Monthly Analyses of Energy Stocks by Kurt H. Wulff Using the McDep Ratio (weekly pre-2015)

2017

May 9, 2017 (posted May 28); Meter Reader - Positive Progress
April 11, 2017 (posted Apr 30); Meter Reader: IPAA Ideas
March 14, 2017 (posted Apr 2); Meter Reader: Extra Inventory
February 14, 2017 (posted Mar 5); Meter Reader: Non-U.S. Buys at Low McDep Ratio
January 17, 2017 (posted Feb 5); Meter Reader: Buy Stocks with Low McDep Ratio

2016

December 31, 2016 (posted Jan 15); Meter Reader: Natural Gas Storage Trend Reverses
December 13, 2016 (posted Jan 1); Meter Reader: Optimistic Outlook 2017
November 15, 2016 (posted Dec 4); Meter Reader: Growth, Inflation and Trump
October 11, 2016 (posted Oct 23); Meter Reader: Canada Comeback
September 13, 2016 (posted Oct 2); Meter Reader: Permian Surprises
August 16, 2016 (posted Aug 28); Meter Reader: The Money Glut
July 12, 2016 (posted Jul 24); Meter Reader: Mid-Year Strategy
June 14, 2016 (posted Jul 3); Meter Reader: Good Year for Oil and Gas
May 10, 2016 (posted May 29); Meter Reader: Value, Growth, Income and Momentum
April 13, 2016 (posted May 1); Meter Reader: Road to Profits
March 15, 2016 (posted Apr 3); Meter Reader: Best Oil Outlook in Seven Years
February 9, 2016 (posted Feb 28); Meter Reader: Outperforming in 2016
January 1, 2016 (posted Jan 17); Meter Reader: Lower Long-Term Natural Gas to $4.00 from $4.50

2015

December 15, 2015 (posted Jan 3); Meter Reader: Buys for 2016 and Beyond
November 10, 2015 (posted Nov 29); Meter Reader: Small Cap Producers for the Upcycle
October 13, 2015 (posted Nov 1); Meter Reader: Hedge Mideast Risk
September 15, 2015 (posted Oct 4); Meter Reader: Endless Discussion
August 11, 2015 (posted Aug 30); Meter Reader: Bottom May Be Near
July 14, 2015 (posted Aug 2); Meter Reader: Lower Long-Term Oil to $70 from $90
June 16, 2015 (posted July 5); Meter Reader: Oil and Gas Strengthen U.S. Security
May 12, 2015 (posted May 31); Meter Reader: Marathon (MRO) - New Buy on Independent Shale Oil
April 14, 2015 (posted May 3); Meter Reader: Shell to Acquire BG - Catalyst for Confidence
March 10, 2015 (posted Mar 29); Meter Reader: RTF Income Tracks Oil Price
February 10, 2015 (posted Mar 1); Meter Reader: Oil Price Cycle Advances
January 13, 2015 (posted Feb 1); Meter Reader: Oil and Gas Stocks on Sale

December 2014

December 30, 2014 (posted Jan 18); Meter Reader: The Moral Case for Fossil Fuels by Alex Epstein
December 23, 2014 (posted Jan 11); Meter Reader: Range Resources (RRC) - Record Appalachian Well
December 16, 2014 (posted Jan 4); Meter Reader: 2015 Stocks for Contrarians and Rebalancers
December 9, 2014 (posted Dec 28); Meter Reader: Whiting Petroleum (WLL) - Kodiak Acquisition Completed
December 2, 2014 (posted Dec 21); Meter Reader: Rebuild Oil and Gas Positions

November 2014

November 25, 2014 (posted Dec 14); Meter Reader: ConocoPhillips (COP) - Strong 4% Dividend Independent Producer
November 18, 2014 (posted Dec 7); Meter Reader: RTF (Royalty Trust Fund) - DMLP, SJT - Income Without Debt
November 11, 2014 (posted Nov 30); Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Record Monthly Production
November 4, 2014 (posted Nov 23); Meter Reader: California Resources Corp. (CRC) - Pure Play Largest California Producer

October 2014

October 28, 2014 (posted Nov 16); Meter Reader: Cenovus Energy (CVE) - Same Stock Price, Twice the Production
October 21, 2014 (posted Nov 9); Meter Reader: Cimarex Energy (XEC) - Strong Independent Producer
October 14, 2014 (posted Nov 2); Meter Reader: Devon Energy (DVN) - Rebalance Candidate
October 7, 2014 (posted Oct 26); Meter Reader: Encana (ECA) - Suttles' Stamp

September 2014

September 30, 2014 (posted Oct 19); Meter Reader: RTF (Royalty Trust Fund) - Income and Fracking
September 23, 2014 (posted Oct 12); Meter Reader: Continental Resources (CLR) - Raise NPV to $85 on 29% Growth
September 16, 2014 (posted Oct 5); Meter Reader: Royal Dutch Shell (RDSA) - Ben's Growth Strategy
September 9, 2014 (posted Sep 28); Meter Reader: EOG Resources (EOG) - Mr. Shale
September 2, 2014 (posted Sep 21); Meter Reader: Lukoil (LUKOY) - Oil under Uncertainty

August 2014

August 26, 2014 (posted Sep 14); Meter Reader: San Juan Basin RT (SJT) - Income and Shale
August 19, 2014 (posted Sep 7); Meter Reader: Total (TOT) - Diversified Political Risk
August 12, 2014 (posted Aug 31); Meter Reader: Continental Resources (CLR) - Raise NPV to $150 on Fraccing Growth
August 5, 2014 (posted Aug 24); Meter Reader: ExxonMobil (XOM) - Shale Oil Minerals

July 2014

July 29, 2014 (posted Aug 17); Meter Reader: Strategy - Oil and Gas in Safe Areas
July 22, 2014 (posted Aug 10); Meter Reader: Marathon Oil (MRO) - Frac Shale Oil, Sell Norway
July 15, 2014 (posted Aug 3); Meter Reader: Whiting (WLL) -To Acquire Kodiak Oil and Gas
July 8, 2014 (posted Jul 27); Meter Reader: Devon Energy (DVN) - Five Core Focus
July 1, 2014 (posted Jul 20); Meter Reader: Canadian Oil Sands (COSWF) - Returning to Favor

June 2014

June 24, 2014 (posted Jul 13); Meter Reader: Raise NPV to $32 for DMLP, $26 for FRHLF
June 17, 2014 (posted Jul 6); Meter Reader: Peyto Exploration (PEYUF) - Raise NPV to $42 on More Energy Growth
June 10, 2014 (posted Jun 29); Meter Reader: Occidental Petroleum (OXY): Raise NPV to $120, Spinoff Filed
June 3, 2014 (posted Jun 22); Meter Reader: Encana (ECA) - Hidden Value Surfaces

May 2014

May 27, 2014 (posted Jun 15); Meter Reader: Chevron (CVX) - Oil Price Turns Up
May 20, 2014 (posted Jun 8); Meter Reader: Birchcliff (BIREF) - Raise NPV to $14 on Accelerating Volume
May 13, 2014 (posted Jun 1); Meter Reader: Cimarex (XEC) - Raise NPV to $140 on Cana Double

April 2014

April 29, 2014 (posted May 18); Meter Reader: Prune for Portfolio Profit
April 22, 2014 (posted May 11); Meter Reader: Range Resources (RRC) - Testing Utica
April 15, 2014 (posted May 4); Meter Reader: ConocoPhillips (COP) - Shale Upside, Exploration Promise, Dividend Strength
April 8, 2014 (posted Apr 27); Meter Reader: Whiting Petrolem (WLL) - Fraccing by the Nanometer
April 1, 2014 (posted Apr 20); Meter Reader: Freehold Royalties (FRHLF) - Model for Upcoming Encana Spinoff

March 2014

March 25, 2014 (posted Apr 13); Meter Reader: Cenovus Energy (CVE) - Oil Growth Slowed by Transit States
March 18, 2014 (posted Apr 6); Meter Reader: Permian Basin RT (PBT) - Rising Oil, Understated Income
March 11, 2014 (posted Mar 30); Meter Reader: Lukoil (LUKOY) - Economic Opportunity in Political Risk
March 4, 2014 (posted Mar 23); Meter Reader: EOG Resources (EOG) - Raise NPV to $220 on Shale Leadership

February 2014

February 25, 2014 (posted Mar 16); Meter Reader: Cimarex (XEC) - More Upside Ahead
February 18, 2014 (posted Mar 9); Meter Reader: Encana (ECA) - Leveraged to Natural Gas Price
February 11, 2014 (posted Mar 2); Meter Reader: San Juan Basin RT (SJT) - Strategic Resources in a Cold Winter
February 4, 2014 (posted Feb 23); Meter Reader: ExxonMobil (XOM) - Largest and Strongest Oil and Gas Producer

January 2014

January 28, 2014 (posted Feb 16); Meter Reader: Arctic Cold Strengthens Natural Gas Price
January 21, 2014 (posted Feb 9); Meter Reader: Royal Dutch Shell (RDSA) - Lower NPV to $95 on Profit Warning
January 14, 2014 (posted Feb 2); Meter Reader: PDC Energy (PDCE) - Up NPV to $55 on Colorado Shale
January 7, 2014 (posted Jan 26); Meter Reader: Six-Year Futures Up in 2014

