Streetwise Oil & Gas Articles
Marin Katusa Values Viable Technologies and Leadership
Source: Karen Roche of The Energy Report (11/4/10)
Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview.
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Luc Mageau: Bullish on the Viking Formation
Source: Brian Sylvester of The Energy Report (11/2/10)
Raymond James Oil and Gas Analyst Luc Mageau believes that with relative near-term stability in oil and gas prices, making money in the exploration and production (E&P) space is all about picking the right companies. He covers mostly small players north of the border, especially a handful in the Viking Formation. In this exclusive interview with The Energy Report, Luc delivers some names he thinks could nearly double within a year.
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Rick Rule: Courage of Conviction
Source: Karen Roche of The Energy Report (10/26/10)
Rick Rule has mastered his fear. A renowned resources investment manager, Rick likes underdog sectors that have fallen out of favor with the wider investment world and has the fortitude to hold those stocks through volatility. In this exclusive interview with The Energy Report, Rick explains why he likes the pummeled natural gas sector and why he hopes he loses money on his sizable bullion holding.
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Frank Curzio: Size Matters
Source: Brian Sylvester of The Energy Report (10/21/10)
Frank Curzio may focus on small-cap companies, but the Penny Stock Specialist editor understands the importance of a big-picture view when it comes to investments of any size. In this exclusive interview with The Energy Report, Frank presents some promising oil, natural gas and coal stocks with caveat emptor—"volatile markets demand extra attention."
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Elliott Gue Selectively Plays Uranium and Gas
Source: Brian Sylvester of The Energy Report (10/7/10)
Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. In this exclusive interview with The Energy Report, Elliott suggests some tried and true names that should benefit from those trends and a few lesser-known companies with similar aspirations.
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Hoeing the Rough Row with Porter Stansberry
Source: Karen Roche of The Energy Report (9/28/10)
Decades of unbridled borrowing led to oppressive debt for Americans and America. Efforts to spend our way back to prosperity, stumbling at every turn, seem doomed to fail. For more about Stansberry & Associates Investment Research Founder Porter Stansberry's take on the perilous predicament—and his coping strategies—read this exclusive Energy Report interview.
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Alexander Montano: "Technology Is Key" with E&P Plays
Source: Brian Sylvester of The Energy Report (9/21/10)
Alexander Montano, managing director of the Corporate Finance Group with California-based C. K. Cooper & Co., puts a lot of faith in technology when it comes to making oil and gas plays pay. Alex sees major opportunities for new technology in old oil basins and suggests some names making good on that thesis in this exclusive interview with The Energy Report.
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Eric Nuttall: Look for Underlying Oil/Gas Catalysts
Source: Brian Sylvester of The Energy Report (9/16/10)
Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund, believes there are opportunities in both oil and gas, regardless of commodity prices. "I'm entirely agnostic when it comes to the commodity price. It all comes down to the valuation," Eric explains. Eric talks about some companies that fit that bill in this exclusive interview with The Energy Report.
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Scott Koyich: Oil & Gas Upside Potential
Source: Karen Roche and Gordon Holmes of The Energy Report (9/14/10)
To take advantage of the upside potential when oil and gas cycles take a turn for the better, without exposing yourself to the brunt of the downside risk, make your best picks on the basis of strength in assets and management. Scott Koyich, who founded Calgary-based DSK Consulting Ltd. and Brisco Capital Partners, focuses on his top picks in this Energy Report exclusive.
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Musante: Look for Undervalued, Oily E&P Plays
Source: Brian Sylvester of The Energy Report (9/9/10)
C. K. Cooper Senior Analyst Joel Musante likes oily exploration and production (E&P) names in name-brand plays, especially the Bakken. In this exclusive interview with The Energy Report, Joel discusses a few of his favorite names with underappreciated acreage or technology and talks about how he reaches his conclusions.
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Taylor MacDonald: Off the Beaten Path
Source: Karen Roche of The Energy Report (8/25/10)
Taylor MacDonald, vice president of investments with Pathfinder Ventures Corporation in Vancouver, has a knack for discovering the undiscovered. In an exclusive interview with The Energy Report, Taylor drills down in the niche of innovative technology companies serving the resource sector and shares some names that most mainstream banks have never even heard of.
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Atticus Lowe: Scouting for Good Value
Source: Brian Sylvester of The Energy Report (8/19/10)
Atticus Lowe, chief investment officer with West Coast Asset Management, is the kind of guy you would want making your investment decisions. In this exclusive interview with The Energy Report, Atticus discusses his value investing strategy. He also talks about the long-term potential of natural gas, questions shale gas production projections and offers a few names with oil exposure that he believes are not getting enough love from the markets.
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Stan Bharti: A Few of His Favorites
Source: Karen Roche of The Energy Report (8/12/10)
Forbes & Manhattan Founder and CEO Stan Bharti, whose genius has guided dozens of junior resource companies to the pinnacle, discusses his approach in this exclusive interview with The Energy Report—and a few of his favorites. Among them is a company using a molecular-tagging technology to foil a practice that fuels terrorists' activities and deprives governments of more than $100 billion in tax revenues annually.
