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  • November 5, 2010
  • Alert

Lower production estimates have weighed on shares of one of our favorite E&P firms. Now is the time to add to your position. Read More

  • November 4, 2010

This equipment providers stands to benefit from stricter safety regulations in the Gulf of Mexico as well as renewed investment in deepwater oil production. Read More

  • November 3, 2010

Oil-services names remain the best way to play the end of easy oil, and third-quarter earnings and conference calls suggest that the group will enter the sweet spot of its cycle in 2011. Read More

  • October 26, 2010
  • Alert

A renewed acquisition program has enabled this Wildcatter Portfolio holding to boost its quarterly distribution. We see more upside ahead. Read More

  • October 22, 2010

Horizontal drilling and hydraulic fracturing have enabled producers to extract oil trapped in the Bakken Shale and other "tight" rock formations. Here's a quick survey of two of Canada's biggest tight oil plays. Read More

  • October 13, 2010
  • Alert

The stock market doesn’t close on Columbus Day, but the holiday-shortened week is usually a slow one for news. That hasn’t been the case this year. Here's my latest take on developments in the offshore drilling space and North America's shale plays. Read More

  • October 11, 2010

Forget all the talk about Yucca Mountain, US loan guarantees for nuclear-power facilities and byzantine regulations regarding new plant permitting in the developed world. The build-out of reactors in Russia, China, India and other emerging economies continues to accelerate. Read More