The broader market averages continue to sell off and are now approaching levels unseen since the February/March lows. Read More
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Many of the recommended publicly traded partnerships--master limited partnerships (MLPs) and limited liability companies (LLCs)--in The Energy Strategist have been hit in the past few days. And they really got slammed at the opening of trading today. Read More
The past two weeks have marked the height of second quarter earnings season for the energy patch. Broadly, earnings from the group have been strong and, despite high expectations going into the reports, have managed to surprise to the upside. Read More
We’re in the heart of earnings season for the energy patch. I’ll have more to say about all these reports in next week’s issue, but for now I want to offer a few notes about various stocks and trends that are emerging. And as the proverbial squeaky wheel always gets the grease, I’ll concentrate today’s notes on the weaker names in the model portfolios. Read More
Long-time readers are aware that I pay particularly close attention to Schlumberger's quarterly earnings releases and conference calls. The reason isn’t just that I recommend the stock but that this oilfield services giant operates in just about every imaginable region of the world. Therefore, the calls are always useful to get a bird's eye view of the industry. Read More
Just less than a year ago on July 26, 2006, I inaugurated my uranium field bet to play the long-term growth in nuclear power and the wave of demand for uranium to power these plants. The field bet has proven successful, up on average more than 100 percent since its inception and up 25 percent so far in 2007. Read More
The Energy Strategist Portfolios enjoyed a solid second quarter and are off to a good start in the first half of 2007. Read More
Please note that due to the Fourth of July holiday, your next issue of The Energy Strategist will be available this Thursday, July 5. Read More
I’ve written about Germany’s attempts to promote renewable energy in general and wind power in particular on several occasions in this newsletter. The nation employed the use of a feed-in tariff structure... Read More
In the past six months, I've covered a variety of important themes in The Energy Strategist--everything from nuclear power and alternatives to traditional oil and gas exploration firms. As we head into summer, it's high time for a review and update of some of my favorite themes and companies. Read More