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Marcellus Shale Gas: The Energy Sector's Next Major Profit Play

Fri, 30 Oct 2009 07:55:49 GMT

With natural gas hovering at about the breakeven point for new field development – and with a glut continuing to weigh down prices in the U.S. market – this would hardly seem to be the place to look for investment opportunities.[More...]

2010 Natural Gas Forecast

Mon, 12 Oct 2009 16:36:34 GMT

Other investors are finally starting to catch on to our bullish outlook for natural gas. And once every so often, I'll find another analyst that hits the nail right on the head. You've probably had a similar experience.[More...]

Three Energy Stocks Our Top Managers May Have Overlooked

Mon, 05 Oct 2009 14:57:33 GMT

The last year and a half has been a tumultuous one not just for the financial sector but for the energy sector, as well. Just over a year ago, crude oil prices were topping out above $140 a barrel before starting a downward spiral that left prices bottoming out around $35 per barrel earlier this year.[More...]

Daily Highlights: Sept 9, 2009

Wed, 09 Sep 2009 13:26:10 GMT

Asian stocks fall on share sales; Alibaba slumps as Chairman pares stake.China looking at investing part of its $300B sovereign-wealth fund in US realty.China plans first offering of yuan sovereign debt outside mainland China, in Hong Kong.China's steel output rises 2% as state spending spurs demand.Euro rises toward 9-month high versus Dollar on speculation of recovery.[More...]

Stockpiles Pressuring Natural Gas

Fri, 12 Jun 2009 15:25:06 GMT

Growing Stockpiles Weigh on Natural Gas Prices The Energy Information Administration (EIA) reported today another 100 billion plus addition to natural gas stockpiles, highlighting the commodity's weak supply-demand fundamentals. Continued strength in domestic production despite the massive retrenchment in drilling activities from last summer's peak level and recessionary industrial demand has resulted in a major storage overhang. As this chart from the EIA clearly shows, natural gas in storage has reached approximately 2.4 trillion cubic feet, which is up 30.3% from last year's level and 21.8% above the five-year range. As a result, natural gas has been a less-than-enthusiastic participant in[More...]

Exports & Imports Still Falling

Wed, 10 Jun 2009 18:55:18 GMT

The sharp improvement we have seen over the last year in the trade deficit looks like it is coming to an end. As the chart below (from http://www.calculatedriskblog.com/) shows, a year ago we were consistently running trade deficits in excess of $60 billion a month. But since the start of the year, deficits below $30 billion have been the norm. In April, the deficit was $29.2 billion, up from $28.5 billion in March. A year ago the deficit was $62.2 billion. However, a very large portion of the improvement that we have seen over the last year has been due to the falling price of oil.? In April, the price of imported oil averaged $46.60 -- today oil is trading over $70 a barrel (there is not an exact one-for-one correspondence between the price of imported oil and the quoted price of WTI or Brent, but it is close). This means that the oil portion of our[More...]

Avoid Gassy Names!

Sat, 23 May 2009 16:49:56 GMT

Highlights include Nabors Industries Ltd. (NBR), Patterson-UTI Energy, Inc. (PTEN), BJ Services Co. (BJS), EnCana Corp. (ECA), EOG Resources, Inc. (EOG) and Chesapeake Enery Corp. (CHK). Growing optimism about the economic outlook has pushed the equity markets significantly higher from the March 2009 lows. Crude oil and most of the other commodities have been active participants in the rally. As this first chart shows, natural gas has largely been[More...]

EOG Resources (NYSE:EOG) Solid Execution In A Horrid Environment

Tue, 05 May 2009 11:55:45 GMT

The market has spoken and it wants the reinflation trade to work no matter what surfaces "in 6 months" as reality. Hence, I suppose we have to begin paying attention to the energy complex in much closer fashion - it's first half 2008 all over again. That whole Great Recession thing was just a 9 month blip I guess. There are an avalanche of earnings this week in the oil and natural gas space - frankly, I don't know how much it matters either in this sector or most sectors. If you are in the right space you can post all the bad news in the world (see US Steel) and you will be taken up with the "rising tide lifts of all boat" trade soon enough. But I'll pretend that fundamentals matter and post some of the data points... EOG Resources (EOG) was one of our holdings in 2008; this is a good sized ($18B market cap) exploration company that deals with both[More...]

