Streetwise Oil & Gas - Services Interviews


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 >


Chen Lin

Why Chen Lin Is Buying Fracking Stocks and Selling Gold Holdings
Source: Tom Armistead of The Energy Report  (10/31/13)
Chen Lin, author of What is Chen Buying? What Is Chen Selling?, goes wherever he sees returns. In the summer, he bought mining stocks when the yellow metal hit $1,200 per ounce. Now, he's trading in his gold names and moving into the fracking space after a three-year hiatus. In this interview with The Energy Report, Lin names the companies he's buying to play a likely energy sector bottom and tells investors to actively manage their portfolios in the coming stock-picker's market. More >


James C. West

James C. West: Positive 2014 Outlook for Oil and Gas
Source: Tom Armistead of The Energy Report  (10/24/13)
James C. West, lead oil services and drilling analyst at Barclays, sees incredible growth ahead for oil production around the world. In this interview with The Energy Report, West explains how likely constitutional change in Mexico will spur momentous industry growth, along with new deepwater targets opening up in offshore China. Meanwhile, decent commodity prices and economic improvement in Eastern Europe are creating powerful oil price tailwinds. But the best news in North America. Find out which companies are positioned to thrive in the year ahead. More >


Jason Wangler

Colorado Floods Highlight Opportunity in Oil and Gas Services
Source: Peter Byrne of The Energy Report  (10/15/13)
Flash flooding in Colorado took a considerable toll, but there is always opportunity in crisis—this time, that opportunity lies in service companies. In this interview with The Energy Report, Jason Wangler, analyst with Wunderlich Securities, recounts how emergency service, information technology and small infrastructure-building companies have found a profitable niche in making oil and gas operations safer and more responsive in the event of disaster. He also tips us on some international plays with hidden values and a few firms with great risk/reward profiles in the domestic shale fields. More >


Sam Wahab

How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab
Source: Peter Byrne of The Energy Report  (6/27/13)
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals. More >


Roger Wiegand

Profit from Seasonal Energy Cycles: Roger Wiegand
Source: Peter Byrne of The Energy Report  (6/20/13)
For short-term traders, understanding cyclical markets is the key to profits. And with the hottest summer months ahead, natural gas could get a price boost when air conditioners start to hum, says Roger Wiegand, publisher of the Trader Tracks investment newsletter. In this interview with The Energy Report, Wiegand shares some promising names for investors who are ready to read the technical charts—and mark their calendars. More >


Daren Oddenino: How to Spot Oil and Gas Takeout Targets
Source: Tom Armistead of The Energy Report  (5/14/13)
oil and gas takeout targetsLet's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat—a company that tempts an international player might leave domestic majors cold. More >


Bob Moriarty

Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'
Source: JT Long of The Energy Report  (4/30/13)
What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit." More >


Jim Letourneau

Unconventional: Jim Letourneau's Investment Taste
Source: Tom Armistead of The Energy Report  (4/25/13)
Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin. More >


Michael Peterson

Profit from Domestic Energy Growth with Upstream MLPs
Source: Zig Lambo of The Energy Report   (4/16/13)

Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.

More >


Marshall Adkins

Bullish on Oil Prices? Two Reasons You Might Change Your Mind
Source: George S. Mack of The Energy Report  (4/2/13)
The downturn beginning in 2008 triggered a macroeconomic meltdown that would disrupt all markets, domestic and global. Demand for petroleum diminished just as new technologies were beginning to gush out oil and gas in never-before-seen volumes, creating a perfect storm that would depress prices. Now that oil prices have rebounded, is the worst behind us? In this interview with The Energy Report, Director of Energy Research Marshall Adkins of Raymond James & Associates discusses the events of the last five years and the near-term prospects for energy-related investments. More >


Keith Schaefer

Keith Schaefer: Refineries Will Be Big Winners When Price Gaps Widen
Source: Zig Lambo of The Energy Report  (2/7/13)
The Street thinks oil price differentials stem from lack of pipelines. That's only partly true, says Keith Schaefer, editor of Oil & Gas Investments Bulletin, arguing that limited refinery capacity is just as big a challenge. Schaefer expects most investors to be caught completely off guard when the Brent/WTI gap widens and light oil prices plummet later this year, and in his nuanced interview with The Energy Report, he tells us who stands to profit, who stands to lose and why select natural gas companies are getting a lot of love right now. More >


US Energy Independence: The Next Big Thing for 2013?
Source: Rita Sapunor of The Energy Report  (12/27/12)
Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or on the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned. More >


Porter Stansberry: End the Ban on US Oil Exports
Source: Karen Roche of The Energy Report  (12/13/12)
Porter Stansberry doesn't mince words. Politicians? Scumbags. People in general? Lazy. Laws against oil exports? Disastrous. In this interview with The Energy Report, the Stansberry & Associates Investment Research founder argues that oil exports could usher in an era of unprecedented prosperity, if legislation would only allow it. However, he says there's no holding back U.S. energy wealth; the profits will sprout up in oil- and gas-related industries like fertilizer, petrochemicals and shipping. Find out where Stansberry is putting his money. This time, it's not on E&Ps. More >


Kim Pacanovsky

Who's Winning Big in Lopsided Energy Markets?: Kim Pacanovsky
Source: Zig Lambo of The Energy Report  (10/9/12)
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well. More >


James McIlree

Energy Technologies with a Competitive Edge: James McIlree
Source: Peter Byrne of The Energy Report   (10/4/12)
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery. More >


John  Stephenson

Why My Portfolio Gained 30% This Year: John Stephenson
Source: Zig Lambo of The Energy Report  (10/2/12)
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly. More >


Keith Schaefer

Cutting-Edge Technologies Will 'Green' Fracking: Keith Schaefer
Source: Peter Byrne of The Energy Report   (9/25/12)
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper. More >


Taylor MacDonald Unearths Profit-Makers in the Oil and Gas Service Sector
Source: Zig Lambo of The Energy Report  (9/20/12)
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing. More >


Elliott Gue

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. More >


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