December 2013

December 31, 2013 (posted Jan 19); Meter Reader: Catch Up for Canada
December 24, 2013 (posted Jan 12); Meter Reader: Rising RTF Cash in 2014
December 17, 2013 (posted Jan 5); Meter Reader: Marathon Oil (MRO) - New CEO Accelerates Shale Growth
December 10, 2013 (posted Dec 29); Meter Reader: Fraccing Investment Strategy
December 3, 2013 (posted Dec 22); Meter Reader: Lukoil (LUKOY) - Low McDep Ratio Emerging Market Stock

November 2013

November 26, 2013 (posted Dec 15); Meter Reader: Devon Energy (DVN) - Acquires $6 Billion Eagle Ford Position
November 19, 2013 (posted Dec 8); Meter Reader: Continental Resources (CLR) - High Density "Ears Back" Drilling Pace
November 12, 2013 (posted Dec 1); Meter Reader: Cimarex Energy (XEC) - Raise NPV to $125 on Permian Productivity
November 5, 2013 (posted Nov 24); Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Time to Explore New Options

September 2013

October 29, 2013 (posted Nov 17); Meter Reader: Whiting Petroleum (WLL) - Fracking Productivity Leaps 50%
October 22, 2013 (posted Nov 10); Meter Reader: Devon Energy (DVN) - Transaction Doubles Midstream Value
October 15, 2013 (posted Nov 3); Meter Reader: U.S. Natural Gas Net Exports by 2018
October 8, 2013 (posted Oct 27); Meter Reader: U.S. Energy Independence Anticipation Advancing
October 1, 2013 (posted Oct 20); Meter Reader: Sharpen Focus to Wider Public Ownership and Lower Debt

September 2013

September 24, 2013 (posted Oct 13); Meter Reader: ExxonMobil (XOM) - Fracking Firms Long-Term Value
September 17, 2013 (posted Oct 6); Meter Reader: ConocoPhillips (COP) - Fracking Upside in Eagle Ford, Bakken and Permian
September 10, 2013 (posted Sep 29); Meter Reader: Occidental Petroleum (OXY) - Permian Late Bloomer
September 3, 2013 (posted Sep 22); Meter Reader: Lukoil (LUKOY) - Competitive Trends at Half Price

August 2013

August 20, 27: Meter Reader on vacation
August 13, 2013 (posted Sep 1); Meter Reader: Devon Energy (DVN) - Raise NPV to $100 from $92 on Oil Gains
August 6, 2013 (posted Aug 25); Meter Reader: Royal Dutch Shell plc (RDSA) - Value Choice after Latest Results

July 2013

July 30, 2013 (posted Aug 18); Meter Reader: Buy Encana (ECA), Hold Imperial (IMO)
July 23, 2013 (posted Aug 11); Meter Reader: Woodside (WOPEY) - Distributing LNG Cash
July 16, 2013 (posted Aug 4); Meter Reader: Canadian Oil Sands Ltd, Suncor - Buy COSWF, Hold SU
July 9, 2013 (posted Jul 28); Meter Reader: Marathon Oil (MRO) - Bakken Strengthens
July 2, 2013 (posted Jul 21); Meter Reader: Large Cap Oil and Gas Strategy

June 2013

June 25, 2013 (posted Jul 14); Meter Reader: Reduce Long-Term Oil Price to $90 a Barrel
June 18, 2013 (posted Jul 7); Meter Reader: Suncor Energy (SU) - Conservative Growth and Income
June 11, 2013 (posted Jun 30); Meter Reader: ExxonMobil (XOM) - 5% a Year Growth per Share
June 4, 2013 (posted Jun 23); Meter Reader: Devon Energy (DVN) - Natural Gas Strength, Oil Growth

May 2013

May 28, 2013 (posted Jun 16); Meter Reader: Lukoil (LUKOY) - 20% Dividend Increase
May 21, 2013 (posted Jun 9); Meter Reader: Imperial Oil (IMO) - Timely on Bitumen Price
May 14, 2013 (posted Jun 2); Meter Reader: EOG Resources (EOG) - Raise NPV to $180 on More Big Wells
May 7, 2013 (posted May 26); Meter Reader: Royal Dutch Shell plc (RDSA) - Raise NPV to $110 from $102

April 2013

April 30 2013 (posted May 19); Meter Reader: Total (TOT) - Recovery Potential
April 23, 2013 (posted May 12); Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Long-Term Oil Investment
April 16, 2013 (posted May 5); Meter Reader: Chevron (CVX) - Deflation Resistance
April 9, 2013 (posted Apr 28); Meter Reader: Marathon Oil (MRO) - Shale Oil and Global Exploration
April 2, 2013 (posted Apr 21); Meter Reader: Occidental Petroleum (OXY) - Six-Year Oil Price Returns to Uptrend

March 2013

March 26, 2013 (posted Apr 14); Meter Reader: PetroChina (PTR) - Reduce NPV to $180 from $210 on Price Controls
March 19, 2013 (posted Apr 7); Meter Reader: Lukoil (LUKOY) - Emerging Oil Capitalists
March 12, 2013 (posted Mar 31); Meter Reader: ExxonMobil (XOM) - Energy Anchor
March 5, 2013 (posted Mar 24); Meter Reader: EOG Resources (EOG) - Raise NPV to $160 from $145 on Shale Oil

February 2013

February 26, 2013 (posted Mar 17); Meter Reader: Suncor Energy (SU) - Keystone Decision Beneficiary
February 19, 2013 (posted Mar 10); Meter Reader: Encana (ECA) - Survived the Downside, Ready for the Upside
February 12, 2013 (posted Mar 3); Meter Reader: Imperial Oil (IMO) - New Volume Imminent
February 5, 2013 (posted Feb 24); Meter Reader: ConocoPhillips (COP) - Raise NPV to $105 from $96 on Performance

January 2013

January 29, 2013 (posted Feb 17); Meter Reader: Crude Oil Price - North American Advantage
January 22, 2013 (posted Feb 10); Meter Reader: Woodside Petroleum (WOPEY) - Politically-Secure, Clean Fuel Supplier
January 15, 2013 (posted Feb 3); Meter Reader: Encana (ECA) - Eresman Exits
January 8, 2013 (posted Jan 27); Meter Reader: Devon Energy (DVN) - Quality North American Oil and Gas Supplier
January 1, 2013 (posted Jan 20); Meter Reader: Energy Weighting after 2012

December 2012

December 25, 2012 (posted Jan 13); Meter Reader: Valuation Rankings
December 18, 2012 (posted Jan 6); Meter Reader: Statoil (STO) - Profitable Reinvestment
December 11, 2012 (posted Dec 30); Meter Reader: Cenovus Energy (CVE) - Canada Approves CNOOC and Petronas Deals
December 4, 2012 (posted Dec 23); Meter Reader: Bigger Bakken Shale Oil

November 2012

November 27, 2012 (posted Dec 16); Meter Reader: ExxonMobil (XOM) - Making Money One Way or Another
November 20, 2012 (posted Dec 9); Meter Reader: Marathon Oil (MRO) - Raise NPV to $60 from $54 on Volume
November 13, 2012 (posted Dec 2); Meter Reader: EOG Resources (EOG) - Raise NPV to $145 on Eagle Ford Monster Wells
November 6, 2012 (posted Nov 25); Meter Reader: Encana (ECA) - Stock Trending with Natural Gas Price

October 2012

October 30, 2012 (posted Nov 18); Meter Reader: Canadian Oil Sands (COSWF) - Discounted Pure Play on North American Oil with Income
October 23, 2012 (posted Nov 11); Meter Reader: Petrobras (PBR) - Stock Price Recovering
October 16, 2012 (posted Nov 4); Meter Reader: Royal Dutch Shell (RDS) - Clean Energy for Global Growth
October 9, 2012 (posted Oct 28); Meter Reader: Imperial Oil (IMO) - Kearl, Downstream and Syncrude
October 2, 2012 (posted Oct 21); Meter Reader: Chevron (CVX) - Top Performer Shows Further Promise

September 2012

September 25, 2012 (posted Oct 14); Meter Reader: ConocoPhillips (COP) - Thriving Shale Oil, Potential Shale Gas
September 18, 2012 (posted Oct 7); Meter Reader: Devon Energy (DVN) - Barnett Shale to Permian and Beyond
September 11, 2012 (posted Sep 30); Meter Reader: Thrive and Survive in Oil and Gas Investments
September 4, 2012 (posted Sep 23); Meter Reader: Lukoil (LUKOY) - Proven Competitor, Uncommon Value

August 2012

August 28, 2012 (posted Sep 16); Meter Reader: PetroChina (PTR) - Pent-Up Profits
August 21, 2012 (posted Sep 9); Meter Reader: Total (TOT) - Buy $100 NPV for $50 Stock Price
August 14, 2012 (posted Sep 2); Meter Reader: Anadarko (APC) - Raise NPV to $100 as Growth Trumps Legal Issues
August 7, 2012 (posted Aug 26); Meter Reader: Suncor Energy (SU) - New CEO, New Focus on Shareholder Return

