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  • May 31, 2007

The news continues to turn bullish for the energy patch. US motor gasoline inventories are still far lower than average for this time of year as we head into the peak summer driving season. It's no wonder gasoline prices are soaring. Read More

  • May 2, 2007

Coal is far and away the world's most-important source of electric power and has been for decades. There are two good reasons for this: Coal is more abundant than oil or gas, and it's cheap. Read More

  • April 23, 2007
  • Alert

Agribusiness giant and Wildcatter Portfolio recommendation Bunge (NYSE: BG) has slipped during the past few weeks after warning that its first quarter profits would miss Wall Street expectations. Read More

  • April 18, 2007

A year ago, investors and analysts couldn't have been much more bullish on the energy patch. After a nearly three years of solid growth from the group, investors started projecting double-digit growth forward years into the future. Read More

  • April 4, 2007

The Energy Strategist model Portfolios are off to a solid start for 2007. The income-oriented Proven Reserves Portfolio rallied more than 9 percent in the first quarter, buoyed by a solid showing for several of my recommended master limited partnership (MLP) recommendations. Read More

  • March 29, 2007
  • Alert

There have been some important developments for stocks and themes recommended in The Energy Strategist Portfolios during the past week. It’s high time for an update. Read More

  • March 7, 2007

For close to seven months, global equity markets have been locked in a steady, nearly uninterrupted uptrend. That benign environment came to at least a temporary halt last week as Asian markets led a sudden, sharp selloff that spread quickly to infect just about every sector and industry subgroup the world over. Read More

  • March 5, 2007
  • Alert

Last week’s selloff in global markets was swift and severe. While energy-related names held up better than the market at large, the sector certainly wasn’t immune to the bloodbath. My broad, longer-term outlook for the stocks and sectors covered in The Energy Strategist is unchanged. However, in globally synchronized selloffs… Read More