Minyanville Professor Adam Michael dares to share the kind of keen insight and actionable information you won't find in any prospectus. For more original thought, visit www.minyanville.com.

One of the top stories on Bloomberg today discusses a problem I have highlighted multiple times in the Ville over the past year: the accelerating decline of Mexico's Cantarell oil field. The latest numbers show Cantarell oil production falling to a 12-year low. I expect the decline in production from Cantarell to only accelerate.

If I am correct, crude oil supply for the United States is going to get tighter in the coming months. Today, we found out Pemex was having problems meeting commitments to Texas refineries due to falling production. I expect this problem to get more press in the future as Cantarell production accelerates to the downside and US refiners are forced to look to an already tight oil market for additional supply.

The Commitment of Traders report comes out today due to the holiday last week. The last COT report for crude oil showed commercials net buyers (first time since February 2007) and one has to wonder why...perhaps commercial traders see the coming collapse in Mexico oil production? I have repeatedly said the COT reports are still bullish for crude and am looking forward to seeing this weeks report when it is released later today.

My favorite energy names continue to be BPZ Energy (AMEX:BZP) and Pacific Rubiales (PEG:CA), both of whom have catalysts in the next month that could move the stocks.

On a housekeeping note, the Hindenburg signal and head and shoulders patterns I highlighted in the S&P and Russell 2000 seem to be playing out. My minimum target on the S&P500 is/was about 1225, which also happens to be in the neighborhood of the 2006 lows.

Crude oil supply tightening originally appeared on BloggingStocks on Mon, 07 Jul 2008 16:19:00 EST. Please see our terms for use of feeds.

Anheuser-Busch (NYSE:BUD) is up 7% on news of a takeover bid from InBev.

Rockwood (NYSE:ROC) is down over 6% on plans for its shareholder to sell stock.

BZP Resources (AMEX:BZP) is up almost 5% on positive comments from Jim Cramer.

KeyCorp (NYSE:KEY) is off over 7% after cutting its dividend.

Stocks may trade differently in the pre-market than they do in the regular session.

Douglas A. McIntyre is an editor at 247wallst.com.

Pre-market movers (BUD) (KEY) originally appeared on BloggingStocks on Thu, 12 Jun 2008 07:47:00 EST. Please see our terms for use of feeds.

Investors frequently like to chase "hot stocks." While not based on fundamentals, momentum investing does sometimes work as stocks that are "working today" frequently "work tomorrow" as well.

So, as 2008 is 1/6th done, it's time to look back at the highfliers from 2007 and see where they're trading today. As usual, the analysts at Bespoke Investment Group have some good data and charts for us.

In a post, titled "How the Best Have Done," Bespoke analyzes the best performing U.S. stocks of 2007 and tracks them into 2008. The results:

• First Solar Inc. (NASDAQ: FSLR), 2007's best performer, is down 21.86% year to date. See BloggingStock's Aaron Katsman's article on why he shorted this stock into the New Year.
  
• The second best, Onyx Pharma Inc. (NASDAQ: ONXX), is down 49.51%.

While some solar stocks are down big in 2008 after a huge run-up in 2007, the big winners are heavily concentrated in materials, agriculture, and energy. BPZ Resources Inc. (AMEX: BZP) is the stock on the list that has done the best in 2008 -- rising another 44% so far this year.

Zack Miller is the managing editor of IsraelNewsletter.com and a former equity analyst for a leading multinational hedge fund.

'Hot' stocks: From the leader board to the doghouse originally appeared on BloggingStocks on Sun, 02 Mar 2008 18:10:00 EST. Please see our terms for use of feeds.