Oil & Gas: Downstream & Midstream

March 01, 2019

Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BHGE), Transocean Ltd. (NYSE:RIG), ENSCO plc (NYSE:ESV), Rowan Companies plc (NYSE:RDC), Chart Industries, Inc. (NASDAQ:GTLS), Dover Corporation (NYSE:DOV), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Exxon Mobil Corporation (NYSE:XOM), Royal Dutch Shell PLC (NYSE:RDS/A), Apergy Corp. (NYSE:APY), TechnipFMC plc (NYSE:FTI), Navigator Holdings Ltd. (NYSE:NVGS), Enterprise Products Partners L.P. (NYSE:EPD), Hess Midstream Partners LP (NYSE:HESM), Noble Midstream Partners LP (NYSE:NBLX), Antero Midstream Partners LP (NYSE:AM), Western Gas Partners, LP (NYSE:WES), Plains All American Pipeline, L.P. (NYSE:PAA), Anadarko Petroleum Corporation (NYSE:APC), Targa Resources Corp. (NYSE:TRGP), DCP Midstream LP (NYSE:DCP), Genoil Inc. (OTCMKTS:GNOLF), Superior Drilling Products, Inc. (NYSEAMERICAN:SDPI), Tellurian Inc. (NASDAQ:TELL)

Buy ($175)

Oil & Gas: Independent, Major Integrated, Exploration & Production

January 25, 2019

Companies covered: EOG Resources, Inc. (NYSE:EOG), Marathon Petroleum Corporation (NYSE:MPC), Cabot Oil & Gas Corporation (NYSE:COG), BP p.l.c. (NYSE:BP), Occidental Petroleum Corporation (NYSE:OXY), Hess Corporation (NYSE:HES), Exxon Mobil Corporation (NYSE:XOM), CNOOC Limited (NYSE:CEO), Kosmos Energy Ltd. (NYSE:KOS), International Frontier Resources Corporation (OTCMKTS:IFRTF), Torchlight Energy Resources, Inc. (NASDAQ:TRCH), Vermilion Energy Inc. (NYSE:VET), Cenovus Energy Inc (NYSE:CVE), Berry Petroleum Corporation (NASDAQ:BRY), W&T Offshore, Inc. (NYSE:WTI)

Buy ($175)

Gold, Precious Metals and Mining

November 30, 2018

Companies covered: Nexa Resources SA (NYSE:NEXA), Trevali Mining Corp. (OTCMKTS:TREVF), Lundin Mining Corporation (OTCMKTS:LUNMF), Teck Resources Ltd. (NYSE:TECK), HudBay Minerals Inc (NYSE:HBM), Ascendant Resources (OTCMKTS:ASDRF), Nevsun Resources Ltd. (NYSEAMERICAN:NSU), South32 Ltd. (ADR) (OTCMKTS:SOUHY), Zijin Mining Group (OTCMKTS:ZIJMF), Copper Mountain Mining Corporation (OTCMKTS:CPPMF), Mitsubishi Materials Corp. (TYO:5711), Champion Iron Ltd. (OTCMKTS:CHPRF), Broadway Gold Mining Ltd. (OTCMKTS:BDWYF), Endeavour Silver Corporation (NYSE:EXK), Southern Copper Corporation (NYSE:SCCO), Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG), Westwater Resources, Inc. (NASDAQ:WWR), Solitario Zinc Corp. (NYSEAMERICAN:XPL), Goldsource Mines Inc. (OTCMKTS:GXSFF), United States Antimony Corporation (NYSEAMERICAN:UAMY), Alamos Gold Inc (NYSE:AGI)

Buy ($175)

Oil & Gas: Downstream & Midstream

February 16, 2018

Companies covered: Kinder Morgan, Inc. (NYSE:KMI), Targa Resources Corp. (NYSE:TRGP), MPLX LP (NYSE:MPLX), Marathon Petroleum Corporation (NYSE:MPC), Enterprise Products Partners L.P. (NYSE:EPD), Williams Companies, Inc. (The) (NYSE:WMB), Antero Midstream GP LP (NYSE:AMGP), Energy Transfer Equity, L.P. (NYSE:ETE), ENERGY TRANSFER PARTNERS (NYSE:ETP), ONEOK, Inc. (NYSE:OKE), United Parcel Service, Inc. (NYSE:UPS), Magellan Midstream Partners L.P. (NYSE:MMP), EnLink Midstream Partners, LP (NYSE:ENLK), Noble Midstream Partners LP (NYSE:NBLX), Semgroup Corporation (NYSE:SEMG), Macquarie Infrastructure Company LLC (NYSE:MIC), Antero Midstream Partners LP (NYSE:AM), Noble Corporation (NYSE:NE), Hess Midstream Partners LP (NYSE:HESM), CrossAmerica Partners LP (NYSE:CAPL), Sprague Resources LP (NYSE:SRLP), Martin Midstream Partners L.P. (NASDAQ:MMLP), USA Compression Partners, LP (NYSE:USAC), Blackbird Energy, Inc. (CVE:BBI), NiSource, Inc (NYSE:NI), Tetra Technologies, Inc. (NYSE:TTI)

Buy ($175)

Oil & Gas: Independent, Major Integrated, Exploration & Production

January 19, 2018

Companies covered: Marathon Oil Corporation (NYSE:MRO), YPF Sociedad Anonima (NYSE:YPF), Kosmos Energy Ltd. (NYSE:KOS), BP p.l.c. (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM), Ecopetrol S.A. (NYSE:EC), Statoil ASA (NYSE:STO), Anadarko Petroleum Corporation (NYSE:APC), Antero Resources Corporation (NYSE:AR), Canadian Natural Resources Limited (NYSE:CNQ), Encana Corporation (NYSE:ECA), Seven Generations Energy Ltd. (TSE:VII), Royal Dutch Shell PLC (NYSE:RDS/A), NuVista Energy Ltd. (TSE:NVA), Yangarra Resources Ltd. (TSE:YGR), Tamarack Valley Energy Ltd. (TSE:TVE), Bonanza Creek Energy, Inc. (NYSE:BCEI), Devon Energy Corporation (NYSE:DVN), Continental Resources, Inc. (NYSE:CLR), Cabot Oil & Gas Corporation (NYSE:COG), SM Energy Company (NYSE:SM), PDC Energy, Inc. (NASDAQ:PDCE), Chevron Corporation (NYSE:CVX), Cenovus Energy Inc (NYSE:CVE), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Apache Corporation (NYSE:APA), ConocoPhillips (NYSE:COP), EOG Resources, Inc. (NYSE:EOG), Hess Corporation (NYSE:HES), Murphy Oil Corporation (NYSE:MUR), Noble Energy Inc. (NYSE:NBL), Occidental Petroleum Corporation (NYSE:OXY), Pioneer Natural Resources Company (NYSE:PXD), California Resources Corporation (NYSE:CRC), Newfield Exploration Company (NYSE:NFX), Laredo Petroleum, Inc. (NYSE:LPI), Snap Inc (NYSE:SNAP), GoPro, Inc. (NASDAQ:GPRO), Apple Inc. (NASDAQ:AAPL), Western Gas Partners, LP (NYSE:WES), EnLink Midstream Partners, LP (NYSE:ENLK), Torchlight Energy Resources, Inc. (NASDAQ:TRCH), Lilis Energy, Inc. (NYSEAMERICAN:LLEX)

Buy ($175)