TheStreet Search RSS Feed: 10 Best Oil and Gas Stocks for <span class='ratingYear'></span> Results for: 10 Best Oil and Gas Stocks for <span class='ratingYear'></span>en-usTue, 04 Sep 2012 13:43:35 EDTTue, 04 Sep 2012 13:43:35 EDTWhy Isn't Natural Gas an Election Issue?// <P>NEW YORK (TheStreet) -- In last week's acceptance speech, Republican Presidential candidate Mitt Romney held out this challenge: "President Obama promised to begin to slow the rise of the oceans and heal the planet. MY to help you and your family" </P><P>But what if it were possible to do both? </P><P>One of the surest ways to help protect the environment while creating jobs and revitalizing our economy is through increasing the conversion and use of natural gas here in the U.S. ...</P><P></P><p/> Tue, 04 Sep 2012 13:43:35 EDT// Keep Your Eyes on Commodities// <P>NEW YORK (Real Money) -- Europe has dominated the financial news. No one needs to tell you that. But in the flurry of reports on election results, coalition governments and Spanish bond yields, the financial media has lost its grip on the commodity trade. </P><P>Be smart. Stop watching what everyone else is watching and keep your eyes on oil and copper -- and gold. They will be where the money is made over the next several years. </P><P>The continued rise of commodities as an asset class represents a sea change that increases in speed, one that I outlined in my book "Oil's Endless Bid," and it will yield some of the most powerful investment opportunities and deepest, most consistent trends for the next decade and beyond. ...</P><P></P><p/> Mon, 18 Jun 2012 10:15:53 EDT// Can't Get Along, And That's Good// <P>NEW YORK (TheStreet) -- At the upcoming OPEC meeting in Vienna on June 14, members will have a lot to talk about. Oil prices have been dropping like a stone and not only because of the bad economic numbers coming out of Europe and China. There's been also been dissent among the OPEC members, particularly Saudi Arabia and Iran. </P><P>Saudi Arabia has telegraphed earlier last month that they would increase production, trying to blunt the effect of an Iranian boycott still slated to go into effect July 1. As Saudi daily production has eclipsed 10 million barrels a day, other OPEC members have also been able to ramp their production unexpectedly. Libyan supply is again close to historic norms, quickly recovering from its civil war of last year and Iraq has been able to aggressively increase production, now up to 2.5 millions barrels a day. The upside of all of this production has been a monthly OPEC output of 31.8 million barrels a day, far above their stated output quota of 30m barrels a day. For us here in the U.S., including drivers looking for cheap gas, the likely dissent in the upcoming OPEC meetings will be a good thing. </P><P>This is all in spite of a decrease in Iranian production, squeezed slowly and inexorably by economic sanctions and European and Asian customers who are avoiding Iranian crude in expectation of a full boycott. ...</P><P></P><p/> Tue, 05 Jun 2012 14:30:00 EDT// Look Offshore for Real Value// <P>NEW YORK (Real Money) -- I've been watching the late-spring market swoon through the prism of oil prices. Recently, I have written that oil price action, as bad as it's been, has been telling me to slowly start coming out of cash and into energy stocks. But where exactly? One place to look for some real value is with the offshore drilling companies. </P><P>From a very wide, macro view, offshore drilling represents a great place to start re-entering the energy trade because offshore profitability is almost entirely based on crude oil pricing (despite yielding plenty of natural gas). I have been convinced that crude oil prices will inevitably find a bottom in 2012 that is well above the prices we saw in 2011 -- well above $100 a barrel in global average price. This will make the most challenging of offshore operations, using the deep and ultra deep water rigs owned and leased by companies like SeaDrill, Transocean, Ensco and Rowan, increasingly profitable moving through 2012 and into 2013. </P><P>But not all inside this sector are created equally. SeaDrill has been the steadiest performer this year -- undoubtedly because it delivered a massive dividend of more than 8.5%. I believe that dividend is safe, and if your goal is just to collect that divvy, you need look no further. But SeaDrill is truly firing on all cylinders right now, and has almost nothing to further contribute in efficiency. Other drillers that have notably underperformed Seadrill are ripe for recovery, particularly Transocean and Rowan. ...