The Market Traders

News and analysis that really matters.

Oil

Jeffrey Hayden and Chad Mabry: Stay Very Oily

Mon, 02/21/2011 - 10:27pm -- editor
Topics: 
Oil
Energy
Energy Stocks
Site Section: 
Commodities
Oil and Energy

By George Mack of The Energy Report

In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus.

Small Cap Firms Should Perform Very Well in 2011

Mon, 02/21/2011 - 10:07pm -- editor
Topics: 
Oil
Energy
Energy Stocks
Site Section: 
Commodities
Oil and Energy

[[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.

Libya and Oil Positions

Mon, 02/21/2011 - 5:32pm -- editor
Topics: 
Oil
Geo Politics
World Oil Reserves
Energy Stocks
Site Section: 
Commodities
Oil and Energy

By Richard Shaw

Many of you may be watching the reports of the revolt in Libya on TV and listening to breathless commentators. Clearly, the situation in the Middle East is changing. But let's balance the TV excitement about oil and Libya with logic and data.

First, whatever government results from the revolts in oil producing countries, they need to sell their oil to support their regimes as much as the rest of the world needs to buy their oil. Therefore, looking past short-term supply disruption concerns, oil wells will not be shut down long-term and oil will continue to flow.

Wikileaks Reveals Imminent Saudi Oil Peak

Wed, 02/16/2011 - 3:07pm -- editor
Topics: 
peak oil
Oil
Site Section: 
Commodities
Oil and Energy

[[wysiwyg_imageupload:1733:]]By Jeff Rubin

The International Energy Agency needn’t bother exhorting OPEC to pump more oil to fuel a global economy that now burns a record 87 million barrels a day. Confidential cables from the U.S. embassy in Saudi Arabia released recently by Wikileaks confirm what others have long suspected: OPEC’s kingpin producer, Saudi Arabia, has little more to give.

Bear Season in the SP 500 and Oil

Mon, 02/14/2011 - 1:23pm -- editor
Topics: 
Oil
Economic Indicators
SP500
Site Section: 
Economics
Markets

[[wysiwyg_imageupload:1703:]]By JW Jones

Mr. Market has had an appetite for S&P 500 bears for several months now. In each instance in which the bears think they are going to get away, Mr. Market draws up his high powered rifle and drops the bears just before they can comfortably return to their caves. Just when the bears think they have escaped and are home free, Mr. Market reminds them who is in charge.

However, Mr. Market's appetite for oil bears has diminished tremendously over the past week as the U.S. Dollar and geopolitical news coming out of Egypt pushed oil prices lower. Mr. Market's appetite is always changing it would seem, but right now he is enamored with S&P 500 bear meat and not really that interested in the oily bear meat. The question remains whether his tastes will change in the near term, or if he will continue to turn S&P 500 bears into fodder and steak.

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