North Dakota Oil Production Growth Is Slowing – Is This Temporary Or Will It Continue? $CLR $EOG $HES $STO $WLL
By Devon Shire I was recently reviewing the most recent investor presentation from Continental Resources (CLR) and noted how much faster that company is growing than its large Bakken competitors. The peer group for Continental in the Bakken includes EOG Resources (EOG), Hess (HES), Statoil (STO), and Whiting (WLL). All of the producers in this [...]
Sanchez Energy: Bold Acquisition Will Power Shares Higher
By Bret Jensen It has been some months since I updated readers on Sanchez Energy (SN) which I bought and wrote about in late October. The stock is up just under 15% since then. The company just made a major acquisition which should have a significantly positive effect on the company’s prospects so it seems [...]
Hess: Activist Investor Unlocks Shareholder Value $HES
By Bret Jensen Hess (HES) is one of the core holdings in my portfolio. I took a small position in the shares early in 2012 when the shares were trading in the low-60s just before a series of management missteps knocked the stock down to the mid-40s. I consistently added shares over the summer as [...]
Activist Investor Sees 100% Upside In The Stock Price Of Hess $HES
By Devon Shire One of the most popular hobbies in the hedge fund business has apparently become targeting undervalued energy producers and kicking out the incumbent board of directors. Along with that, these companies seem to also be run by a founding CEO who has recently fallen out of favor with investors. To that we [...]
Hess Finally Pulls The Trigger On This Game Changer $HES
By Bret Jensen Hess Corp (HES) finally pulled the trigger on a strategic move that activists have been advocated for some time. The company announced it will pursue the sale of its terminal network in the United States. The terminal network is located along the U.S. East Coast and has a total of 28 million [...]
2 More Ugly Ducklings To Consider For 2013 $APA $HES
By Bret Jensen At the end of December I did an article about the power of the concept of regression to the mean in investing. It was entitled “3 Ugly Ducklings That Could Turn Into Swans Early In 2013″. Historically, some of the worst performers from the previous year turn out to be stellar performers [...]
5 Shale Plays for 2013 $APC $HES $COP $MRO $RDS.B
By Contributor Stephen Edson U.S. domestic oil production is on the upswing after hitting the bottom of the trough in 2008. Current production of 6.6mmboe/d is well below the 10mmboe/d peak in 1970/1. Breakthroughs in technology have changed the economics of Shale oil & gas extraction, accelerating the contradiction of Hubbert’s peak theory. Shale oil [...]
Bad Press Equals Good Profits $BP $CHK $HES
Large well known companies no matter what the media says about them are in that position for a reason. Negative press can be useful for profiting if done right when you look at one of these companies share price dip on bad press alone and not because something in the company has changed. That is [...]
Warren Buffett And Carl Ichan Are Investing In Fuel Refiners $VLO $XOM $CVX $MPC $MUR $HES $MRO $COP $OXY
Turn Key Oil is typically focused on upstream oil & gas stocks / etfs but is occasionally covering midstream / downstream as there is considerable opportunity throughout the sector. Just last year, oil companies were downsizing their refinement facilities. Today, big names like Warren Buffett and Carl Ichan are investing in fuel refiners, attracted by [...]
Oil Majors Investing Billions Into Bakken Shale $HES $HAL
The Bakken Shale is making millionaires out of land / mineral owners as well smartly played investors. The Bakken Shale is the largest play in the USA with the Eagle Ford Shale close behind. The biggest concern for potential investors in the Bakken Shale oil-producing region of western North Dakota is: “How long will it [...]
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