What Should You Do Before Energy Earnings?

Thu, 23 Apr 2009 15:54:00 GMT

Energy earnings start each season with the release of Schlumberger Ltd. (SLB: 46.23, 0.00 (0.00%)) on a Friday. As every seasoned investors knows, energy stocks are one of the most volatile sectors to play when companies release their quarterly results. Often times it is a question of tracking how crude oil and natural gas preformed during the quarter in order to determine how the earnings season will treat the energy names, but this time around I believe there will be a lot of money to be made with counter-intuitive thinking. Before getting into that, it is important to track where we have been during the course of the quarter. Believe it or[More...]

Earnings Review: February 04, 2009

Wed, 04 Feb 2009 23:58:54 GMT

Late on Wednesday, Akamai Technologies Inc (NASDAQ: AKAM) announced that its fourth-quarter net profit rose 13% to $40.5 million, or 22 cents a share from $35.9 million, or 20 cents a share in the corresponding quarter in 2007.[More...]

Profits decline by 38% at NFG: Oil, gas prices fall; company is upbeat

Sat, 07 Nov 2009 23:46:00 GMT

Nov. 7--Tumbling oil and natural gas prices took a toll on National Fuel Gas Co.'s fourth-quarter profits.
But National Fuel executives remain bullish on the oil and gas production portion of the business, which is expanding its drilling operations in the potentially lucrative Marcellus Shale region of northwestern Pennsylvania.
The company plans to spend 50 percent more than it initially outlined in August to drill wells in the Marcellus region, with plans now calling for National Fuel to spend $180 million to $200 million during the current fiscal year.

: iStockAnalyst.com Symbols Feed

Marcellus Shale Gas: The Energy Sector's Next Major Profit Play

2010 Natural Gas Forecast

Three Energy Stocks Our Top Managers May Have Overlooked

Daily Highlights: Sept 9, 2009

Stockpiles Pressuring Natural Gas

Exports & Imports Still Falling

Avoid Gassy Names!

EOG Resources (NYSE:EOG) Solid Execution In A Horrid Environment

What Should You Do Before Energy Earnings?

Earnings Review: February 04, 2009

Profits decline by 38% at NFG: Oil, gas prices fall; company is upbeat

National Fuel's profits drop with falling gas prices

National Fuel's profits drop with falling gas prices

Producers Look to the North for Latest Natural Gas Bounty

Seven Plays Dominate North America Activity

Gas Well Drilling Technique Pays Off: National Fuel Says Results Are Good News

Quicksilver Resources Excited About a Big Well in Canada

Quicksilver Resources Excited About a Big Well in Canada

BLM Begins Scoping Period for EOG Uinta Gas Project

Marcellus Shale Drilling Activity Robust Despite Low Natural Gas Prices

Bill Barrett Corporation Announces Appointment of Ed Segner to Its Board of Directors

EOG Resources Reports Second Quarter 2009 Results

National Fuel Reports Third Quarter Earnings

EOG Resources Announces Webcast of Second Quarter 2009 Results Conference Call on August 7, 2009

UPDA Negotiating With Leading Industry Partner to Manage and Improve Production Properties -- Expected to Result in Increased Oil and Gas Production and Reduced Expenses in Current Operations

UPDA Negotiating With EOG Resources to Farm Out Barnett Shale Drilling Program on 2700 Acres in North Texas -- Natural Gas Reserves Conservatively Estimated to Exceed 6.5 Million MCF

EOG Resources to Present at Upcoming Investor Conference

Brigham Exploration Provides Williston Basin and Southern Louisiana Operational Update

Form 4 EOG RESOURCES INC For: Oct 30 Filed by: WISNER FRANK G (10K)

Form 4 THOMAS GARY L For: Oct 30 (10K)

Form 4 TEXTOR DONALD F For: Oct 30 (10K)

Form 4 Steward H Leighton For: Oct 30 (10K)

Form 4 Papa Mark G For: Oct 30 (10K)

Form 4 Garrison Robert K For: Oct 30 (10K)

Form 4 CRISP CHARLES R For: Oct 30 (10K)

Form 4 EOG RESOURCES INC For: Oct 23 Filed by: THOMAS GARY L (10K)

Form 4 THOMAS GARY L For: Oct 09 (10K)

Form 4 THOMAS GARY L For: Sep 25 (10K)