This Wildcatters Portfolio holding posted blowout fourth-quarter earnings and will continue to benefit from rising demand for transportation fuels. Read More
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Civil unrest in North Africa is unlikely to affect Algeria's oil and gas production, though operational inefficiencies mean that its national oil company will continue to muddle along. Read More
- March 2, 2011
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Favorable supply and demand conditions in the market for crude oil and uranium sets the stage for the price of these commodities to climb. Read More
Shares of this Growth Portfolio holding took a hit after the firm announced an accounting restatement. Don't panic. The company's growth prospects remain intact. Read More
This Proven Reserves Portfolio holding is up 160 percent after a recent takeover bid. It's the time to cash out. Read More
Investors have plenty of questions about the complex dynamics that drive global energy markets. Our resident expert Elliott Gue has the answers. Read More
Increased production of ethane and other natural gas liquids has lowered input costs at US petrochemical companies, expanding margins and making their products more price competitive in the global market. Read More
- February 16, 2011
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Amid the welter of misleading headlines about WTI prices and the implications of Egypt’s regime change, fourth-quarter earnings results from our Portfolio holdings serve as a reminder of the trends driving global energy markets and related stocks. Read More
This Wildcatters Portfolio holding is entering the sweet spot of its business cycle and is poised for growth. Read More
Forget Egypt and geopolitical risk. Oil prices are headed higher because demand is growing and supplies are tightening. Read More