July 2012

July 31, 2012 (posted Aug 19); Meter Reader: Occidental Petroleum (OXY) - California Oil Growth Accelerates
July 24, 2012 (posted Aug 12); Meter Reader: CNOOC (CEO) to Acquire Nexen (NXY) at 0.93 McDep
July 17, 2012 (posted Aug 5); Meter Reader: ExxonMobil (XOM) - Low U.S. Energy Price Outperformer
July 10, 2012 (posted Jul 29); Meter Reader: Marathon Oil (MRO) - Shale Growth, Dollar Hedge
July 3, 2012 (posted Jul 22); Meter Reader: Gazprom (OGZPY) - Dividend Double Approved

June 2012

June 26, 2012 (posted Jul 15); Meter Reader: Statoil (STO) - Financially Strong Norse Explorer
June 19, 2012 (posted Jul 8); Meter Reader: Cenovus (CVE) - Deep Oil Sands Growth at Lower Price
June 12, 2012 (posted Jul 1); Meter Reader: Petrobras (PBR) - Deep Water Oil Growth at Deeply Depressed Stock Price
June 5, 2012 (posted Jun 24); Meter Reader: Woodside Petroleum Ltd. (WOPEY) - Pluto LNG Delivering

May 2012

May 29 Meter Reader not published while we were traveling in Australia
May 22, 2012 (posted Jun 10); Meter Reader: Buy Natural Gas and Oil on Gloomy Sentiment - XOM, LUKOY, EOG, ECA
May 15, 2012 (posted Jun 3); Meter Reader: EOG Resources (EOG) - Raise NPV to $130 a Share on Volume
May 8, 2012 (posted May 29); Meter Reader: Encana (ECA) - Long-Term Natural Gas Appeal
May 1, 2012 (posted May 20); Meter Reader: Royal Dutch Shell (RDS) - LNG and GTL Profit Gains

April 2012

April 24, 2012 (posted May 13); Meter Reader: Woodside Petroleum (WOPEY - Pluto LNG Imminent
April 17, 2012 (posted May 6); Meter Reader: ConocoPhillips (COP) - Largest North American Independent Producer Debut
April 10, 2012 (posted Apr 29); Meter Reader: Devon Energy (DVN) - Shale Oil Excitement at a Favorite Value Stock
April 3, 2012 (posted Apr 22); Meter Reader: PetroChina (PTR) - Global Growth in Oil and Gas

March 2012

March 27, 2012 (posted Apr 15); Meter Reader: IMO, COSWF - Optimism on Kearl and Syncrude
March 20, 2012 (posted Apr 8); Meter Reader: Chevron (CVX) - Investing in Australian LNG for Growth
March 13, 2012 (posted Apr 1); Meter Reader: ExxonMobil (XOM) - Renewable Energy Cash Flow
March 6, 2012 (posted Mar 25); Meter Reader: Imperial Oil (IMO) - Kearl Startup Late This Year

February 2012

February 28, 2012 (posted Mar 18); Meter Reader: ConocoPhilllips (COP) - Shale Oil Growth with Alaska Upside
February 21, 2012 (posted Mar 11); Meter Reader: Gazprom (OGZPY) - Dividend Double Expected
February 14, 2012 (posted Mar 4); Meter Reader: Total (TOT) - Sharpening Competitive Edge
February 7, 2012 (posted Feb 26); Meter Reader: Chevron (CVX) - Oil Price Trend Improving

January 2012

January 31, 2012 (posted Feb 19); Meter Reader: Occidental Petroleum (OXY) - Delivering U.S. Oil Results
January 24, 2012 (posted Feb 12); Meter Reader: Suncor Energy (SU) - Oil as a Political Weapon against Canada
January 17, 2012 (posted Feb 5); Meter Reader: Marathon Oil (MRO) - Oil Resources and Shale Growth
January 10, 2012 (posted Jan 29); Meter Reader: PetroChina (PTR) - A Bit More Free Market Capitalism
January 3, 2012 (posted Jan 22); Meter Reader: Shale Deals for DVN/Sinopec and TOT/CHK

December 2011

December 27, 2011 (posted Jan 15); Meter Reader: Natural Gas Buys and Contrarian Buys for 2012
December 20, 2011 (posted Jan 8); Meter Reader: Centenarians Win Large Cap Race in 2011
December 13, 2011 (posted Jan 1); Meter Reader: No Fluff
December 6, 2011 (posted Dec 25); Meter Reader: Buy ConocoPhillips (COP) Ahead of Downstream Spinoff

November 2011

November 29, 2011 (posted Dec 18); Meter Reader: Oil and Gas Undervalued in Lukoil(LUKOY) and Gazprom (OGZPY)
November 22, 2011 (posted Dec 11); Meter Reader: ExxonMobil (XOM) - Stash Your Cash in ExxonMobil Stock
November 15, 2011 (posted Dec 4); Meter Reader: Buy Canadian Oil Producers on U.S. Presidential Disappointment
November 8, 2011 (posted Nov 27); Meter Reader: U.S. Independent Shale Buys - DVN, EOG, OXY, MRO
November 1, 2011 (posted Nov 20); Meter Reader: Royal Dutch Shell (RDS) -Raise NPV to $102 from $96 on Reappearing Luster

October 2011

October 25, 2011 (posted Nov 13); Meter Reader: Encana and Petrobras Most Out-of-Favor Buys
October 18, 2011 (posted Nov 6); Meter Reader: Anadarko and BP Settle Oil Spill Dispute
October 11, 2011 (posted Oct 30); Meter Reader: Ideal for Deals
October 4, 2011 (posted Oct 23); Meter Reader: Statoil (STO) - Giant North Sea Oil Discovery

September 2011

September 27, 2011 (posted Oct 16); Meter Reader: Stocks Pricing Long-Term Oil at $60 a Barrel
September 20, 2011 (posted Oct 9); Meter Reader: 20% More Oil for the Buck
September 13, 2011 (posted Oct 2); Meter Reader: EOG Resources (EOG) - Horizontal Leads Renewed U.S. Oil Growth
September 6, 2011 (posted Sep 25); Meter Reader: Lukoil (LUKOY) - Capitalist Success with Upside

August 2011

August 30, 2011 (posted Sep 18); Meter Reader: PetroChina (PTR) - China Growth at Low Stock Market Value
August 23, 2011 (posted Sep 11); Meter Reader: Petrobras (PBR) - Product Price Controls Delay Cash Growth
August 16, 2011 (posted Sep 4); Meter Reader: Canadian Oil Sands (COSWF) - Undervalued Laggard
August 9, 2011 (posted Aug 28); Meter Reader: Buy Oil and Gas on the Decline
August 2, 2011 (posted Aug 21); Meter Reader: Total (TOT) - Lower NPV to $100 from $111 on Cash Flow Margin

July 2011

July 26, 2011 (posted Aug 14); Meter Reader: Encana (ECA) - High Margin at Low Natural Gas Price
July 19, 2011 (posted Aug 7); Meter Reader: ConocoPhillips (COP) - Downstream Spinoff in 2012
July 12, 2011 (posted Aug 1); Meter Reader: Shale Strategy III
July 5, 2011 (posted Jul 24); Meter Reader: Devon Energy (DVN) - Thermal Oil Growth in Canada

June 2011

June 28, 2011 (posted Jul 17); Meter Reader: Marathon Oil (MRO) - Buy New U.S. Independent Producer
June 21, 2011 (posted Jul 10); Meter Reader: Woodside Petroleum (WOPEY) - Remove Buy on Costs and Delay
June 14, 2011 (posted Jul 3); Meter Reader: Cenovus Energy (CVE) - Accelerating Deep Oil Sands
June 7, 2011 (posted Jun 26); Meter Reader: Imperial Oil (IMO) - Double Oil Production by 2020

May 2011

May 31, 2011 (posted Jun 19); Meter Reader: Occidental Petroleum (OXY) - Triple California Oil by 2020
May 23, 2011 (posted Jun 12); Meter Reader: Statoil (STO) - Nordic Oil and Gas Stalwart
May 17, 2011 (posted Jun 5); Meter Reader: Petrobras (PBR) - Out-of-Favor Oil Growth
May 10, 2011 (posted May 29); Meter Reader: EOG Resources (EOG) - High-Profit Light Sweet North American Oil
May 3, 2011 (posted May 22); Meter Reader: Total (TOT) - Profiting Outside U.S.

