today. Let's check in to see how the individual energy stocks are faring. More >


Joe Giamichael's Top Two Oil & Gas Fixer-Uppers
Source: Tom Armistead of The Energy Report  (5/29/14)
Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders. More >


Jason Wangler

Surfing the Volatility Curve with Jason Wangler
Source: Peter Byrne of The Energy Report  (5/22/14)
There is money to be made as oil and gas prices fluctuate. Wunderlich Securities' Analyst Jason Wangler is no Pollyanna—he casts a cold, analytical eye on the volatility of the energy markets. In this interview with The Energy Report, Jason explains how to create a solid portfolio of attractive North American juniors—with lucrative side trips to South America and Africa.
More >


Frank Curzio

How to Exploit the Coming Natural Gas Export Explosion: Frank Curzio
Source: JT Long of The Energy Report  (5/8/14)
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire. More >


Angelos Damaskos

Angelos Damaskos: The Best Way to Profit from Peak Oil
Source: Kevin Michael Grace of The Energy Report  (5/1/14)
The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow. More >


Tom Varesh: If Canada Opens the Spigot on Drilling, These Oil Services Companies Could Climb
Source: Peter Byrne of The Energy Report  (3/13/14)
One of Canada's top-ranked industrial investment analysts, Tom Varesh of M Partners, tells The Energy Report where to find the best-positioned oil services companies in the oil fields of western Canada. With many pipeline and E&P projects approved and still more seeking approval, western Canada looks primed for an energy renaissance. At this point, it's a case of "if you build it, they will come." Find out about the companies doing the building, and get exposure before share prices start sprinting. More >


Michael Breard

Mike Breard: Buy Small for Deep Profits
Source: Peter Byrne of The Energy Report  (3/11/14)
The Street's eyes may be on North Dakota, but Mike Breard also keeps an expert eye focused on smaller oil and gas companies drilling elsewhere. In this interview with The Energy Report, the Hodges Capital analyst discusses several companies drilling excellent wells in Texas, Oklahoma and the Gulf of Mexico. Breard, a veteran oil and gas analyst, knows the first names of some of the sharpest managers in the industry. Stick with the winning teams, he advises, even when they change firms. More >


Ronald Muhlenkamp

Get Positioned Now for the Next Great Natural Gas Switch: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report  (1/23/14)
Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp, founder and portfolio manager of Muhlenkamp & Co. Inc., putting his investment dollars behind the next great fuel switch, this time in the transportation sector. With his fund having finished 2013 with a tidy 34.4% gain, he is now eyeing companies poised to outfit the U.S. transportation sector with all things natural gas, from fuel tanks to motors to filling stations. And let's not forget the folks who get it out of the ground. As Muhlenkamp tells The Energy Report, we've only just begun, so there's plenty of room to run with well-positioned companies. More >


Fracking, Uranium and Solar, Oh My!: Growth and Innovation in 2013
Source: The Energy Report  (12/26/13)
A more profitable outcome often requires a new way of doing things. The Energy Report profiled some of the most innovative stories in the energy space in 2013. Our experts talked about everything from developments in hydraulic fracturing techniques to new ways of finding and processing natural resources. As we look forward to exciting new opportunities in 2014, let's revisit some stories our experts shared last year. More >


Evan Smith

Producers that Can Pump at $60/bbl Oil: Evan Smith
Source: Tom Armistead of The Energy Report  (12/5/13)
As impressive as shale gas and oil production has been in North America, Evan Smith, co-portfolio manager of U.S. Global Investors' Global Resources Fund, expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. In this interview with The Energy Report, Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014. More >


Karim  Rahemtulla

Karim Rahemtulla: Profit from Natural Gas Infrastructure Expansion
Source: Brian Sylvester of The Energy Report  (11/14/13)
Karim Rahemtulla, investment director of Oil and Energy Daily and emcee at the upcoming Liberty Forum, believes the day is near when you will be able to fill up your tank with natural gas in stations from coast to coast. Why? The same large oil companies with gas stations all over the country now have a considerable stake in the success of natural gas. For producers, the trend toward greater adoption could buoy prices for the energy source, increasing margins. In this interview with The Energy Report, Rahemtulla discusses benefactors of the trend—and throws in some good news on gold. More >


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