This mature renewable technology performs more consistently that wind or solar power. It’s a small niche with a red-hot stock. Read More
Analyst Articles
Energy producers’ latest results showed signs of progress. We have a new portfolio recommendation, along with a short-term trade suggestion. Read More
We sift through the latest oil patch results to identify the companies that have learned to live within their cash flow. Read More
The sector has rallied hard alongside the shares of key oil patch customers. Read More
EOG isn’t the largest U.S. oil and gas producer but it is the best, as confirmed by the latest results. Read More
A stronger dollar and imposing stockpiles have knocked crude down from its recent peak, but demand growth still favors higher prices. Read More
Government biofuel blending mandates are burning refiners’ cash while fattening the profits of ethanol producers. Read More
The energy sector is back on the defensive as low oil prices and weak refining margins weigh on earnings. We document the pain and recommend option trades that will profit from a deeper correction. Read More
The glut of gasoline threatens the industry’s already shrunken margins as the end of the peak driving season nears. Read More
Refiners are caught in a vicious margin squeeze, and a glut of stockpiled fuel points to more pain ahead. Read More