More Streetwise Exclusives


Richard Kelertas: Economic Turmoil Creates Potash Values
Source: George Mack of The Energy Report  (11/10/11)
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names. More >

Kenny Feng: What Are MLPs and Why Are They Outperforming?
Source: Zig Lambo of The Energy Report  (11/8/11)
Increasing U.S. energy demand has spawned a similarly growing investment space in Master Limited Partnerships (MLPs). These partnerships provide investors with the opportunity to share in the income generated mainly through the transportation, distribution and storage of oil and natural gas. In this exclusive interview with The Energy Report, Kenny Feng, president and CEO of Alerian, which maintains the Alerian MLP Index, gives us the ins and outs of the MLP business, highlighting the unique benefits and risks associated with these income-generating investment vehicles. More >

Neal Dingmann: Oil Explorers and Producers Hedge for Profit
Source: George Mack of The Energy Report  (11/3/11)
Energy prices could be lower next year, but SunTrust Robinson Humphrey Analyst Neal Dingmann is finding both value and growth in small, hedged explorers and producers and in larger companies with cash on hand. In this exclusive interview with The Energy Report, Dingmann shares his favorite names. More >

Marin Katusa: Top Energy Stocks by Sector
Source: Special to The Energy Report  (11/3/11)
Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy. More >

Rob Chang: Uranium Stocks Powering Up
Source: Zig Lambo of The Energy Report  (11/1/11)
While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball. More >

Chris Martenson: Peak Oil Could Limit Economic Growth
Source: Chris Martenson for The Energy Report  (10/31/11)
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on. More >

Vikas Ranjan: Companies Meeting Emerging Market Demand
Source: Brian Sylvester of The Energy Report  (10/27/11)
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need. More >

Jonathan Lee: Companies Positioned to Grow with Exploding Lithium Demand
Source: Zig Lambo of The Energy Report  (10/25/11)
Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry. More >

Gary Bryant: Opportunities in Shale Drilling
Source: George Mack of The Energy Report  (10/20/11)
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling. More >

Steve Palmer: Believe in Oil and Uranium
Source: Brian Sylvester of The Energy Report  (10/18/11)
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium. More >

Bill Koenig: Fracking Tech Has Junior Producers Pumped
Source: Zig Lambo of The Energy Report  (10/13/11)
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector. More >

Ross Beaty: Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit
Source: Karen Roche and JT Long of The Gold Report  (10/12/11)
Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go. More >

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. More >

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. More >

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. More >

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. More >

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. More >

Doug Casey: Glowing Prospects for Uranium
Source: Karen Roche and JT Long of The Energy Report  (9/22/11)
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil. More >

Bruce Edgelow: New Technology Solutions Mean New Opportunities
Source: George Mack of The Energy Report  (9/20/11)
U.S. banks may be increasingly reluctant to loan, but ATB Financial Energy Group's Bruce Edgelow is actively supporting opportunity-rich Canadian juniors. His participation with energy explorers and producers (E&Ps) offers him a bird's eye view of new, high-potential technologies. Energy extraction from carbonate reservoirs, Bruce says, represents a potential bonanza for investors. In this exclusive Energy Report interview, he shares some attractive names pioneering the most promising technique since fracking. More >

Kevin Smith: Generate Huge Cash Distributions with MLPs and Royalty Trusts
Source: George Mack of The Energy Report  (9/15/11)
There are few places to hide in turbulent markets, but low bond yields and faltering commercial real estate are driving income investors to U.S. royalty trusts and master limited partnerships (MLPs), where high energy prices are generating huge quarterly cash distributions for shareholders. In this exclusive interview with The Energy Report, Raymond James Associate Analyst Kevin Smith discusses his favorite names where investors are reaping both income and growth. More >

Mickey Fulp: Looking Past the Summer Uranium Doldrums
Source: JT Long of The Energy Report  (9/15/11)
There have been few catalysts driving uranium stocks this summer. But Mickey Fulp, the "Mercenary Geologist," believes that this market funk resembles the period that preceded one of the best junior resource bull markets ever seen. In this exclusive interview with The Energy Report, Fulp tells us why he's "hopefully optimistic" about the coming months. More >

Hinds Howard: The MLP Market Is Wide Open
Source: Zig Lambo of The Energy Report  (9/13/11)
MLPs may be the best-kept secret on Wall Street. Representing the midstream segment of the energy supply chain, Master Limited Partnerships offer stable returns through U.S. energy infrastructure investment. In this exclusive interview with The Energy Report, Fund Manager Hinds Howard explains the peculiarities of this growing niche market and shares some quality stocks at fire-sale prices. More >

Porter Stansberry: U.S. Shifts to Gas Export Role
Source: Karen Roche of The Energy Report  (9/13/11)
With America "the Saudi Arabia of natural gas," as Stansberry & Associates Investment Research Founder Porter Stansberry puts it, U.S. energy independence is no longer a pipe dream. It's evolved from political posturing to promise based on practical factors that he shares in this Energy Report exclusive. Porter's "incredibly bullish" outlook stems in part from technological efficiencies that will help bring enormous amounts of new U.S. production online. Exploiting these technologies, he states, presents the "greatest opportunity the energy complex has over the next several decades." More >

Edward Sterck: Uranium Companies Poised for a Comeback
Source: Brian Sylvester of The Energy Report  (9/8/11)
This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years. More >

Rick Rule: Supply Decrease + Demand Increase = Explosive Oil Upside
Source: Special to The Energy Report  (9/6/11)
Global Resource Investments Founder and Chairman Rick Rule is a self-described energy bull. In this special Energy Report from his latest web broadcast, he highlights the global macro-trends that will drive energy prices—oil, natural gas, uranium and alternative energy—way up in the coming years. More >