Posts Tagged ‘ Natural Gas ’

Get Big Results with “Optionality”

Jun 6th, 2011 | By | Category: Commodities, Featured, Investing Strategies
“The world has changed. It is a more fragile and less stable place.” The speaker was Joshua Friedman, the co-chief at Canyon Partners, which manages $20 billion. He was speaking at Grant’s Spring Investment Conference, which I attended in early April. Friedman used the imagery of the old bell curves. There is ...read more


A New Natural Gas Short Opportunity

Sep 1st, 2010 | By | Category: Featured, Investing Strategies, Macroeconomics
With all of the focus on shifting investments from riskier assets – like stocks – to safer ones, resource companies have enjoyed increased attention and investment. That should come as little surprise right now: investors who are forced to keep their cash in the market are focusing on stocks that ...read more


Why Natural Gas Is Trading at a 50% Discount Right Now

Apr 16th, 2010 | By | Category: Commodities, Featured, Investing Strategies, Macroeconomics
Valuing commodities is tough. With prices largely market driven, the price of oil, gold, and corn are largely in the eye of the beholder. But my research has lead me to believe that natural gas is trading at a 50% discount right now – here’s everything you need to know ...read more


Natural Gas’ Triple Could Give Us a 416% Gain By Year-End

Sep 23rd, 2009 | By | Category: Commodities, Energy, Featured, Macroeconomics
The past 18 months have taken a serious toll on normal supply and demand in many industries. But no industry was impacted more than energy… Oil peaked at $147 per barrel in July 2008 — right before the house of cards came crashing down on the global economy. Once banks started ...read more


Green Energy’s Beneficial Impact on Natural Gas

Feb 25th, 2009 | By | Category: Featured, Macroeconomics
There are very few things we need in this world. According to most state legislatures, heat and electricity are two of these things. If you are planning on moving into a new apartment or house in most states, you are required — by law — to have your gas and ...read more


Natural Gas E&P Stocks Should Rebound Quickly

Jan 30th, 2009 | By | Category: Commodities, Featured
This bear market has pushed the price of many good stocks to bargain-basement levels. In my view, the stock prices of many oil and natural gas exploration and production (E&P) companies are irrationally low. Many are valued like they are depleting assets (like energy trusts or master limited partnerships), when, ...read more


Turkmenistan Emerges as Serious Natural Gas Player

Jan 12th, 2009 | By | Category: Energy, Featured, International
Ukraine and Russia are at it again. This time, it’s turned especially nasty, as Russia cut off natural gas supplies to a host of European countries. Tired of relying on Russia, the EU will again look for alternatives. Its eyes will wander to Turkmenistan. Back in October, while the world was busy ...read more


Other Alternative Energy Technology

Oct 19th, 2007 | By | Category: Energy, Technology
If the United States converted just 5% of its estimated recoverable coal reserves to liquid fuel, one company estimates this change would be equal to the 29 billion barrels of proven oil reserves in the U.S., thereby almost doubling America’s oil supplies without drilling another well or building a new ...read more