Tag Archives: Ever Need

Valmont Profits From a Looming Repeat of Last Year's Drought

By Jacob Roche, The Motley Fool

Filed under:

Valmont Industries reported impressive first-quarter earnings recently, with operating income rising 43% on strong sales and increasing margins. The growth in sales was largely due to the company’s Utility Support Structures and Irrigation segments, which each had 25% sales growth.

Utility Support Structures was helped by an expansion of the electric grid in the United States. Valmont is one of the biggest manufacturers of utility poles in the U.S., and because of increasing power usage, utility companies are investing heavily in building infrastructure to handle it. Southern increased its capital expenditures by 20% from 2008 to 2012, and Duke Energy beat that in just the last year.

Irrigation was helped along by the continuing drought in the United States. Last summer was one of the worst droughts on record, and according to the United States Drought Monitor, almost the entire western half of the U.S. is still experiencing some kind of drought, with much of the Corn Belt and Great Plains regions experiencing “extreme” or “exceptional” drought conditions.

In 2008, only about 14% of cropland in the U.S. was irrigated, and less than half of that was done with high-efficiency center pivot systems, like the kind Valmont and its competitor Lindsay sell, so farmers have been scrambling to upgrade their equipment to deal with increasingly bad weather. This presents a big opportunity for Valmont, which gets about 28% of sales from irrigation equipment. The opportunity is even bigger for Lindsay, which gets about two-thirds of its sales from irrigation equipment.

Valmont mentioned in the earnings release that it has a decent backlog in the Irrigation segment, so the second quarter should be quite strong as well. As for the rest of the year, that will depend on how crop prices turn out, but given current weather conditions, it seems likely that high prices will persist, padding farmers’ income. On the whole, Valmont seems optimistic, hinting that it may raise its previously stated guidance for full-year total revenues.

Add these companies to My Watchlist to keep an eye on how both the energy and the agricultural markets are shaping up this year.

For another angle on the energy sector, The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this  company before the market does. Click here to access your report — it’s totally free.

The article Valmont Profits From a Looming Repeat of Last Year’s Drought originally appeared on Fool.com.

Fool contributor

Source: FULL ARTICLE at DailyFinance

Why Chevron Is Too Cheap to Pass up

By Brian Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, oil and gas giant Chevron has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Chevron and see what CAPS investors are saying about the stock right now.

Chevron facts

Headquarters (founded)

San Ramon, Calif. (1879)

Market Cap

$232.4 billion

Industry

Integrated oil and gas

Trailing-12-Month Revenue

$222.6 billion

Management

Chairman/CEO John Watson

CFO Patricia Yarrington

Return on Equity (average, past 3 years)

21.1%

Cash/Debt

$21.9 billion / $12.2 billion

Dividend Yield

3.1%

Competitors

BP

ExxonMobil

ConocoPhillips

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 96% of the 4,270 members who have rated Chevron believe the stock will outperform the S&P 500 going forward.

Earlier today, one of those bulls, rtc76, succinctly summed up the Chevron bull case for our community:

Even if the Lago Agrio judgment ends up wiping out the full $19 billion of book value, it’s still undervalued with a margin of safety if it can maintain a similar cash flow for the next few years. There are enough variables, though, such as difficulty in replacing reserves, the potential for a substantial drop in oil demand due to new supply and less than expected consumption growth in India or China, to warrant a very watchful eye over the next few years.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

 Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Chevron Is Too Cheap to Pass up originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a <a target=_blank

From: http://www.dailyfinance.com/2013/04/11/why-chevron-is-too-cheap-to-pass-up/

Another Reason the U.S. Should Export Natural Gas

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

Unconventional natural gas production has created a large surplus of the commodity in North America, dropping prices from $12 per MMBtu in the summer of 2008 to under $2 per MMBtu last summer. 

With international natural gas prices up to four times more expensive than domestic prices, significant profits can be had if the United States exports its surplus natural gas to these high-priced markets. However, opponents of exporting liquefied natural gas, or LNG, are quick to point out that cheap natural gas could be used to make the United States‘ manufacturing sector more competitive.

