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  • August 3, 2012

Northern Tier Energy LP (NYSE: NTI) went public toward the end of July, but the number of prospective MLP IPOs remained at 15 after High-Crush Partners LP (NYSE: HCLP) filed its S-1 statement with the Securities and Exchange Commission. Read More

Second-quarter results from Schlumberger (NYSE: SLB) and the other major oil-field services companies confirmed that the supply-demand balance in international markets continues to tighten, with business lines related to deepwater exploration and development driving growth. Read More

Each quarter, we carefully analyze the results and subsequent conference calls from the four major oil-field services firms, with a particular emphasis on Schlumberger’s earnings and commentary.By virtue of the size and scope of its operations, Schlumberger offers a valuable bird’s eye view of both bigger-picture trends and the latest developments in key end markets when it reports its rsults. Better still, the firm’s senior management isn’t shy about commenting on emerging opportunities and providing analysts with plenty of color during conference calls. Read More

Second-quarter earnings season is in full swing. Here are some of the key takeaways from our Portfolio holdings' results and management-hosted conference calls. Read More

  • July 27, 2012

A narrow view of trends impacting energy prices leaves out the major actors in what may be the defining drama of the 21st century, namely China and its cohorts in emerging Asia. Read More