Analysis

  • July 23, 2010

Going forward, energy insurers should enjoy higher premiums as operators seek to bulk up coverage, and models price in substantial risks. Read More

  • July 21, 2010

Big Oils are a classic value proposition at current prices; now is the time to go shopping. Read More

  • July 8, 2010

With global oil demand recovering, the back half of the year should be a solid environment for tanker companies. Here's my favorite way to play this trend. Read More

  • July 7, 2010

Macro issues will continue to drive stock prices in the energy sector until second-quarter earnings season gets into full swing. Here are two short plays to hedge your portfolio. Read More

  • June 25, 2010

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. Read More

  • June 16, 2010

With a young fleet and little exposure to the Gulf of Mexico, this driller is our top energy pick for June 2010. Read More

  • June 10, 2010

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. Read More

  • June 4, 2010

Over the past year energy-focused MLPs have become more popular for the very same reasons as in the mid-1980s: high yields and tax advantages. Forget yields--focus on fundamentals when making your investment decisions. Read More

  • June 2, 2010

A steady stream of negative news and sensationalist headlines is behind the extreme volatility in global markets. Here's my game plan to navigate this challenging market. Read More

  • May 26, 2010

Some have argued that the recent decline in oil prices represents an abnormal trading pattern or the beginning of a bear market in oil. But past experience doesn’t support that conclusion. Read More

  • May 21, 2010

Although large investment banks have profited enormously from commodities trading over the years, community banks in areas with strong ties to the oil and gas industries usually benefit from robust local economies. Read More

  • May 19, 2010

Global stock and commodity markets are following developments in European credit markets. Earnings, economic reports and stock-specific news simply aren’t the main drivers of market performance right now. Although the current scare could drag on for a few more weeks, it’s likely to prove a buying opportunity for energy stocks. Read More

  • May 5, 2010

It might seem callous to identify opportunities to profit from the deadly disaster on the Horizon rig. However, panic and lead to overreaction in markets. And extremes of sentiment typically offer investors opportunities that would never occur in normal trading environments. That’s the case with the oil spill in the Gulf of Mexico. Read More