Oil & Gas Review 2016

May 19, 2016

Companies covered: ERHC Energy Inc. (OTCMKTS:ERHED), Pioneer Natural Resources Company (NYSE:PXD), Parsley Energy, Inc. (NYSE:PE), Diamondback Energy, Inc. (NASDAQ:FANG), Energen Corporation (NYSE:EGN), Cimarex Energy Co (NYSE:XEC), EP Energy Corporation (NYSE:EPE), Laredo Petroleum, Inc. (NYSE:LPI), Gastar Exploration Inc. (AMEX:GST), Cabot Oil & Gas Corporation (NYSE:COG), Eclipse Resources Corporation (NYSE:ECR), Gulfport Energy Corporation (NASDAQ:GPOR), Rice Energy Inc. (NYSE:RICE), Viper Energy Partners LP (NASDAQ:VNOM), SM Energy Company (NYSE:SM), Newfield Exploration Company (NYSE:NFX), PDC Energy, Inc. (NASDAQ:PDCE), Spectra Energy Corp (NYSE:SE), UGI Corporation (NYSE:UGI), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Vanguard Natural Resources LLC (NASDAQ:VNR), Rice Midstream Partners LP (NYSE:RMP), Sprague Resources LP (NYSE:SRLP), NGL ENERGY PARTNERS LP (NYSE:NGL), CrossAmerica Partners LP (NYSE:CAPL), AmeriGas Partners, L.P. (NYSE:APU), Spectra Energy Partners, LP (NYSE:SEP), Canadian Natural Resources Limited (NYSE:CNQ), Encana Corporation (NYSE:ECA), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Cenovus Energy Inc (NYSE:CVE), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NYSE:APA), ConocoPhillips (NYSE:COP), Devon Energy Corporation (NYSE:DVN), EOG Resources, Inc. (NYSE:EOG), Hess Corporation (NYSE:HES), Marathon Oil Corporation (NYSE:MRO), Murphy Oil Corporation (NYSE:MUR), Noble Energy Inc. (NYSE:NBL), Occidental Petroleum Corporation (NYSE:OXY), California Resources Corporation (NYSE:CRC), Bonanza Creek Energy, Inc. (NYSE:BCEI), Kosmos Energy Ltd. (NYSE:KOS), Apple Inc. (NASDAQ:AAPL), Continental Resources, Inc. (NYSE:CLR), Concho Resources Inc. (NYSE:CXO), RSP Permian, Inc. (NYSE:RSPP), Husky Energy Inc (USA) (OTCMKTS:HUSKF), Imperial Oil Limited (AMEX:IMO), Suncor Energy Inc. (NYSE:SU), ARC RESOURCES COM NPV (OTCMKTS:AETUF), Crescent Point Energy Corporation (NYSE:CPG), Baytex Energy Corp (NYSE:BTE), BONAVISTA ENERGY C COM NPV (OTCMKTS:BNPUF), Enerplus Corporation (NYSE:ERF), Vermilion Energy Inc. (NYSE:VET), Manitok Energy Inc. (CVE:MEI), Advantage Oil & Gas Ltd (NYSE:AAV), Callon Petroleum Company (NYSE:CPE), Synergy Resources Corporation (AMEX:SYRG), Oasis Petroleum Inc. (NYSE:OAS), Enterprise Products Partners L.P. (NYSE:EPD), Magellan Midstream Partners L.P. (NYSE:MMP), Shell Midstream Partners, L.P. (NYSE:SHLX), Phillips 66 Partners LP (NYSE:PSXP), Western Gas Partners, LP (NYSE:WES), Sabine Oil & Gas Corp (OTCMKTS:SOGCQ), Tesoro Logistics LP (NYSE:TLLP), QEP Resources, Inc. (NYSE:QEP), Dominion Midstream Partners, LP (NYSE:DM), Landmark Infrastructure Partners LP (NASDAQ:LMRK), Plains All American Pipeline, L.P. (NYSE:PAA), Martin Midstream Partners L.P. (NASDAQ:MMLP), Quicksilver Resources Inc. (OTCMKTS:KWKAQ), Magnum Hunter Resources Corporation (OTCMKTS:MHRCQ), Royal Dutch Shell PLC (NYSE:RDS/A), EQT Midstream Partners, LP (NYSE:EQM), ONEOK, Inc. (NYSE:OKE), Kinder Morgan, Inc. (NYSE:KMI), Targa Resources, Inc. (NYSE:TRGP), Transmontaigne Partners L.P. (NYSE:TLP), Cone Midstream Partners LP (NYSE:CNNX), Antero Midstream Partners LP (NYSE:AM), Sunoco LP (NYSE:SUN), Energy Transfer Equity, L.P. (NYSE:ETE), Williams Companies, Inc. (The) (NYSE:WMB), CST Brands, Inc. (NYSE:CST), MPLX LP (NYSE:MPLX), Marathon Petroleum Corporation (NYSE:MPC), DCP Midstream Partners, LP (NYSE:DPM), Phillips 66 (NYSE:PSX)

Buy ($175)

A Conservative Approach to Oil & Gas MLP Investing
Jeff Jorgensen;  Robert Chisholm

