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Top Picks 2011: Range Resources (RRC)

Range Resources logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Our top pick for 2011 is natural gas producer (RRC), which is on our recommended buy list," says Geoffrey Seiler.

The editor of BullMarket.com explains, "With natural gas prices depressed, we think now is the time to buy low, and Range is one of the best-positioned companies in the natural gas sector, both in terms of growth, assets, and being a low-cost producer.

Continue reading Top Picks 2011: Range Resources (RRC)

Top Picks 2011: Uranium Resources (URRE)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Zero emissions is the holy grail of green technology as the world looks to grapple with the converging pressures of tight fossil fuel supplies, air quality issues and global warming," says Brendan Coffey.

The editor of Cabot Green Investor explains, "I see the push for zero emissions reviving a technology once largely written off: nuclear power. In light of this, my top pick for 2011 is Uranium Resources (URRE).

Continue reading Top Picks 2011: Uranium Resources (URRE)

Top Picks 2011: Ecopetrol (EC)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Back in the days when Colombia was a political and military battleground, and leftist rebels regularly bombed the oil pipelines, investing in Colombian oil was only for people prepared to take enormous risks," says Frida Ghitis.

The contributing editor to Global Investing explains, "Now the landscape has changed considerably. Indeed our top stock idea for 2011 is now Columbian oil firm Ecopetrol (EC).

Continue reading Top Picks 2011: Ecopetrol (EC)

Top Picks 2011: Seadrill (SDRL)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"In my view, Seadrill (SDRL) is the best-placed contract driller in my coverage universe," says Elliot Gue.

The editor of The Energy Strategist explains, "The company doesn't produce or explore for oil and natural gas; rather, it is in the business of owning drilling rigs that are leased out to major producers for a daily fee known as a day rate.

Continue reading Top Picks 2011: Seadrill (SDRL)

Peabody (BTU): Fired Up by Coal

Peabody (BTU) logo"Caterpillar's announcement that it would acquire Bucyrus underlines the growth potential in global coal markets; short-term fluctuations aside, demand for met coal will continue to rise," says energy sector specialist Elliott Gue.

The editor of The Energy Strategist explains, "I believe that coal-related stocks -- such as Peabody Energy (BTU) -- are a buy for this holiday season.

"Peabody Energy delivered a solid third quarter, beating consensus forecasts for both earnings and revenue.

Continue reading Peabody (BTU): Fired Up by Coal

Chasing Value: Defense and Oil -- Part 4 Conclusion

The list of stocks has been whittled down to four. Chevron Corporation (CVX) made the cut to become the oil company stock. Three defense sector powerhouses are competing for one spot in Chasing Value: 2011 Stock Picks -- The Journey Begin.

Today we take a more comprehensive view returning to earlier metrics, and adding some other criteria in order to reach a conclusion. This series began with the contention that making specific predictions was a fools errand with the danger to your portfolio coming from "black swans". To try and add some general counter measures to this possibility I decided that the defense and oil sectors might provide protection against the greatest of threats, war and terrorism. On that basis I posted Chasing Value: You Must Own Defense and Oil for Safety.

Continue reading Chasing Value: Defense and Oil -- Part 4 Conclusion

Rising Uranium Prices Power Cameco (CCJ)

Cameco (CCJ) logo"Cameco (CCJ) is a Canadian miner and the second largest producer of uranium in the world," says Brendan Coffey.

The editor of the Cabot Green Investor explains, "However, the company is more than just a uranium miner. It also operates further up the nuclear supply chain, and has a goal of continuing to expand its related services.

"The company delivered 16% of world demand in 2009 and is aiming to double production by 2018. It has 'proven and probable' uranium reserves of 480 million pounds, enough to meet nearly three years of current global demand.

Continue reading Rising Uranium Prices Power Cameco (CCJ)

Cameron International (CAM): Rising Demand for Subsea Safety Systems

Cameron (CAM) logo"The disaster in the Gulf of Mexico is likely to have positive ramifications for Cameron International (CAM)," says energy sector specialist Elliott Gue.

The editor of The Energy Strategist explains, "The political fallout could usher in stringent regulations governing blowout preventers (BOP), subsea equipment and redundant safety systems on rigs.

"Such an outcome would be consistent with past experience in the energy industry. After the Exxon Valdez spill, the government pushed oil companies to use double-hull tankers and phase out single hulls.

Continue reading Cameron International (CAM): Rising Demand for Subsea Safety Systems

Getty Realty (GTY): Fill Up with Gas Station Gains

"Getty Realty Corp. (GTY), yielding 6.6%, is the largest publicly traded REIT which owns and leases gas stations and convenience stores," notes income specialist Carla Pasternak.