In the following video, Motley Fool energy analyst Joel South discusses a recent Energy Information Administration survey showing that U.S. manufacturing is increasing energy efficiency. With energy intensity dropping, is the country better off exporting the excess natural gas? A recent Deloitte study estimates the price increase due to exporting LNG would be insignificant, and since natural gas is a regionally priced commodity, the areas that would experience slight pricing pressure would be around shipping terminals, where gas is traditionally more inexpensive.

There are many different ways to play the energy sector, and The Motley Fool‘s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article Another Reason the U.S. Should Export Natural Gas originally appeared on Fool.com.


Joel South has no position in any stocks mentioned. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

The EPA Could Be Costing You at the Pump

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

Gasoline prices could be moving higher, if the EPA restricts the sulfur content in gasoline in addition to its push for increased ethanol requirements despite flat to declining demand for gas. 

The proposed mandates could slightly increase gas prices in the near term, but the biggest worry is the effect the increased expenses will have on the traditionally tight-margin refining industry. The American Petroleum Institute estimates a $2.4 billion yearly expense for the refining sector, which could force some refiners to close their doors and, in effect, restrict supply and raise fuel costs. Check out the following video for more information.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this company before the market does. Click here to access your report — it’s totally free.

The article The EPA Could Be Costing You at the Pump originally appeared on Fool.com.


Joel South, Taylor Muckerman, and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Noble Begins Taking Care of Israel's Energy Needs

By Rich Duprey, The Motley Fool

Filed under:

Oil and gas driller Noble Energy says its Tamar natural gas field off the coast of Israel is finally pumping gas, producing about 300 million cubic feet a day. Noble says its gross resource estimate of Tamar is now 10 trillion cubic feet, up from its previous estimate of 9 tcf.

In a way, the news has to make you feel sorry for Zion Oil & Gas, a small, ne’er-do-well exploration company seeking oil and gas in Israel based on interpretations found in the Bible. It holds three onshore licenses that have the clock running down on them — the first one is set to expire next week, though it can be renewed through October 2014 — and thus far its searches have come up empty.

Yet when you think about it, there should be oil there. It’s been found on all sides of Israel. Total  found oil north of the Sinai Peninsula in the 1980s, but the wells subsequently went dry; Isramco  found oil off the coast of Tel Aviv, but never enough to make it profitable; and Noble found a large gas deposit in the Tamar field of the Levant basin. Several Israeli companies have also found oil and gas, but Zion keeps striking out.

According to the U.S. Geological Survey, the Levant basin is huge, with an estimated 1.7 billion barrels of recoverable oil and 122 trillion cubic feet of recoverable gas. It’s not going to put Israel on par with Saudi Arabia, but it will be enough to provide a lot of the country’s energy needs and even turn Israel into an energy exporter. It’s expect to provide anywhere from 50% to 80% of the country’s natural gas needs for the next decade.

Source: U.S. Geological Survey.

Noble has a 36% working interest in Tamar, with Isramco owning almost 29% and Delek, Avner Oil, and Dor Gas owning the rest. Noble expects to deliver up to 1 billion cubic feet of gas per day by the third quarter. Analysts look for it to add around $1 to its share price, which actually caused one firm to raise its target price from $147 to $148 per share.

Last month, Noble said the larger Leviathan field is estimated to hold 18 trillion cubic feet of gas. Together they could supply Israel‘s gas needs for 20 years. At less than 14 times earnings estimates, investors might want to take a second look at Noble Energy, even if it’s sitting just under its 52-week high.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out …read more

Source: FULL ARTICLE at DailyFinance

Are We in a Natural Gas Bull Market?

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

After hitting record lows last year, natural gas prices are finally moving higher, with storage volume levels 32% lower compared with the same time last year. Natural gas production also continues to be curtailed, with drilling rigs receding 36% year over year. 

Gas prices are currently hovering around $4 per MMbtu, more than double the price from last April. Does this mean we’re now in the throes of a natural gas bull market? Check out the following video for more information in addition to a few recommendations on ways investors can profit from the rise in gas prices.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this company before the market does. Click here to access your report — it’s totally free.

