Due to a slow-down in North American drilling activity, particularly in Canada, investors should focus on companies levered to international markets or very specific high-growth subindustries; however, there are still several promising plays in the field. Though overall demand for oil and gas, as well as agricultural products, continues to boom, no great bull markets are immune from the inevitable corrections. However, there are options strategies which can be used to protect your gains from these occasional slides. Read More
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A review of the effects of the recent US economic slow down on the various sectors of the energy patch, particularly those leveraged to North America. Also includes a guest article by Gregg Early examining some new battery technologies and their potential far-reaching impacts on energy storage and fuel-efficient vehicles. Read More
Energy was one key focal point of the president’s State of the Union address last night. Among other points, Bush sought to promote the dramatic expansion of alternative energies and biofuels like ethanol. He even proposed increasing the target amount of ethanol and other biofuels mixed into US gasoline to… Read More
This year got off to a rough start due to warmer weather across much of the eastern United States and an earnings warning from Nabors Industries. The warmer weather, due to the developing El NiƱo, has caused commodities prices to drop as there is less demand for heating fuels, creating turbulence for coal and natural gas. However, oil prices remain well supported, so there are several plays on this sector. Read More
Due to the depletion of easy to exploit oil reserves, we will continue to see demand for deepwater drilling rigs rise as oil companies continue to explore the oceans. This will create more investment opportunities in in both rig operators and equipment suppliers. Read More
A review of some of the key calls and investment themes of 2006; the favorites of which remain nuclear power and biofuels. There is also a discussion of MLPs, one of the most-overlooked and misunderstood asset classes in the market today for income investors. Read More
The correction in the energy patch from May to September was vicious at times, but there is additional upside opportunity in both energy commodities and related stocks in the next few months. An in-depth look is taken at the Exploration and Production industry. Though many pundits feel it is too leveraged to oil and gas prices, there are some excellent plays in this field if you are selective. Platinum is also examined, as it is seeing wider demand due to its use in clean diesel filters. Read More
Stocks in the airline, tanker, and oil and gas groups have been moving significantly recently, and though they will be discussed in more depth in next weeks issue, there are some plays that can be made in the meantime. Read More
According to the International Energy Agency (IEA), the world will have to spend more than $20 trillion on energy infrastructure and development during the next 25 years just to meet growing worldwide demand. Read More
US Airways announced a takeover bid for bankrupt carrier Delta Airlines. Though it may take some time for federal regulators to sign off on the deal, this consolidation should stand a good chance of approval because the airline industry has long been plagued by poor profitability, excessive capacity and too many competitors. If the airline business is ever to be profitable longer term, there will need to be fewer players. Read More