Streetwise Reports' Article Archives — November 2014 back to current month (10)

So Bad It's Good: Surviving 2014 (11/25/2014)

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>

Smart Oil is Cheap Oil: Rudolf Hokanson (11/25/2014)

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>

Ethanol: It's About The Economics, Stupid (11/24/2014)

"Ethanol and the EPA's Renewable Fuel Standard is a very political issue, but the reality is ethanol is a market based commodity now."

more>

Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War' (11/20/2014)

Are you ready for the next Cold War? Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape.

more>

Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand (11/18/2014)

More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment.

more>

Angelos Damaskos: Five Juniors that Insulate Investors from Today's Low Oil Prices (11/13/2014)

Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term. In this interview with The Energy Report, Damaskos argues that current prices are dismal news for the majors, shale oil producers and the oil sands but underline the advantage of investment in juniors with solid, long-term projects, of which he presents five.

more>

Hunting on the Backbone for Valuable Master Limited Partnerships with Hinds Howard (11/06/2014)

Hinds Howard knows what makes a master limited partnership worth buying and holding for income and tax advantages. In this interview with The Energy Report, the head of MLP research for asset management firm CBRE Clarion Securities explains why the recent downturn in the sector was a practically meaningless dip, and describes why MLPs are an ever-strong growth proposition built on the energy resource backbone: drilling, pipelines and refineries.

more>

Bob Moriarty: $80 Oil Is the New Normal Minimum (11/06/2014)

Saudi Arabia has nothing to do with falling prices at the pump, argues Bob Moriarty. He sees falling demand as the culprit, driven by economic slowdown in China, Europe and the U.S. In this interview with The Energy Report, Moriarty explains why increased consumer spending won't solve our problems, and discusses why he's still a fan of North American energy stocks—even though he hates shale oil.

more>

Colin Healey: Suppressed Uranium Price Shouldn't Keep Hedged Producers and Promising Explorers Down (11/04/2014)

Near-term oversupply is suppressing uranium prices but there are signs of upside movement, says Colin Healey, research analyst with Haywood Securities. In this interview with The Mining Report, he notes that non-discretionary buying in the uranium spot market returned in Q3/14 after a lengthy absence and that the 71 reactors being built around the world should support Haywood's long-term $75/lb uranium forecast. Healey also discusses companies suited to perform in the current market and beyond.

more>

Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities (11/04/2014)

"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year."

more>

More Archives

2024Feb Jan

2023Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2022Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2021Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2020Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2019Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Get Our Streetwise Reports' Resources Report Newsletter Free and be the first to know!

A valid email address is required to subscribe

Notable Quotes