The article Are We in a Natural Gas Bull Market? originally appeared on Fool.com.


Joel South owns shares of Devon Energy. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool recommends Ultra Petroleum, owns shares of Devon Energy and Ultra Petroleum, and has options on Ultra Petroleum. Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Oil Refiners Will Thank the EPA Later

By Tyler Crowe and Aimee Duffy, The Motley Fool

Filed under:

The news of EPA gasoline regulations hit oil refiners hard … really hard. Almost all of the major refiners have seen a share price decline by over 10% in the past couple of days. Obviously, the capital expenditures that would be required for such a project would take a bite into earnings; but there is a light at the end of the tunnel.

In this video, Fool.com contributor Tyler Crowe looks at how stricter regulations could end up being a win for these companies.  As U.S. gasoline use declines, and overall domestic production increases, more and more of these refiners will look to export refined products to premium markets abroad. With these new EPA regulations, gasoline produced in the U.S. will meet the higher standards for gasoline quality in several markets across the globe, making U.S. refined products that much more desirable.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

 

The article Oil Refiners Will Thank the EPA Later originally appeared on Fool.com.

Fool contributor Aimee Duffy has no position in any stocks mentioned. Fool contributor Tyler Crowe has no position in any stocks mentioned. You can follow them both at Fool.com under the handles TMFAimeeD and TMFDirtyBird.
The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why Exxon Is Poised to Outperform

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, oil and gas gorilla ExxonMobil has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Exxon and see what CAPS investors are saying about the stock right now.

Exxon facts

Headquarters (founded)

Irving, Texas (1870)

Market Cap

$402.2 billion

Industry

Integrated oil and gas

Trailing-12-Month Revenue

$428.4 billion

Management

Chairman/CEO Rex Tillerson

CFO Andrew Swiger

Return on Equity (average, past 3 years)

26.3%

Cash / Debt

$9.6 billion / $11.6 billion

Dividend Yield

2.5%

Competitors

BP

Chevron

ConocoPhillips

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 94% of the 8,371 members who have rated Exxon believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, konradgateau, succinctly summed up the Exxon bull case for our community: “Good profitability, improving fundamentals, strong balance sheet, cheap shareholder yield (dividends, debt repayment and share repurchase).”

Of course, there are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Exxon Is Poised to Outperform originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why Phillips 66 Is Poised to Pop

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, oil and gas refiner Phillips 66 has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Phillips 66 and see what CAPS investors are saying about the stock right now.

Phillips 66 facts

Headquarters (founded)

Houston, Texas (1875)

Market Cap

$38.8 billion

Industry

Oil and gas refining and marketing

Trailing-12-Month Revenue

$166.2 billion

Management

Chairman/CEO Greg Garland

CFO Gregory Maxwell

Trailing-12-Month Return on Equity

18.7%

Cash/Debt

$3.5 billion / $7.0 billion

Dividend Yield

1.8%

Competitors

Marathon Petroleum

Valero Energy

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 98% of the 300 members who have rated Phillips 66 believe the stock will outperform the S&P 500 going forward.

Late last month, one of those Fools, All-Star BudandMolly, succinctly summed up Phillips 66 bull case for our community:

Refiners have a monopoly on gas production. Due to regulation there is a virtual block to any new refineries or even expansion of existing ones leaving them without competition. Limited production of gasoline keeps prices high and as oil prices come down due to domestic production increases the spread of input costs to output prices increases.

Of course, there are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Phillips 66 Is Poised to Pop originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

…read more

Source: FULL ARTICLE at DailyFinance

$1.2 Billion More of the Gulf of Mexico Leased by Big Oil

By Tyler Crowe, The Motley Fool

Filed under:

Last week, the U.S. Bureau of Land Management auctioned off over 7,300 blocks of oil and gas exploration leases in the Gulf of Mexico. Despite that only 400 of the blocks were bid upon, the government walked away with a nice $1.2 billion to pad its coffers. 

