Energy Stocks

Income Investing: High-Yield Energy Stocks

no@spam.com (Elliott H. Gue)

Master limited partnerships (MLP) and oil-tanker stocks offer far higher yields than US government bonds and other traditional income-oriented sectors--not to mention leverage to growing demand for energy commodities.

Hot Topics for Energy Stocks: Natural Gas Liquids (NGL) and the Moratorium on Deepwater Drilling

no@spam.com (Elliott H. Gue)

The price of natural gas liquids has declined recently, but investors shouldn't worry about this seasonal weakness. However, the Obama administration's moratorium on deepwater drilling in the Gulf of Mexico is a bigger concern.

The Future of Shale Gas is International

no@spam.com (Peter Staas)

Expect China’s big three energy companies to continue to invest in North American and Australian shale-gas operations.

Winners and Losers from the Gulf Oil Spill

no@spam.com (Elliott H. Gue)

Tim Guinness, the London-based manager of Guinness Atkinson Global Energy (GAGEX), shares his take on the oil spill's impact and the future of the US energy sector.

Regime Change and Australia's Resources Super Profits Tax

no@spam.com (Peter Staas)

A leadership change in Australia suggests that the draconian resources super profits tax will be watered down--an incremental positive for the mining industry. But the main reason to invest in coal miners down under remains intact: growing demand from China and India.

Macondo and $100 Oil

no@spam.com (Elliott H. Gue)

Macondo is an environmental disaster, but investors must separate pre-election political rhetoric and sensationalist media coverage from reality and history. Odds are that Macondo will turn out to be far less of a disaster than BP’s most vocal critics suggest.

China and the Oil Sands

no@spam.com (David Dittman, Roger S. Conrad)

Sinopec (Hong Kong: 386, NYSE: SNP) is buying ConocoPhilips’ (NYSE: COP) stake in the Syncrude project. Here’s the lowdown on short- and long-term implications for growth and income investors alike.

Investing in Fuel Efficiency

no@spam.com (Elliott H. Gue)

Rising oil prices coupled with the lack of readily available substitutes raises the value of any steps a company or individual can take to reduce crude oil consumption.

Alberta Wants to Compete

no@spam.com (David Dittman, Roger S. Conrad)

The new royalty regime itself is an acknowledgement that front-end investment--particularly where innovative extraction techniques are absolutely critical to success, as in the long-lived Pembina field--in conventional production often demands new technology.

Same As It Ever Was

no@spam.com (David Dittman)

The Linn Energy story is based on stable cash flow supported by the long-life nature of its reserves and its aggressive three-year hedging program. Production rates are predictable, and much of it is already contracted for sale.