April 2011

April 26, 2011 (posted May 15); Meter Reader: Sell in May? No Way
April 19, 2011 (posted May 8); Meter Reader: Devon Energy (DVN) - Rich Resources, Low McDep, Low Debt
April 12, 2011 (posted May 1); Meter Reader: ConocoPhillips (COP) - Bad Government Actions Good for Oil Profits
April 5, 2011 (posted Apr 24); Meter Reader: Chevron (CVX) - Raise NPV to $154 a Share from $146

March 2011

March 29, 2011 (posted Apr 17); Meter Reader: ExxonMobil - Natural Gas Enhanced by Nuclear
March 22, 2011 (posted Apr 10); Meter Reader: Overlooked Oil in PTR Stock
March 15, 2011 (posted Apr 3); Meter Reader: Lukoil (LUKOY) and Russia Ride the Rise of Oil
March 8, 2011 (posted Mar 27); Meter Reader: Favor COSWF on Price Blowout, End Buy on CNQ
March 1, 2011 (posted Mar 20); Meter Reader: Cenovus Energy (CVE) - High Growth in Deep Oil Sands

February 2011

February 22, 2011 (posted Mar 13); Meter Reader: Gazprom nearer Accord on Natural Gas to China
February 15, 2011 (posted Mar 6); Meter Reader: TOT, STO, RD Pay High Dividends from Global Growth
February 8, 2011 (posted Feb 27); Meter Reader: International Natural Gas Price Boosts Gazprom and Statoil
February 1, 2011 (posted Feb 20); Meter Reader: Rising Trends for XOM, CVX, COP

January 2011

January 25, 2011 (posted Feb 13); Meter Reader: Surprising Strength in Refining
January 18, 2011 (posted Feb 6); Meter Reader: Marathon Oil Spinoff May Boost Value 27%
January 11, 2011 (posted Jan 30); Meter Reader: Imperial Accelerating Oil Growth
January 4, 2011 (posted Jan 23); Meter Reader: Restore Buy on Petrobras for Oil Growth

December 2010

December 28, 2010 (posted Jan 16); Meter Reader: Raise Long-Term Oil Price to $100
December 21, 2010 (posted Jan 9); Meter Reader: Carl Icahn Owns 5.8% of Chesapeake Energy
December 14, 2010 (posted Jan 2); Meter Reader: A Few Good Contrarian Buys Left
December 7, 2010 (posted Dec 26); Meter Reader: Cash Machines

November 2010

November 30, 2010 (posted Dec 19); Meter Reader: Free Money Enhances Energy Outlook for 2011
November 23, 2010 (posted Dec 12); Meter Reader: A Little Life in Natural Gas Price and Refining Margin
November 16, 2010 (posted Dec 5); Meter Reader: Petrobras (PBR) - Digesting Record Stock Offering
November 9, 2010 (posted Nov 28); Meter Reader: Breakout from a Long Stock Price Base
November 2, 2010 (posted Nov 21); Meter Reader: Political Trends Turning for ExxonMobil

October 2010

October 26, 2010 (posted Nov 17); Meter Reader: Euro Oil Income Buys
October 19, 2010 (posted Nov 7); Meter Reader: Invest 30-40% in Natural Gas, Half in Oil
October 12, 2010 (posted Oct 31); MR: EOG Resources Leads in Eagle Ford Shale
October 5, 2010 (posted Oct 24); MR: Canadian Oil Sands Trust - Investment Appeal and Cross Currents

September 2010

September 28, 2010 (posted Oct 17); Meter Reader: Reload Oil Stock Classics
September 21, 2010 (posted Oct 10); Meter Reader: Petrobras - Record Deal, Reasonable Price
September 14, 2010 (posted Oct 3); Meter Reader: Promise of High Oil Returns
September 7, 2010 (posted Sep 26); Meter Reader: Russian Growth - Gazprom for Natural Gas, Lukoil for Oil

August 2010

August 31, 2010 (posted Sep 19); Meter Reader: PetroChina - Leader in Largest Energy Economy
August 24, 2010 (posted Sep 12); Meter Reader: Raise NPV for CEO on Volume and Profit
August 17, 2010 (posted Sep 5); Meter Reader: Raise NPV for ECA and CNQ on Probable Reserves
August 10, 2010 (posted Aug 29); Meter Reader: Large Cap U.S. Producer Buys
August 3, 2010 (posted Aug 22); Meter Reader: Results Reinforce Euro and U.S. Buys

July 2010

July 27, 2010 (posted Aug 15); Meter Reader: Woodside Petroleum (WOPEY) - Double LNG in 2011
July 20, 2010 (posted Aug 8); Meter Reader: ExxonMobil - Stock Turning Up
July 13, 2010 (posted Aug 1); Meter Reader: Abundant Value
July 6, 2010 (posted Jul 25); MR: EOG Resources - Raise NPV to $120 from $92 a Share

June 2010

June 29, 2010 (posted Jul 18); Meter Reader: Value in Developing Country Growth
June 22, 2010 (posted Jul 11); Meter Reader: Cenovus Quintuple in Deep Oil Sands
June 15, 2010 (posted Jul 4); Meter Reader: Onshore On, Offshore Off
June 8, 2010 (posted Jun 27); Meter Reader: U.S. Independent Producers Unlocking Resources
June 1, 2010 (posted Jun 20); Meter Reader: Long-Life Resources in Canada

May 2010

May 25, 2010 (posted Jun 13); Meter Reader: Large Caps Go Contrarian
May 18, 2010 (posted Jun 6); Meter Reader: European Oil for Contrarians
May 11, 2010 (posted May 30); Meter Reader: U.S. Integrated Oil in New Trend
May 4, 2010 (posted May 23); Meter Reader: Oil Spill and BP Stock Spill

April 2010

April 27, 2010 (posted May 16); Meter Reader: Undervalued Income Stocks
April 20, 2010 (posted May 9); Meter Reader: Southwestern Energy - Shale Gas Slowdown
April 13, 2010 (posted May 2); Meter Reader: Syncrude Priced at a McDep Ratio of 0.96
April 6, 2010 (posted Apr 25); Meter Reader: Canadian Values

March 2010

March 30, 2010 (posted Apr 18); Meter Reader: Lower COP NPV to $95 from $105
March 23, 2010 (posted Apr 11); Meter Reader: Raise EnCana NPV to $42 from $35 on Contingent Resources
March 16, 2010 (posted Apr 4); Meter Reader: ExxonMobil and Chevron See Upstream Growth
March 9, 2010 (posted Mar 28); Meter Reader: Upside in Anadarko's Oil and Gas Portfolio
March 2, 2010 (posted Mar 21); Meter Reader: Oil Growth of 70% to 2020 for COSWF

February 2010

February 23, 2010 (posted Mar 14); Meter Reader: Cheap Oil
February 16, 2010 (posted Mar 7); Meter Reader: Free Downstream in Stock Prices
February 9, 2010 (posted Feb 28); Meter Reader: Designate Seven More Contrarian Buys
February 2, 2010 (posted Feb 21); Meter Reader: Create Contrarian Buy Category

January 2010

January 26, 2010 (posted Feb 14); Meter Reader: A Few Price Flags
January 19, 2010 (posted Feb 7); Meter Reader: Buy Canadian Oil and Gas Producers
January 12, 2010 (posted Jan 31); Meter Reader: Buy Devon, Rebalance EOG Resources
January 5, 2010 (posted Jan 24); Meter Reader: Natural Gas and Oil for the 2010s

December  2009

December 29, 2009 (posted Jan 17); MR: Woodside Petroleum - Buy for Australian LNG
December 22, 2009 (posted Jan 10); Meter Reader: Exxquisite Timing
December 15, 2009 (posted Jan 3); Meter Reader: ExxonMobil Offers $52 a Share for XTO Energy
December 8, 2009 (posted Dec 27); Meter Reader: Petrobras - Buy for Long-Term Growth
December 1, 2009 (posted Dec 20); Meter Reader: Buy EnCana, Buy Cenovus

November  2009

November 24, 2009 (posted Dec 13); Meter Reader: Natural Gas Price Trend Signals More Patience
November 17, 2009 (posted Dec 6); Meter Reader: BG Group - Oil Price Trend Validates Offshore Brazil
November 10, 2009 (posted Nov 29); Meter Reader: Political Pressure on Natural Gas Price
November 3, 2009 (posted Nov 22); Meter Reader: Buy China Oil and Gas

October  2009

October 27, 2009 (posted Nov 15); Meter Reader: Return of Defensive Rebalancing
October 20, 2009 (posted Nov 8); Meter Reader: Europe Oil Stock Bargains
October 13, 2009 (posted Nov 1); Meter Reader: Bargains in U.S. Integrated Oil Stocks
October 6, 2009 (posted Oct 25); Meter Reader: Suncor (SU) - Evaluating Oil Sands Strategy

September  2009

September 29, 2009 (posted Oct 18); Meter Reader: My Trip to Russia
September 22, 2009 (posted Oct 11); Meter Reader: Replaying Energy Regulation in Russia
September 15, 2009 (posted Oct 4); Meter Reader: Encana (ECA) - Creating Oil Sands Prize
September 8, 2009 (posted Sep 27); Meter Reader: Getting Oil Sands Right
September 1, 2009 (posted Sep 20); Meter Reader: ExxonMobil Stock May Be Timely

August  2009

August 11, 2009 (posted Aug 30); Meter Reader: North American Natural Gas Buys
August 4, 2009 (posted Aug 23); Meter Reader: High Quality Energy Investment

July  2009

July 28, 2009 (posted Aug 16); Meter Reader: Restore Buy on Chevron (CVX)
July 21, 2009 (posted Aug 9); Meter Reader: China Buying Oil and Gas (CEO, PTR)
July 14, 2009 (posted Aug 2); Meter Reader: Reduce PV of North American Natural Gas 20%
July 7, 2009 (posted Jul 26); Meter Reader: Mr. Obama Goes to Moscow

