Gary Bryant: Opportunities in Shale Drilling
After nearly 30 years as an investment banker and another 20 years providing consulting to small companies, Newport Capital Consultants Founder and President Gary Bryant knows all the ins, outs, risks and rewards of small-cap investment. In this exclusive interview with The Energy Report, he shares his knowledge on what factors push small- and mid-cap growth, as well as some surprising new business models changing the dynamics of shale drilling. - 10/20/2011
Steve Palmer: Believe in Oil and Uranium
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium. - 10/18/2011
Bill Koenig: Fracking Tech Has Junior Producers Pumped
To find the next resource boom, consider population demographics, says Bill Koenig, portfolio manager of Pathway Asset Management. In this exclusive interview with The Energy Report, Koenig explains why emerging-market growth is inevitable, and how North American oil and gas markets are driven by shifting demand abroad. He also shares his insights into improved drilling and fracking economics, which allow for more players on the oil fields. It's "game on" for the energy sector. - 10/13/2011
Robert Cooper: Hot Canadian Oil and Gas Stocks
With well over 100 attractive companies to choose from in the mid-tier Canadian oil and gas industry, investors have many interesting opportunities to profit from continuing demand growth. In this exclusive interview with The Energy Report, former Mackie Research Senior Energy Analyst Robert Cooper zeros in on three of his favorite stocks and elaborates on his investment criteria. - 10/04/2011
Doug Casey: Glowing Prospects for Uranium
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil. - 09/22/2011
Bruce Edgelow: New Technology Solutions Mean New Opportunities
U.S. banks may be increasingly reluctant to loan, but ATB Financial Energy Group's Bruce Edgelow is actively supporting opportunity-rich Canadian juniors. His participation with energy explorers and producers (E&Ps) offers him a bird's eye view of new, high-potential technologies. Energy extraction from carbonate reservoirs, Bruce says, represents a potential bonanza for investors. In this exclusive Energy Report interview, he shares some attractive names pioneering the most promising technique since fracking. - 09/20/2011
Kevin Smith: Generate Huge Cash Distributions with MLPs and Royalty Trusts
There are few places to hide in turbulent markets, but low bond yields and faltering commercial real estate are driving income investors to U.S. royalty trusts and master limited partnerships (MLPs), where high energy prices are generating huge quarterly cash distributions for shareholders. In this exclusive interview with The Energy Report, Raymond James Associate Analyst Kevin Smith discusses his favorite names where investors are reaping both income and growth. - 09/15/2011
Porter Stansberry: U.S. Shifts to Gas Export Role
With America "the Saudi Arabia of natural gas," as Stansberry & Associates Investment Research Founder Porter Stansberry puts it, U.S. energy independence is no longer a pipe dream. It's evolved from political posturing to promise based on practical factors that he shares in this Energy Report exclusive. Porter's "incredibly bullish" outlook stems in part from technological efficiencies that will help bring enormous amounts of new U.S. production online. Exploiting these technologies, he states, presents the "greatest opportunity the energy complex has over the next several decades." - 09/13/2011
Hinds Howard: The MLP Market Is Wide Open
MLPs may be the best-kept secret on Wall Street. Representing the midstream segment of the energy supply chain, Master Limited Partnerships offer stable returns through U.S. energy infrastructure investment. In this exclusive interview with The Energy Report, Fund Manager Hinds Howard explains the peculiarities of this growing niche market and shares some quality stocks at fire-sale prices. - 09/13/2011
Christopher Henwood: Get Out of the Way and Let Markets Work
Thomson Reuters' Commodity and Energy Specialist Christopher Henwood believes bailouts of too-big-to-fail companies and countries addicted to entitlements have cast an ominous shadow over the global economy. Nevertheless, he finds room for optimism as global economic turmoil puts downward pressure on energy prices, which should give the economy some breathing room. In this exclusive interview with The Energy Report, Chris shares a bit of his market knowledge and economic philosophy. - 08/23/2011
Keith Schaefer: Predicts Market Rebound After Solution to European Debt Crisis
Oil and gas producers have come to rely on the know-how and skills of an innovative group of service providers that create efficiencies through novel technologies and products. Keith Schaefer, editor and publisher of The Oil and Gas Investments Bulletin, believes investors can both derisk their portfolios and achieve growth with energy services companies that dramatically improve profits of producers. In this exclusive interview with The Energy Report, Keith stakes out some ideas that could yield big upside and add a cushion during volatile times. - 08/16/2011
Jason Wangler: Williston Basin Stocks are Hot
The Williston Basin is a hot area of exploration and production that oil and gas analyst Jason Wangler follows from his SunTrust Robinson Humphrey office in Houston. In this exclusive interview with The Energy Report, he shares his thoughts on the near-term prospects for oil and gas demand and prices, and tells us about several attractively priced names with good upside potential from current levels. - 08/11/2011
Josh Young: Forget Commodity Prices; Invest in Undervalued Companies
Oil and gas prices may go up or down, but that doesn't bother Josh Young, portfolio manager and founder of Young Capital Management. In this exclusive interview with The Energy Report, he tells us why his key to finding potential winners in the oil and gas (O&G) business is based on finding stocks with attractive assets trading at a large discount to their intrinsic values rather than particular commodity prices. - 07/28/2011
Marshall Berol & Craig Valdes: Buy Energy Stocks - On Sale Now!