The editor of High Yield Investing explains, "The REIT has provided strong double-digit average returns of 11% annually over the past decade and a half (almost double the 6% for the S&P 500).

She continues, "It owns about 1,060 properties, mainly in the northeastern and mid-Atlantic state and operates nine petroleum distribution terminals.

Continue reading Getty Realty (GTY): Fill Up with Gas Station Gains

ConocoPhillips (COP): An 'Excellent Value'

ConocoPhillips (COP) logo"ConocoPhillips (COP) is one of my favorite ideas for investors seeking a reliable (and increasing) income stream and modest upside potential," says Nathan Slaughter.

The editor of Street Authority Market Advisor explains, "With the dollar sliding, oil prices have climbed back above $87 per barrel and could soon flirt with the $90 mark. And ConocoPhillips produces 1.72 million barrels every 24 hours.

"Through the first nine months of 2010, adjusted earnings in the core exploration and production segment at ConocoPhillips are up more than 100%.

Continue reading ConocoPhillips (COP): An 'Excellent Value'

Oil Favorites: Royal Dutch Shell and PetroChina

Shell (RDS.B) logoJack Adamo, editor of Insiders Plus newsletter, has added to global integrated oil companies to the buy list of his model portfolio: Royal Dutch Shell class B (RDS.B) and PetroChina Company Ltd. (PTR).

The advisor explains, "Royal Dutch is the fifth largest integrated oil company as well as one of the oldest oil companies in the world. And PetroChina is the largest oil company in China. We are adding both stocks to our current model portfolio.

"As for Royal Dutch Shell, the company was poorly managed for a while, which resulted in a huge write-off of assets in 2004. Since that time management has been replaced and the newcomers are doing a good job cleaning up the mess.

Continue reading Oil Favorites: Royal Dutch Shell and PetroChina

Brigham Exploration (BEXP): A Bakken Bet

oil production"Brigham Exploration (BEXP) as onshore properties in the Gulf Coast, as well as in the Anadarko basin and West Texas; but the stock's performance and future growth prospects are heavily leveraged to the Bakken and Three Forks plays in North Dakota and Montana," says energy sector specialist Elliott Gue.

The editor of The Energy Strategist explains, "The company first began accumulating acreage in the Williston Basin in 2005, and the vast majority of its planned CAPEX is concentrated on the region.

"Most of Brigham Exploration's acreage and drilling activity has historically been in North Dakota, though the firm is drilling wells to establish the value of its acreage in eastern Montana.

Continue reading Brigham Exploration (BEXP): A Bakken Bet

NextEra Energy: Time to Take Some Profits off the Table?

The shares of Utility NextEra Energy (NEE), formerly called FPL Group and first discussed here at a price of $43.30 on March 3, 2009, have moved smartly higher, including a push through $50 resistance, and now may be a good time to consider taking some profits off the table.

However, those investors who can tolerate the risk can consider holding a full position to go for an even larger gain.

Look for NextEra's earnings to increase about 10% in FY2010, on a likely above-average revenue growth rate. The company changed its name in May to better reflect the company's clean energy provider status.

Continue reading NextEra Energy: Time to Take Some Profits off the Table?

Energy Income Plays: Five Favorite Pass-Through Securities

"I've always been a big fan of investing in real assets. One group I particularly like is pass-through securities, which pass through profits directly to shareholders," says Neil George.

In his Pay me Strategy, the income expert looks at five energy-related securities: Linn Energy (LINE), Holly Energy (HEP), Enterprise Products Partners (EPD), Natural Resource Partners (NRP) and Navios Maratime (NMM).

Continue reading Energy Income Plays: Five Favorite Pass-Through Securities

Legacy Wells Boost Rosetta Resources (ROSE)

Rosetta Resources logo"If you're looking for a trend-defying, against-the-grain stock pick, consider the oil drilling industry," says contrarian investor David Fessler.

The contributing editor to Investment U suggests, "If you're looking to get into the oil and gas sector without worrying about the next Gulf disaster, take a closer look at Rosetta Resources (ROSE), an independent oil and gas exploration, development and acquisition company that drills in the dirt instead of the ocean.

"Seasoned industry executives put together a plan build a profitable, land-based oil and gas exploration company from the ground up; this is now paying off big-time.

Continue reading Legacy Wells Boost Rosetta Resources (ROSE)

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Last updated: May 28, 2012: 08:42 AM

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