Stock Trades

  • August 6, 2007
  • Alert

Many of the recommended publicly traded partnerships--master limited partnerships (MLPs) and limited liability companies (LLCs)--in The Energy Strategist have been hit in the past few days. And they really got slammed at the opening of trading today. Read More

  • July 26, 2007
  • Alert

We’re in the heart of earnings season for the energy patch. I’ll have more to say about all these reports in next week’s issue, but for now I want to offer a few notes about various stocks and trends that are emerging. And as the proverbial squeaky wheel always gets the grease, I’ll concentrate today’s notes on the weaker names in the model portfolios. Read More

  • July 20, 2007
  • Alert

Long-time readers are aware that I pay particularly close attention to Schlumberger's quarterly earnings releases and conference calls. The reason isn’t just that I recommend the stock but that this oilfield services giant operates in just about every imaginable region of the world. Therefore, the calls are always useful to get a bird's eye view of the industry. Read More

  • July 2, 2007
  • Alert

Please note that due to the Fourth of July holiday, your next issue of The Energy Strategist will be available this Thursday, July 5. Read More

  • April 23, 2007
  • Alert

Agribusiness giant and Wildcatter Portfolio recommendation Bunge (NYSE: BG) has slipped during the past few weeks after warning that its first quarter profits would miss Wall Street expectations. Read More

  • March 29, 2007
  • Alert

There have been some important developments for stocks and themes recommended in The Energy Strategist Portfolios during the past week. It’s high time for an update. Read More

  • March 5, 2007
  • Alert

Last week’s selloff in global markets was swift and severe. While energy-related names held up better than the market at large, the sector certainly wasn’t immune to the bloodbath. My broad, longer-term outlook for the stocks and sectors covered in The Energy Strategist is unchanged. However, in globally synchronized selloffs… Read More