June  2009

June 30, 2009 (posted Jul 19); Meter Reader: Natural Gas Innovators' Dilemma
June 23, 2009 (posted Jul 12); Meter Reader: Constructive on Marathon Oil
June 16, 2009 (posted Jul 5); Meter Reader: Long-Term Natural Gas in Uptrend
June 9, 2009 (posted Jun 28); Meter Reader: Energy Policy Warning
June 2, 2009 (posted Jun 21); Meter Reader: Restore Buys for MRO, BP and RDS

May  2009

May 26, 2009 (posted Jun 14); Meter Reader: Lagging U.S. Integrated Oil Stocks
May 19, 2009 (posted Jun 7); Meter Reader: Track the Cash
May 12, 2009 (posted May 31); Meter Reader: Restore Buys on Occidental (OXY) and (LUKOY)
May 5, 2009 (posted May 24); Meter Reader: New Buys on Stock Price Uptrend

April  2009

April 28, 2009 (posted May 17); Meter Reader: Russian Stocks Acting Better
April 21, 2009 (posted May 10); Meter Reader: Oil and Gas below Replacement Cost
April 14, 2009 (posted May 3); Meter Reader: Six-Year Natural Gas Holding above Low Price
April 7, 2009 (posted Apr 26); Meter Reader: Preparing to Meet

March  2009

March 31, 2009 (posted Apr 19); Meter Reader: Spring Arrives Every Year
March 24, 2009 (posted Apr 12); Meter Reader: Canada Deals
March 17, 2009 (posted Apr 5); Meter Reader: New Oil Price Advance Started
March 10, 2009 (posted Mar 29); Meter Reader: ExxonMobil's Supreme Test
March 3, 2009 (posted Mar 22); Meter Reader: Home of the Brave

February  2009

February 24, 2009 (posted Mar 15); Meter Reader: Buy EOG, Hold XTO
February 17, 2009 (posted Mar 8); Meter Reader: Long-Term Oil Supply Decllining
February 10, 2009 (posted Mar 1); Meter Reader: Optimism Creeping Back
February 3, 2009 (posted Feb 22); Meter Reader: Low Price for Natural Gas

January  2009

January 27, 2009 (posted Feb 15); Meter Reader: ExxonMobil Leading the Bull Charge
January 20, 2009 (posted Feb 8); Meter Reader: Buy ECA and COSWF among Canadian Producers
January 13, 2009 (posted Feb 1); Meter Reader: Buy STO and TOT among European Producers
January 6, 2009 (posted Jan 25); Meter Reader: Buy COP and XOM among U.S. Integrated Producers

December  2008

December 30, 2008 (posted Jan 18); Meter Reader: Own Independent Producers for Natural Gas
December 23, 2008 (posted Jan 11); Meter Reader: Small Cap, Large Price Change
December 16, 2008 (posted Jan 4); Meter Reader: Transition Phase
December 9, 2008 (posted Dec 28); Meter Reader: China/Russia Oil and Gas for Growth
December 2, 2008 (posted Dec 21); Meter Reader: European Oils for Dividends

November  2008

November 25, 2008 (posted Dec 14); Meter Reader: Canada on Sale
November 18, 2008 (posted Dec 7); Meter Reader: Natural Gas Buys - DVN, ECA, and XTO
November 11, 2008 (posted Nov 30); Meter Reader: U.S. Integrated Oil Leaders - COP, CVX, XOM
November 4, 2008 (posted Nov 23); Meter Reader: Election Day

October  2008

October 28, 2008 (posted Nov 16); Meter Reader:Oil in the Stock Market for $40 a Barrel
October 21, 2008 (posted Nov 9); Meter Reader: Look Ahead
October 14, 2008 (posted Nov 2); Meter Reader: Restore Four Buy Recommendations
October 7, 2008 (posted Oct 26); Meter Reader: Buy Hugoton Royalty Trust amid Financial Panic

September  2008

September 30, 2008 (posted Oct 19); Meter Reader: Buy Cimarex after Record Decline for Stock Prices
September 23, 2008 (posted Oct 12); Meter Reader: Storm Tested
September 16, 2008 (posted Oct 5); Meter Reader: Deep Water Brazil
September 16, 2008 (posted Sep 28); Meter Reader Flash: Reinstate Five  Buy Recommendations
September 9, 2008 (posted Sep 28); Meter Reader: Now What?
September 5, 2008 (posted Sep 28); Meter Reader Flash: Suspend Buy Recommendations
September 2, 2008 (posted Sep 21); Meter Reader: Obama for Natural Gas

August 2008

August 26, 2008 (posted Sep 14); Meter Reader: Russian Rebalance
August 19, 2008 (posted Sep 7); Meter Reader: Five Years of Oil Price in Stock Price
August 12, 2008 (posted Aug 31); Meter Reader: Producers Below 1982 Values
August 5, 2008 (posted Aug 24); Meter Reader: Takeover Climate

July 2008

July 29, 2008 (posted Aug 17); Meter Reader: Oil and Stocks Diverge
July 22, 2008 (posted Aug 10); Meter Reader: McDep Ratio Says Buy
July 15, 2008 (posted Aug 3); Meter Reader: Forty Percent Premium for Natural Gas Explorer
July 8, 2008 (posted Jul 27); Meter Reader: Chesapeake Energy - Haynesville Natural Gas
July 1, 2008 (posted Jul 20); Meter Reader: Gazprom - Cheap Natural Gas

June 2008

June 24, 2008 (posted Jul 13); Meter Reader: Small Cap Surge
June 17, 2008 (posted Jul 6); Meter Reader: Shale Gas
June 10, 2008 (posted Jun 29); Meter Reader: NASDAQ 5000, Oil 500
June 3, 2008 (posted Jun 15); Meter Reader: Summer Crack

May 2008

May 27, 2008 (posted Jun 8); Meter Reader: Bullish Encore
May 20, 2008 (posted Jun 1); Meter Reader: Scenario 1978-1980-1982
May 13, 2008 (posted May 25); Meter Reader: Raise Present Value for $100 Oil
May 6, 2008 (posted May 18); Meter Reader: Déjà vu 1980

April 2008

April 29, 2008 (posted May 11); Meter Reader: New High for Global Supply
April 22, 2008 (posted May 4); Meter Reader: Sold Out
April 15, 2008 (posted Apr 27); Meter Reader: BioFuel and Oil Price
April 8, 2008 (posted Apr 20); Meter Reader: Birchcliff and Chesapeake
April 1, 2008 (posted Apr 13); Meter Reader: Producer Winners, Integrated Values

March 2008

March 25, 2008 (posted Apr 6); Meter Reader: Downstream Spring
March 18, 2008 (posted Mar 30); Meter Reader: Upstream Trends Up
March 11, 2008 (posted Mar 23); Meter Reader: Buy Major Oil Mega Caps
March 4, 2008 (posted Mar 16); Meter Reader: Natural Gas Breakout

February 2008

February 26, 2008 (posted Mar 9); Meter Reader: 12-Year Natural Gas Futures Debut
February 19, 2008 (posted Mar 2); Meter Reader: Momentum Bargains
February 12, 2008 (posted Feb 24); Meter Reader: In Energy We Trust
February 5, 2008 (posted Feb 17); Meter Reader: Buy PetroChina

January 2008

January 29, 2008 (posted Feb 10); Meter Reader: Buy Large Cap Natural Gas
January 22, 2008 (posted Feb 3); Meter Reader: Small Caps on Sale
January 15, 2008 (posted Jan 27); Meter Reader: Price Momentum in Six-Year Natural Gas
January 8, 2008 (posted Jan 20); Meter Reader: $18 LNG, $8 Nymex

December 2007

December 31, 2007 (posted Jan 13); Meter Reader: 2002 Buys Gain 40% a Year
December 24, 2007 (posted Jan 6); Meter Reader: Election year 2008
December 18, 2007 (posted Dec 30); Meter Reader: Raise Oil Present Value 15%
December 11, 2007 (posted Dec 23); Meter Reader: GasPutin for Investors
December 4, 2007 (posted Dec 16); Meter Reader: Weighting for Winners

November 2007

November 27, 2007 (posted Dec 9); Meter Reader: Alaska Avarice
November 20, 2007 (posted Dec 2); Meter Reader: U.K. Natural Gas Futures Price Triples
November 13, 2007 (posted Nov 25); Meter Reader: Fuel and Geography
November 6, 2007 (posted Nov 18); Meter Reader: Desert Deep Throat

October 2007

October 30, 2007 (posted Nov 11); Meter Reader: $90 Oil and Alberta Tax
October 23, 2007 (posted Nov 4); Meter Reader: China Omen
October 16, 2007 (posted Oct 28); Meter Reader: The Black Swan
October 9, 2007 (posted Oct 21); Meter Reader: Oil Stocks Lead Natural Gas Stocks
October 2, 2007 (posted Oct 14); Meter Reader: Peak Oil is Here

