In this issue: Despite the recent leveling-off of the production from the Bakken, the tight-oil formation’s long-term potential remains barely tapped, according to the government’s new geological survey. We examine the region’s most promising producers, all of which are already in our portfolios. Meanwhile, one of the… Read More
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We’re sticking with our Buy recommendation on Growth Portfolio holding Linn Energy (Nasdaq: LINE) despite another negative story on Barron's over the weekend. Buy LINE below $40. 7.25% Oasis Petroleum Senior Notes Read More
Check out great stories with extra care before you invest. Confirmation bias can be costly Read More
If we could store power as conveniently as nature does in fossil fuels, we’d be a lot richer. Here are the most promising technologies Read More
There are cheaper oilfield services stocks out there but few better ones than Core Laboratories (NYSE: CLB), as evidenced by the 48-fold increase in the share price since the 1995 initial public offering. The Houston-based, Dutch-domiciled reservoir assessment and management specialist hit more pay dirt with last week’s beat-and-raise… Read More
A month ago I shared my rationale for significantly higher natural gas prices in the near future. In brief, prices remain significantly below their historical averages while demand is running a bit higher than expected. And while the price of natural gas has more than doubled off last year’s… Read More
The battle lines between the oil bulls and oil bears have been drawn – and they run pretty much straight across the recent $100 a barrel for Brent. Rallying to the bullish banner in recent days have been executives of two energy giants. First, Paal Kibsgaard, CEO of oil-services… Read More
Remember predictions of an Israeli airstrike on Iran, instantly propelling oil prices above $180 a barrel? Remember forecasts of steadily building emerging-market demand ushering in the age of energy scarcity? Those scenarios may yet materialize, notwithstanding the recent slide in oil prices. But it’s at least as… Read More
Investors have been reminded recently that although the energy sector has performed very well over the past few years, individual stocks can still be very volatile. Further, corrections in the price of oil or natural gas will drag down nearly every company in the sector, as we have seen over… Read More
In this issue: The global hunt for real yield rolls on unchecked, and as ever with promises of high and secure returns, mind your wallet. But while a double-digit yield implies serious risk of a double-digit loss in this low-yield environment, there are super-secure oil majors out there offering… Read More