Streetwise Oil & Gas - Exploration & Production Interviews



Frank Holmes Samuel Pelaez

Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?
Source: JT Long of The Energy Report  (1/26/16)
There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended. More >


Chen Lin

Chen Lin: Chinese Volatility Could Fuel a Lithium-Price Rocket Launch
Source: JT Long of The Energy Report  (1/19/16)
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. As a bonus, he also lists the three companies he thinks could take advantage of high overseas natural gas prices to actually return money to investors in the energy space. More >


A Year of Tips for Winning the Natural Resource Investment War
Source: The Energy Report Staff   (12/29/15)
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun. More >


Eric Coffin

Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio
Source: Brian Sylvester of The Gold Report  (12/17/15)
Eric Coffin, editor of HRA Journal, writes one of the must-read newsletters in the junior mining sector. In this interview with The Gold Report, Coffin implores gold equity investors to ask: Is the project financeable in this market? And he discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names that would benefit from utilities re-entering the market to find long-term delivery deals. But Coffin gets rolling by questioning U.S. Federal Reserve Chairman Janet Yellen's timing, warning investors about the growing divergence between equity and higher yield markets, and shooting down the accepted theory that the U.S. dollar index is heading to 120. More >


Thibaut Lepouttre

Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Source: Brian Sylvester of The Gold Report  (12/14/15)
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report. More >


Matt Badiali

Shale Investing 101: Matt Badiali Reveals the Science Behind Oil Investments that Pay Off Big Time
Source: JT Long of The Energy Report  (12/8/15)
As Matt Badiali, geologist and editor of the Stansberry Resource Report, explains, it has only been in the last few decades have we learned to release the potential of the massive oil and gas reservoirs in the U.S. Now we are learning how to tell if a shale project will be profitable. In this Energy Report article, he shares three names he is watching closely. More >


Frank Holmes Brian Hicks

U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience.
Source: JT Long of The Energy Report  (10/27/15)
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund. More >


Chen Lin

Why Opportunistic Investor Chen Lin Is Hoping for $20/Barrel Oil
Source: JT Long of The Energy Report  (10/20/15)
A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors. More >


Jim Collins

Jim Collins Prescribes Five Micro-Cap Names to Build Portfolio Immunity
Source: JT Long of Streetwise Reports' Special Situations  (10/8/15)
In a volatile macroeconomic world, micro caps can offer some immunity as they move based on company news rather than front page headlines. But you have to pick your companies carefully. In this interview with Streetwise Reports' Special Situations, Jim Collins, founding partner of The Portfolio Guru, shares the names of a handful of companies he found in his travels to the LD Micro Conference and beyond. More >


Jeb Handwerger

Extra: Jeb Handwerger Predicts New Wave of Lithium and Graphite Winners in Wake of Tesla Deal
Source: JT Long of The Energy Report  (9/22/15)
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time. More >


Joseph McAlinden

Veteran Investment Strategist Joe McAlinden Reverses View, Predicts Recovery for Gold, Oil and Housing
Source: Gordon Holmes of The Gold Report  (9/14/15)
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while, and we might see a correction double of what we've had so far. In this interview with The Gold Report, McAlinden bucks conventional wisdom to argue that an interest rate hike is good for gold and oil, and lays out his investing strategy for this period of market uncertainty. More >


Keith Schaefer

Keith Schaefer Picks the Companies You Will Want to Own If the Conservatives Win in Canada
Source: JT Long of The Energy Report  (9/1/15)
Canadian natural gas prices have held up so well that the majors are taking strategic positions to prepare for an eventual demand spike. But the paydays could be delayed depending on the outcome of the Canadian federal election on Oct. 19. In this interview with The Energy Report, conducted on Aug. 26, Oil and Gas Investments Bulletin Publisher Keith Schaefer outlines the sectors that will profit first from a reversal in oil and gas prices, and what he is doing to position his readers for success. More >


Steve Palmer

How AlphaNorth's Steve Palmer Copes with the Commodity Blues
Source: Peter Byrne of The Energy Report  (8/11/15)
Steve Palmer's AlphaNorth funds have a history of making high returns from investments in Canadian commodity juniors, including energy and gold plays. With regard to the current commodity markets, however, Palmer pulls no punches: Profits are not easy to reel in. But the downturn does not signal the end of the world. Commodity markets change cyclically, and there is money to be made buying undervalued energy and precious metal juniors, including the handful of companies Palmer names in this interview with The Energy Report. More >


Randall Abramson

Randall Abramson Locks On to Unusual Bargains at Today's Oil Prices
Source: Brian Sylvester of The Energy Report  (8/4/15)
To profit in the current oil and gas space, investors have to move down the food chain to find "unusual bargains," says Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management. Abramson expects global demand to return oil to $75–85/barrel inside 12 months, which means you won't have to wait long to see those bargains rise with the tide. In this interview with The Energy Report, Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names. More >