September 2007

September 25, 2007 (posted Oct 7); Meter Reader: The Long-Term Energy Squeeze
September 18, 2007 (posted Sep 30); Meter Reader: Downstream on Moving Average
September 11, 2007 (posted Sep 23); Meter Reader: China Natural Gas Price Breakthrough
September 4, 2007 (posted Sep 16); Meter Reader: Oil Looking Up

August 2007

August 14, 2007 (posted Aug 26); Meter Reader: Refresh and Reload
August 7, 2007 (posted Aug 19); Meter Reader: Buy Something

July 2007

July 31, 2007 (posted Aug 12); Meter Reader: Value Growth
July 24, 2007 (posted Aug 5); Meter Reader: Europe Wants Natural Gas Again
July 17, 2007 (posted Jul 29); Meter Reader: Understated U.S. Oil Benchmark
July 10, 2007 (posted Jul 22); Meter Reader: Natural Gas Price Extremely Low
July 3, 2007 (posted Jul 15); Meter Reader: New Oil Sands Breakeven - $50 a Barrel

June 2007

June 26, 2007 (posted Jul 8); Meter Reader: Our Friend, the Trend
June 19, 2007 (posted Jul 1); Meter Reader: Oil Rich Country
June 12, 2007 (posted Jun 24); Meter Reader: Kovykta Kontroversy
June 6, 2007 (posted Jun 17); Meter Reader: Enhance Performance with McDep Ratio

May 2007

May 29, 2007 (posted Jun 10); Meter Reader: Raise Present Value for $66 Long-Term Oil
May 22, 2007 (posted Jun 3); Meter Reader: Refining Rewards and Risks
May 15, 2007 (posted May 27); Meter Reader: Peak Oil Test Looming
May 8, 2007 (posted May 20); Meter Reader: Russian Value
May 1, 2007 (posted May 13); Meter Reader: Deals and Debacles

April 2007

April 24, 2007 (posted May 6); Meter Reader: Stealth Oil Price Trend
April 17, 2007 (posted Apr 29); Meter Reader: Synchronized
April 10, 2007 (posted Apr 22); Meter Reader: Practical Carbon Economics
April 3, 2007 (posted Apr 15); Meter Reader: Ultimate Carbon Economics

March 2007

March 27, 2007 (posted Apr 8); Meter Reader: Hu Jintao Visits Vladimir Putin
March 20, 2007 (posted Apr 1); Meter Reader: Refined Oil Products Price Points Up
March 13, 2007 (posted Mar 25); Meter Reader: ExxonMobil: Impressive Volume, Impressive Return
March 6, 2007 (posted Mar 11); Meter Reader: Stock Price Down, Natural Gas Price Up

February 2007

February 27, 2007 (posted Mar 4); Meter Reader: The Government's Bullish Oil Price Forecast
February 20, 2007 (posted Feb 25); Meter Reader: Oil Sands Tax Review
February 13, 2007 (posted Feb 18); Meter Reader: Trend Change or Winter Peak?
February 6, 2007 (posted Feb 11); Meter Reader: Organization of Natural Gas Exporting Countries

January 2007

January 30, 2007 (posted Feb 4); Meter Reader: Cantarell over the Cliff
January 23, 2007 (posted Jan 28); Meter Reader: Clues from Price Patterns
January 16, 2007 (posted Jan 21); Meter Reader: Minimal Spare Oil Capacity
January 9, 2007 (posted Jan 14); Meter Reader: Oil above $60
January 2, 2007 (posted Jan 8); Meter Reader: Expected Return in 2007

December 2006

December 26, 2006 (posted Jan 1); Meter Reader: Respectable Return in 2006
December 19, 2006 (posted Dec 24); Meter Reader: Happy Holideals
December 12, 2006 (posted Dec 17); Meter Reader: Four More Years
December 5, 2006 (posted Dec 10); Meter Reader: Six-Year Oil Rebounds

November 2006

November 28, 2006 (posted Dec 3); Meter Reader: U.S./China Dollar Devaluation Accelerates
November 21, 2006 (posted Nov 26); Meter Reader: Natural Gas Warming Investors
November 14, 2006 (posted Nov 19); Meter Reader: Downstream Cash
November 7, 2006 (posted Nov 12); Meter Reader: Election Day

October 2006

October 31, 2006 (posted Nov 5); Meter Reader: Small Cap Upside
October 24, 2006 (posted Oct 29); Meter Reader: Shell Canada at 0.99 McDep Ratio on Buyout Bid
October 17, 2006 (posted Oct 22); Meter Reader: Own More Norsk Hydro, Less BP
October 10, 2006 (posted Oct 15); Meter Reader: Russian Resource Recommendations
October 3, 2006 (posted Oct 8); Meter Reader: Value Buoyed by Calendar and Chart

September 2006

September 26, 2006 (posted Oct 1); Meter Reader: Seasonal Scare
September 19, 2006 (posted Sep 24); Meter Reader: Oil Price Breaks Trend
September 12, 2006 (posted Sep 17); Meter Reader: A Dip to Buy
September 5, 2006 (posted Sep 10); Meter Reader: A 1978 Pause

August 2006

August 15, 2006 (posted Aug 20); Meter Reader: Unchanged Thesis
August 8, 2006 (posted Aug 13); Meter Reader: Tough Business
August 1, 2006 (posted Aug 6); Meter Reader: Oil/Gas Portfolio Composition

July 2006

July 25, 2006 (posted Jul 30); Meter Reader: Natural Gas Rebalance
July 18, 2006 (posted Jul 23); Meter Reader: Mideast Hostilities
July 11, 2006 (posted Jul 16); Meter Reader: St. Petersburg Summit
July 3, 2006 (posted Jul 9); Meter Reader: The Cleanest, Most Economic Alternative Fuel

June 2006

June 27, 2006 (posted Jul 2); Meter Reader: Deal Delirium
June 20, 2006 (posted Jun 25); Meter Reader: Coal, China and Currency
June 13, 2006 (posted Jun 18); Meter Reader: Stock Market Risk
June 6, 2006 (posted Jun 11); Meter Reader: Raise Long-Term Oil Price to $60 a Barrel

May 2006

May 30, 2006 (posted Jun 4); Meter Reader: Downstream Design
May 23, 2006 (posted May 28); Meter Reader: Caracas USA
May 16, 2006 (posted May 21); Meter Reader: Natural Gas for Transportation
May 9, 2006 (posted May 14); Meter Reader: Oil Price Divided by Five
May 2, 2006 (posted May 7); Meter Reader: Gazprom the Great

April 2006

April 25, 2006 (posted Apr 30); Meter Reader: Portfolio Points
April 18, 2006 (posted Apr 23); Meter Reader: Calgary Consolidation
April 11, 2006 (posted Apr 16); Meter Reader: Black Gold Rush
April 4, 2006 (posted Apr 9); Meter Reader: Qatari Quandary

March 2006

March 28, 2006 (posted Apr 2); Meter Reader: Good Bye Burlington Resources
March 21, 2006 (posted Mar 26); Meter Reader: Oil Factor II
March 14, 2006 (posted Mar 19); Meter Reader: Record U.K. Natural Gas Price
March 7, 2006 (posted Mar 12); Meter Reader: Inventory Myopia

February 2006

February 28, 2006 (posted Mar 5); Meter Reader: McDep Ratio Differentiates in 2005
February 21, 2006 (posted Feb 26); Meter Reader: Alternative Energy
February 14, 2006 (posted Feb 19); Meter Reader: Crude Awakening
February 7, 2006 (posted Feb 12); Meter Reader: Refining Crack Stabilizes

January 2006

January 31, 2006 (posted Feb 5); Meter Reader: Quarterly Disclosures Influence Value
January 24, 2006 (posted Jan 29); Meter Reader: Long-Term Oil Investment Strategy
January 17, 2006 (posted Jan 22); Meter Reader: Buy More?
January 10, 2006 (posted Jan 15); Meter Reader: China and India Race for Resources
January 3, 2006 (posted Jan 8); Meter Reader: Kiev Krisis

