In last week’s issue of The Energy Strategist, Taking Stock of 2007, I covered the Portfolio returns for last year. But one sector I didn’t mention was the publicly traded partnerships. Here's an update on the group. Read More

My thesis on oil, outlined at length in the past few issues, remains that we’ll see a moderation in prices going into 2008. Although OPEC may claim it’s not going to boost output, the spike in tanker rates lately suggests the cartel isn’t doing as it says. It appears that more tankers are headed to US shores, and that will serve to gradually loosen the tight inventory situation. Read More

Oil prices have been rising during the past few months largely because of a tight supply/demand balance. But there are indications that's about to change in the next few months. Here are a few ways to capitalize on such a pullback. Read More

Linn Energy's third quarter earnings report came in below analysts' expectations. However, there are good reasons for this, and the outlook continues to look good for this E&P partnership. Read More

The oil services firms remain one of my favorite sectors longer term. This is especially true for services firms that participate in the global markets. And I have a new way to play it.    Read More

As I highlighted in the Oct. 17 flash alert, “Friday’s the Day,” Wildcatters Portfolio holding Peabody Energy (NYSE: BTU) completed the spinoff of its eastern US coal mining assets today. The new company is called Patriot Coal (NYSE: PCX). Read More

This Friday, oil services giant Schlumberger (NYSE: SLB) reports its third quarter earnings. Given Schlumberger’s global reach and management’s tendency to offer long, detailed conference calls, this is a key report to watch. Read More

Earnings season for stocks in The Energy Strategist coverage universe kicks off in earnest in the next three weeks. But a few companies I follow have either already reported earnings or have pre-announced and updated guidance. I wrote about Dresser-Rand and Nabors Industries in last week’s flash alert; here’s a rundown of the latest: Read More

Yesterday, Wildcatters Portfolio holding Dresser-Rand (NYSE: DRC) cut its third quarter and full-year operating income guidance, and the stock sold off around 10 percent on the session. I’ve been rating the stock as a hold in the Portfolio, and I recommended taking partial profits on the stock during the summer. Read More