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John Licata: Oily Names with Gas Assets
Source: Brian Sylvester of The Energy Report (8/10/10)
Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf has already resulted in oily names acquiring gas names. And it will soon lead to more JVs as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas, why he sees more M&A activity ahead and offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape.
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Keith Schaefer: Stick with Wet Gas, Heavy Oil Plays
Source: Brian Sylvester of The Energy Report (8/3/10)
Oil and Gas Investments Bulletin Editor and Publisher Keith Schaefer specializes in Canadian oil and gas plays. Despite the languishing gas price, he sees opportunities in some hedged Canadian gas companies and unhedged "wet-gas" producers. If you're not into gas, Keith is big on oil. In this exclusive interview with The Energy Report, Keith will tell you how radial drilling is creating opportunities in heavy oil, too.
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Porter Stansberry: "We Can't Live without Gulf Oil"
Source: Karen Roche of The Energy Report (7/15/10)
Tragic as the situation is, "everything is going to be okay" in the Gulf of Mexico, according to Stansberry & Associates Investment Research Founder Porter Stansberry. Porter, who has a reputation as an independent thinker with a penchant for "out-of-consensus" viewpoints, shares some of his contrarian opinions in this exclusive interview with The Energy Report.
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Amir Arif: Bet on Low-Cost, High-Volume Shale Plays
Source: Brian Sylvester of The Energy Report (7/8/10)
Stifel Nicholas Oil and Gas Analyst Amir Arif believes cheap nat gas prices shouldn't keep you from making cash in the gas space. It's all about companies with production growth in low-cost shale basins. "Gas doesn't have positive drivers behind it," he explains, "you want to bet on the volume without diluting the equity." Arif provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
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Greg Gordon: Big Deregulated Utilities, Pt. II
Source: Brian Sylvester and Karen Roche of The Energy Report (6/29/10)
Big deregulated utilities pay solid dividends and offer investors a means to leverage the ongoing economic recovery. But it's a complicated business; that's why we asked Morgan Stanley Analyst Greg Gordon to break it down in this exclusive interview with The Energy Report. In this second half of our two-part interview, Greg explains the difference between deregulated utilities and their regulated counterparts and shares some of his favorite names in the space.
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Chris Pikul Favors 'Oily' Names; Cautious on Gas
Source: Brian Sylvester of The Energy Report (6/24/10)
Bullish on oil but soft on gas, Morgan Keegan Analyst Chris Pikul believes discerning investors can still "win the game" with oil and gas E&Ps. "You need to really focus on gas companies with the best-quality assets," says Chris, "with strong balance sheets." His insight shines through in this exclusive interview with The Energy Report, as he shares a few of favorites in the E&P space. . .just for you.
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Greg Gordon: Turn on to Big Utilities, Pt. I
Source: Brian Sylvester and Karen Roche of The Energy Report (6/22/10)
Big U.S. utilities pay big dividends; and right now they're as cheap, relative to bonds, as they've been in nearly a quarter century. Few know these equities better than Morgan Stanley Analyst Greg Gordon, who explains the utilities market and shares some regulated utilities names in this exclusive two-part interview with The Energy Report. Part II will focus on Greg's picks among the deregulated utilities.
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Fadel Gheit: Gas Sector M&A Activity About to Ramp Up
Source: Brian Sylvester of The Energy Report (6/10/10)
When folks want the straight goods on the oil and gas sector they go to Oppenheimer's sage Managing Director Fadel Gheit. That's what we wanted, too, when we asked him to spend some time with The Energy Report. In this upfront interview, Gheit rails against government inaction on oil price speculation and predicts low gas prices will soon lead to more M&A activity. Gheit's market commentary is frank and insightful and could certainly impact your investment decisions.
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Phil Weiss: Best Advice? Integrated Oil Co's
Source: Brian Sylvester of The Energy Report (6/8/10)
The economic recovery that will drive up oil prices is still at least a year away, says Argus Research senior analyst Philip Weiss in this exclusive interview with The Energy Report. He generally favors the sector's big players, but you will have to keep reading to find out which ones make Phil's cut.
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Sven Del Pozzo: Ban BP but don't Expect Offshore Ban
Source: Brian Sylvester of The Energy Report (6/1/10)
In this candid interview with The Energy Report, Oil and Gas Analyst Sven Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking.
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Matt Badiali: A Great Resource Bull Market
Source: Karen Roche of The Energy Report (5/27/10)
S&A Resource Report Editor Matt Badiali likes big oil. While opportunities abound for service companies and enhanced oil recovery producers, Matt's happy to earn 10% in trusts during the nat gas doldrums. "In one of the greatest bull markets of all time," he tells The Energy Report in this exclusive interview, "you've got to have exposure—you absolutely must."
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Eric Nuttall: Maximizing Oil and Gas Investments
Source: Brian Sylvester and Karen Roche of The Energy Report (5/20/10)
"If you want to talk about the Gulf and the oil leak in terms of investment, I think it's creating some pretty interesting investment opportunities," says Eric Nuttall, portfolio manager of Sprott Asset Management's Energy Fund. The straight-shooting Nuttall never fails to opine or shine as he explains why onshore oil plays are solid investments and talks oil and gas juniors, shales and prices in this exclusive interview with The Energy Report.
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