October 3, 2006:
Upstream Spending Soars A lot of jittery investors these days appear to be buying into market fears that commodity prices and oil and gas stocks are ready to tank. But many savvy energy ...more
September 12, 2006:
Stronger for Longer Although the S&P 500 E&P Index by mid-summer fell 9% from the start of 2006, investors this fall shouldn’t yield to bearish sentiment about the upstream amid recent pressure on ...more
August 1, 2006:
MERGER MANIA: WHO’S NEXT? In the wake of Anadarko Petroleum’s aggregate $23.3-billion, all-cash bid for Kerr-McGee Corp. and Western Gas Resources, energy analysts on Wall Street have reached a consensus: more major upstream combinations ...more
July 1, 2006:
Canada Eyes Colorado With a sharp focus on the drilling boom now taking place in the Colorado Rockies, the consulate general of Canada in Denver recently brought 15 Alberta-based oil-service companies to the ...more
June 1, 2006:
Profits Perspective In early May, the U.S. House of Representatives passed HR 5253, a bill that took square aim at Big Oil and that would, in part, direct the Federal Trade Commission ...more
May 3, 2006:
Defaults a Possibility Despite the U.S. independent E&P sector’s current strong performance, its history of high volatility and cyclicality will continue—and eventually the industry will witness an uptick in default rates.
So contends Standard ...more
April 4, 2006:
Beating the Street If you’ve been dismayed recently by the downward spiral or, at the least, sputtering in service-stock market values, don’t head for the exits yet. The upcycle for this sector is ...more
March 4, 2006:
Beating the Street Look for E&P and oil-service stocks to once again beat the broad market in 2006 as commodity prices and energy-sector profitability remain robust. Accordingly, be long and overweight these stocks ...more
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