Here's our take on quarterly results from the three buy-rated oil and gas royalty trusts in our model Portfolios. Read More
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Investors should buy our favorite bets on shale oil on any sign of weakness. Read More
Don't overlook the turnaround that’s under way in the notoriously cyclical market for offshore seismic services and data. Read More
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
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
Although nuclear power may have lost some of its luster in the wake of the Fukushima Daiichi disaster, economics and demographics suggest that the nuclear renaissance will continue over the long term. Read More
Although nuclear power may have lost some of its luster in the wake of the Fukushima Daiichi disaster, economics and demographics suggest that the nuclear renaissance will continue over the long term. Read More