The Energy Report

Investors Versus Traders: A Battle for Oil & Gas Profits

Tue, 21 May 2013 00:00:00 PST

The worst may be over for companies and investors who have weathered the depressed gas prices of the past few years, but that doesn't mean it's clear sailing from here. In this interview with The Energy Report, Robert Cooper, senior energy analyst with Haywood Securities, talks about the need for selectivity and patience for catalysts that can crystallize underlying stock values. It's a battle of long-term investors versus short-term traders.

The Hottest North American Shale Plays: Josh Young

Wed, 15 May 2013 00:00:00 PST

Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in? Fund Manager Josh Young doesn't think so, and he sat down with The Energy Report to discuss the hottest (and coldest) North American shale plays. Read on to find out where he's finding bargains that could pay off handsomely.

Daren Oddenino: How to Spot Oil and Gas Takeout Targets

Tue, 14 May 2013 00:00:00 PST

Let's make one thing clear: There is no magic formula to determine which company will be the next big buyout story. But if there were a formula, it would include variables like asset value, management skill level, risk profile and location, location, location. Today, C. K. Cooper & Co. Analyst Daren Oddenino joins The Energy Report to discuss M&A trends and help us solve for X. One caveat�a company that tempts an international player might leave domestic majors cold.

Keith Schaefer Names the Last-Standing Shale Plays

Thu, 09 May 2013 00:00:00 PST

Shale oil has been North America's great experiment, says Oil & Gas Investments Bulletin Editor Keith Schaefer. But in this interview with The Energy Report, he questions the experiment's success and predicts steep declines ahead, with just a few formations left to supply the market. The question is what shale play will last the longest? Read on to find out how�and when�to get positioned for the end of the shale revolution.

Bill Powers: Pickens and Stansberry Wrong, Shale Gas Production to Fall

Tue, 07 May 2013 00:00:00 PST

Energy pundits sing natural gas' praises, but Bill Powers, author of "Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth," isn't buying it. He sees serious flaws in how reserves are reported, and his own research shows steep, across-the-board production declines in the near future. Nonetheless, he expects a multiyear bull run for the resource, and recommends investors get positioned before scarcity hits�just five to seven years from now. Find out which companies Powers is betting on in this interview with The Energy Report.

James McIlree: Three Companies Could Transform Power Production

Thu, 02 May 2013 00:00:00 PST

Energy tech companies have a business model that's closer to Apple Inc. than Apache Corp. In other words, it's all about the new product. The products Dominick & Dominick Analyst James McIlree is excited about offer major benefits like improved geological mapping for oil and gas explorers, or electric grid safety for energy utilities. In an interview with The Energy Report, McIlree talks about his favorite companies in the energy tech space and how understanding product cycles can help investors time their buys.

Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'

Tue, 30 Apr 2013 00:00:00 PST

What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit."

Unconventional: Jim Letourneau's Investment Taste

Thu, 25 Apr 2013 00:00:00 PST

Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position. He's an unapologetic advocate of oil sands development and a shrewd analyst of the companies large and small that are active both in the Alberta oil sands and in the U.S. oil patch. In this interview with The Energy Report, he shares his insights into one of Alberta's largest oil sands players and one of its newest and smallest, as well as a well-positioned startup in the Texas Midland basin and northwestern Montana's Williston basin.

Andrea Rubakovic: Will Development Pitfalls Create a Global Potash Shortage?

Tue, 23 Apr 2013 00:00:00 PST

Here's the story on potash according to Salman Partners Analyst Andrea Rubakovic: The major players are planning for long-term demand by developing brownfield projects, but they're running into hurdles. Meanwhile, juniors are having trouble financing greenfield projects. Does this mean we're in for a global supply pinch? If so, who could be positioned to profit? Read what Rubakovic has to say in her interview with The Energy Report.

What Every Investor Should Know About Oil and Gas Micro Caps

Thu, 18 Apr 2013 00:00:00 PST

Atticus Lowe was among those who saw more smoke than fire in the fevered puffery of the shale industry's promoters. With an established track record now, the industry has proved its potential for him, and he is bullish on gas over the long term. He shares his assessment of some of the promising oil and gas players in this interview with The Energy Report.

Profit from Domestic Energy Growth with Upstream MLPs

Tue, 16 Apr 2013 00:00:00 PST

Sideways oil and gas markets don't mean that investors can't find good upside opportunities and get paid while they wait for more exciting times. Michael Peterson, managing director and senior equity analyst at MLV & Co., tells The Energy Report why upstream MLPs offer stability and continued growth and which names stand out from the crowd.

Don't Be a Retail Lemming�Buy at the Bottom: Steve Palmer

Thu, 11 Apr 2013 00:00:00 PST

A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report.

Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice

Tue, 09 Apr 2013 00:00:00 PST

What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health�but get plenty of rest and exercise so you can enjoy those golden years.

Can Gas Developers Prosper with Low Prices? Ryan Galloway Says Yes

Thu, 04 Apr 2013 00:00:00 PST

Low natural gas prices and volatile oil prices should not hinder investors in the oil and gas sector. In fact, low prices carry their own benefits. Casimir Capital Analyst Ryan Galloway describes a number of oil and gas juniors with savvy management, impressive development strategies and strong prospects of success that have earned a "Strong Buy" from him. Read more in this Energy Report interview.

Bullish on Oil Prices? Two Reasons You Might Change Your Mind

Tue, 02 Apr 2013 00:00:00 PST

The downturn beginning in 2008 triggered a macroeconomic meltdown that would disrupt all markets, domestic and global. Demand for petroleum diminished just as new technologies were beginning to gush out oil and gas in never-before-seen volumes, creating a perfect storm that would depress prices. Now that oil prices have rebounded, is the worst behind us? In this interview with The Energy Report, Director of Energy Research Marshall Adkins of Raymond James & Associates discusses the events of the last five years and the near-term prospects for energy-related investments.