Marshall Berol and Craig Valdes are concentrating their focus on resource stocks in their Encompass Fund portfolio. In this exclusive interview with The Energy Report, they share their current thinking regarding the energy sector and give us the names of some stocks that are attractively priced now and that could do well as global energy demand grows. They remain very positive on the prospects for nuclear and see oil demand growing. - 07/19/2011
Phil McPherson: Go West for Oil
The new California gold rush is about black gold, not the yellow variety. At least that's where Global Hunter Securities Partner and Senior Analyst Phil McPherson is looking for his edge in exploration and production. He's also finding names in Bakken and Colombia that may have been forgotten (or just plain misunderstood) by investors. In this exclusive interview with The Energy Report, Phil elaborates on his best ideas, some of which could yield huge multiples for investors. - 07/14/2011
Frank Curzio: Penny Stocks to Profit from Higher Oil & Gas Demand
Oil and gas markets, as well as the technology to produce, distribute and utilize them, are evolving to meet growing global energy needs. In this exclusive interview with The Energy Report, Frank Curzio, editor of the Penny Stock Specialist newsletter, brings us up to date on his views for what lies ahead in the energy markets and offers several ideas for investors seeking underpriced bargains with great growth potential. While his newsletter's definition of penny stocks extends beyond pennies, he believes that the opportunities are in the dollars. - 07/12/2011
Eric Nuttall: Looking for Oil and Gas Values, Not Value Traps
Sprott Energy Fund Portfolio Manager Eric Nuttall wants an edge when he can find one. He's bullish on oil, but he prefers to play the good oil story, not the commodity. And even though he's bearish on natural gas, he's finding names that may provide exceptional growth. Eric shares his best ideas in this exclusive interview with The Energy Report. - 06/30/2011
Josef Schachter: Get Ready for a Natural Gas Boom
Schachter Asset Management Analyst and Investment Advisor Josef Schachter, who provides oil and gas research to Maison Placement Canada clients, is recommending a group of Canadian companies that are maintaining the delicate balance between oil, on which he is bearish, and natural gas, which he believes will soon enrich both producers and investors. In this exclusive interview with The Energy Report, Josef shares some value-priced names he feels are poised for big gains, along with natural gas' rising price. - 06/23/2011
Bruce Edgelow: Which New Technologies Will Increase Oil Recovery Margins?
