Energy Stocks

[[wysiwyg_imageupload:2138:]]By The Energy Report

Portfolio Manager and Founder Josh Young of Young Capital Management (YCM) looks for value in oil and gas exploration and production (E&P) companies. In this exclusive interview with The Energy Report, Josh discusses some of his best ideas—strategies that could well deliver the significant upside and reduced risk investors might not expect from natural gas producers.

The Energy Report: Are you overweighted to natural gas right now?

By George Mack of The Energy Report

Long-term demand growth for uranium is a global story, with China expected to far exceed any other single nation in new nuclear plant construction over the next decade. Versant Partners Analyst Rob Chang looks for equity ideas that investors can play to leverage these growing requirements for uranium fuel. In this exclusive interview with The Energy Report, Rob highlights some interesting companies.

[[wysiwyg_imageupload:1770:]]By Joseph Dancy

One of our major themes in our forecast for the coming year was stocks should perform well. Stocks in the small cap sector should perform especially well, we think they will substantially outperform the major market indexes.

Factors that should contribute to this outperformance include (1) an accommodative monetary and fiscal policy, (2) investors returning to the equity market (see note below on the ‘torrent’ of funds returning to the equities market), (3) reasonable valuations of stocks in the sector, (4) a positive and improving business outlook, (5) price momentum/persistence/relative strength in the equity markets, and (6) merger, acquisition and deal making activity.

[[wysiwyg_imageupload:1643:]]By Brian Sylvester of The Energy Report

Noting that 2009 and 2010 provided an "extraordinary run" for master limited partnerships (MLPs), Wells Fargo Senior Energy MLP Analyst Michael Blum still sees plenty of potential, including strong business fundamentals, distribution growth and attractive yields. Learn what might take the wind out of an MLP's sails, which sectors are positioned to run ahead of the wind and which MLPs have set their sights on achieving investment-grade status in this exclusive interview with The Energy Report.

[[wysiwyg_imageupload:1481:]]By George Mack of The Energy Report

Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas that present tremendous potential for growth.