All 2005 Meter Reader Analyses

December 27, 2005 (posted Jan 1); Meter Reader: The New Mega Cap
December 20, 2005 (posted Dec 25); Meter Reader: Natural Gas Person of the Year: Vladimir Putin
December 13, 2005 (posted Dec 18); Meter Reader: ConocoPhillips/Burlington Resources
December 5, 2005 (posted Dec 11); Meter Reader: Energy Vision and Reality
November 29, 2005 (posted Dec 4); Meter Reader: Global Natural Gas Scramble
November 22, 2005 (posted Nov 27); Meter Reader: $10 Refining Margin
November 15, 2005 (posted Nov 20); Meter Reader: $10 Natural Gas
November 8, 2005 (posted Nov 13); Meter Reader: World Energy Outlook
November 1, 2005 (posted Nov 6); Meter Reader: Quarterly Results and the Correlation
October 25, 2005 (posted Oct 30); Meter Reader: Back Up the Truck
October 18, 2005 (posted Oct 23); Meter Reader: Winter Rally
October 11, 2005 (posted Oct 16); Meter Reader: Oil, Natural Gas and the U.S. Economy
October 6, 2005 (posted Oct 9); Meter Reader Flash: Industry Outlook Stable
October 4, 2005 (posted Oct 9); Meter Reader: Accentuate the Positive
September 27, 2005 (posted Oct 2); Meter Reader: You Ain't Seen Nothin Yet
September 20, 2005 (posted Sep 25); Meter Reader: Startling Gains for Natural Gas
September 13, 2005 (posted Sep 18); Meter Reader: Big Bucks for Big Oil
September 6, 2005 (posted Sep 11); Meter Reader: Refining and Natural Gas Event
August 16, 2005 (posted Aug 21); Meter Reader: Energy Policy Act of 2005
August 9, 2005 (posted Aug 14); Meter Reader: Comparables
August 2, 2005 (posted Aug 7); Meter Reader: Raise Present Value for $50 Oil
July 26, 2005 (posted Jul 31); Meter Reader: Strong Trends
July 19, 2005 (posted Jul 24); Meter Reader: An Incentive, Not a Tax
July 12, 2005 (posted Jul 17); Meter Reader: Up to Par
July 5, 2005 (posted Jul 10); Meter Reader: Oil Cheap, Natural Gas Cheaper
June 28, 2005 (posted Jul 3); Meter Reader: Exchange Dollars for Oil and Gas
June 21, 2005 (posted Jun 26); Meter Reader: Oil Sands Miners
June 14, 2005 (posted Jun 19); Meter Reader: Canada Re-CAPP
June 7, 2005 (posted Jun 12); Meter Reader: Rest of World Natural Gas
May 31, 2005 (posted Jun 5); Meter Reader: Europe Bids Natural Gas Higher
May 24, 2005 (posted May 29); Meter Reader: Clean Air Tradeoff Indicator
May 17, 2005 (posted May 22); Meter Reader: Merger Stocks and Small Cap
May 10, 2005 (posted May 15); Meter Reader: Nice Return for Low Risk
May 3, 2005 (posted May 8); Meter Reader: In It to Win It
April 26, 2005 (posted May 1); Meter Reader: Refining Deal
April 19, 2005 (posted Apr 24); Meter Reader: Trend Intact
April 12, 2005 (posted Apr 17); Meter Reader:  Positive Signs
April 5, 2005 (posted Apr 10); Unocal Acquisition by ChevronTexaco
March 29, 2005 (posted Apr 3); Value, Momentum and Growth
March 22, 2005 (posted Mar 27); The Buy Stocks, Sell Commodity Futures Arbitrage
March 15, 2005 (posted Mar 20); Indexing Consequences
March 8, 2005 (posted Mar 13); Powerful Trends
March 1, 2005 (posted Mar 6); Asset Reallocation

February 22, 2005 (posted Feb 27); Wall of Worry

February 15, 2005 (posted Feb 20); Just Buy
February 8, 2005 (posted Feb 13); Happy Birthday to Meter Reader
February 1, 2005 (posted Feb 6); Downstream Compensation
January 25, 2005 (posted Jan 30); Raise Present Value to $40 Oil Constant Real
January 18, 2005 (posted Jan 23); Basics Revisited
January 11, 2005 (posted Jan 16); When, Not If


All 2004 Analyses

December 28, 2004 (posted Jan 2); Light Oil Volume Peak
December 21, 2004 (posted Dec 26); Staying on the Message
December 14, 2004 (posted Dec 19); Oil and Gas at Mid Decade
December 7, 2004 (posted Dec 12); Canadian Income (ERF and PGH)
November 30, 2004 (posted Dec 5); Steel Shortage
November 23, 2004 (posted Nov 28); Gold Rush!
November 16, 2004 (posted Nov 21);Targets
November 9, 2004 (posted Nov 14);The Dollar Again
November 2, 2004 (posted Nov 7); Bold Moves
October 26, 2004 (posted Oct 31); Fallen Star
October 19, 2004 (posted Oct 24); Greenspan on Oil
October 12, 2004 (posted Oct 17); Sensitivity
October 5, 2004 (posted Oct 10); Oil Bubble?
September 28, 2004 (posted Oct 3); Twice-in-a-Lifetime Opportunity
September 21, 2004 (posted Sep 26); Good for Global Growth
September 14, 2004 (posted Sep 19); What Oil Price in Stock Price?
September 7, 2004 (posted Sep 12); Stock Ideas for Action
August 31, 2004 (posted Sep 6); Natural Gas Arbitrage
August 24, 2004 (posted Aug 29); Concentrate on Rated Stocks
August 17, 2004 (posted Aug 22); Bells Are Ringing
August 10, 2004 (posted Aug 15); Stocks Cheaper than Futures
August 2, 2004 (posted Aug 8); Merge Energy Income into Meter Reader
July 27, 2004 (posted Aug 1); Market Momentum Challenged
July 20, 2004 (posted July 25); Another Week, Another Record
July 13, 2004 (posted July 18); Forward Oil Price Scenario
July 6, 2004 (posted July 11); Refining Cracks New High
June 29, 2004 (posted July 4); Oil Price Scenario for the Decade
June 22, 2004 (posted June 27); Encomparable Encana
June 15, 2004 (posted June 20); Buy Canadian Oil & Gas
June 8, 2004 (posted June 13); Research Blitz
June 1, 2004 (posted June 6); The Saudi Arabian Revolution
May 25, 2004 (posted May 30); Sparks Flying
May 18, 2004 (posted May 23); Riding the Price Trends
May 11, 2004 (posted May 16); Is Oil Price Too High?
May 4, 2004 (posted May 9); Twelve New Buy Ratings
April 27, 2004 (posted May 2); Insider Buying Foretells Higher Resource Value
April 20, 2004 (posted Apr 25); Track Record
April 13, 2004 (posted Apr 18); More Ratings Ahead
April 6, 2004 (posted Apr 11); The Myth of OPEC
March 30, 2004 (posted Apr 4); The Oil Factor
March 23, 2004 (posted Mar 28); Raise Present Value Up to 30%
March 16, 2004 (posted Mar 21); Big Buck Alternative Investments
March 9, 2004 (posted Mar 14); New High for TIPS
March 2, 2004 (posted Mar 7); Energy Growth and Cheap Capital
February 24, 2004 (posted Feb 29); A Trailer Load of Nails
February 18, 2004 (posted Feb 22); Oil Plays
February 10, 2004 (posted Feb 15); Standard Oil
February 3, 2004 (posted Feb 8); New High for Refinery Crack Futures
January 27, 2004 (posted Feb 1); Flawed Forecasts
January 21, 2004 (posted Jan 25); Oil Looks Higher
January 13, 2004 (posted Jan 18); Mega Cap Reserves
January 6, 2004 (posted Jan 11); Up Oil 20%


All 2003 Analyses

December 30, 2003 (posted Jan 4); Sharper Contrast
December 23, 2003 (posted Dec 28); Thank You, Mr. Market
December 16, 2003 (posted Dec 21); 2004: Buy Energy Producers
December 9, 2003 (posted Dec 14); Large Cap Luminaries
December 2, 2003 (posted Dec 7); Small Cap Stars
November 26 (posted Nov 30): Invest Globally with Producer/Refiners
November 20, 2003 (posted Nov 23); Visionary or Promoter?
November 13, 2003 (posted Nov 16); Raise Present Value for Independent Producers
November 6, 2003 (posted Nov 9); Cash Flow is King
October 30, 2003 (posted Nov 2); McDep Energy Portfolio
October 23, 2003 (posted Oct 26); New High for Expected Inflation
October 16, 2003 (posted Oct 19); In Futures We Trust
October 9, 2003 (posted Oct 12); A Million Hits
October 2, 2003 (posted Oct 5); Contrary Opinion
September 25, 2003 (posted Sep 28); A New Currency Warning
September 18, 2003 (posted Sep 21); New High for Oil Futures
September 11, 2003 (posted Sep 14); Get Real with Gas
September 4, 2003 (posted Sep 7); Refining Crack Futures Understate Outcome
August 28,2003 (posted Aug 31); The Enemy of My Enemy
August 21, 2003 (posted Aug 24); Protect Your Energy Position
August 14, 2003 (posted Aug 17); Mega Caps and Producer/Refiners Making Money
August 7, 2003 (posted Aug 10);The 8th Oil & Gas Conference
July 31, 2003 (posted Aug 3); Interest Rates and Energy
July 24, 2003 (posted Jul 27); Qatari LNG
July 17, 2003 (posted Jul 20); Dividend Capacity
July 10, 2003 (posted Jul 13); The Case for Energy Investment
July 3, 2003 (posted Jul 6); TIPS Auction Ahead
June 26, 2003 (posted Jun 29); Sophistication Gap
June 19, 2003 (posted Jun 22); Mega Cap Attraction
June 12, 2003 (posted June 15); High Natural Gas Price is a Good Thing
June 5, 2003 (posted Jun 8); Oil is Cheap
May 29, 2003 (posted Jun 1); Jobs and Growth Tax Relief Reconciliation Act of 2003
May 22, 2003 (posted May 25); Free Money
May 15, 2003 (posted May 18); New Energy Economy
May 8, 2003 (posted May 11); Public Relations Puffery
May 1, 2003 (posted May 4); Thank You, Mr. Buffet
April 24, 2003 (posted Apr 27); Pipeline Partnership Take Under
April 17, 2003 (posted Apr 20); Independent Natural Gas and Oil Producers
April 10, 2003 (posted Apr 13); Jubilation in Iraq
April 3, 2003 (posted Apr 6); Inflation Beating Deflation
March 27, 2003 (posted Mar 30); Accounting Abuse in Large Cap Energy Infrastructure
March 20, 2003 (posted Mar 23); Buy Large Cap and Mega Cap Energy Producers
March 13, 2003 (posted Mar 16); Buy a Mid Cap Natural Gas and Oil Producer
March 6, 2003 (posted Mar 9): Buy a Small Cap Natural Gas and Oil Producer
February 27, 2003 (posted Mar 2); It's Not Too Late
February 20, 2003 (posted Feb 23); Blizzard of '03
February 13, 2003 (posted Feb 16); Currency and TIPS Support Energy Investment
February 6, 2003 (posted Feb 9); Low Fee, Low Debt Stands Out
January 30, 2003 (posted Feb 2); Gone Skiing
January 23, 2003 (posted Jan 26); The Big Questions
January 16, 2003 (posted Jan 19); Rising Oil Price and Inflation Expectations
January 9, 2003 (posted Jan 13); Meter Reader: Repeal the Dividend Tax
January 2, 2003 (posted Jan. 5): Diversify Dollar Risk


