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)

Metals & Mining

April 09, 2015

Topics covered: Zinc and Copper Outlook, Strengthening U.S. Dollar, Short and Long Term Views on Base Metals, Metals Headwinds, Investing in Uranium, Investing in the Athabasca Basin, China Slowdown

Companies covered: Eurasian Minerals Inc. (AMEX:EMXX), Olympic Steel, Inc. (NASDAQ:ZEUS), United States Steel Corporation (NYSE:X), Steel Dynamics, Inc. (NASDAQ:STLD), RTI International Metals, Inc. (NYSE:RTI), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), ArcelorMittal (NYSE:MT), Kaiser Aluminum Corporation (NASDAQ:KALU), Commercial Metals Company (NYSE:CMC), AK Steel Holding Corporation (NYSE:AKS), Alcoa Inc. (NYSE:AA), Freeport-McMoran, Inc. (NYSE:FCX), Boeing Company (The) (NYSE:BA), Stillwater Mining Company (NYSE:SWC), Uranium Energy Corp. (AMEX:UEC), Cameco Corporation (NYSE:CCJ), North American Palladium, Ltd. (AMEX:PAL), United States Antimony Corporation (AMEX:UAMY)

Buy ($175)

Oil & Gas: Master Limited Partnerships

March 26, 2015

Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil Price Expectations, Midstream MLP Opportunities, Investing in Large-Cap, High-Quality MLPs, High-Liquidity MLPs, Energy Infrastructure Investments, Dividend Yields for Energy Investors

Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sunoco LP (NYSE:SUN), Magellan Midstream Partners L.P. (NYSE:MMP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Enterprise Products Partners L.P. (NYSE:EPD), Procter & Gamble Company (The) (NYSE:PG), FirstEnergy Corporation (NYSE:FE), Dominion Midstream Partners, LP (NYSE:DM), Range Resources Corporation (NYSE:RRC), Plains All American Pipeline, L.P. (NYSE:PAA), MarkWest Energy Partners, LP (NYSE:MWE), EQT Corporation (NYSE:EQT), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), AmeriGas Partners, L.P. (NYSE:APU)

Buy ($175)

Oil & Gas: Exploration & Production

February 27, 2015

Topics covered: Small and Midcap E&P Investing, Oil Price Expectations, International Energy Opportunities, Global Energy Policy and Trends, Dividend Yields for Energy Investors, Defensive E&P Names Within Volatile Environment, Capital Expenditures and Consolidation Activity, Bargain E&P Stocks

Companies covered: Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Whiting Petroleum Corporation (NYSE:WLL), Range Resources Corporation (NYSE:RRC), Pioneer Natural Resources Company (NYSE:PXD), EOG Resources, Inc. (NYSE:EOG), Continental Resources, Inc. (NYSE:CLR), Exxon Mobil Corporation (NYSE:XOM), TotalFinaElf, S.A. (NYSE:TOT), Statoil ASA (NYSE:STO), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), ENI S.p.A. (NYSE:E), Chevron Corporation (NYSE:CVX), BP p.l.c. (NYSE:BP), Cimarex Energy Co (NYSE:XEC), SM Energy Company (NYSE:SM), Anadarko Petroleum Corporation (NYSE:APC), Occidental Petroleum Corporation (NYSE:OXY), Gulfport Energy Corporation (NASDAQ:GPOR), EQT Corporation (NYSE:EQT), Encana Corporation (NYSE:ECA), Chesapeake Energy Corporation (NYSE:CHK), Newfield Exploration Company (NYSE:NFX), Marathon Oil Corporation (NYSE:MRO), Synergy Resources Corporation (AMEX:SYRG), Noble Corporation (NYSE:NE), Goodrich Petroleum Corporation (NYSE:GDP)

Buy ($175)

Oil & Gas: Drilling Equipment & Services

December 31, 2014

Topics covered: Unconventional Resources, Shale Production Growth, Shale, Oil Price Expectations, Oil and Gas Investing, Offshore and Deepwater Drilling, Frontier Exploration and Development, Emerging Shale Plays, Capital Expenditures and Consolidation Activity

Companies covered: Halliburton Company (NYSE:HAL), Energy Recovery, Inc. (NASDAQ:ERII), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Diamond Offshore Drilling, Inc. (NYSE:DO), Core Laboratories N.V. (NYSE:CLB), Atwood Oceanics, Inc. (NYSE:ATW), Natural Gas Services Group, Inc. (NYSE:NGS), Schlumberger N.V. (NYSE:SLB), Nabors Industries Ltd. (NYSE:NBR), Baker Hughes Incorporated (NYSE:BHI), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV)

Buy ($175)

Pin It on Pinterest