Bill Newman

Baby Steps: Mackie's Bill Newman Finds Oil & Gas Plays that Produce No Matter What
Source: Staff of The Energy Report  (7/14/15)
Volatility in the oil and gas markets continues, with prices plunging yet again in the recent chaos surrounding Greece's default negotiations and other global political and economic uncertainties. But a rebound is inevitable, and Mackie Research's Bill Newman has his eye on companies that have managed to grow, step-by-step, even in hard times. In this interview with The Energy Report, Newman identifies companies with individual stories that will, in the end, defy the trend. More >


China, Greece and the NYSE: Black Swans or Red Flags?
Source: Special to The Gold Report  (7/9/15)
Scary. That is the word that kept coming up over and over as the news came in this week. Greece technically defaulted. The Shanghai Composite index dropped some 30%. And then a computer glitch caused the NYSE to be down for three hours. Are these headlines just blips on the equities markets? Do they have long-term implications for resource stocks? To answer these questions, we did what we do best at The Gold Report and asked the experts what is causing all the black swans and what they are doing to protect their investments. More >


Wolf Regener

Proven and Productive: BNK Petroleum Pumps Growth from Shale Properties
Source: Tom Armistead of The Energy Report  (7/7/15)
BNK Petroleum Inc. operates on some very productive property in the Oklahoma oil and gas shale and is making progress on developing shale resources in Europe. As oil prices strengthen, company President and CEO Wolf Regener describes how his seasoned management team has positioned the company to grow again. In this interview with The Energy Report, Regener lifts the veil on BNK's activities both at home and abroad. More >


Matt Badiali

Matt Badiali's Methods for Investing in 'Cowboyistan'
Source: JT Long of The Energy Report  (7/7/15)
The best way to make money from the shale oil boom in Cowboyistan—the Bakken, Permian Basin and Eagle Ford shales located in North Dakota and Texas—may be the service providers. Master limited partnerships building pipelines to ship oil from newly cracked shale, and companies producing frack sand, will be hot stock prospects as the price of oil inches up. In this interview with The Energy Report, S&A Resource Report editor Matt Badiali shares the names he is researching in both the pipeline and fracking equipment and materials spaces. More >


Marin Katusa

Marin Katusa: Tricks Anybody Can Use to Out-Invest the Top Fund Managers
Source: Karen Roche of The Energy Report  (6/30/15)
You don't have to be a geologist or a workaholic fund manager to spot deals in the natural resources space—although it helps if you know a good one. Focus on the people behind the company, find out if they have skin in the game, and wait until you can get in at a lower price than their price. Then be patient. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares some of the names in the uranium and oil and gas space that could add up to future profit for any investor. More >


Rick Rule and Porter Stansberry's Guide to Protecting Your Portfolio from the Ravages of the Currency Wars
Source: Karen Roche of The Gold Report  (6/25/15)
Russia, China and the U.S. are in a battle for currency dominance and natural resource stocks have been buffeted as a result. When the dust settles, smart natural resource investors could be the big winners as long as they have taken the right protective measures. In this interview with The Gold Report, Sprott USA Holdings CEO Rick Rule and Stansberry & Associates Investment Research founder Porter Stansberry—the men behind the upcoming Sprott-Stansberry Vancouver Natural Resource Symposium—share their strategies for picking good companies no matter what happens on the political front. More >


'Rent' the Oil Space to Blunt the Jagged Downside of Volatility: Paradigm's Ken Lin
Source: JT Long of The Energy Report  (6/16/15)
Worried about a volatile oil and gas market? Paradigm Capital's Ken Lin advises waiting for quality companies to take a hit before swooping in to stock up, and then taking profits on the way up to avoid being caught in future carnage. In this interview with The Energy Report, Lin outlines eight companies with underlying strength. More >


Chris Berry Michael Berry

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >


Brian Hicks

U.S. Global's Brian Hicks Shares His Summer Plans for Creating the Ultimate Resource Fund
Source: JT Long of The Energy Report  (5/26/15)
You may want to rethink those tickets to Hawaii, and instead spend the summer basking in the opportunities developing in three different sectors of the oil market. In this interview with The Energy Report, U.S. Global Resources Fund Manager Brian Hicks shares the names of the juniors that could benefit from the current volatility. Plus, he reveals the dramatic shift he made in the fund this year that allows him to get paid to wait for the market to catch fire. More >


Keith Schaefer

Now Is the Time to Own the Oil & Gas Leaders: Keith Schaefer
Source: Tom Armistead of The Energy Report  (5/19/15)
U.S. shale oil producers have responded to the oil price collapse so quickly, and with such discipline, that they've shown they are able to turn production on and off as if with a light switch. As Keith Schaefer tells The Energy Report, that means it's time to be nimble, and to keep small positions until oil finds a stable new price level. More >


Angelos Damaskos

Four Canadian Juniors Poised to Gain in the Oil and Gas Recovery: Angelos Damaskos
Source: Kevin Michael Grace of The Energy Report  (5/12/15)
With crisis comes opportunity, as the saying goes, and Angelos Damaskos, principal adviser of the Junior Oils Trust, has capitalized on the panicked selloff of junior oil and gas companies to build positions in four promising names in Western Canada. In this interview with The Energy Report, he explains why oil prices could reach $75 per barrel in the near future, and why companies making good money now will make much more on the upswing, with great benefits to shareholders. In addition, he highlights two Australian companies with highly prospective projects. More >


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