Oil & Gas: Independent and Major Integrated

January 29, 2016

Companies covered: Spectra Energy Corp (NYSE:SE), UGI Corporation (NYSE:UGI), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Vanguard Natural Resources LLC (NASDAQ:VNR), Rice Midstream Partners LP (NYSE:RMP), Sprague Resources LP (NYSE:SRLP), NGL ENERGY PARTNERS LP (NYSE:NGL), CrossAmerica Partners LP (NYSE:CAPL), AmeriGas Partners, L.P. (NYSE:APU), Spectra Energy Partners, LP (NYSE:SEP), Gastar Exploration Inc. (AMEX:GST), Canadian Natural Resources Limited (NYSE:CNQ), Encana Corporation (NYSE:ECA), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Cenovus Energy Inc (NYSE:CVE), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NYSE:APA), ConocoPhillips (NYSE:COP), Devon Energy Corporation (NYSE:DVN), EOG Resources, Inc. (NYSE:EOG), Hess Corporation (NYSE:HES), Marathon Oil Corporation (NYSE:MRO), 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), Bonanza Creek Energy, Inc. (NYSE:BCEI), Kosmos Energy Ltd. (NYSE:KOS), Laredo Petroleum, Inc. (NYSE:LPI), Apple Inc. (NASDAQ:AAPL), Continental Resources, Inc. (NYSE:CLR), Cimarex Energy Co (NYSE:XEC), Concho Resources Inc. (NYSE:CXO), Parsley Energy, Inc. (NYSE:PE), PDC Energy, Inc. (NASDAQ:PDCE), RSP Permian, Inc. (NYSE:RSPP), Diamondback Energy, Inc. (NASDAQ:FANG), Energen Corporation (NYSE:EGN), EP Energy Corporation (NYSE:EPE), Cabot Oil & Gas Corporation (NYSE:COG), Eclipse Resources Corporation (NYSE:ECR), Gulfport Energy Corporation (NASDAQ:GPOR), Rice Energy Inc. (NYSE:RICE), Viper Energy Partners LP (NASDAQ:VNOM), SM Energy Company (NYSE:SM), ERHC Energy Inc. (OTCMKTS:ERHED)

Buy ($175)

Oil & Gas: Drilling Equipment & Services

December 31, 2015

Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes Incorporated (NYSE:BHI), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV), Cameron International Corporation (NYSE:CAM), FMC Technologies, Inc. (NYSE:FTI), Oceaneering International, Inc. (NYSE:OII), ENSCO plc (NYSE:ESV), Noble Corporation (NYSE:NE), Rowan Companies plc (NYSE:RDC), U.S. Silica Holdings, Inc. (NYSE:SLCA), Core Laboratories N.V. (NYSE:CLB), RigNet, Inc. (NASDAQ:RNET), Tetra Technologies, Inc. (NYSE:TTI), Transocean Ltd. (NYSE:RIG), Diamond Offshore Drilling, Inc. (NYSE:DO), Bristow Group Inc (NYSE:BRS), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), C&J Energy Services, Inc. (NYSE:CJES), Calfrac Well Services Ltd (TSE:CFW), RPC, Inc. (NYSE:RES), Technip (EPA:TEC), Seadrill Limited (NYSE:SDRL)

Buy ($175)

Gold and Precious Metals

December 11, 2015

Companies covered: Newmont Mining Corporation (NYSE:NEM), Barrick Gold Corporation (NYSE:ABX), Randgold Resources Limited (NASDAQ:GOLD), Agnico Eagle Mines Limited (NYSE:AEM), Torex Gold Resources Inc (TSE:TXG), Franco-Nevada Corporation (NYSE:FNV), Detour Gold Corporation (TSE:DGC), Tahoe Resources, Inc. (NYSE:TAHO), Eldorado Gold Corporation (NYSE:EGO), Goldcorp Inc. (NYSE:GG), Goldman Sachs Group, Inc. (The) (NYSE:GS), Yamana Gold Inc. (NYSE:AUY), AngloGold Ashanti Limited (NYSE:AU), Iamgold Corporation (NYSE:IAG), Paramount Gold Nevada Corp. (NYSEMKT:PZG), Secova Metals Corp. (CVE:SEK), Coeur Mining, Inc. (NYSE:CDE), Osisko gold royalties Ltd (TSE:OR), OceanaGold Corporation (TSE:OGC), Endeavour Silver Corporation (NYSE:EXK), Goldsource Mines Inc. (CVE:GXS)

Buy ($175)

Agriculture & Specialty Chemicals

July 02, 2015

Topics covered: Specialty Chemicals Fundamentals, Raw Material-Related Tailwinds, Macro Trends Impact Specialty Chemicals Companies, Dislocation Between Crude Oil and Natural Gas Prices, Chemical Sector Earnings Growth, Buying Opportunities in U.S.-Centric Companies, Bullish Outlook on U.S. Chemicals Industry, Alfalfa as Seed Source

Companies covered: Clean Diesel Technologies, Inc. (NASDAQ:CDTI), Amerco (NASDAQ:UHAL), Monsanto Company (NYSE:MON), Honda Motor Company, Ltd. (NYSE:HMC), E.I. du Pont de Nemours and Company (NYSE:DD), Dow Chemical Company (The) (NYSE:DOW), Celanese Corporation (NYSE:CE), A. Schulman, Inc. (NASDAQ:SHLM), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), H. B. Fuller Company (NYSE:FUL), Ferro Corporation (NYSE:FOE), FMC Corporation (NYSE:FMC), Cambrex Corporation (NYSE:CBM), Ashland Inc. (NYSE:ASH)

Buy ($175)

Pin It on Pinterest