Archives
Alerts
Flash Alert: Booking a Profit and Raising a Stop
- Alert
- March 10, 2010
I advise subscribers to book a 75 percent gain in one recommendation, and I raise the stop price for a short-term trade.
Flash Alert: Takeover Advice
- Alert
- February 22, 2010
Takeover fever continues in the energy patch. Here's my latest advice in the wake of Schlumberger's (NYSE: SLB) proposed acquisition of Smith International (NYSE: SII).
Flash Alert: Fourth-Quarter Earnings
- Alert
- January 26, 2010
My first take on key fourth-quarter earnings.
Flash Alert: A Transformative Deal
- Alert
- January 19, 2010
Wildcatters Portfolio holding Williams Partners LP (NYSE: WPZ) is trading sharply higher on news that parent and general partner Williams Companies (NYSE: WMB) is restructuring its midstream energy business and its two publicly traded master limited partnerships.
Flash Alert: Another Super Partnership
- Alert
- January 4, 2010
Chesapeake Energy's (NYSE: CHK) partnership deal with France-based Total Energy (NYSE: TOT) demonstrates that the world’s largest energy firms regard US unconventional gas as a world-class play and want to increase their exposure to this area. Here's how to play it.
Flash Alert: Ten Takeover Plays
- Alert
- December 17, 2009
With credit market conditions easing throughout 2009 and valuations still well off their cyclical highs, the energy sector has been primed for merger mania for some time.
Flash Alert: Acquisitions Fever
- Alert
- December 14, 2009
There's a deal on the table for one of our Wildcatters Portfolio holdings. Here's my take on the offer and its implications for other names with leverage to unconventional US gas plays.
Flash Alert: Selling Discipline
- Alert
- November 23, 2009
Although my bullish thesis on one of my more aggressive recommendations remains intact, we were stopped out of the position on Friday. Here's a strategy update.
Flash Alert: ExxonMobil Covered Call and Buying the Dips
- Alert
- October 27, 2009
Our ExxonMobile covered calls recently expired, netting us a nice gain. I tell you what to do with the stock and discuss some of the broader themes emerging from the energy sector's quarterly conference calls.
Flash Alert: Down Mexico Way
- Alert
- October 19, 2009
Despite liquidity and volatility risks, I can see this stock trading above 50 over the next three months on improving gas prices and/or signs of an uptick of drilling in the Gulf of Mexico.