Credit lines are critical for small- and mid-cap oil and gas explorers. For nearly 40 years, ATB Financial Energy Group Vice President Bruce Edgelow has made it his business to provide non-dilutive cash for growing energy companies. At the recent SEPAC Oil & Gas Investor Showcase in Calgary, and in this exclusive interview with The Energy Report, Bruce reveals some of the advances changing the bottom line for smart investors. - 06/16/2011
Chen Lin: Capitalize on Oil Stock Fluctuations
Successful resource investor Chen Lin loves energy equities. In this exclusive interview with The Energy Report, Chen shares some favorite positions currently boosting his portfolio. - 06/07/2011
Tim Murray: Light Oil Is the Next Big Play for Energy Stocks
Light oil is the sweet spot for Jennings Capital Oil and Gas Analyst Tim Murray. He's finding plays that tap into pools via horizontal drilling. In this exclusive interview with The Energy Report, Tim talks about finding big growth stories in small companies that require investors to take on a bit more risk. - 05/31/2011
Adam Michael: Base Stock Evaluation on $90 Oil
Platform Advisors Founder Adam Michael searches the globe for oil and gas discovery stories with established cash flows that support share value in reasonably secure political environments. In this exclusive interview with The Energy Report, Adam reveals some names from his own portfolio holdings that he believes could generate considerable upside production growth to return significant multiples for investors, even if oil prices hover at $90/bbl for the next year. - 05/26/2011
Kevin McCarthy: Closed-End MLPs Offer Simplified Tax Filing
In the past several years, MLP returns have exceeded S&P 500 performance. Kevin McCarthy, chairman and CEO of Kayne Anderson's four closed-end funds, says MLPs are attractive to investors who seek income and total returns. Although 2011 performance has lagged due, in part, to concerns about possible MLP-taxation changes, Kevin explains why a widespread change in the taxability of pass-through entities is highly unlikely in this exclusive interview with The Energy Report. - 05/24/2011
Rehan Rashid: Shales Spur New Supercycle of Energy Production
Over the next two decades, liquid and natural gas shales could release a treasure trove of new energy production. But even given this extraordinary new resource, FBR Capital Markets Head of Energy and Natural Resources Research Rehan Rashid expects demand to stay ahead of supply. Rehans's long-term bullish scenario favors a few select names that he shares with The Energy Report in this exclusive interview. - 05/17/2011
Steve Palmer: Small Oil Companies Poised for Big Growth
Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies. - 05/10/2011
Brian Uhlmer: Elevated Oil Prices Push Interest in Service Stocks
Large oil-drilling projects in the U.S. and abroad, the price of oil and new drilling technologies have brought growth and stability to oil field services and equipment companies. Read why investors are looking at this sector in The Energy Report's exclusive interview with Brian Uhlmer, managing director and senior analyst of Global Hunter Securities' Energy Group. - 04/26/2011
Taylor MacDonald: Bullish on Unconventional Oil Plays
Consumer pain at the pump is a windfall for E&P companies. As old oil and gas fields are exhausted, companies move to new regions where the potential reward may justify the inherent risk. Pathfinder Asset Management Associate Portfolio Manager Taylor MacDonald tells investors where to find new ways to play growing energy demand in this Energy Report exclusive. - 04/21/2011
Josh Young: Transition Can Deliver Value in E&Ps
Portfolio Manager and Founder Josh Young of Young Capital Management (YCM) looks for value in oil and gas exploration and production (E&P) companies. In this exclusive interview with The Energy Report, Josh discusses some of his best ideas—strategies that could well deliver the significant upside and reduced risk investors might not expect from natural gas producers. - 04/12/2011
Neal Dingmann: Genuine Growth Still Lives in E&Ps
Investors can still find options with the right mix in the natural gas markets, according to Analyst Neal Dingmann of SunTrust Robinson Humphrey. Read why he recommends small and large—even international—companies in this exclusive interview with The Energy Report. - 03/29/2011
John Pugsley: Japan Crisis Is Not the End of Nuclear Power
John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan. - 03/24/2011
Kevin Shaw: Horizontal Drilling an Oil & Gas Game-Changer
Over the last decade, more and more North American onshore oil and gas production has come from past-producing deposits and shale. In this exclusive interview with The Energy Report, Wellington West Capital Oil and Gas Analyst Kevin Shaw talks about the technology behind this shift and how it's affecting sector plays domestically. - 03/08/2011
Chen Lin: Leverage Surging Oil Demand
