NaturalGasStocks posts
FeedPosted Jul 13th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Canada, Commodities, Oil, Stocks to Buy, Green Stocks
"Our focus this summer remains on building positions in the bombed-out natural gas market; there's no other commodity this depressed, this unwanted and trading at such distressed levels," says resource expert Eric Roseman.
In his industry-leading, The Commodity Trend Alert, he explains, "Indeed, the bombed-out natural gas sector is screaming 'buy'." Here, he looks at TransCanada Corp. (NYSE: TRP).
"The way prices have been heading over the last several months you'd think the world doesn't use this clean-burning fossil fuel anymore.
"Natural gas prices remain 70% off their 52-week high and more than 75% below their all-time highs almost four years ago when Hurricane Katrina smashed the Gulf of Mexico.
Continue reading TransCanada (TRO): Natural gas is a 'screaming buy'
Posted May 19th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy
"As the global economy rebounds late this year or next year, demand for energy will rise again, sending prices of crude and natural gas higher," says growth and income expert Bryan Perry.
In his top-notch The Cash Machine, he explains, "With energy assets cheap by historical standards right now, I want to increase our exposure to LINN Energy LLC (NASDAQ: LINE), a best-in-class inflation hedge."
"Founded in 2003, LINN is an independent oil and gas Master Limited Partnership (MLP) that completed its initial public offering (IPO) in January 2006.
Continue reading LINN Energy (LINN): 'Best in class' inflation hedge
Posted Feb 24th 2009 2:50PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Stocks to Buy
"One of the 'super five' integrated oil and gas companies, Royal Dutch Shell (NYSE: RDS.A) has a diversified portfolio of oil and gas assets around the globe," says international investing expert Nick Lanyi.
In High Yield International, he says, "As one of the more conservative plays on a falling dollar and a rebound in oil & gas prices, I am adding Royal Dutch Shell -- yielding of 5.8% -- to our 'Reliable Income' portfolio."
"The Amsterdam-based company's revenue is more gas-oriented than its other super-major peers; about 40% of production is natural gas.
"In addition, Shell is more focused on unconventional sources of oil and gas than most -- the company plans to derive more than 10% of its revenue from sources such as oil sands and liquefied natural gas by 2014. This coincides with Shell's long-standing reputation as an industry leader in technology and engineering.
Continue reading Royal Dutch Shell (RDS.A): Reliable returns from a 'super major'
Posted Aug 14th 2008 11:41AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chesapeake Energy (CHK), Commodities, Oil, Stocks to Buy
"Mainland Resources (NASDAQ: MNLU), a small natural gas play, could be a giant in the space in a short period of time," says Charles Payne.
In his WStreet Market Commentary, he explains, " The company involved in the super exciting Haynesville shale region, which could be one of the largest domestic on shore natural gas fields ever."
"The stock has been coming on lately as more investors learn about the company's potential in the Haynesville shale region.
"Discovered in March of this year, the Haynesville field -- according to Energy and Capital -- could conservatively hold 168 trillion cubic feet of natural gas. Chesapeake Energy (NYSE: CHK) has declared Haynesville the most important find in its 19 year history.
"There was always a notion that a big find was in the space that the company currently owns (2,700 acres), but when it was first explored back in the 1950 crude oil prices were much lower and there was no technology to get to the natural gas.
Continue reading New 'giant' gas field boosts Mainland Resources (MNLU)
Posted Jun 2nd 2008 3:17PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chesapeake Energy (CHK), Commodities, Oil, Stocks to Buy
"The boom in natural gas prices has been good for North American producers and their investors, both of which continue to be upbeat on the sector as share prices also keep rising," says Bill Martin.
In his exceptional BullMarket.com, he looks at SandRidge Energy (NYSE: SD), where its billionaire CEO as well as a director have continued to buy shares, despite the stock trading near "peak levels."
"Oklahoma City-based SandRidge focuses on the exploration, development, and production of oil and gas in the West Texas Overthrust, East Texas, and Mid-Continent (Oklahoma) regions.
"President, and CEO Tom Ward purchased 460,000 shares at $48.95 on May 19th/20th, which increased his already substantial holdings to nearly 36.95 million shares, or a 25.27% stake.
"It was the first purchase for Ward since he announced in March his attention to buy up to $100 million in stock on the open market this year. His only other open-market purchase came in November 2007, when he took down 4.17 million shares at $26.00 in the company's initial public offering.
Continue reading Billionaire builds stake in Sandridge Energy (SD)
Posted Dec 29th 2006 2:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing
Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.
Rosetta Resources, Inc. (NASDAQ: ROSE) is the top speculative pick for 2007 from Chris Mayer, editor of Capital & Crisis. He explains, "Rosetta is primarily a gas exploration and production company; the vast majority (87%) of its gas reserves is in the Sacramento Basin and south Texas. The rest is in the Gulf of Mexico and the Rocky Mountains.
"This is no small matter. Earlier in 2006, Bolivian President Evo Morales sent his army to seize Bolivia's natural gas fields. While North American producers incur higher costs of production, they come with the added safety of having their properties safely tucked away in the United States.
"Rosetta has the opportunity to vastly increase production and add significantly to reserves. Next year alone, we could see a 40% increase in production. Earnings could double to $2 per share, assuming average gas prices of $8 (in 2006, average realized gas prices were about $7.37). Based on that 2007 estimate, the shares go for less than 9 times earnings. By 2008, total production could nearly double from 2005.
"Rosetta has ample and long-lived gas reserves. On a net asset value (NAV) basis, using only proven reserves of 359 billion cubic feet equivalent (bcfe) and assuming an average gas price of $8, I estimate NAV at $25 per share. Based on a recent price of nearly $18, the company trades at about 30% discount to NAV.
Continue reading Top Picks 2007: Chris Mayer uncovers Rosetta