</P><P></P><p/> Click to view a price quote on <a href="//">SDRL</a>. <p/>Click to research the <a href="//">Energy</a> industry.Thu, 24 May 2012 13:55:13 EDT// Primer on Post-2008 Risk Management// <P>NEW YORK (Real Money) -- Perusing The New York Times mobile site, as I do on infrequent mornings when I'm not by my hard copy, I came across this piece on risk, asset diversity and retirement by Tara Siegel Bernard. The article tried to use the recent JPMorgan Chase $3 billion trading loss as an example of mistaken risk management that common investors might learn from. On that premise alone, the piece was silly. But even more silly was that it appeared as one of the most emailed articles on the site, which convinced me of the deep ignorance most investors still hold regarding the capital markets right now and the opportunities in it. </P><P>Most of the "truths" of retirement and risk on which we've depended for decades simply no longer exist, and most of us here at Real Money write for you (perhaps unwittingly) as if you already understand that. This might be a mistake, so here's a primer on the most important changes in investing you need to know about, just in case you still cling to the foolish notions that made Ms. Bernard's piece so well-distributed. If these few points strike you as being far too obvious to mention, chalk it up to the fact that you are much better equipped to care for your own money than the vast majority of New York Times readers seem to be -- and that you'll be richer for it. </P><P>1. Asset class correlations are higher than ever: There was a time when you could diversify inside stock sectors inside your portfolio and feel relatively safe, adding perhaps a bit of gold as a diversifier, or oil, or other currencies. Those days are over. While stock-picking or asset-class-diversification aren't entirely dead, the correlations among classes continue to rise, as does the volatility. So no matter how you try, if you are taking on assets such as stocks and commodities, there is ever more risk to them. As a result, everyone hopes to blunt that increased risk by turning to fixed income -- but: ...</P><P></P><p/> Click to view a price quote on <a href="//">JPM</a>. <p/>Click to research the <a href="//">Banking</a> industry.Mon, 21 May 2012 10:20:33 EDT//'s Toughest Question// <P>NEW YORK (TheStreet) -- This last week has seen an avalanche of articles, papers and opinion pieces attacking the idea that oil and gasoline prices are affected by speculation, in response to President Obama's recent plan to try and bolster the enforcement resources of the Commodity Futures Trading Commission against speculation. </P><P>This plan, which the president knows has no chance of passing through Congress in an election year, has been dismissed as populist political gamesmanship, not to be taken seriously. </P><P> President Obama visited an Oklahoma pipeline yard in March. ...</P><P></P><p/> Tue, 24 Apr 2012 13:37:14 EDT// Prices Will Stay Strong: Opinion// <P>NEW YORK (TheStreet) -- I wish oil prices were coming down significantly, I really do. </P><P>Unfortunately, all the risks in oil remain to the upside even as crude oil prices have eased. Over the next several months, I can't see much relief at the gas pump. </P><P> ...</P><P></P><p/> Tue, 10 Apr 2012 11:54:45 EDT// Sign Oil Prices Don't Reflect Reality// <P>NEW YORK (TheStreet) -- Why are crude oil futures for delivery three years from now $30 cheaper, or almost $1 a gallon less, than current oil prices? </P><P>That just doesn't seem possible, unless the oil trade is totally overrun with speculators and Fed-inspired cheap-money investors. </P><P>On CNBC on Friday, I got into a discussion with an executive at one of the larger derivative brokerages about the amount of speculation and investor interest in the oil markets today. ...</P><P></P><p/> Wed, 28 Mar 2012 09:38:25 EDT// Oil Moves: A Drop in the Bucket?// <P>NEW YORK (TheStreet) -- Saudi Arabia is doing everything it can to cool an overheated crude oil market. But the verdict has yet to come in on whether the Saudis will be able single-handedly to drop energy and gas prices for everyone. </P><P>In response to increasing geopolitical risks from Iran and in other oil-producing regions in the Middle East, the Saudis have made some stunning moves to try to lower oil prices on the global marketplace. </P><P> ...</P><P></P><p/> Wed, 21 Mar 2012 09:29:49 EDT// to Act on Natural Gas Bill// <P>The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage. </P><P>NEW YORK (TheStreet) -- Have you had enough of paying $4 a gallon for gas? Do you wonder what you're going to do if gas prices go to $5 a gallon this summer? You're not alone. </P><P> Gas prices affect everyone, regardless of race, color or political party, yet Washington is stuck in neutral in finding the solution, which is staring them straight in the face: natural gas. ...