Streetwise Articles
Are You Protected from Oil Price Downside? Chen Lin Shares His Strategy
Source: Zig Lambo of The Energy Report (6/25/13)
Remember when oil shot up to $148 a barrel? Chen Lin does, and he sees potential for Wall Street market manipulation to push the oil price in the opposite direction—as low as $47 a barrel. Plus, he's bearish on China now. The good news is that Lin, publisher of What Is Chen Buying/Selling?, was willing to share his personal investment strategy in his interview with The Energy Report. Find out where Lin booked profits this year and get the names he's turning to for protection against oil price downside.
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African Shale Gas Production Could Break Out
Source: Justin Williams, Energy & Capital (6/24/13)
"South Africa (which holds the fifth-largest reserve in the world), Morocco, Algeria, Tunisia, Libya, and Egypt are among the small group of countries that have the potential and are exploring for gas on the continent, according to the U.S. Energy Information Administration."
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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.
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Fadel Gheit: Avoid the Middle East, Invest in US Refineries
Source: Tom Armistead of The Energy Report (6/18/13)
Shifting commodity prices are a given in the oil and gas industry, but sometimes the industry landscape changes in unexpected ways. In this interview with The Energy Report, Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit discusses the effect of Middle Eastern geopolitical issues on oil production, dissects the changing oil and gas production situation in the U.S. and explains how the shift in natural gas prices has turned the refinery business from the industry's perennial ugly duckling into a beautiful swan.
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Are the 'Special Few' Manipulating Oil Prices?
Source: Kent Moors, Money Morning (6/18/13)
"With an ability to know the inventory figures up to five seconds before the market does, major market makers can swing entire portions of the energy curve."
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Transformative Energy Technologies: Michael and Chris Berry
Source: George S. Mack of The Energy Report (6/13/13)
The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree.
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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
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Byron King: Forget OPEC. North American Energy Plays Bring Profits Home
Source: JT Long of The Energy Report (6/11/13)
Looking for profits in the oil and natural gas space? Look no further than shale plays, energy service companies and offshore drilling opportunities in the U.S., says Byron King of Agora Financial LLC. In this interview with The Energy Report, King discusses how dwindling exports to the U.S. from Latin America, Africa and the Middle East are shifting the supply and demand equation across the world. King also names companies in the service space with solid prospects for investors.
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How to Invest in Uranium in 2013
Source: Tony Daltorio, Money Morning (6/11/13)
"The emerging countries, hungry for electricity to power their economies, are proceeding with plans to build a good number of nuclear reactors."
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As Economy Heats Up, Will Oil Start to Sizzle?
Source: Frank Holmes, Frank Talk (6/11/13)
"Looking ahead, if the economy starts to experience runaway inflation, history shows it makes sense to hold real assets."
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Realize the Full Potential of Natural Gas: Jeff Grampp
Source: Peter Byrne of The Energy Report (6/6/13)
Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.
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Potential Oil Glut! Raymond James Analyst's Contrarian Forecast
Source: Tom Armistead of The Energy Report (6/4/13)
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.
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Arab Spring Blowback Is the Key Risk in Energy Markets Now
Source: Kent Moors, Oil & Energy Investor (6/3/13)
"This wave of unrest may have repercussions across the entire energy sector."
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The Civil Nuclear Energy Renaissance Restarts
Source: Richard (Rick) Mills, Ahead of the Herd (5/31/13)
"The nuclear renaissance, and a bull market you should be aware of, have been restarted.
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Diversification Is Key to Energy Value: Frank Holmes and Brian Hicks of U.S. Global Investors
Source: JT Long of The Energy Report (5/30/13)
Calling the energy space underowned and a great value, Frank Holmes and Brian Hicks of U.S. Global Investors view shale oil plays as integral to an energy renaissance. Still, to hedge their bets, the two experts recommend diversification across the entire natural resources sector, including agriculture and food. In this interview with The Energy Report, they list opportunities in upstream oil and gas production, refining stocks, master limited partnerships and potash.
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Which Oil Companies Could Benefit from Price Differentials?
Source: Tom Armistead of The Energy Report (5/28/13)
Price differentials emerged last year as a major hurdle in oil and gas markets, but not every company is equally vulnerable to the swings and dips of different crude grades. In this interview with The Energy Report, Chad Ellison, oil and gas analyst at Dundee Capital Markets, explains how producers are protecting themselves against price downside—or increasing upside exposure. Find out which names are dancing with differentials.
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Three Hidden Water Costs that May Already Be Boosting Energy Prices
Source: Kent Moors, Oil & Energy Investor (5/28/13)
"Lack of supply (i.e., rising costs) is hardly the first water problem likely to be faced by energy producers. It will be from the three categories: access, treatment, and transport."
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Why a Uranium Renaissance Looks Inevitable
Source: The Energy Report (5/24/13)
Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.
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Matt Badiali: Why Bill Powers Is Dead Wrong
Source: JT Long of The Energy Report (5/23/13)
Is this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the S&A Resource Report. "You can make a lot of money, unless you're Bill Powers," he says in this interview with The Energy Report. Badiali discusses the true potential for U.S. natural gas, as well as what type of energy really gets him excited.
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Natural Gas Producers' Hedging Strategies: A Risky Bet
Source: Dave Forest, Oil & Gas Investments Bulletin (5/22/13)
"Gas producers are increasingly bearish on prices for their sector. You can see it in their hedging."
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Investors Versus Traders: A Battle for Oil & Gas Profits
Source: Zig Lambo of The Energy Report (5/21/13)
The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.
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Natural Gas Companies Inch Closer to LNG Export Approvals
Source: Tony Daltorio, Money Morning (5/21/13)
"The Obama administration gave the thumbs up (a 20-year approval) to the Freeport LNG project in Texas."
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The Resurgence of the Nuclear Reactor
Source: Casey Energy Team (5/20/13)
"An energy opportunity that could boost your net worth 500%—or more."
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The Hottest North American Shale Plays: Josh Young
Source: Alec Gimurtu of The Energy Report (5/15/13)
Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely.
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Daren Oddenino: How to Spot Oil and Gas Takeout Targets
Source: Tom Armistead of The Energy Report (5/14/13)
Let'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.
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