All 2002 Analyses

December 30, 2002; Buy a Large Cap Natural Gas Producer
December 23, 2002; $40 Oil in 2003
December 16, 2002; Energy Price Breakout
December 9, 2002; Dividends, Debt, Fees and Value
December 2, 2002; Out in the West Texas Town of El Paso
November 25, 2002; Halliburton Breakthrough
November 18, 2002; Favorable Performance with Exceptions
November 11, 2002; Balanced Risks
November 4, 2002; Major Oils High Dividend Coverage
October 28, 2002; Optimal Cyclical Timing
October 21, 2002; Trend Reversals Occur
October 14, 2002; Are Trend Reversals Underway?
October 7, 2002; Energy Investment Principles
September 30, 2002; October 1974
September 23, 2002; Buy, Lie, and Sell High
September 16, 2002; Cheap Energy in Coal
September 9, 2002; Growth Expectations Melt
September 2, 2002; How Does Energy Pricing Look?
August 26, 2002; McDep Energy Portfolio
August 19, 2002; Oil at 2002 High
August 12, 2002; Real Return in International Oil Dividends
August 5, 2002; Buy a Gas Stock
July 29, 2002; Move Up to Quality
July 22, 2002; Positive Momentum in a Down Market
July 15, 2002; Follow the Fees
July 8, 2002; Independence from Conflicts of Interest
July 1, 2002; Perils to Wealth
June 24, 2002; Not All Slime and Sleaze
June 17, 2002; Price Trends Turn Up Again
June 10, 2002; Canadian Arabia
June 6, 2002; Got Income?
May 28, 2002; Currency Currents
May 20, 2002; Energy Stock Selection
May 13, 2002;Two Green, One Yellow
May 6, 2002; New 2002 High For Natural Gas
April 29, 2002; IPAA Ideas
April 22, 2002; Momentum Works Until It Doesn't
April 15, 2002; Recrimination Gets Serious
April 8, 2002; Shun Highest Debt
April 1, 2002; Buy Energy
March 25, 2002; Booming Futures
March 18, 2002; Bad Inflation Investment
March 11, 2002; Fundamental Price Breakout
March 4, 2002; Tell the Truth
February 25, 2002; Ready for Iraq?
February 18, 2002; Natural Gas Futures Payoff
February 11, 2002; Greed Gauge
February 4, 2002; Boom or Gloom?
January 28, 2002; Canadian Self-Reliance
January 21, 2002; From The Folks Who Brought Us Enron
January 14, 2002; Peace Has Momentum
January 7, 2002; Enron Legacy - Energy Infrastructure Partnerships


All 2001 Analyses

December 31, 2001; Loss Aversion in 2002
December 24, 2001; Richer Kinder, Poorer Partners
December 17, 2001; Calpine Collapses from Sell to Neutral
December 10, 2001; Halliburton Death Threat
December 3, 2001; After Enron
November 26, 2001; ConocoPhillipsBurlingtonMarathon
November 19, 2001; Upward Slope
November 12, 2001; Security Premium for Natural Gas
November 5, 2001; Power Struggle
October 29, 2001; Enrun
October 22, 2001; Rarin' to Renege Again
October 15, 2001; Not-So-Smart Money Buys Natural Gas, Too
October 8, 2001; The Battle Is Joined
October 1, 2001; Dutch Treat
September 24, 2001; Energy Stocks Oversold
September 17, 2001; WAR
September 10, 2001; Put Away Some Natural Gas
September 4, 2001; Stash Your Cash in Energy
August 27, 2001; Buy Intermediate Size
August 20, 2001; Smart Money Buying Natural Gas
August 13, 2001; Lesson from 1974
August 6, 2001; Power Glut or Opportunity?
July 30, 2001; What's Working
July 23, 2001; Let's Contango
July 16, 2001; Do You Have Enough Inflation Protection?
July 9, 2001; Present Value Rebounds
July 2, 2001; Reentry Point to Buy Natural Gas
June 25, 2001; Bumps on the Road
June 18, 2001; Calm Returns
June 11, 2001; How McDep Worked
June 4, 2001; Forward With Energy
May 28, 2001; California Frustration
May 21, 2001; National Energy Policy
May 14, 2001; Its the Market, Stupid!
May 7, 2001; Power to the Energy Investor
April 30, 2001; Three-Dollar Gasoline?
April 23, 2001; Royalty Trusts Get Respect
April 16, 2001; Why Only Five Times Ebitda?
April 9, 2001; Jay Walk to Independent Research
April 2, 2001; EOQ Quirk
March 26, 2001; Energize Your Portfolio
March 19, 2001; Brighter BR
March 12, 2001; Natural Gas for Lifetime Investment
March 5, 2001: Eyes on March 20
February 26, 2001; Brrrrrrrrr....Burlington Resources
February 19, 2001; Record San Juan Payout
February 12, 2001; Back-to-Back
February 5, 2001; Jordan Juice
January 29, 2001; California Whine
January 22, 2001; Part of the Solution
January 16, 2001; Demerits for Demagoguery
January 9, 2001; California Crisis
January 2, 2001; Looking Good at 23%


All 2000 Analyses

December 26, 2000; Year-End Alert
December 18, 2000; Just Enrichment
December 11, 2000; Outta Sight
December 4, 2000; A Tale of Two Markets
November 27, 2000; Early Cold is the Best Cold
November 20, 2000; Six-Dollar Natural Gas
November 13, 2000; Crazy Driver
November 6, 2000; Add Energy Partners Ltd. to Weekly Coverage
October 30, 2000; Indian Summer
October 23, 2000; Add Burlington Resources to Weekly Coverage
October 16, 2000; Panic Threatens
October 9, 2000; Cynically Rational
October 2, 2000; Energy Election
September 25, 2000; Damper Opens
September 18, 2000; McDep Trends
September 11, 2000; San Juan Gap Closes
September 5, 2000; Present Great, Future Positive
August 28, 2000; The Tipping Point
August 21, 2000; Hedge Your Winter Heating Bill
August 14, 2000; Priced for Imperfection
August 7, 2000; Up Again
July 31, 2000;  Long-Dated Futures Rising
July 24, 2000;  The High Value of Minimizing Management
July 17, 2000;  New High for 2005 Oil
July 10, 2000;  Saudi Move Impacts Only Slightly
July 3, 2000;  Price Ceiling Moves Up
June 26, 2000; Solid Natural Gas Investments
June 19, 2000;  On the Rise Again
June 12, 2000;  The Oil Price Ceiling for Natural Gas
June 5, 2000; Sharp Price Rise Recedes
May 30, 2000; Present Value Adjustment
May 22, 2000; Four-Dollar Gas Next Winter
May 15, 2000; Record Distributions Projected
May 8, 2000; Cross Currents
May 1, 2000; Inflation Rises
April 24, 2000; Valuation Spread Narrows
April 17, 2000; Bull Market in Energy
April 10, 2000; Natural Gas Forward Curve Rising
April 3, 2000; Tornado Stalls Annual Report, But Not Advances in Value
March 27, 2000; Rising Futures Prices Boost Expected Distributions
March 20, 2000; Bond Rally Enhances Net Asset Value
March 13, 2000; Bullish on Natural Gas Markets
March 6, 2000; Three Dollar Natural Gas Next Winter
February 28, 2000; The Oil and Gas Surprise of 2000
February 21, 2000; More Cash to Distribute
February 14, 2000; Commodity Price Sticking
February 7, 2000; Values Advance 3-5% for the Week

 

Disclaimer and Disclosure
Analyses are prepared from sources and data believed to be reliable, but no representation is made as to their accuracy or completeness. Neither he nor his spouse trade a subject stock within a week before or after a change in rating.