Private investor Chen Lin is leveraging ever-increasing demand for oil via micro- and small-cap stocks. In this exclusive interview with The Energy Report, Chen explains how he determines which companies have the potential to double, triple or even quadruple and shares some promising stocks he owns. - 03/03/2011
Marshall Adkins: Disparity Means Higher Oil Prices
WTI oil is trading at a significant discount to Brent crude, but Raymond James Director of Energy Research Marshall Adkins argues that true energy demand will ultimately bring WTI in line with global oil prices. "It's just a matter of time," he says. Marshall reveals how equity investors can profit from oil service providers in this exclusive interview with The Energy Report. - 02/24/2011
Jeffrey Hayden and Chad Mabry: Stay Very Oily
In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus. - 02/15/2011
Andrew Coleman: E&Ps with Margins for Error
Andrew Coleman, E&P analyst with Madison Williams & Co., believes that reserves and production growth, especially in liquids-rich oil plays, will continue to drive the share prices of E&Ps even higher. In this exclusive interview with The Energy Report, Andrew provides you with his favorite oil and gas names for 2011, as well as some others with margins stout enough to withstand just about anything the market throws at them. - 02/01/2011
Marshall Auerback: Decoding Energy Investment
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas. - 01/27/2011
James West: The Revolution in Energy Investments
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. - 01/20/2011
Richard Kang: ETFs Are Active Investors' Weapon of Choice
Small boutique firms are finding new ways to slice ETFs up and repackage them for investors who are taking an active approach to their investment funds, not simply buying and holding them. Richard Kang, CIO and director of research for New York-based Emerging Global Advisors, specializes in ETFs and says liquidity and more choices are responsible for record amounts of cash flowing into ETFs. In this Energy Report exclusive, Richard talks about his funds and some reasons niche ETFs are changing the investment landscape. - 01/04/2011
Steve Palmer: Go Long on Oil Equities
AlphaNorth Asset Management President and CEO Steve Palmer believes further economic growth in China and the ongoing economic recovery in the U.S. will send oil prices over $100 a barrel in the first half of 2011. But he picks his oil equities knowing the oil price will play only a small role in determining any share-price appreciation. For him, it's about getting in early on companies with reasonable prospects for massive gains. In this exclusive interview with The Energy Report, Steve shares three of his favorite oily names with outsized potential. - 12/16/2010
Kirk Wilson: The Alberta Bakken Trend
The run on land in the expanding Alberta Bakken Formation play has given a leg up to the exploration and production (E&P) companies that got in early. In this exclusive interview with The Energy Report, Senior Analyst Kirk Wilson of Calgary-based Clarus Securities details the best and the brightest prospects seeking light oil in the western Bakken. - 12/14/2010
Keith Schaefer: Pushing the Boundaries
Junior oil and gas companies are snatching up land surrounding the Bakken formation, pushing its boundaries further and further into Canada and the U.S. In this exclusive interview, Keith Schaefer, publisher of the Oil and Gas Investment Bulletin, tells The Energy Report which companies have the property and technology to profit from this ever-expanding frontier. - 12/02/2010
Adrian Day: Long on Gas, Longer on Oil
Even if the pace of China's growth slows dramatically, count on the commodities boom to continue, says Adrian Day Asset Management Chairman and CEO Adrian Day. That bodes well for oil, as China's huge population will at least double per-capita consumption of oil over the next decade—maybe even drive it up fivefold. In this Energy Report exclusive, Adrian discusses Indian and Chinese demand and why he isn't worried long term about natural gas. - 11/30/2010
Neal Dingmann: The Play's the Thing
He may not be a theater critic, but SunTrust Robinson-Humphrey Analyst Neal Dingmann is amply qualified to critique the best plays in the energy sector—onshore and offshore, natural gas and oil and even his list of the top-five shale plays. His exclusive interview with The Energy Report also touches on recent and potential mergers and the power of politics. - 11/18/2010
Josh Young Finds Value in Oil and Gas E&Ps
Josh Young, a portfolio manager with Los Angeles, California-based Young Capital Management, is a value investor on the hunt for undervalued companies in the oil and gas space. He launched his fund in September, has earned enticing returns so far, and in this exclusive interview with The Energy Report, discusses some of his hedge fund's equity holdings that are poised to get some love in the market. - 11/16/2010
Marin Katusa Values Viable Technologies and Leadership
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. - 11/04/2010
Luc Mageau: Bullish on the Viking Formation
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. - 11/02/2010
Frank Curzio: Size Matters
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." - 10/21/2010
Elliott Gue Selectively Plays Uranium and Gas
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. - 10/07/2010
Hoeing the Rough Row with Porter Stansberry
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. - 09/28/2010
Alexander Montano: "Technology Is Key" with E&P Plays
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. - 09/21/2010
Eric Nuttall: Look for Underlying Oil/Gas Catalysts
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. - 09/16/2010
Scott Koyich: Oil & Gas Upside Potential
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. - 09/14/2010
Musante: Look for Undervalued, Oily E&P Plays
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. - 09/09/2010
Taylor MacDonald: Off the Beaten Path
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. - 08/25/2010
Atticus Lowe: Scouting for Good Value
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. - 08/19/2010
Stan Bharti: A Few of His Favorites
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. - 08/12/2010
John Licata: Oily Names with Gas Assets
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. - 08/10/2010
Keith Schaefer: Stick with Wet Gas, Heavy Oil Plays
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. - 08/03/2010
Porter Stansberry: "We Can't Live without Gulf Oil"
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. - 07/15/2010
Amir Arif: Bet on Low-Cost, High-Volume Shale Plays
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. - 07/08/2010
Chris Pikul Favors 'Oily' Names; Cautious on Gas
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. - 06/24/2010
Fadel Gheit: Gas Sector M&A Activity About to Ramp Up
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. - 06/10/2010
Phil Weiss: Best Advice? Integrated Oil Co's
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. - 06/08/2010
Sven Del Pozzo: Ban BP but don't Expect Offshore Ban
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. - 06/01/2010
Matt Badiali: A Great Resource Bull Market
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." - 05/27/2010
Eric Nuttall: Maximizing Oil and Gas Investments
"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. - 05/20/2010
Adam Michael: Exciting International Oil and Gas Opportunities
Oil and Gas Analyst Adam Michael is excited—in some cases very excited—about a lot of things in his sector, including Turkish gas and Latin American oil plays. He even gets excited about long-term oil price fundamentals. Just don't ask him about the domestic oil and gas market. It's just so yesterday's cycle. - 05/13/2010
Mark Leggett: No Substitute for Oil on the Horizon
In this exclusive interview with The Energy Report, BMO Capital Markets' Oil and Gas Analyst Mark Leggett says that the infrastructure isn't in place to allow natural gas to become a tangible replacement for oil any time soon. Mark is also still a big fan of oil sands projects in Canada and says that production from those projects can help meet the demand for oil in the coming years. - 04/08/2010
John Licata: The Case for Natural Gas
Many analysts say that there still isn't enough demand for natural gas to make it a smart investment opportunity. John Licata, chief investment strategist at Blue Phoenix Inc., disagrees, in this exclusive interview with The Energy Report. - 04/01/2010
Marin Katusa: Winning the Game with Zero-Risk Capital
The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview. - 03/04/2010
Frank Holmes: Emerging Markets' Growth and the Resources Boom
It takes vast quantities of natural resources such as gas and oil to copper and zinc to build infrastructure to accommodate explosive growth in population, upward mobility, urbanization and industrialization in developing economies. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Energy Report interview, adapting nimbly and rationally is the key to staying in the game and names some resource companies he feels are well positioned to win. - 02/04/2010
Victor Goncalves: Fundamental Shifts on the Horizon for Energy
Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Energy Report, talks with us about what he thinks "being green" means for energy. It's more than having a smaller carbon footprint, and more about using energy efficiently. He's enthusiastic about the prospects for rare earths, saying they are going to be a "huge phenomenon." - 02/04/2010
Matt Badiali: Using CO2 to Expand Low-Carbon Oil Production…and Other Developments
S&A Resource Report editor Matt Badiali, in this exclusive interview with The Energy Report, shares his views about areas within the oil industry worthy of investors' attention, and talks about the promise—and problems—associated with major oil finds that have been making the news. These discoveries may postpone peak oil by a decade or two, but they will take a long time to bring to production, too. - 10/22/2009
Doug Casey: Glowing Prospects for Uranium
The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil.
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