The annual portfolio review highlights the past year’s many coups and the inevitable miss or two. Read More
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Our portfolio picks handily outperformed the energy rally in 2013, and we found other ways to build value. Plus: the top stories of 2013, a preview of 2014 and Robert’s takes on Apache and Ensco. Read More
Several energy issues have made big moves in recent weeks. But some knives aren’t worth catching and some waves not worth surfing, Robert writes in the latest chat followup. Read More
The coming wave of LNG export should push prices significantly higher, Robert Rapier argues in a chat question follow-up. Plus: Statoil and Atlantic Power aren’t the bargains they seem. Read More
We’re downgrading Kinder Morgan (NYSE: KMI) to a Hold following its affiliated partnerships' lackluster 2014 forecast. While longer-term fundamentals remain attractive, the recent trading action warrants caution. Read More
We've added Carrizo Oil & Gas (Nasdaq: CRZO) and Gastar Exploration (NYSE: GST) to the Aggressive Portfolio as speculative beneficiaries of the development of two high-return domestic plays. Buy CRZO below $46 and GST below $5.75. Read More
Investors seeking to profit from the development of midstream services in one of the most dynamic shale plays have a growing number of options. Read More
Carrizo is perhaps the single best focused Eagle Ford play, while Gastar could land a huge windfall in the Hunton. Read More
Rising growth expectations at home and abroad have once again trumped predictions of a slump, as the world looks to North America to meet rising demand for crude. Read More
In the two months since we recommended taking profits on the drillers to stock up on discounted refiners, both groups have seen their fortunes shift. We’re shopping yet another sale. Read More