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Some Energy Stocks Burn Brighter Than Others [view article]
TEHRAN (AFP) -- Iran's oil minister confirmed on Saturday that the French energy giant Total SA (12027.FR) was out of a multi-billion dollar gas investment in the Islamic republic, the state broadcaster reported."Total's recent move in withdrawal from phase 11 of the South Pars is a completely political move and not a commercial one," Nozari said.
The French firm's chief Christophe de Margerie said in an interview published Thursday that it was too politically risky to invest in Iran at present.
Western governments have pressured firms to cut their ties with Iran over the country's controversial nuclear program that world powers fear could be aimed at seeking atomic weapons.
If a giant like Total fina is pulling out of Iran, they must be under great political pressure to do so - gas will keep going up! Reply
Detective
Some Energy Stocks Burn Brighter Than Others [view article]
Marc:Although I agree with the tone of your article, do not know if I agree that any big oil plays w. international exposure are LT buys. Believe BP struggle with 50-50 TNK-BP venture in Russia highlights dangers of nationalization policies throughout the world, which exposes Exxon & its int'l sisters to reserve replacement risks, too.
industry.bnet.com/ener.../
My Best,
David J Phillips - Editor, 10qdetective.blogspot....
Contributing Energy Analyst
CNET/BNET
Reply
Some Energy Stocks Burn Brighter Than Others [view article]
one interesting article - and out of the five comments potsed so far three just spam by promoting either their websites or certain unrelated stocks.wtf Reply
Some Energy Stocks Burn Brighter Than Others [view article]
Energy stocks that burn bright?Check out BTU, CNX, and NBR-- all are getting returns of approx.17-19% right now in a down market.
Here's an article with more information, analysis, and prediction for future trends: www.greenfaucet.com/tr... Reply
Some Energy Stocks Burn Brighter Than Others [view article]
Very interesting: I like a nunber of your list of 25 including PE,PBR,XOM, and CVX. ReplySome Energy Stocks Burn Brighter Than Others [view article]
Looks very unlikely in the market I foresee, but interesting. Thanks. Replyator
Some Energy Stocks Burn Brighter Than Others [view article]
A far better play today is to just buy SOL (Renesola) With an 8 forward PE, SOL is a bargain, and far better investment than ESLR... today is the last day you will see SOL at today's prices... Here is what Zacks just announced today about amazing SOL:As of this report, SOL trades at only 14.2x our current-year2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential. Reply
Editors
General Discussion on CPE
Is this a buy or a sell? ReplyMorton
U.S. Oil and Gas Producer Exposure to Gulf Area Hurricanes [view article]
In the WSJ today, they cited data from Colorado State Univ. researcher William Gray released his newest forecast Thursday -- an expectation for 17 named storms and nine hurricanes, five of them intense.Dr. Gray described 2007 as a very active season. He said there was a 74% chance of a major hurricane making landfall somewhere on the U.S. coast. There is a 50% chance of a major hurricane making landfall on the East Coast, including the Florida Peninsula, according to the new forecast; the long-term average is 31 percent.
The chance of a major hurricane hitting the Gulf Coast between the Florida Panhandle and Brownsville, Texas, is 49 percent; the long-term average is 30 percent. There is also an above-average chance of a major hurricane making landfall in the Caribbean, according to the forecast. Reply
U.S. Oil and Gas Producer Exposure to Gulf Area Hurricanes [view article]
Given that this time of year is good for refiners (summer driving), what refinery stocks have the least potential exposure to the hurricane season? Reply