</P><P></P><p/> Tue, 13 Mar 2012 12:53:47 EDT// Has a Big Problem: Gas Prices// <P>NEW YORK (TheStreet) -- The biggest hurdle to President Obama's re-election is almost surely going to be the inevitable steady rise in gas prices over the summer. </P><P>And no matter how hard he -- or anybody else -- argues that higher pump prices are largely beyond his control, you and I both know that the American public won't much care for explanations. They'll just be looking for relief. </P><P> ...</P><P></P><p/> Tue, 28 Feb 2012 11:43:12 EST// We Headed Toward $5-a-Gallon Gas?// <P>NEW YORK (TheStreet) -- Here we go again. With gas prices spiking so early in the new year, it's easy to predict that the U.S. will see $4-a-gallon gas sometime this summer. I would even put the chances of $5 gasoline at one in three. </P><P>And it's not the pure fundamentals that are driving prices higher right now, which makes this situation even more frustrating. </P><P>Gasoline demand in the U.S. is at 10-year lows, and we are swimming in refined products. In fact, the U.S. has become a net exporter of gasoline for one of the few times in its history. Our cars continue to get more efficient, and we're even driving less -- our total miles on the road have been dropping steadily for the past three years. ...</P><P></P><p/> Wed, 22 Feb 2012 09:21:54 EST// UNG Is Worst Investment in the World: Opinion// <P>The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage. </P><P>NEW YORK (TheStreet) -- The worst investment in the world, the United States Natural Gas fund has again revealed how cruddy it is by announcing a four-for-one reverse split as of Feb. 22. Anyone who still holds this turkey expecting it to even approximate the price movement of natural gas should be convinced by this last move to get out of this horrible fund. </P><P>Futures-based ETFs start with a grave disadvantage in the ETF world: instead of using various groupings of stocks to replicate the movement in a sector, they must use futures contracts and over-the-counter swaps to try and capture the price movement of an underlying commodity. While there may be a terrific appetite for investors afraid or unwilling to engage in the futures market to bet on prices of natural gas or crude oil, there is really no good way to represent these commodities like stocks. Most of these ETFs are programmed to fail. ...</P><P></P><p/> Click to view a price quote on <a href="//">UNG</a>. <p/>Click to research the <a href="//">Financial Services</a> industry.Wed, 08 Feb 2012 08:44:37 EST// Problem in Exxon's Q4 Profits// <P>NEW YORK (TheStreet) -- The Exxon-Mobil report is certainly one of the highlighted reports of any earning season. As the newly second-largest American company (just recently overtaken for first by Apple ), Exxon earnings have been seen as a bellwether for American economic strength. </P><P>Too bad, then, that Exxon's results were mostly boring and in some cases worrisome. Sure, the $122-billion-dollar quarter (that's "billion" with a "B") will take all the headlines for the business networks and news agencies for the day, a massive figure that staggers the mind. </P><P>But for Exxon, the story for this quarter is very much the same story as the last several -- and similar to a fourth quarter report already made by Chevron and soon to be followed almost surely by Conoco-Philips and the other "lesser" integrateds: There are across-the-board decreases in production and volumes, except specifically in domestic natural gas, the worst sector to be in right now. ...</P><P></P><p/> Click to view a price quote on <a href="//">XOM</a>. <p/>Click to research the <a href="//">Energy</a> industry.Tue, 31 Jan 2012 11:31:43 EST// Jumps After Court Ruling: Now What?// <P>NEW YORK (TheStreet) -- A big, favorable legal decision was handed to Transocean Thursday afternoon, causing shares to briefly hit $50 this morning, a level they haven't seen since November of last year and capping a nearly 30% rally from their lows under $40 in December of last year. But of course, the question for shareholders is, now what? For those who have already caught some of that 30% gain, now would be a great time to take some of those profits. </P><P> The questions surrounding Transocean shares have not recently been about rig rates or activity in the Gulf of Mexico, or their oversubscribed scheduling, or their updating of older blow-out preventers. In short, all the bottom-up fundamentals of the company have taken a back seat to the drag-out, bare knuckles legal battles between them and BP, the leaseholder of record of the fated Deepwater Horizon rig that caused the disastrous Gulf of Mexico oil spill at Macondo in 2010. </P><P> ...</P><P></P><p/> Click to view a price quote on <a href="//">RIG</a>. <p/>Click to research the <a href="//">Energy</a> industry.Fri, 27 Jan 2012 11:09:51 EST//