In this video, Fool.com contributor Tyler Crowe gives a run down of the results of the most recent auction. Some companies spent a lot more than others, and one company — BP — was peculiarly absent from the event. Also, Tyler explains why Statoil and its joint venture partner Samson Oil & Gas were willing to fork over almost $82 million for one block in the Walker Ridge section of the Gulf.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article $1.2 Billion More of the Gulf of Mexico Leased by Big Oil originally appeared on Fool.com.

Fool contributor Tyler Crowe has no position in any stocks mentioned. You can follow him at Fool.com under the handle TMFDirtyBird, on Google +, or on Twitter, @TylerCroweFool.
The Motley Fool recommends Chevron and Statoil (ADR). Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Has the EPA Given Oil Refiners a Death Sentence?

By Tyler Crowe and Aimee Duffy, The Motley Fool

Filed under:

The Environmental Protection Agency just recently proposed new regulations for gasoline in the United States. The new rules would significantly reduce the sulfur, nitrogen oxide, and benzene content in conventional gasoline. Of course, this has sent the oil refinery business into a frenzy and many refiners are claiming that the regulations are too cost-prohibitive to enact. With big-time refiners like Valero saying that it will put a huge dent in their margins, it looks like this could be shaping into a fight between industry and governmental regulators.

Today, Fool.com contributors Tyler Crowe and Aimee Duffy weigh in on the EPA‘s recent announcement. Despite the costs that may be associated with complying with new regulations, Tyler thinks that the reaction from investors has been a bit overblown because these regulations would not come into effect until 2017, and oil refiners are coming out of a period of all-time highs.  

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article Has the EPA Given Oil Refiners a Death Sentence? originally appeared on Fool.com.

Fool contributor Aimee Duffy owns shares of HollyFrontier. Fool contributor Tyler Crowe has no position in any stocks mentioned. You can follow them both at Fool.com under the handles TMFAimeeD and TMFDirtyBird, respectively.
The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

1 Energy Stock Coming Out the Big Winner in Q1

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

In the following video, Motley Fool energy analysts Joel South and Taylor Muckerman discuss Core Laboratories‘ excellent performance so far this year. The company’s strong Q4 earnings led them to kick off Q1 this year with a powerful start, and Core Labs is also showing both record profits and record free cash flow at the moment. Joel tells us, however, why this isn’t a value play at its current valuation and gives us the story behind Core Labs‘ recent success.

There are many different ways to play the energy sector, and The Motley Fool‘s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article 1 Energy Stock Coming Out the Big Winner in Q1 originally appeared on Fool.com.


Joel South and Taylor Muckerman have no position in any stocks mentioned, and neither does The Motley Fool. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Refiners Keep Rewarding Shareholders

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

Between the huge increase in heavy oil coming in from Canada and the new wave of shale oil production in the U.S., American oil refiners have access to a huge amount of cheap feedstock, which means great margins and powerhouse performances for investors. So many refiners had an incredible year in 2012, and in this video, Motley Fool energy analysts Joel South and Taylor Muckerman tell us that the ride isn’t over. Joel gives us some of the top performers over the past year in this space and discusses whether investors can expect these ideal conditions to continue.

There are many different ways to play the energy sector, and The Motley Fool‘s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article Refiners Keep Rewarding Shareholders originally appeared on Fool.com.


Joel South and Taylor Muckerman have no position in any stocks mentioned, and neither does The Motley Fool. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Strong Quarter for Natural Gas

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

Late-season cold weather has helped to reduce the levels of natural gas in storage, and this combined with receding production has brought natural gas prices up by 16% in the past month, which is a huge win for natural gas producers and their investors. In this video, Motley Fool energy analysts Joel South and Taylor Muckerman give investors the names of a few low-cost natural gas producers that are poised to lock in some of the best returns in the industry from these climbing natural gas prices.

There are many different ways to play the energy sector, and The Motley Fool‘s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article Strong Quarter for Natural Gas originally appeared on Fool.com.


