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Long Ideas

Mon
25
Nov

Forum Energy is Getting a Spark

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Stock Tickers

WFT NOV FET CAM GE

With ongoing improvements in global energy spending, which has sent shares of Weatherford International (WFT) and National Oilwell Varco (NOV) to new 52-week highs, it's a little surprising that Forum Energy Technologies (FET) stock has been left out of the Street's "energy fest."

Fri
22
Nov

There's Value in Alpha Natural Resources

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Stock Tickers

ANR ACI CNX

Coming to terms with missing a great selling opportunity is a hard thing to do for many investors. It's usually at the point when you're asking yourself, "How much worse can things get?"

With losses of more than 65% since January 2012, Alpha Natural Resources (ANR) has been anything but a great stock. Investors who have put their faith in a revival in a coal industry -- which has suffered from low natural gas prices and weak steel production -- have no doubt placed the wrong bets.

But those who held true to their convictions (I won't say stubbornness) are feeling a little better today about their positions because ANR shares have finally bottomed.

Wed
20
Nov

Baker Hughes Heading to $65

Stock Tickers

SLB HAL BHI

With Schlumberger (SLB) and Halliburton (HAL) posting better-than-expected third-quarter earnings results, it certainly seems as if business conditions in North America has taken a turn for the better. That certainly bodes well for Baker Hughes (BHI), which enjoys roughly 50% of its revenue from that region.

While Baker Hughes has consistently been overlooked when discussing the "Big Three" within the energy services space, Baker Hughes stock has actually outperformed Schlumberger by 8%. It seems management is finally ready to take that extra step forward to produce the sort of results the Street has been waiting for. With growth having returned to North America and abroad, these shares still look undervalued by at least 10%.

Wed
20
Nov

Chevron's Back to Growth

Stock Tickers

CVX XOM BP TOT

Since reaching a recent high of $126.43 in September, shares of Chevron (CVX) have hit a snag, falling more than 6%. Coincidently, this drop matches the company's 6% profit decline, which was caused by weak refining results.

Investors are now wondering if Chevron best days are over. I don't believe that to be the case.

As with rival Exxon Mobil (XOM), production growth has been Chevron's toughest obstacle. As the world's second-largest oil company, investors have demanded immediate results, and Chevron management has done its best to oblige. But it's not going to happen overnight. Not to mention, growth does not come free.

Tue
19
Nov

Buy Shell on the Pullback

Shell logo

Stock Tickers

CVX XOM BP TOT

With less-than-glowing results coming in from Chevron (CVX) and Exxon Mobil (XOM), I don't believe the Street expected an energetic quarter out of Royal Dutch Shell (RDS-A), which has struggled over the past couple of quarters to meet its oil and gas production targets. But investors didn't expect a fifth of Shell's earnings to be wiped out due to (among other things) a significant write-down on the value of its North American shale assets.

Mon
18
Nov

Cameron's Not as Bad as Percieved

Cameron logo

Stock Tickers

CAM NOV WFT SLB

It came as no surprise to learn that shares of oilfield services company Cameron International (CAM) was downgraded by analysts at UBS following the company's third-quarter earnings miss. What did surprise, however, was that the stock fell 15% in what I can only describe as an overreaction. While other agencies will likely follow UBS' pessimism, I believe Cameron now presents an opportunity for investors looking for exposure in the energy sector.

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