Category Archives: The Energy Report
Streetwise Reports—”Where Successful Investors Go for Investment Ideas”—are a portfolio of industry-specific websites (The Gold Report and The Energy Report) and e-newsletters that feature top Wall Street analysts, leadingportfolio managers and recognized newsletter writers giving theiroutlook on specific investment sectors and recommendations for companies in those sectors. In addition, the sitesfeature investment summaries on key companies within those industries.The Streetwise mission is to provide investors with expert perspectivesand advice on investments so they can make more informed investmentdecisions. Streetwise Reports LLC is a privately held companyheadquartered in Sonoma County, Calif.Articles l Homepage
Interview: Mark Lackey Likes Energy Stocks
The Energy Report: It’s been a busy five months since your last interview in August. What’s your macro view on energy markets? Mark Lackey: The problems in Europe were somewhat worse than most people anticipated regarding Greece and long-term bond rates in Portugal and Spain. Slower world economic growth wasn’t a disaster, but it was [...]
U.S Energy Independence: Is 2013 The Year?
Here’s a little energy investment 101: when oil moves up, so does the dollar. Energy bulls bet on increasing momentum, whereas gold bugs amass hard assets for the day the dollar collapses. Well, that’s the way it used to be; global energy markets have become so schizophrenic that this once self-evident correlation is about as [...]
John McIlveen Discusses Renewable Energy Investing
The Energy Report: In your last interview, your primary concern in making investment decisions was safety. I know you focus primarily on Canadian companies, but has all the “fiscal cliff” talk influenced your approach to renewable energy investments? John McIlveen: With the fiscal cliff, I could see how renewables might get pushed to the back [...]
Interview: Rick Rule Discusses U.S Energy Independence
The Energy Report: Earlier this week, the International Energy Agency forecast the U.S. would become the world’s largest oil producer and an exporter of natural gas by 2020, and would attain energy self-sufficiency by 2035. Do you agree, and what would that mean? Rick Rule: We stand a very good chance of accomplishing the first [...]
Joel Musante: Quality Oil and Gas Stocks On Sale
The Energy Report: We’ve had some pretty interesting ups and downs since your last interview with us in September of 2010. What’s your assessment of the current situation in the oil market? Joel Musante: Most of the focus is now on whether the European Union is going to hold together. This could cause the European [...]
Investing: How to Play the Cleantech Energy Boom
The Energy Report: Your research at Raymond James covers a number of alternative energy and biofuel companies. Can you give us a brief description of the various cleantech industry segments? Pavel Molchanov: The cleantech arena comprises four key areas in terms of what’s investable in the public equity markets today. Solar carries the biggest market [...]
Next-Generation Nuclear Power
The Energy Report: Tom, you recently gave speeches in Vancouver and New York City on American energy policy. Please share with us your view of nuclear energy and its role in American power generation. Thomas Drolet: My speeches at the January Cambridge House International Resources Conference and the March Murdock Capital Partners Conference sessions highlighted [...]
Mark Lackey Discusses The Nuclear Revival
The Energy Report: The Fukushima disaster, protests in Australia over lifting a ban on uranium exploration, and a fire aboard a Russian nuclear submarine in December indicate negative sentiment toward nuclear power. Why would investors risk exposure to a commodity that is so price sensitive to events like these? Mark Lackey: The fundamentals of the [...]
The Natural Gas Era Is Here: Interview with Stephen Taylor
The Energy Report: There’s some escalating tension in the Gulf of Hormuz between Iran, the U.S. and Israel. Do you think that this will be a catalyst for oil prices in 2012? Stephen Taylor: It may well be. It underscores the need for and the value of assets in politically stable areas. It also bodes [...]