Joel South and Taylor Muckerman have no position in any stocks mentioned. The Motley Fool recommends Range Resources. It recommends and owns shares of Ultra Petroleum and has the following options: long Jan. 2014 $30 calls, long Jan. 2014 $40 calls, and long Jan. 2014 $50 calls. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

American Superconductor Takes Another Step Back From the Brink

By Travis Hoium, The Motley Fool

Filed under:

American Superconductor‘s slow and painful recovery from the Sinovel debacle took a small step forward yesterday. Management said its fiscal fourth quarter, which ended on March 31, was slightly better than expected and the stock is moving higher today.

Revenue is expected to be $19 million-$20 million, which is better than the $18 million minimum set earlier this year. That’s up from $17.4 million in the fiscal third quarter, solid progress for the company.  

Maybe more important is that management expects to have cash between $49 million and $50 million at the end of the quarter, which is above a previous $48 million estimate. The real fear for investors is that the company will run out of cash because of mounting losses, so this is progress on that front.  

What is less encouraging is management’s projection that it will be cash flow positive by the end of fiscal 2014, two years from now. Revenue of at least $180 million is needed to achieve that goal — the company has a long way to go to get there.

What to watch for
American Superconductor separates its business into the wind and grid categories and I’ll be watching closely how grid performed during the fourth quarter. This business grew 58% in the first three quarters; for the long term, I think it’s a better business than wind, so we need to see more progress in the fourth quarter.

The challenge is that American Superconductor is going up against fierce competition that has a better balance sheet. Power-One is one of the biggest players in the solar inverter market — it’s where AMSC would like to be — and it has the product depth and the balance sheet to hold the company off. Right now, Power-One is definitely the better investment, but if American Superconductor can survive until it reaches positive cash flow then patient investors could be rewarded.

An energy stock to buy today
There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “
The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

The article American Superconductor Takes Another Step Back From the Brink originally appeared on Fool.com.

Fool contributor Travis Hoium has no position in any stocks mentioned. The Motley Fool owns shares of Power-One. Try any of our Foolish newsletter services <a target=_blank …read more
Source: FULL ARTICLE at DailyFinance

Why Marathon Petroleum Is Poised to Keep Poppin'

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, petroleum refiner Marathon Petroleum has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Marathon and see what CAPS investors are saying about the stock right now.

Marathon facts

Headquarters

Findlay, Ohio

Market Cap

$29.8 billion

Industry

Oil and gas refining and marketing

Trailing-12-Month Revenue

$76.6 billion

Management

CEO Gary Heminger (since 2011)

CFO Donald Templin (since 2011)

Return on Equity (average, past 3 years)

21.8%

Cash/Debt

$4.9 billion / $3.4 billion

Dividend Yield

1.6%

Competitors

Chevron

ExxonMobil

Valero Energy

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 96% of the 189 members who have rated Marathon believe the stock will outperform the S&P 500 going forward.

Just last week, one of those Fools, All-Star BudandMolly, succinctly summed up the Marathon bull case for our community:

Refiners have a monopoly on gas production. Due to regulation there is a virtual block to any new refineries or even expansion of existing ones leaving them without competition. Limited production of gasoline keeps prices high and as oil prices come down due to domestic production increases the spread of input costs to output prices increases.

Of course, there are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Marathon Petroleum Is Poised to Keep Poppin’ originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

(function(c,a){window.mixpanel=a;var b,d,h,e;b=c.createElement(“script”);
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Source: FULL ARTICLE at DailyFinance

Exxon's Pipeline Spill Could Cost Investors

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

ExxonMobil‘s recent oil spill from its Pegasus crude pipeline in Mayflower, Ark., could cost investors in a number of industries. The White House Council on Environmental Quality is expected to release new standards this spring that could make LNG exportations and pipeline project approval more difficult, and with an estimated 12,000 barrels of oil flooding neighborhoods in Arkansas, the federal government will take a closer look at possible environmental regulations.

TransCanda‘s Keystone XL pipeline will be the first big project that could feel the ramifications from this recent spill. However, investors in Canadian oil-sands producers, such as Suncor Energy , could also be affected as the discount in Western Canadian Select crude benchmark could widen to WTI prices. With $38 billion in North American pipeline projects expected this year, a more stringent approval process will add significant headwinds to the energy midstream space.

