Q3 2009 Earnings Call Transcript

November 3, 2009 11:00 am ET

S&A Resource Report editor Matt Badiali covers a broad expanse of ideas as well as geography in this exclusive interview with The Energy Report. He discusses the immense potential of Iraqi oil, and the smaller but surer resurrection of old oil fields in Illinois. In addition to sharing views about areas within the oil industry worthy of investors' attention, he talks about the promise—and problems—associated with major oil finds that have been making the news. These discoveries may postpone peak oil by a decade or two, but they will take a long time to bring to production, too. Matt also points out how data reporting metrics (BOE) manage to hide the extent of dwindling oil production.

The Energy Report: When we interviewed you six months ago, you were talking about some new oil finds in the Tupi field off the coast of Brazil. Since then another big oil field has been identified offshore of Sub-Saharan Africa. Can you speak to these finds and what they will mean to the oil sector?

On September 22, we used AFG's equity research and investment tools to Identify Large Cap investment opportunities. Today, we will address Small Cap stocks for those investors who benchmark themselves against the Russell 2000.

Using its proprietary valuation metric, The Applied Finance Group has a measured approach for identifying companies that will under or over perform their chosen benchmarks. AFG’s analysis spans across growth and value universes, as well as all sectors, industries, and market caps; in all, nearly 4,500 domestic companies are covered and over 17,000 companies globally.

Q4 2008 Earnings Call

March 05, 2009 11:00 AM ET

Q3 2008 Earnings Call

November 6, 2008 10:00 am ET

This is a continuation of my look into which companies in the Wise Energy Use index seem to have the financial strength to survive a prolonged slowdown.  I generally liked the efficient lighting companies in the index, but wasn't thrilled by any of the electric vehicle picks. This article looks at the energy management and metering companies described here, many of which were also featured in my article on smart metering.

Many of these companies sell their products to utilities, not consumers, so their revenues should be less vulnerable to a drying up of consumer credit than most. 

Q2 2008 Earnings Call Transcript

August 7, 2008 11:00 am ET

I had been musing over some stock picks if oil rose to around the $150.00/barrel mark. Credit Suisse First Boston very recently distributed a thorough analysis of precisely this idea. I defer to their expertise. CSFB also has a superb Alternative Energy stable of analysts worldwide. I believe that they are on top of the energy scenario from a multitude of perspectives.

Here are their selections:

Venoco, Inc. (VQ)

Q1 2008 Earnings Call Transcript

Q4 2007 Earnings Call

March 17, 2008 11:00 am ET

Venoco, Inc (VQ)

Q3 2007 Earnings Call