For more details, check out the following video.

There are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this company before the market does. Click here to access your report — it’s totally free.

The article Exxon’s Pipeline Spill Could Cost Investors originally appeared on Fool.com.


Joel South, Taylor Muckerman, and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why Valero Is Poised to Outperform

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, oil refining giant Valero Energy has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Valero and see what CAPS investors are saying about the stock right now.

Valero facts

Headquarters (founded)

San Antonio, Texas (1955)

Market Cap

$25.2 billion

Industry

Oil and gas refining and marketing

Trailing-12-Month Revenue

$138.3 billion

Management

Chairman/CEO William Klesse

President/COO Joseph Gorder

Return on Equity (average, past 3 years)

10.5%

Cash/Debt

$1.7 billion / $7.1 billion

Dividend Yield

1.8%

Competitors

BP

Chevron

ExxonMobil

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 96% of the 4,523 members who have rated Valero believe the stock will outperform the S&P 500 going forward.

Just last week, one of those Fools, All-Star BudandMolly, succinctly summed up the Valero bull case for our community:

Refiners have a monopoly on gas production. Due to regulation there is a virtual block to any new refineries or even expansion of existing ones leaving them without competition. Limited production of gasoline keeps prices high and as oil prices come down due to domestic production increases the spread of input costs to output prices increases.

Of course, there are many different ways to play the energy sector, and The Motley Fool’s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations, and poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this under-the-radar company before the market does. Click here to access your report — it’s totally free.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Valero Is Poised to Outperform originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Battle of the Oil Giants

By Joel South and Taylor Muckerman, The Motley Fool

Filed under:

When it comes to looking for oil exposure in your portfolio, many investors new to the energy space immediately turn to the biggest names, such as ExxonMobil and Chevron , to make a safe, stable foray into the energy sector. In the following video, Motley Fool energy analyst Joel South breaks down the numbers and tells investors which of these two giants has performed the best historically and which might be the better play today.

There are many different ways to play the energy sector, and The Motley Fool‘s analysts have uncovered an under-the-radar company that’s dominating its industry. This company is a leading provider of equipment and components used in drilling and production operations and is poised to profit in a big way from it. To get the name and detailed analysis of this company that will prosper for years to come, check out the special free report: “The Only Energy Stock You’ll Ever Need.” Don’t miss out on this limited-time offer and your opportunity to discover this company before the market does. Click here to access your report — it’s totally free.

The article Battle of the Oil Giants originally appeared on Fool.com.


Joel South and Taylor Muckerman have no position in any stocks mentioned. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why El Paso Pipeline Is Poised to Keep Popping

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, natural gas storage and transportation company El Paso Pipeline Partners has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at El Paso Pipeline and see what CAPS investors are saying about the stock right now.

El Paso Pipeline facts

Headquarters (founded)

Houston, Texas (2007)

Market Cap

$9.5 billion

Industry

Oil and gas storage and transportation

Trailing-12-Month Revenue

$1.5 billion

Management

Chairman/CEO Richard Kinder

President/Director Park Sharper

Return on Equity (average, past 3 years)

25.9%

Cash/Debt

$114.0 million / $4.3 billion

Dividend Yield

5.7%

Competitors

ANR Pipeline Company

Southern Union Company

Transcontinental Gas Pipe Line

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 98% of the 290 members who have rated El Paso Pipeline believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, MMcCabeNMC, succinctly summed up the El Paso Pipeline bull case for our community:

Natural gas has been cheap, so demand is high. Supply continues to increase, keeping prices low. So, who makes money as more users switch to natural gas? Pipeline companies are, in my opinion, a good bet. This firm has sound financials, and should be well positioned to take advantage of the continued boom in natural gas demand.

If you want market-topping returns, you need to put together the best portfolio you can. Of course, despite its five-star rating, El Paso Pipeline may not be your top choice.

We’ve found another energy play we are incredibly excited about — excited enough to dub it “The Only Energy Stock You’ll Ever Need.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why El Paso Pipeline Is Poised to Keep Popping originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends El Paso Pipeline Partners LP. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance