Oil and Gas Producers Archive

 

Recent Recommendations (including those featured from 2012 in Meter Reader and Income and Small Cap Weekly)

October 2018

October 29, 2018 (posted Nov 11); ConocoPhillips (COP) - Timely Value
October 9, 2018 (posted Oct 21); ExxonMobil (XOM) - Efficient Energy Producer
October 3, 2018 (posted Oct 14); Birchcliff Energy (BIREF) - Canada Energy Game Changer

September 2018

September 19, 2018 (posted Oct 7); San Juan Basin Royalty Trust (SJT) - McDep Opportunity
September 4, 2018 (posted Sep 23); Suncor (SU) - Oil Value Upside

August 2018

August 7, 2018 (posted Aug 26); Dorchester Minerals (DMLP) - Q2 on Trend

July 2018

July 18, 2018 (posted Aug 5); ConocoPhillips (COP) - Large Cap Cash Producer
July 6, 2018 (posted Jul 22); Chevron (CVX) - Oil Value Upside

June 2018

June 6, 2018 (posted Jun 24); Royal Dutch Shell (RDS) - Bright Future in Integrated Gas

May 2018

May 30, 2018 (posted Jun 17); Birchcliff Energy (BIREF) - A Play on Narrowing the Gap
May 24, 2018 (posted Jun 10); Dorchester Minerals (DMLP) - Riding the Shale Trend
May 9, 2018 (posted May 27); Cimarex Energy (XEC) - Quality Company, Lagging Stock
May 4, 2018 (posted May 20); Marathon Oil (MRO) - Raise NPV to $40 a Share from $30

April 2018

April 30, 2018 (posted May 20); ExxonMobil (XOM) - Reduce NPV to $90 from $100 a Share
April 19, 2018 (posted May 6); Dorchester Minerals (DMLP) - 11% Distribution Yield Reinforced

March 2018

March 21, 2018 (posted Apr 15); Small Cap High Reward, High Risk - CRC,WLL,RRC,BIREF
March 15, 2018 (posted Apr 8); Meter Reader: ExxonMobil (XOM) - Out-of-Favor Leader
March 12, 2018 (posted Apr 1); Dorchester Minerals (DMLP) - Raise Distribution Yield to 11%
March 1, 2018 (posted Mar 25); EOG Resources (EOG) - Raise NPV to $130 on Production

February 2018

February 5, 2018 (posted Feb 25); Hess Corporation (HES) - Repositioning for Reward
February 2, 2018 (posted Feb 18); ConocoPhillips (COP) - Raise NPV to $80 on Higher Cash Flow

January 2018

January 19, 2018 (posted Feb 4); Dorchester Minerals (DMLP) - Highest Distribution in Three Years

December 2017

December 5, 2017 (posted Dec 24); Royal Dutch Shell (RDS) - Share Buyback Ahead

November 2017

November 27, 2017 (posted Dec 17); Continental Resources (CLR) - Oil Price Helps
November 12, 2017 (posted Dec 3); Birchcliff Energy (BIREF) - Downward Price Pressure Lifting
November 6, 2017 (posted Nov 26); Dorchester Minerals (DMLP) - Royalty Growth Ratified
November 2, 2017 (posted Nov 19); Marathon Oil (MRO) - Shale Oil Value

October 2017

October 26, 2017 (posted Nov 12); Suncor Energy (SU) - Record Production
October 24, 2017 (posted Nov 12); Cross Timbers Royalty Trust (CRT) - Free Cash Flow
October 4, 2017 (posted Oct 22); ConocoPhillips (COP) - Cash to the Owners

September 2017

September 18, 2017 (posted Oct 8); Range Resources (RRC) - Natural Gas at Lowest McDep Ratio
September 6, 2017 (posted Sep 24); Total S.A. (TOT) - Gaining Volume on Competitors

August 2017

August 30, 2017 (posted Sep 17); Suncor Energy (SU) - Returning Cash to Shareholders
August 23, 2017 (posted Sep 10); Birchcliff Energy (BIREF) - Montney Growth
August 8, 2017 (posted Aug 27); San Juan Basin RT (SJT) - BP Tests Best San Juan Well in 14 Years
August 4, 2017 (posted Aug 27); Dorchester Minerals (DMLP) - Raise Distribution Yield to 8.5%

July 2017

July 31, 2017 (posted Aug 20); Chevron (CVX) - Valuable Permian Lands
July 3, 2017 (posted Jul 23); Dorchester Minerals (DMLP): Core Midland Acquisition - Upgrade to Buy

June 2017

June 27, 2017 (posted Jul 16); Continental Resources (CLR) - Well-Managed Shale Pioneer
June 20, 2017 (posted Jul 9); ExxonMobil (XOM) - Profit from Low-Risk Energy Growth
June 6, 2017 (posted Jun 25); Marathon Oil (MRO) - Fourth Shale Focus

May 2017

May 30, 2017 (posted Jun 18); Royal Dutch Shell (RDS) - High Yield While Waiting
May 26, 2017 (posted Jun 11); Cenovus Energy (CVE) - High Operating and Financial Leverage
May 18, 2017 (posted Jun 4); Dorchester Minerals (DMLP) - Midland Basin Spotlight
May 2, 2017 (posted May 21); Range Resources (RRC) - Growth Accelerating

April 2017

April 21, 2017 (posted May 7); Pioneer Natural Resources (PXD) - Prominent Permian Producer
April 17, 2017 (posted May 7); San Juan Basin Royalty Trust (SJT) - New Operator to Enhance Value

March 2017

March 30, 2017 (posted Apr 23); ConocoPhillips (COP) - Selling Canada
March 30, 2017 (posted Apr 23); Cenovus Energy (CVE) - Buying Out 50% Partner
March 27, 2017 (posted Apr 16); Total (TOT) - Most Undervalued Global Integrated
March 21, 2017 (posted Apr 9); Cross Timbers Royalty Trust (CRT) - Top Line Value with Bottom Line Option
March 2, 2017 (posted Mar 26); Dorchester Minerals (DMLP) - Shale Oil Royalties Rising

February 2017

February 21, 2017 (posted Mar 12); Marathon Oil (MRO) - A Third, a Third, a Third
February 6, 2017 (posted Feb 26); ConocoPhillips (COP) - Steady Volume
February 3, 2017 (posted Feb 26); Royal Dutch Shell (RDS) - BG Paying Off
February 1, 2017 (posted Feb 19); ExxonMobil (XOM) - Looking to New Leader

January 2017

January 30, 2017 (posted Feb 12); Chevron (CVX) - LNG and Permian Positives

November 2016

November 9, 2016 (posted Nov 27); Encana (ECA) - Raise NPV to $10 from $6

October 2016

October 31, 2016 (posted Nov 20); Suncor (SU) - Raise NPV to $44 from $35
October 27, 2016 (posted Nov 13); Range Resources (RRC) - New Buy on Higher NPV of $56
October 18, 2016 (posted Nov 6); California Resources Corporation (CRC) - Option on Oil Price
October 14, 2016 (posted Oct 30); Chevron (CVX) - Oilier Global Integrated
October 20, 2016 (posted Oct 23); San Juan Basin Royalty Trust (SJT) - Vote White Proxy for Less Conflict, More Competence
October 4, 2016 (posted Oct 16); ConocoPhillips (COP) - Pure Play Producer

September 2016

September 23, 2016 (posted Oct 9); San Juan Basin Royalty Trust (SJT) - Rising from the Dead---Again
September 6, 2016 (posted Sep 25); Devon Energy (DVN) - Raise NPV to $45 on Stress Test Success

August 2016

August 30, 2016 (posted Sep 19); Sabine Royalty Trust (SBR) - Long-Life Top Line Cash Payer
August 21, 2016 (posted Sep 11); Birchcliff Energy (BIREF) - Canadian Independent Producer Transformed
August 17, 2016 (posted Sep 4); San Juan Basin Royalty Trust (SJT) - Preliminary Filing to Replace Trustee
August 11, 2016 (posted Aug 21); Cimarex Energy (XEC) - Raise NPV to $120 from $90
August 1, 2016 (posted Aug 7); Whiting Petroleum (WLL) - Remove Buy Designation

July 2016

July 7, 2016 (posted Jul 17); ExxonMobil (XOM) - Durable Real Return

June 2016

June 22, 2016 (posted Jul 10); Birchcliff Energy (BIREF) - Half Billion Dollar Deal with Encana (ECA)
June 21, 2016 (posted Jul 10); San Juan Basin Royalty Trust (SJT) - Record Administrative Costs
June 21, 2016 (posted Jul 10); Permian Basin Royalty Trust (SJT) - Raise Distribution Yield to 9%
June 10, 2016 (posted Jun 26); Suncor (SU) - Revitalized after Wildfire
June 7, 2016 (posted Jun 19); Whiting Petroleum (WLL) - Looking Up Again

May 2016

May 23, 2016 (posted Jun 12); Dorchester Minerals (DMLP) - Raise Distribution to 9%
May 17, 2016 (posted Jun 5); ConocoPhillips (COP) - Strategy Reset to Low Risk Value
May 12, 2016 (posted May 29); Birchcliff Energy (BIREF) - Record Low Operating Cost
May 9, 2016 (posted May 22); Range Resources (RRC) - Restore NPV to $42

April 2016

April 26, 2016 (posted May 15); Continental Resources (CLR) - Disciplined Visionary
April 5, 2016 (posted Apr 24); Total S.A. (TOT) - Globally Diversified Income

February 2016

February 29, 2016 (posted Mar 20); Dorchester Minerals (DMLP) - Oil Income for All Seasons
February 19, 2016 (posted Mar 13); Devon Energy (DVN) - Flexibility to Adapt
February 19, 2016 (posted Mar 6); Marathon Oil (MRO) - Flexibility to Adapt
February 3, 2016 (posted Feb 21); ExxonMobil (XOM) - For Nervous Investors Seeking Reliable Income

January 2016

January 28, 2016 (posted Feb 21); Birchcliff Energy (BIREF) - Protection and Growth
January 21, 2016 (posted Feb 7); Suncor Energy (SU) - Likely Acquirer of Canadian Oil Sands, Ltd.
January 19, 2016 (posted Jan 31); Canadian Oil Sands, Ltd. (COSWF) - Farewell

December 2015

December 8, 2015 (posted Dec 27); Royal Dutch Shell (RDS) - Buy on Acquisition Pro Forma

November 2015

November 23, 2015 (posted Dec 13); San Juan Basin Royalty Trust (SJT) - Steep Price Decline Triggers Buy
November 18, 2015 (posted Dec 6); Large Cap Independent Producers for Upside
November 12, 2015 (posted Nov 29); Birchcliff Energy (BIREF) - Encouraging Volume, Uncertain Price
November 6, 2015 (posted Nov 22); Dorchester Minerals (DMLP) - 25% Volume Beat
November 2, 2015 (posted Nov 22); ExxonMobil (XOM) - Potential Gain with Minimal Pain

October 2015

October 27, 2015 (posted Nov 15); Canadian Oil Sands, Ltd. (COSWF) - Deal Likely at Higher Price
October 21, 2015 (posted Nov 8); San Juan Basin Royalty Trust (SJT) - Southwest Bank Potential Successor Trustee
October 5, 2015 (posted Oct 25); Canadian Oil Sands, Ltd. (COSWF) - Suncor Makes Tender Offer at 0.57 McDep Ratio
October 1, 2015 (posted Oct 25); San Juan Basin Royalty Trust (SJT) - Trust Officer Resigns

September 2015

September 22, 2015 (posted Oct 11); Cross Timbers Royalty Trust (CRT) - Low Risk 7.5% Income
September 10, 2015 (posted Sep 27); Dorchester Minerals (DMLP) - Raise Distribution to 6.3% Cash Yield

July 2015

July 27, 2015 (posted Aug 16); Encana (ECA) - Depressed Stock Price
July 17, 2015 (posted Aug 9); Dorchester Minerals (DMLP) - Top Line Distribution Support
July 7, 2015 (posted Jul 26); Permian Basin Royalty Trust (PBT) - Buy on Underestimated Future Oil and Gas Production

May 2015

May 12, 2015 (posted May 31); Meter Reader: Marathon (MRO) - New Buy on Independent Shale Oil
May 1, 2015 (posted May 24); CVX, RDS, TOT, XOM - Raise NPV for TOT and XOM on Cash Margin

April 2015

April 30, 2015 (posted May 17); San Juan Basin Royalty Trust (SJT) - New Buy on Depressed Natural Gas
April 29, 2015 (posted May 17); Cenovus Energy (CVE) - New Buy on Operating Leverage
April 28, 2015 (posted May 17); Total (TOT) - Operating Strength Reinforces New Buy
April 14, 2015 (posted May 3); Meter Reader: Shell to Acquire BG - Catalyst for Confidence TEN NEW BUYS

March 2015

March 9, 2015 (posted Mar 29); ExxonMobil (XOM) - Safe at Any Likely Oil Price

February 2015

February 27, 2015 (posted Mar 15); EOG Resources (EOG) - Top Value Creator

January 2015

January 30, 2015 (posted Feb 15); Canadian Oil Sands (COSWF) - Syncrude Lowers Breakeven to US$32 a Barrel

December 2014

December 23, 2014 (posted Jan 11); Meter Reader: Range Resources (RRC) - Record Appalachian Well
December 9, 2014 (posted Dec 28); Meter Reader: Whiting Petroleum (WLL) - Kodiak Acquisition Completed
December 4, 2014 (posted Dec 21); Canadian Oil Sands Ltd. (COSWF) - Reduce NPV to US$20, Dividend to 6%

November 2014

November 25, 2014 (posted Dec 14); Meter Reader: ConocoPhillips (COP) - Strong 4% Dividend Independent Producer
November 13, 2014 (posted Dec 7); Birchcliff (BIREF) - Raise NPV to US$16 on Alberta Natural Gas
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 14, 2014 (posted Sep 7); Birchcliff (BIREF) - Healthy Volume, Seasonal Price
August 12, 2014 (posted Aug 31); Meter Reader: Continental Resources (CLR) - Raise NPV to $150 on Fraccing Growth
August 8, 2014 (posted Aug 31); Dorchester Minerals (DMLP) - Robust Bakken and Permian Growth
August 5, 2014 (posted Aug 24); Meter Reader: ExxonMobil (XOM) - Shale Oil Minerals

July 2014

July 30, 2014 (posted Aug 24); Range Resources (RRC) - Transportation and Processing Lagging Fraccing
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 23, 2014 (posted May 18); Hugoton Royalty Trust (HGT) - Positive Arbitration Ruling
April 22, 2014 (posted May 11); Meter Reader: Range Resources (RRC) - Testing Utica
April 21, 2014 (posted May 11); Mesa Royalty Trust (MTR) - Underpayment Uncovered, Upside Commodity Leverage
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 21, 2014 (posted Mar 16); Dorchester Minerals (DMLP) - Raise NPV to $28 on Shale Oil
February 21, 2014 (posted Mar 16); PDC Energy (PDCE) - Raise NPV to $75 on More Shale Oil
February 18, 2014 (posted Mar 9); Meter Reader: Encana (ECA) - Leveraged to Natural Gas Price
February 13, 2014 (posted Mar 9); Birchcliff Energy (BIREF) - Cash Flow Estimate Up 30%
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 - SJT, HGT, MTR, BIREF
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

December 2013

December 17, 2013 (posted Jan 5); Meter Reader: Marathon Oil (MRO) - New CEO Accelerates Shale Growth
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 15, 2013 (posted Dec 8); Birchcliff Energy (BIREF) - 15% a Year Growth to 2018
November 12, 2013 (posted Dec 1); Meter Reader: Cimarex Energy (XEC) - Raise NPV to $125 on Permian Productivity
November 8, 2013 (posted Dec 1); Dorchester Minerals, L.P. (DMLP) - Oil Up 6% a Quarter
November 5, 2013 (posted Nov 24); Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Time to Explore New Options

October 2013

October 31, 2013 (posted Nov 24); Range Resources (RRC) - Core Owner in Largest Producing Field
October 29, 2013 (posted Nov 17); Meter Reader: Whiting Petroleum (WLL) - Fracking Productivity Leaps 50%
October 25, 2013 (posted Nov 17); Encana (ECA) - San Juan Oil Upgraded to Commercial from Emerging
October 22, 2013 (posted Nov 10); Meter Reader: Devon Energy (DVN) - Transaction Doubles Midstream Value
October 4, 2013 (posted Oct 27); Enduro Royalty Trust (NDRO) - Worth Another Look after Stock Price Decline

September 2013

September 27, 2013 (posted Oct 20); ISCW: WPX Energy (WPX) - San Juan Basin Innovator
September 24, 2013 (posted Oct 13); Meter Reader: ExxonMobil (XOM) - Fracking Firms Long-Term Value
September 20, 2013 (posted Oct 13); ISCW: Whiting Petroleum (WLL) - Activity Attracts Attention
September 17, 2013 (posted Oct 6); Meter Reader: ConocoPhillips (COP) - Fracking Upside in Eagle Ford, Bakken and Permian
September 13, 2013 (posted Oct 6); ISCW: Cross Timbers RT (CRT) - Fracking Upside in Permian and SCOOP
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 16, 2013 (posted Sep 15); Birchcliff Energy (BIREF) - Buy Natural Gas in Summer
August 16, 2013 (posted Sep 8); ISCW: Continental Resources (CLR) - Raise NPV to $120 from $110 on More Growth
August 13, 2013 (posted Sep 1); Meter Reader: Devon Energy (DVN) - Raise NPV to $100 from $92 on Oil Gains
August 9, 2013 (posted Sep 1); ISCW: Dorchester Minerals (DMLP) - More Bakken and Permian Oil Cash
August 6, 2013 (posted Aug 25); Meter Reader: Royal Dutch Shell plc (RDSA) - Value Choice after Latest Results

July 2013

July 31, 2013 (posted Aug 25); Canadian Oil Sands Ltd (COSWF) - CEO Change May Catalyze Operating Reliability
July 30, 2013 (posted Aug 18); Meter Reader: Buy Encana (ECA), Hold Imperial (IMO)
July 26, 2013 (posted Aug 18); ISCW: Whiting (WLL) - Western Williston and Red Tail
July 23, 2013 (posted Aug 11); Meter Reader: Woodside (WOPEY) - Distributing LNG Cash
July 19, 2013 (posted Aug 11); ISCW: San Juan Basin RT (SJT) - 75% Liquids-Rich Shale Acreage
July 16, 2013 (posted Aug 4); Meter Reader: Canadian Oil Sands Ltd, Suncor - Buy COSWF, Hold SU
July 12, 2013 (posted Aug 4); ISCW: Permian Basin Royalty Trust (PBT) - Market Overreaction
July 9, 2013 (posted Jul 28); Meter Reader: Marathon Oil (MRO) - Bakken Strengthens
July 5, 2013 (posted Jul 28); ISCW: Linn Energy (LINE) - Stock Undervalued while SEC Probes

June 2013

June 21, 2013 (posted Jul 14); ISCW: Range Resources (RRC) - Superlatives
June 18, 2013 (posted Jul 7); Meter Reader: Suncor Energy (SU) - Conservative Growth and Income
June 14, 2013 (posted Jul 7); ISCW: San Juan Basin Royalty Trust (SJT) - First Mancos Frac Flows 30% Oil
June 11, 2013 (posted Jun 30); Meter Reader: ExxonMobil (XOM) - 5% a Year Growth per Share
June 7, 2013 (posted Jun 30); ISCW: Cimarex Energy (XEC) - Uncovering Culberson Value
June 4, 2013 (posted Jun 23); Meter Reader: Devon Energy (DVN) - Natural Gas Strength, Oil Growth

May 2013

May 31, 2013 (posted Jun 23); ISCW: Hugoton Royalty Trust (HGT) - Beating the Bear
May 28, 2013 (posted Jun 16); Meter Reader: Lukoil (LUKOY) - 20% Dividend Increase
May 24, 2013 (posted Jun 16); ISCW: Birchcliff Energy (BIREF) - Small Cap North American Natural Gas
May 21, 2013 (posted Jun 9); Meter Reader: Imperial Oil (IMO) - Timely on Bitumen Price
May 17, 2013 (posted Jun 9); ISCW: Dorchester Minerals, L.P. - U.S. Oil Ascending
May 14, 2013 (posted Jun 2); Meter Reader: EOG Resources (EOG) - Raise NPV to $180 on More Big Wells
May 10, 2013 (posted Jun 2); ISCW: Continental Resources (CLR) - Raise NPV to $110 from $100 on Oil Growth
May 7, 2013 (posted May 26); Meter Reader: Royal Dutch Shell plc (RDSA) - Raise NPV to $110 from $102
May 3, 2013 (posted May 26); ISCW: Enduro Royalty Trust (NDRO) - RTF Stock for Permian Oil

April 2013

April 30 2013 (posted May 19); Meter Reader: Total (TOT) - Recovery Potential
April 26, 2013 (posted May 19); ISCW: Whiting Petroleum (WLL) - Synergistic Fracker
April 23, 2013 (posted May 12); Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Long-Term Oil Investment
April 19, 2013 (posted May 12); ISCW: Halcón Resources (HK) - Fourth Core Area - El Halcón "The Hawk"
April 16, 2013 (posted May 5); Meter Reader: Chevron (CVX) - Deflation Resistance
April 12, 2013 (posted May 5); ISCW: Mesa Royalty Trust (MTR) - RTF Stealth Play on Long-Life Natural Gas
April 9, 2013 (posted Apr 28); Meter Reader: Marathon Oil (MRO) - Shale Oil and Global Exploration
April 5, 2013 (posted Apr 28); ISCW: Sabine Royalty Trust (SBR) - Accelerating Volume Growth
April 1, 2013 (posted Apr 28); San Juan Basin Royalty Trust (SJT) - Drilling Discipline
April 2, 2013 (posted Apr 21); Meter Reader: Occidental Petroleum (OXY) - Six-Year Oil Price Returns to Uptrend

March 2013

March 28, 2013 (posted Apr 21); ISCW: Peyto Exploration (PEYUF) - Raise NPV to $32 for Fracking Winner
March 26, 2013 (posted Apr 14); Meter Reader: PetroChina (PTR) - Reduce NPV to $180 from $210 on Price Controls
March 22, 2013 (posted Apr 14); ISCW: San Juan Basin Royalty Trust (SJT) - Drill and It Shale Set You Free
March 19, 2013 (posted Apr 7); Meter Reader: Lukoil (LUKOY) - Emerging Oil Capitalists
March 15, 2013 (posted Apr 7); ISCW: Cross Timbers Royalty Trust (CRT) - San Juan Basin Gem
March 12, 2013 (posted Mar 31); Meter Reader: ExxonMobil (XOM) - Energy Anchor
March 8, 2013 (posted Mar 31); ISCW: Range Resources (RRC) - Raise NPV to $90 from $70 on Big Wells
March 5, 2013 (posted Mar 24); Meter Reader: EOG Resources (EOG) - Raise NPV to $160 from $145 on Shale Oil
March 1, 2013 (posted Mar 24); ISCW: Enerplus (ERF) - Back on Track, Discontinue Buy

February 2013

February 26, 2013 (posted Mar 17); Meter Reader: Suncor Energy (SU) - Keystone Decision Beneficiary
February 22, 2013 (posted Mar 17); ISCW: Cimarex (XEC) - Wolfcamp New Legacy Asset
February 21, 2013 (posted Mar 17); Berry (BRY) - Linn to Acquire at McDep 0.77
February 19, 2013 (posted Mar 10); Meter Reader: Encana (ECA) - Survived the Downside, Ready for the Upside
February 15, 2013 (posted Mar 10); ISCW: Birchcliff (BIREF) - Production Up 26% in 2012
February 12, 2013 (posted Mar 3); Meter Reader: Imperial Oil (IMO) - New Volume Imminent
February 8, 2013 (posted Mar 3); ISCW: Whiting Petroleum (WLL) - Low McDep Ratio Shale Oil
February 5, 2013 (posted Feb 24); Meter Reader: ConocoPhillips (COP) - Raise NPV to $105 from $96 on Performance
February 1, 2013 (posted Feb 24); ISCW: San Juan Basin RT (SJT) - Horizontal Mancos Well Apparently Successful

January 2013

January 25, 2013 (posted Feb 17); ISCW: Continental Resources (CLR) - Bakken Reserves Exceed a Half-Billion Barrels
January 17, 2013 (posted Feb 17); San Juan Basin RT (SJT) - 7.7% Holder Disclosed
January 22, 2013 (posted Feb 10); Meter Reader: Woodside Petroleum (WOPEY) - Politically-Secure, Clean Fuel Supplier
January 18, 2013 (posted Feb 10); ISCW: Dorchester Minerals (DMLP) - Distribution Swings Up
January 15, 2013 (posted Feb 3); Meter Reader: Encana (ECA) - Eresman Exits
January 11, 2013 (posted Feb 3); ISCW: PDC Energy (PDCE) - Mancos (Niobrara) Winner
January 8, 2013 (posted Jan 27); Meter Reader: Devon Energy (DVN) - Quality North American Oil and Gas Supplier

December 2012

December 28, 2012 (posted Jan 20); ISCW: Freehold Royalties - Advantaged Oil
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 7, 2012 (posted Dec 30); ISCW: Permian Basin RT (PBT): New Volume from Horizontal Fracking

November 2012

November 30, 2012 (posted Dec 23); ISCW: San Juan Basin RT (SJT): Unlocking the Mancos Shale
November 27, 2012 (posted Dec 16); Meter Reader: ExxonMobil (XOM) - Making Money One Way or Another
November 15, 2012 (posted Dec 16); Birchcliff Energy (BIREF) - Record Production, Raise Guidance
November 20, 2012 (posted Dec 9); Meter Reader: Marathon Oil (MRO) - Raise NPV to $60 from $54 on Volume
November 16, 2012 (posted Dec 9); ISCW: Enerplus (ERF) - Bakken Sleeper
November 13, 2012 (posted Dec 2); Meter Reader: EOG Resources (EOG) - Raise NPV to $145 on Eagle Ford Monster Wells
November 9, 2012 (posted Dec 2); ISCW: Halcón Resources (HK)- Growing at Hawk Speed
November 6, 2012 (posted Dec 2); Hugoton Royalty Trust (HGT) - Interim Legal Ruling in Favor of Trust
November 6, 2012 (posted Nov 25); Meter Reader: Encana (ECA) - Stock Trending with Natural Gas Price
November 2, 2012 (posted Nov 25); ISCW: Range Resources (RRC) - Natural Gas Comeback Amplifies Volume Growth

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 19, 2012 (posted Nov 11); ISCW: Dorchester Minerals, L.P. - Top Line Core
October 16, 2012 (posted Nov 4); Meter Reader: Royal Dutch Shell (RDS) - Clean Energy for Global Growth
October 12, 2012 (posted Nov 4); ISCW: Continental Resources (CLR) - New Buy on Bakken 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 28, 2012 (posted Oct 21); ISCW: Birchcliff Energy (BIREF) - Strategic Montney Natural Gas
September 25, 2012 (posted Oct 14); Meter Reader: ConocoPhillips (COP) - Thriving Shale Oil, Potential Shale Gas
September 21, 2012 (posted Oct 14); ISCW: Whiting Petroleum (WLL) - Growing, Secure, Price-Sensitive, Light Oil
September 18, 2012 (posted Oct 7); Meter Reader: Devon Energy (DVN) - Barnett Shale to Permian and Beyond
September 14, 2012 (posted Oct 7); ISCW: SJT and Royalty Trusts - Estimated Distributions Jump
September 7, 2012 (posted Sep 30); ISCW: Peyto Exp & Dev (PEYUF) - Canada Deep Basin Fracker
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 24, 2012 (posted Sep 16); ISCW: Hugoton Royalty Trust (HGT) - Highest Return for the Next Year
August 21, 2012 (posted Sep 9); Meter Reader: Total (TOT) - Buy $100 NPV for $50 Stock Price
August 17, 2012 (posted Sep 9); ISCW: Halcón (HK) - Billion Barrel Resource Potential
August 14, 2012 (posted Sep 2); Meter Reader: Anadarko (APC) - Raise NPV to $100 as Growth Trumps Legal Issues
August 10, 2012 (posted Sep 2); ISCW: Continental Resources (CLR) - Bakken Billions
August 7, 2012 (posted Aug 26); Meter Reader: Suncor Energy (SU) - New CEO, New Focus on Shareholder Return
August 3, 2012 (posted Aug 26); ISCW: Cimarex Energy (XEC) - West Texas Wolfcamp Shale Oil

July 2012

July 30, 2012 (posted Aug 26); Canadian Oil Sands Limited (COSWF) - Robust Volume Outlook
July 31, 2012 (posted Aug 19); Meter Reader: Occidental Petroleum (OXY) - California Oil Growth Accelerates
July 27, 2012 (posted Aug 19); ISCW: Range Resources (RRC) - Oil-Enhanced Natural Gas Growth
July 24, 2012 (posted Aug 12); Meter Reader: CNOOC (CEO) to Acquire Nexen (NXY) at 0.93 McDep
July 20, 2012 (posted Aug 12); ISCW: Berry Petroleum (BRY) - Momentum Resuming
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 22, 2012 (posted Jul 15); ISCW: Continental (CLR), Halcón (HK) - Two Great Energy Entrepreneurs
June 19, 2012 (posted Jul 8); Meter Reader: Cenovus (CVE) - Deep Oil Sands Growth at Lower Price
June 15, 2012 (posted Jul 8); ISCW: Enerplus (ERF), Hugoton RT (HGT) - Price Action and Income Hysteria
June 13, 2012 (posted Jul 8); Enerplus (ERF) - Dividend Reduced by Half
June 12, 2012 (posted Jul 1); Meter Reader: Petrobras (PBR) - Deep Water Oil Growth at Deeply Depressed Stock Price
June 8, 2012 (posted Jul 1); ISCW: San Juan Basin RT (SJT) - Price Decline Action in Royalty Trusts
June 5, 2012 (posted Jun 24); Meter Reader: Woodside Petroleum Ltd. (WOPEY) - Pluto LNG Delivering

May 2012

May 25, 2012 (posted Jun 17); Income and Small Cap Weekly: HGT Bargain
May 22, 2012 (posted Jun 10); Meter Reader: Buy Natural Gas and Oil on Gloomy Sentiment - XOM, LUKOY, EOG, ECA
May 18, 2012 (posted Jun 10); ISCW: Birchcliff Energy (BIREF) - Contrarian Buy at Lower NPV
May 15, 2012 (posted Jun 3); Meter Reader: EOG Resources (EOG) - Raise NPV to $130 a Share on Volume
May 11, 2012 (posted Jun 3); ISCW: Dorchester Minerals, L.P. (DMLP) - Rising Oil Volume
May 8, 2012 (posted May 29); Meter Reader: Encana (ECA) - Long-Term Natural Gas Appeal
May 4, 2012 (posted May 29); ISCW: Whiting Petroleum (WLL) - Oil Price Discount Narrows
May 1, 2012 (posted May 20); Canadian Oil Sands Ltd. (COSWF) - Dividend Raised 17%
May 1, 2012 (posted May 20); Meter Reader: Royal Dutch Shell (RDS) - LNG and GTL Profit Gains

April 2012

April 27, 2012 (posted May 20); ISCW: Range Resources (RRC) - Shale Strength
April 24, 2012 (posted May 13); Meter Reader: Woodside Petroleum (WOPEY - Pluto LNG Imminent
April 20, 2012 (posted May 13); ISCW: Good Stuff - RRC, XEC, WLL, ERF
April 17, 2012 (posted May 6); Meter Reader: ConocoPhillips (COP) - Largest North American Independent Producer Debut
April 13, 2012 (posted May 6); ISCW: Enerplus (ERF) - Shale Oil Growth with Income Option
April 10, 2012 (posted Apr 29); Meter Reader: Devon Energy (DVN) - Shale Oil Excitement at a Favorite Value Stock
April 6, 2012 (posted Apr 29); ISCW: Enduring Energy in Bottom-Line Royalty Trusts (SJT, HGT, NDRO, MTR)
April 3, 2012 (posted Apr 22); Meter Reader: PetroChina (PTR) - Global Growth in Oil and Gas

March 2012

March 30, 2012 (posted Apr 22); ISCW: Independents Delivering Growth - BRY,BIREF,XEC,DNR,PETD,PEYUF,RRC,WLL 
March 27, 2012 (posted Apr 15); Meter Reader: IMO, COSWF - Optimism on Kearl and Syncrude
March 23, 2012 (posted Apr 15); Income and Small Cap Weekly: CRT,HGT,MTR,PEYUF,SJT - Gut Check on Natural Gas
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 9, 2012 (posted Apr 1); ISCW: Vote for Oil - BRY, DNR, WLL, FRHLF, LGCY
March 6, 2012 (posted Mar 25); Meter Reader: Imperial Oil (IMO) - Kearl Startup Late This Year
March 2, 2012 (posted Mar 25); ISCW: Dorchester Minerals, L.P. (DMLP) - Fourth Quarter Production Up 42%

February 2012

February 28, 2012 (posted Mar 18); Meter Reader: ConocoPhilllips (COP) - Shale Oil Growth with Alaska Upside
February 23, 2012 (posted Mar 18); ISCW: Birchcliff Energy (BIREF) - Reserves Up 37% in 2011
February 21, 2012 (posted Mar 11); Meter Reader: Gazprom (OGZPY) - Dividend Double Expected
February 17, 2012 (posted Mar 11); ISCW: Cimarex (XEC) - Permian Payoff
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
February 3, 2012 (posted Feb 26); ISCW: Cross Timbers Royalty Trust (CRT) - Firm Oil Balances Soft Natural Gas
February 2, 2012 (posted Feb 26); Canadian Oil Sands Ltd. (COSWF) - Possible Year of High Volume Ahead

January 2012

January 31, 2012 (posted Feb 19); Meter Reader: Occidental Petroleum (OXY) - Delivering U.S. Oil Results
January 27, 2012 (posted Feb 19); ISCW: PDC Energy (PETD) - Raise NPV to $40 from $36 on Reserves and Production
January 24, 2012 (posted Feb 12); Meter Reader: Suncor Energy (SU) - Oil as a Political Weapon against Canada
January 20, 2012 (posted Feb 12); ISCW: Enerplus Corporation (ERF) - Timlier on Equity Offering Discount
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 6, 2012 (posted Jan 29); ISCW: Range Resources Rediscovers Mississippian Oil

December 2011

December 8, 2011 (posted Jan 1); Canadian Oil Sands Ltd. (COSWF) - Dividend Upside in 2012

November 2011

November 25, 2011 (posted Dec 25); Canadian Oil Sands Ltd. (COSWF) - Dividend Obstacle Removed

August 2011

August 2, 2011 (posted Aug 21); Chevron (CVX) - Raise NPV to $170 from $154 on Cash Flow Margin

July 2011

July 27, 2011 (posted Aug 21); Anadarko (APC) - Raise NPV to $90 from $78 on Oil Growth
July 27, 2011 (posted Aug 21); Canadian Oil Sands Ltd. (COSWF) - U.S. Dollar Alternative
July 15, 2011 (posted Aug 1); Petrohawk (HK) - BHP Pays 1.10 McDep Ratio to Acquire HK

April 2011

April 21, 2011 (posted May 29); Encana Corporation (ECA) - North America's Natural Gas Pure Play
April 29, 2011 (posted May 29); Canadian Oil Sands Ltd. (COSWF) - Dividend Increased 50%

February 2011

February 23, 2011 (posted Mar 27); Woodside Petroleum (WOPEY) -Double LNG Late 2011
February 16, 2011 (posted Mar 20); Cimarex Energy (XEC) - Raise NPV to $120 on Oil Reserves
February 10, 2011 (posted Mar 6); Encana (ECA) - C$5.4 Billion Deal Highlights Undervaluation

January 2011

January 28, 2011 (posted Feb 27); Canadian Oil Sands (COSWF) - Ethical Oil for Generations
January 26, 2011 (posted Feb 20); Occidental Petroleum (OXY) - Growing U.S. Oil Production
January 17, 2011 (posted Feb 13); Birchcliff Energy Ltd. (BIREF) - High Volume Stock Trading

December 2010

December 6, 2010 (posted Jan 2); Canadian Oil Sands Trust (COSWF) - Buy on Stock Price Drop

November 2010

November 22, 2010 (posted Dec 19); San Juan Basin Royalty Trust (SJT) - Distribution Yield 5.8%, Not 4.6%
November 11, 2010 (posted Dec 12); Birchcliff Energy Ltd. (BIREF) - Production Ahead of Forecast
November 4, 2010 (posted Dec 5); EOG Resources (EOG) - Buy on Stock Price Drop

October 2010

October 29, 2010 (posted Nov 28); Canadian Oil Sands Trust (COSWF) - Oil Value and Political Turmoil
October 28, 2010 (posted Nov 28); PetroChina (PTR) - Raise NPV to $170 from $150 on Natural Gas and Downstream

August 2010

August 13, 2010 (posted Sep 12); Birchcliff Energy (BIREF): Alberta Small Cap Natural Gas Growth
August 5, 2010 (posted Sep 5); Cimarex Energy (XEC): Raise NPV to $80 from $75
August 5, 2010 (posted Sep 5); Devon Energy (DVN): Onshore North American Value

July 2010

July 29, 2010 (posted Aug 29); ExxonMobil (XOM) - Downstream Profits Restored
July 28, 2010 (posted Aug 22); ConocoPhillips (COP) - From Russia to Australia

June 2010

June 3, 2010 (posted Jul 4); Lukoil (LUKOY) - Underrated oil Performer

May 2010

May 20, 2010 (posted Jun 20); CNOOC Limited (CEO) - Remove Buy on Valuation and Trend
May 13, 2010 (posted Jun 13); Birchcliff Energy Ltd. (BIREF) - New Buy for Small Cap Natural Gas Growth
May 10, 2010 (posted Jun 6); Cimarex Energy (XEC) - Raise NPV Again on More Production
May 5, 2010 (posted Jun 6); Devon Energy (DVN) - Stock Repurchase Compelling

April 2010

April 30, 2010 (posted May 30); Canadian Oil Sands Trust (COSWF) - Distribution Raised 43% to $C0.50 a Quarter
April 27, 2010 (posted May 23); BP plc (BP) - Raise NPV to $85 from $80 a Share
April 21, 2010 (posted May 16); Encana (ECA) - New Natural Gas Company Performs Well

March 2010

March 31, 2010 (posted May 2); CNOOC Limited (CEO) - Raise NPV to $145 from $135 on Reserves
March 31, 2010 (posted May 2); Lukoil (LUKOY) - Shares Available
March 26, 2010 (posted Apr 25); PetroChina (PTR) - Gas Growth - Natural Gas and Gasoline
March 22, 2010 (posted Apr 18); Hugoton Royalty Trust (HGT) - Monthly Volume Better than It Looks
March 12, 2010 (posted Apr 11); Devon Energy (DVN) - Virtually Eliminates Debt
March 5, 2010 (posted Apr 4); Canadian Natural Resources (CNQ) - Raise NPV to US$90 from $80

February 2010

February 25, 2010 (posted Mar 28); Woodside Petroluem (WOPEY) - Financing in Place for 2010
February 22, 2010 (posted Mar 21); XTO Energy (XTO) - Merger on Track for Second Quarter Completion
February 19, 2010 (posted Mar 21); Birchcliff Energy (BIREF) - Raise NPV to US$11 from US$9
February 18, 2010 (posted Mar 21); Devon Energy (DVN) - Proven Reserves Increase 19%
February 15, 2010 (posted Mar 14); Cenovus Energy (CVE) - Quadruple Bitumen by 2017
February 15, 2010 (posted Mar 14); Statoil (STO) - Reposition Dividend for Growth
February 15, 2010 (posted Mar 14); EOG Resources (EOG) - Proven Reserves Increase 19%
February 12, 2010 (posted Mar 14); Total (TOT) - Secure Income at 5.5%
February 12, 2010 (posted Mar 14); EnCana (ECA - Best Large Cap Clean Energy Investment
February 8, 2010 (posted Mar 14); Cimarex (XEC) - Booming Production Estimated up 18% in 2010
February 5, 2010 (posted Mar 7); BG Group (BRXGF) - Natural Gas Growth in Australia
February 4, 2010 (posted Mar 7); Royal Dutch Shell (RDS) - Cautious Outlook, Nice Dividend
February 3, 2010 (posted Mar 7); Imperial Oil (IMO) - Horn River Shale Gas Explorer
February 3, 2010 (posted Mar 7); CNOOC Ltd. (CEO) - Blockbuster Growth Forecast
February 3, 2010 (posted Mar 7); Marathon Oil (MRO) - Ready for Recovery in Demand for Diesel Fuel
February 2, 2010 (posted Mar 7); Anadarko (APC) - Raise Net Present Value to $64 a Share from $59
February 2, 2010 (posted Mar 7); Suncor Energy (SU) - Reduce Net Present Value to US$48 a Share from US$52
February 2, 2010 (posted Feb 28); BP plc (BP) - Credibility Reestablished
February 1, 2010 (posted Feb 28); ExxonMobil (XOM) - Modify to Contrarian Buy from Buy
February 1, 2010 (posted Feb 28); Gazprom (OGZPY) - European Natural Gas Sales Rebound

January 2010

January 29, 2010 (posted Feb 28); Chevron (CVX) - Raise NPV to $110 a Share from $102
January 28, 2010 (posted Feb 28); Canadian Oil Sands Trust (COSWF) - Distribution Unchanged, Reduce NPV to $38 from US$42
January 28, 2010 (posted Feb 28); Occidental Petroleum (OXY) - Volume Growth Supporting Appreciation Potential
January 27, 2010 (posted Feb 28); ConocoPhillips (COP) - Lowest Large Cap McDep Ratio

December 2009

December 31, 2009 (posted Jan 24); ISCW: Whiting Petroleum (WLL) - North Dakota Bakken Oil Producer
December 29, 2009 (posted Jan 17); MR: Woodside Petroleum - Buy for Australian LNG
December 8, 2009 (posted Jan 10); Lukoil (LUKOY) - Reemphasizing Oil

November 2009

 
November 13, 2009 (posted Dec 13); Encana (ECA) - Splitting into Two Companies
November 9, 2009 (posted Dec 13); Gazprom (OGZPY) - Sharp Recovery from Sharp Dip
November 6, 2009 (posted Dec 6); Suncor Energy (SU) - Expects to Keep 12% Syncrude
November 6, 2009 (posted Dec 6); EOG Resources (EOG) - Accenting Oil
November 6, 2009 (posted Dec 6); Dorchester Minerals, L.P. (DMLP) - More Drilling on DMLP Land
November 6, 2009 (posted Dec 6); Marathon Oil (MRO) - Refinery Expansion Nearly Complete
November 6, 2009 (posted Dec 6); Anadarko Petroleum (APC) - McDep Ratio above 1.0
November 5, 2009 (posted Dec 6); Canadian Natural Resources (CNQ) - Oil Sands Mining Challenge
November 5, 2009 (posted Dec 6); Total S.A. (TOT) - New Projects for Growth
November 5, 2009 (posted Dec 6); Statoil ASA (STO) - Oil Price Leading Natural Gas Price
November 4, 2009 (posted Dec 6); XTO Energy (XTO) - Remarkable Business Model
November 4, 2009 (posted Dec 6); Devon Energy (DVN) - Progress in Shale Gas
November 4, 2009 (posted Dec 6); Cimarex Energy (XEC) - Raise Net Present Value to $50 a Share from $46
November 2, 2009 (posted Nov 29); Imperial Oil (IMO) - In Situ Oil Production Cumulates Past a Billion Barrels
November 2, 2009 (posted Nov 29); Encore Acquisition (EAC) - Denbury Resources Offers $50 a Share

October 2009

October 30, 2009 (posted Nov 29); Chevron (CVX) - Raise NPV to $102 a Share from $97
October 29, 2009 (posted Nov 29); ExxonMobil (XOM) - Cash Flow Rising after Decline
October 29, 2009 (posted Nov 29); Royal Dutch Shell plc (RDS) - Shedding Downstream Image
October 28, 2009 (posted Nov 29); ConocoPhillips (COP) - Downsizing to Revitalize
October 28, 2009 (posted Nov 29); Encore Acquisition (EAC) - Raise NPV to $50 a Share from $44
October 29, 2009 (posted Nov 22); Canadian Oil Sands Trust (COSWF) - Operating at Capacity
October 27, 2009 (posted Nov 22); BP plc (BP) - Raise NPV to $80 a Share from $72
October 23, 2009 (posted Nov 22); Occidental Petroleum (OXY) - Raise NPV to $95 a Share from $87
October 5, 2009 (posted Nov 1); Canadian Oil Sands Trust (COSWF) - Distribution Increase Ahead?

September 2009

September 16, 2009 (posted Oct 18); Anadarko Petroleum (APC) - Rebalance on New Basin Discovery
September 3, 2009 (posted Oct 11); Petrobras (PBR) - New Regulatory Model Points to Stock Issue

August 2009

August 31, 2009 (posted Sep 27); Lukoil (LUKOY) - Contributing to Russia's Oil Future
August 31, 2009 (posted Sep 27); PetroChina (PTR) - Growing Giant in Clean Energy
August 26, 2009 (posted Sep 20); CNOOC Ltd. (CEO) - Full Current Valuation, Promising Prospects
August 26, 2009 (posted Sep 20); Gazprom (OGZPY) - Natural Gas Giant Reemerging
August 12, 2009 (posted Sep 13); Penn West Energy Trust (PWE) - Reduce NPV on Volume Trend
August 11, 2009 (posted Sep 13); Dorchester Minerals, L.P. (DMLP) - Income Competitive with Growth
August 7, 2009 (posted Sep 6); Cimarex Energy (XEC) - Cana Shale Working Well
August 7, 2009 (posted Sep 6); EOG Resources (EOG) - Low-Debt Natural Gas Growth
August 6, 2009 (posted Sep 6); Canadian Natural Resources (CNQ) - First Cash from Horizon
August 5, 2009 (posted Sep 6); Berry Petroleum (BRY) - Back on Track
August 5, 2009 (posted Sep 6); XTO Energy (XTO) - Cutting Edge Natural Gas Producer
August 5, 2009 (posted Sep 6); Devon Energy (DVN) - Stock Price Moves to Uptrend
August 4, 2009 (posted Sep 6); Anadarko Petroleum (APC) - Frontier Exploration Off West Africa
August 4, 2009 (posted Sep 6); StatoilHydro (STO) - Natural Gas Growth with Dividends
August 3, 2009 (posted Aug 30); Marathon Oil (MRO) - Favorable Trends for Future Profit

July 2009

July 31, 2009 (posted Aug 30); Chevron (CVX) - Strength in Tough Times
July 31, 2009 (posted Aug 30); Total S.A. (TOT) - Real Return and Secure Income
July 30, 2009 (posted Aug 30); Imperial Oil (IMO) - Downstream Hiccup
July 30, 2009 (posted Aug 30); Petro-Canada (PCZ) - Good Bye Petro-Canada, Hello Suncor
July 30, 2009 (posted Aug 30); ExxonMobil (XOM) - Upstream Volume Growing
July 30, 2009 (posted Aug 23); Royal Dutch Shell (RDS) - Gaining Efficiency in Exploration and Production
July 29, 2009 (posted Aug 23); BG Group - Progressing Pre-Salt Brazil
July 29, 2009 (posted Aug 23); Encore Acquisition (EAC) - Tertiary Recovery Project Announced
July 29, 2009 (posted Aug 23); ConocoPhillips (COP) - Positioned for Recovery
July 28, 2009 (posted Aug 23); BP plc (BP) - Trending Up
July 27, 2009 (posted Aug 23); Canadian Oil Sands Trust (COSWF) - Quarterly Distribution Raised to C$0.25 a Unit
July 23, 2009 (posted Aug 16); Occidental Petroleum (OXY) - California Discovery May Be Worth $2 a Share
July 23, 2009 (posted Aug 16); Encana (ECA) - Hedges Helping in 2009
July 22, 2009 (posted Aug 16); Suncor (SU) - Merger with Petro-Canada Effective

May 2009

May 11, 2009 (posted Jun 14); StatoilHydro ASA (STO) - Alternative Energy Practical Idealist
May 8, 2009 (posted Jun 14); Suncor (SU) - Restore Buy on New Price Trend
May 8, 2009 (posted Jun 14);  Petro-Canada (PCZ) - Restore Buy on New Price Trend
May 8, 2009 (posted Jun 14); Imperial Oil (IMO) - Restore Buy on New Price Trend
May 8, 2009 (posted Jun 14); Canadian Natural Resources (CNQ) - Restore Buy on New Price Trend
May 7, 2009 (posted Jun 7); Anadarko Petroleum (APC) - Restore Buy on New Price Trend
May 6, 2009 (posted Jun 7); Penn West Energy Trust (PWE) - Transitioning to Exploration and Production Company
May 6, 2009 (posted Jun 7); XTO Energy (XTO) - Restore Buy on New Price Trend
May 6, 2009 (posted Jun 7); Devon Energy (DVN) - Efficient Producer
May 6, 2009 (posted Jun 7); Total S.A. (TOT) - Resilience to Recession
May 5, 2009 (posted Jun 7); Cimarex Energy (XEC) - Ready to Drill Shale
May 5, 2009 (posted Jun 7); EOG Resources (EOG) - Ready to Develop More Oil and Gas
May 5, 2009 (posted May 31); BG Group (BRGXF) - New Buy on Global LNG and Brazil Oil
May 5, 2009 (posted May 31); Petrobras (PBR) - New Buy on Oil Growth
May 1, 2009 (posted May 31); Chevron (CVX) - Creating Energy Wealth Globally
May 1, 2009 (posted May 31); Berry Petroleum (BRY) - Getting through Tough Times

April 2009

April 30, 2009 (posted May 31); Imperial Oil (IMO) - Investing through the Cycle
April 30, 2009 (posted May 31); Marathon Oil (MRO) - Refining Helping Performance
April 30, 2009 (posted May 31); ExxonMobil (XOM) - Strong Performer in Tough Times
April 29, 2009 (posted May 24); Canadian Oil Sands Trust (COSWF) - Cash Flow Exceeds Distribution
April 29, 2009 (posted May 24); Gazprom (OGZPY) - Expect Modest Results for 2009
April 29, 2009 (posted May 24); Royal Dutch Shell (RDS) - Lower Net Present Value to $80 a Share
April 29, 2009 (posted May 24); CNOOC Ltd. (CEO) - Reinstate Buy on Rising Outlook
April 28, 2009 (posted May 24); PetroChina (PTR) - Tax and Price Control Relief
April 28, 2009 (posted May 24); BP plc (BP) - Downstream Increase Offsets Upstream Cash Decrease
April 28, 2009 (posted May 24); Petro-Canada (PCZ) - Suncor at a Discount
April 23, 2009 (posted May 17); Occidental Petroleum (OXY) - Low-Cost U.S. Oil and Gas Producer
April 23, 2009 (posted May 17); ConocoPhillips (COP) - Overlooked Rich Resources
April 23, 2009 (posted May 17); Suncor Energy (SU) - Acquiring Financial Strength
April 22, 2009 (posted May 17); Encore Acquisition (EAC) - Levered to Oil Price
April 22, 2009 (posted May 17); Encana Corporation (ECA) - Billion Dollar Hedge Gain
April 8, 2009 (posted May 3); Lukoil Oil Company (LUKOY) - Making Money after Interruption

March 2009

March 31, 2009 (posted Apr 26); CNOOC Limited (CEO) - 13% Volume Growth Projected for 2009
March 25, 2009 (posted Apr 19); PetroChina (PTR) - Fundamental to the Growth of China
March 23, 2009 (posted Apr 19); Suncor to Acquire Petro-Canada
March 5, 2009 (posted Apr 5); Canadian Natural Resources (CNQ) - Horizon Produces First Oil
March 5, 2009 (posted Apr 5); Gazprom (OGZPY) - Tax Risk Diversification
March 4, 2009 (posted Apr 5); Birchcliff Energy (BIR.TO) - Alberta Reduces Royalties (Taxes) on New Wells

February 2009

February 25, 2009 (posted Mar 29); Berry Petroleum (BRY) - Resource Rich, Credit Sensitive
February 18, 2009 (posted Mar 22); Penn West Energy Trust (PWE) - Distribution Keyed to US$45 Oil
February 19, 2009 (posted Mar 22); XTO Energy (XTO) - Hedging Helping
February 18, 2009 (posted Mar 22); Cimarex Energy (XEC) - Lower NPV to $55 a Share
February 17, 2009 (posted Mar 22); StatoilHydro (STO) - Low Cost Offshore Operator
February 12, 2009 (posted Mar 15); Encana (ECA) - Steady Production and Reserves
February 12, 2009 (posted Mar 15); Total S.A. (TOT) - Dividend and Investment Strength
February 11, 2009 (posted Mar 15); Encore Acquisition (EAC) - Lower NPV to $44 a Share
February 5, 2009 (posted Mar 8); EOG Resources (EOG) - Raise NPV on Higher Reserves
February 4, 2009 (posted Mar 8); Devon Energy (DVN) - Harvesting Accounting Losses
February 3, 2009 (posted Mar 8); Marathon Oil (MRO) - Raise NPV to $54 a Share
February 3, 2009 (posted Mar 8); BP plc (BP) - Cash Flow Balance at $50 to $60 Oil in 2009
February 3, 2009 (posted Mar 8); Anadarko Petroleum (APC) - Deep Water Explorer

January 2009

January 30, 2009 (posted Mar 1); Chevron (CVX) - Downstream Surprise
January 30, 2009 (posted Mar 1); ExxonMobil (XOM) - Natural Gas Leader
January 29, 2009 (posted Mar 1); Imperial Oil (IMO) - Extra Price Sensitivity in Heavy Oil
January 29, 2009 (posted Mar 1); Occidental Petroleum (OXY) - Resilience and Financial Strength
January 29, 2009 (posted Mar 1); Petro-Canada (PCZ) - Managing for $50 to $60 Oil in 2009
January 29, 2009 (posted Mar 1); Royal Dutch Shell (RDSA) - Dividend Trend Beats Inflation
January 29, 2009 (posted Feb 22); Canadian Oil Sands Trust (COSWF) - Quarterly Distribtution at C$0.15 a Unit
January 28, 2009 (posted Feb 22); ConocoPhillips (COP) - Harvesting Accounting Losses
January 22, 2009 (posted Feb 22); PetroChina (PTR) - Government Managed Pricing
January 21, 2009 (posted Feb 15); CNOOC Limited (CEO) - More Volume Growth in 2009
January 20, 2009 (posted Feb 15); Suncor (SU) - Volumes Climbing

December 2008

December 31, 2008 (posted Feb 1); Gazprom (OGZPY) - Underrated Investment
December 30, 2008 (posted Jan 25); Berry Petroleum (BRY) - Customer Bankruptcy Manageable
December 17, 2008 (posted Jan 18); ExxonMobil (XOM) - Upgrade to Buy on Stock Price Change Trend
December 16, 2008 (posted Jan 11); Lukoil Oil Company (LUKOY) - Credible Russian Champion
December 10, 2008 (posted Jan 11); Canadian Oil Sands Trust (COSWF) - Budget Quarterly Distribution of C$0.25 a Unit

November 2008

November 20, 2008 (posted Dec 21); Canadian Oil Sands Trust (COSWF) - Alberta Reduces Royalties
November 12, 2008 (posted Dec 14); Penn West Energy Trust (PWE) - Distribution Yield 20%
November 6, 2008 (posted Dec 14); Canadian Natural Resources (CNQ) - Hidden Value in Heavy Oil
November 5, 2008 (posted Dec 7); Devon Energy (DVN) - Outperforming in Tough Times
November 5, 2008 (posted Dec 7); XTO Energy (XTO) - Personal Debt-Free Pledge
November 5, 2008 (posted Dec 7); Total S.A. (TOT) - Geographic Appeal
November 4, 2008 (posted Dec 7); Cimarex Energy (XEC) - Capital Discipline
November 4, 2008 (posted Dec 7); Anadarko (APC) - Acquisition Value
November 4, 2008 (posted Dec 7); EOG Resources (EOG) - The Hat Trick
November 3, 2008 (posted Dec 7); StatoilHydro (STO) - Financially Strong Dividend Payer

October 2008

October 31, 2008 (posted Nov 30); Chevron (CVX) - Oil in the Stock Market at $59 a Barrel
October 30, 2008 (posted Nov 30); Imperial Oil (IMO) - Favorable Pricing for Heavy Oil
October 30, 2008 (posted Nov 30); Marathon Oil (MRO) - Gasoline and Diesel Demand Rebounding
October 30, 2008 (posted Nov 30); ExxonMobil (XOM) - Building Value with Stock Repurchase
October 30, 2008 (posted Nov 30); Royal Dutch Shell (RDS) - Secure Dividend 5.7%
October 29, 2008 (posted Nov 30); Canadian Oil Sands Trust (COSWF) - Quarterly Distribution C$0.75 a Unit
October 29, 2008 (posted Nov 30); Berry Petroleum (BRY) - Adjusting Spending to Cash Flow
October 29, 2008 (posted Nov 23); Encore Acquisition (EAC) - Success with ExxonMobil in West Texas
October 29, 2008 (posted Nov 23); Suncor (SU) - Coping with Volatile Oil Price
October 28, 2008 (posted Nov 23); PetroChina (PTR) - Chinese Major Oil Company
October 28, 2008 (posted Nov 23); Occidental Petroleum (OXY) - Low Debt, High Margin
October 28, 2008 (posted Nov 23); BP plc (BP) - Dividend Yield 7.2%
October 28, 2008 (posted Nov 23); CNOOC Ltd. (CEO) - Oil and Gas Growth Offshore China
October 24, 2008 (posted Nov 23); Encana (ECA) - High-Performance Clean Energy Producer
October 24, 2008 (posted Nov 23); Petro-Canada (PCZ) - Pacing Fort Hills
October 23, 2008 (posted Nov 16); Gazprom (OGZPY) - Cheap Stock, Political Risk
October 23, 2008 (posted Nov 16); ConocoPhillips (COP) - Australian Natural Gas Deal
October 22, 2008 (posted Nov 16); Cimarex (XEC) - Woodford Shale Leader

September 2008

September 2, 2008 (posted Sep 28); Lukoil (LUKOY) - Domestic Demand Up, Exports Down

August 2008

August 27, 2008 (posted Sep 21); PetroChina (PTR) - Sacrifice Acknowledged
August 27, 2008 (posted Sep 21); CNOOC Ltd. (CEO) - Strong Operating and Financial Results
August 7, 2008 (posted Sep 7); Canadian Natural Resources (CNQ) - Horizon Slippage
August 6, 2008 (posted Sep 7); Encore Acquisition (EAC) - Sale Called Off
August 6, 2008 (posted Sep 7); Devon Energy (DVN) - John W. Nichols, 1914-2008
August 5, 2008 (posted Sep 7); Cimarex Energy (XEC) - Ten Percent a Year Volume Growth
August 5, 2008 (posted Sep 7); Anadarko Petroleum (APC) - Takeover Climate
August 4, 2008 (posted Sep 7); PetroChina (PTR) - Price Controls and Punitive Taxes
August 4, 2008 (posted Sep 7); CNOOC Ltd. (CEO) - Punitive Taxes and Price Controls
August 1, 2008 (posted Aug 31); Chevron (CVX) - Income Model
August 1, 2008 (posted Aug 31); Total (TOT) - Oil Sands Strategy
August 1, 2008 (posted Aug 31); StatoilHydro (STO) - High Quality Offshore Producer

July 2008

July 31, 2008 (posted Aug 31); Imperial Oil (IMO) - Resources Concentrated on Fewer Shares
July 31, 2008 (posted Aug 31); Marathon Oil (MRO) - May Form Two Independent Companies
July 31, 2008 (posted Aug 31); ExxonMobil (XOM) - Income Model
July 31, 2008 (posted Aug 31); Royal Dutch Shell (RDS) - Rebuilding North American Natural Gas
July 30, 2008 (posted Aug 31); EOG Resources (EOG) - Stellar Record Marred by Hedging
July 29, 2008 (posted Aug 24); Canadian Oil Sands Trust (COSWF) - Distribution Increased 25%
July 29, 2008 (posted Aug 24); BP plc (BP) - Control Dispute in Russia
July 25, 2008 (posted Aug 24); Berry Petroleum (BRY) - A Bit of Haynesville Glamour
July 24, 2008 (posted Aug 24); Encana Corporation (ECA) - Two Growth Companies in One
July 24, 2008 (posted Aug 24); Occidental Petroleum (OXY) - Largest Oil Producer in Texas
July 24, 2008 (posted Aug 24); Suncor Energy (SU) - Operations Challenge
July 24, 2008 (posted Aug 24); Petro-Canada (PCZ) - Construction Challenge
July 23, 2008 (posted Aug 17); ConocoPhillips (COP) - Income Model
July 22, 2008 (posted Aug 17); XTO Energy (XTO) - Stock Price Momentum Changes

June 2008

June 17, 2008 (posted Jul 20); XTO Energy (XTO) - Beating a Tax Deadline
June 16, 2008 (posted Jul 13); Berry Petroleum (BRY) - Timely Natural Gas Deal
June 4, 2008 (posted Jul 6); Lukoil (LUKOY) - Raise Net Present Value to $170 a Share

May 2008

May 29, 2008 (posted Jun 29); XTO Energy (XTO) - Low McDep Ratio Natural Gas
May 22, 2008 (posted Jun 22); Petrobras (PBR) - Raise NPV to $75 a Share
May 14, 2008 (posted Jun 15); Penn West Energy Trust (PWE) - Raise NPV to $45 a Share
May 13, 2008 (posted Jun 15); StatoilHydro (STO) - Raise NPV to $52 a Share
May 9, 2008 (posted Jun 8); Canadian Natural Resources (CNQ) - Raise NPV to $124 a Share
May 8, 2008 (posted Jun 8); Encore Acquisition (EAC) - $120 a Barrel Excitement
May 7, 2008 (posted Jun 8); Devon Energy (DVN) - Resources Three Times Reserves
May 7, 2008 (posted Jun 8); Total S.A. (TOT) - Euro Oil Leader
May 6, 2008 (posted Jun 8); Cimarex Energy (XEC) - Raise NPV to $85 a Share
May 6, 2008 (posted Jun 8); Anadarko Petroleum (APC) - Positives Outweigh Negatives
May 2, 2008 (posted Jun 8); Chevron (CVX) - Refining Penalty
May 2, 2008 (posted Jun 1); EOG Resources (EOG) - Stock Outperforms
May 1, 2008 (posted Jun 1); Imperial Oil (IMO) - ExxonMobil's Undeveloped Opportunities
May 1, 2008 (posted Jun 1); Marathon Oil (MRO) - Hangover from Last Year's Refining Boom
May 1, 2008 (posted Jun 1); Exxon Mobil (XOM) - World's Safest Investment

April 2008

April 29, 2008 (posted Jun 1); BP plc (BP) - Getting Back on Track
April 29, 2008 (posted Jun 1); Berry Petroleum (BRY) - Earnings Fit with Oil Price
April 29, 2008 (posted Jun 1); Petro-Canada (PCZ) - Low McDep Ratio
April 29, 2008 (posted Jun 1); Royal Dutch Shell (RDS) - Non U.S. Energy Mega Cap
April 28, 2008 (posted May 25); Canadian Oil Sands Trust (COSWF) - Ten-Bagger Distribution
April 23, 2008 (posted May 25); XTO Energy (XTO) - Positioned for Natural Gas Gain
April 24, 2008 (posted May 25); Occidental Petroleum (OXY) - Raise NPV to $100 a Share
April 22, 2008 (posted May 25); Encana (ECA) - Largest North American Natural Gas Producer
April 28, 2008 (posted May 25); CNOOC Limited (CEO) - Raise NPV to $140 a Share
April 24, 2008 (posted May 25); Suncor (SU) - Booming Oil
April 28, 2008 (posted May 25); PetroChina (PTR) - Winter Sacrifice
April 24, 2008 (posted May 25); ConocoPhillips (COP) - Timely Investment Choice
April 16, 2008 (posted May 18); Kinder Morgan (KMP, KMR) - Mounting Oil Losses
April 10, 2008 (posted May 11); Lukoil (LUKOY) - Strong Cash, Possibly Lower Tax

March 2008

March 27, 2008 (posted Apr 27); CNOOC Limited (CEO) - Dividend Rasied 15%
March 24, 2008 (posted Apr 20); Petrobras (PBR) - Oil Growth at a Reasonable Price
March 19, 2008 (posted Apr 20); PetroChina (PTR) - $300 a Share in Shanghai
March 7, 2008 (posted Apr 6); Lukoil (LUKOY) - Anticipate Easing of Export Tax

February 2008

February 29, 2008 (posted Mar 30); Energy Partners (EPL) - Discontinue Rating on Smaller Capitalization
February 28, 2008 (posted Mar 30); Canadian Natural Resources (CNQ) - Horizon Approaching
February 27, 2008 (posted Mar 30); StatoilHydro (STO) - Dividends in Norwegian Currency
February 20, 2008 (posted Mar 23); Cimarex (XEC) - Strong Performance in 2007
February 18, 2008 (posted Mar 23); Gazprom (OGZPY) - 60-Day Bargain, 200-Day Momentum
February 15, 2008 (posted Mar 16); Berry Petroleum (BRY) - Postpones Master Limited Partnership
February 14, 2008 (posted Mar 16); Encore Acquisition (EAC) - Low-Priced Stock Market Oil
February 14, 2008 (posted Mar 16); Encana Corporation (ECA) - Overcoming Alberta Tax Hunger
February 13, 2008 (posted Mar 16); Total  S.A. (TOT) - Stock Market Value with Oil Price Momentum
February 12, 2008 (posted Mar 16); XTO Energy (XTO) - Raise Net Present Value to $68 a Share
February 7, 2008 (posted Mar 9); EOG Resources (EOG) - Raise Net Present Value to $115 a Share
February 6, 2008 (posted Mar 9); Devon Energy (DVN) - Reserves Grow with Production
February 5, 2008 (posted Mar 9); BP plc (BP) - Underlying Resource Strength
February 5, 2008 (posted Mar 9); Anadarko Petroleum (APC) - Rising Natural Gas Volume
February 1, 2008 (posted Mar 2); Chevron (CVX) - Oil Concentration Rewarded
February 1, 2008 (posted Mar 2); ExxonMobil (XOM) - Global Energy Leader
February 1, 2008 (posted Mar 2); Imperial Oil (IMO) - Long-Term Canadian Oil Money Maker

January 2008

January 31, 2008 (posted Mar 2); Petro-Canada (PCZ) - Facing Oil Sands Investment Decision
January 31, 2008 (posted Mar 2); Marathon Oil (MRO) - Downstream Surprise
January 31, 2008 (posted Mar 2); Royal Dutch Shell (RDS) - Downstream Offset
January 31, 2008 (posted Mar 2);Canadian Oil Sands Trust (COSWF) - Distribution Nearly Doubles in Two Quarters
January 30, 2008 (posted Mar 2); PetroChina (PTR) - Cheap in New York, Dear in Shanghai
January 29, 2008 (posted Feb 24); CNOOC Ltd (CEO) - Volume Gains Expected in 2008
January 29, 2008 (posted Feb 24); Occidental Petroleum (OXY) - Crude is King
January 23, 2008 (posted Feb 17); ConocoPhillips (COP) - Cool under Fire
January 22, 2008 (posted Feb 17); Suncor (SU) - Oil Sands for Taxable Investors
January 17, 2008 (posted Feb 17); Kinder Morgan (KMP, KMR) - Energy Infrastructure Fee Machine
January 7, 2008 (posted Feb 3); San Juan Basin Royalty Trust (SJT) - $18 a Million Btu for LNG

December 2007

December 14, 2007 (posted Jan 13); Lukoil (LUKOY) - Our Favorite Russian Oil Stock
December 6, 2007 (posted Jan 6); Gazprom (OGZPY) - Natural Gas Marching Up

November 2007

November 28, 2007 (posted Dec 30); Canadian Natural Resources (CNQ) - New Buy Recommendation
November 11, 2007 (posted Dec 16); Petrobras (PBR) - Energy Mega Cap
November 9, 2007 (posted Dec 16); Penn West Energy Trust (PWE) - Light Oil Consolidator
November 8, 2007 (posted Dec 16); Petrobras (PBR) - Bonanza Offshore Brazil
November 7, 2007 (posted Dec 16); Cimarex Energy (XEC) - Timely Turn to Oil
November 7, 2007 (posted Dec 16); Devon Energy (DVN) - Oil Strength, Natural Gas Potential
November 7, 2007 (posted Dec 16); Energy Partners (EPL) - Management Scales Back
November 7, 2007 (posted Dec 9); Total SA (TOT) - Global Natural Gas Competitor
November 6, 2007 (posted Dec 9); Anadarko Petroleum (APC) - Natural Gas Resource Value
November 2, 2007 (posted Dec 9); Chevron (CVX) - A Bias to be Oilier
November 1, 2007 (posted Dec 9); Marathon Oil (MRO) - Oil Sands Deal Closed
November 1, 2007 (posted Dec 9); Canadian Natual Resources (CNQ) - Heavy Oil, Natural Gas and Oil Sands
November 1, 2007 (posted Dec 9); ExxonMobil (XOM) - Energy Money Fund

October 2007

October 31, 2007 (posted Dec 2); Canadian Oil Sands Trust (COSWF) - Oil Price Trumps Alberta Tax Hike
October 31, 2007 (posted Dec 2); Encore Acquisition (EAC) - Oil with Income Alternative in ENP
October 31, 2007 (posted Dec 2); Berry Petroleum (BRY) - Plans MLP
October 30, 2007 (posted Dec 2); Imperial Oil (IMO) - Oil Price Yes, Alberta Royalties No
October 30, 2007 (posted Dec 2); Norsk Hydro (NHYDY) - Real Growth in Materials
October 30, 2007 (posted Dec 2); CNOOC Limited (CEO) - Flourishing China Stock Market
October 29, 2007 (posted Dec 2); EOG Resources (EOG) - Natural Gas Sleeper
October 29, 2007 (posted Dec 2); StatoilHydro (STO) - Shtokman Partner
October 26, 2007 (posted Nov 25); PetroChina (PTR) - Revise to Hold from Buy on Price
October 25, 2007 (posted Nov 25); Encana (ECA) - Political Cloud over Canada
October 25, 2007 (posted Nov 25); Suncor Energy (SU) - Political Pall over Canada
October 25, 2007 (posted Nov 25); Royal Dutch Shell (RDS) - Healthy Business
October 25, 2007 (posted Nov 25); Petro-Canada (PCZ) - Political Pall over Canada
October 24, 2007 (posted Nov 25); Occidental Petroleum (OXY) - Preferred Operator in the Middle East
October 24, 2007 (posted Nov 25); ConocoPhillips (COP) - Low Stock Price for Strong Cash Flow
October 23, 2007 (posted Nov 18); XTO Energy (XTO) - Raise NPV to $75 a Share
October 23, 2007 (posted Nov 18); BP plc (BP) - Lower NPV to $75 a Share
October 17, 2007 (posted Nov 11); Kinder Morgan - A Little Corruption, American Style
October 15, 2007 (posted Nov 4); PetroChina - Stock Price Advance Carries Higher Risk
October 8, 2007 (posted Nov 4); Gazprom - Saudi Arabia of Natural Gas
October 2, 2007 (posted Oct 28); Canadian Oil Sands Trust - Operating Interruption

September 2007

September 24, 2007 (posted Oct 21); CNOOC Limited - Revise to Hold from Buy on Price
September 12, 2007 (posted Oct 14); Lukoil (LUKOY) - Emerging Oil Blue Chip
September 6, 2007 (posted Oct 7); San Juan Basin Royalty Trust - Mountains and Valleys
September 5, 2007 (posted Oct 7); Canadian Oil Sands Trust - Record 375,000 Barrels Daily in August

August 2007

August 29, 2007 (posted Sep 30); CNOOC Limited - Making Money Offshore China
August 23, 2007 (posted Sep 23); PetroChina - Price Controls Ease in 2007 Half
August 8, 2007 (posted Sep 9); Energy Partners - Oversold
August 3, 2007 (posted Sep 9); EOG Resources - Natural Gas with North Dakota Oil
August 3, 2007 (posted Sep 9); Penn West Energy Trust - High Return from Distributions
August 3, 2007 (posted Sep 9); Imperial Oil - High Return from Stock Repurchase
August 2, 2007 (posted Sep 9); Total S.A. - Constructive Russo-French Interdependence
August 2, 2007 (posted Sep 9); Berry Petroleum - Rocky Mountain Constraints
August 1, 2007 (posted Sep 2); Cimarex Energy - Stable Volume
August 1, 2007 (posted Sep 2); Devon Energy - Volume Advances
August 1, 2007 (posted Sep 2); Encore Acquisition - Nice to be Oily

July 2007

July 31, 2007 (posted Sep 2); Marathon Oil - Oil Sands Acquirer
July 31, 2007 (posted Sep 2); Anadarko Petroleum - Transition Maturing
July 30, 2007 (posted Aug 26); Statoil ASA - Norwegian Oil and Gas Champion
July 27, 2007 (posted Aug 26); Chevron Corporation - Oil and Downstream Vigor
July 26, 2007 (posted Aug 26); Suncor Energy - Oil Sands Growth Stock
July 26, 2007 (posted Aug 26); Exxon Mobil Corporation - Steady Strength
July 26, 2007 (posted Aug 26); Petro-Canada - Raise NPV to US$65 a Share
July 26, 2007 (posted Aug 19); Royal Dutch Shell - Downstream Benefit
July 25, 2007 (posted Aug 19); Encana Corporation - Downstream Blessing
July 25, 2007 (posted Aug 19); ConocoPhillips - Downstream Blessing
July 25, 2007 (posted Aug 19); BP plc - Controversy Dimishing
July 25, 2007 (posted Aug 12); Canadian Oil Sands Trust - Potential Distribution Double
July 24, 2007 (posted Aug 12); XTO Energy - Volume Growth in Underpriced Natural Gas
July 24, 2007 (posted Aug 12); Occidental Petroleum - Ready for Peak Oil Test
July 24, 2007 (posted Aug 12); Norsk Hydro - Confidence in Aluminium
July 23, 2007 (posted Aug 12); Hugoton Royalty Trust - Paying Unitholders to Wait
July 20, 2007 (posted Aug 5); CNOOC Ltd. - Fu Chengyu Meets Boone Pickens
July 19, 2007 (posted Aug 5); Kinder Morgan - Suggestions for New General Partner Owners
July 16, 2007 (posted Aug 5); PetroChina - Raise NPV to $166 a Share

June 2007

June 29, 2007 (posted Jul 29); Lukoil (LUKOY) - Raise NPV to $121 a Share
June 29, 2007 (posted Jul 29); Gazprom (OGZPY) - Raise NPV to $62 a Share

May 2007

May 31, 2007 (posted Jul 1); Norsk Hydro - Hold New NHY, Buy Statoil
May 18, 2007 (posted Jun 17); Marathon Oil - Downgrade to Hold from Buy on Price
May 9, 2007 (posted Jun 17); Cimarex Energy Company - Lowest McDep Ratio
May 8, 2007 (posted Jun 17); Penn West Energy Trust - Committed to Income Distributions
May 7, 2007 (posted Jun 10); Encore Acquisition - Encore for Bell Creek
May 7, 2007 (posted Jun 10); PetroChina - Raise NPV on Discovery
May 4, 2007 (posted Jun 10); Total S.A. - Integrated Model
May 4, 2007 (posted Jun 10); Energy Partners - Strategic Alternatives Disappointment
May 3, 2007 (posted Jun 10); Royal Dutch Shell - Record Results
May 2, 2007 (posted Jun 3); Berry Petroleum - Piceance and Diatomite
May 2, 2007 (posted Jun 3); Devon Energy - Low McDep Ratio Natural Gas
May 2, 2007 (posted Jun 3); Imperial Oil - Oil Sands Deal Unmasks Value
May 1, 2007 (posted Jun 3); EOG Resources - Productive Drilling Boosts Cash Flow
May 1, 2007 (posted Jun 3); Marathon Oil - Stock Split Declared
May 1, 2007 (posted May 27); Anadarko - Adjust NPV to $70 a Share on Lower Debt

April 2007

April 27, 2007 (posted May 27); Chevron - Solid Results
April 26, 2007 (posted Jul 29); Suncor (SU) - 250, 350, 500
April 26, 2007 (posted May 27); CNOOC Limited - Volume Up 5%
April 26, 2007 (posted May 27); ExxonMobil - Another Record Quarter
April 26, 2007 (posted May 20); Canadian Oil Sands Trust - Buy - Distribution Raised 33%
April 25, 2007 (posted May 20); XTO Energy - Buy for Natural Gas
April 25, 2007 (posted May 20); Encana - Buy for Natural Gas
April 25, 2007 (posted May 20); ConocoPhillips - Buy - Strong Demand, Constrained Supply
April 25, 2007 (posted May 13); BP plc - Buy - CEO Cycle
April 25, 2007 (posted May 13); Lukoil - Buy - Tax Timing
April 24, 2007 (posted May 13); Occidental Petroleum - Buy - Well-Positioned in Oil
April 24, 2007 (posted May 13); Petro-Canada - Buy - Volume Up 15%
April 18, 2007 (posted May 6); Kinder Morgan - Sell - Deal Delayed
April 16, 2007 (posted May 6); PetroChina - Buy - Record Quarterly Production

March 2007

March 30, 2007 (posted Apr 29); CNOOC Ltd. - Buy - New Oil Price and Stock Price Momentum
March 29, 2007 (posted Apr 29); ConocoPhillips - Buy - Largest North American Natural Gas Producer
March 29, 2007 (posted Apr 29); Imperial Oil - Buy - Upgrade to Buy on Price Momentum
March 20, 2007 (posted Apr 15); PetroChina - Buy - Government Takes Gains
March 2, 2007 (posted Apr 1); Canadian Oil Sands Trust - Buy - New Twelve Month Volume High
March 2, 2007 (posted Apr 1); Energy Partners - Buy - Another Tough Year in 2006
March 1, 2007 (posted Apr 1); Berry Petroleum - Buy - Light Oil Irony

February 2007

February 28, 2007 (posted Mar 25); Penn West Energy Trust - Buy - Lower Net Present Value to $36 a Unit
February 23, 2007 (posted Mar 25); CNOOC Limited - Buy - Oil, China and Natural Gas Growth
February 20, 2007 (posted Mar 18); Norsk Hydro - Buy - Raise NPV to $36 a Share
February 16, 2007 (posted Mar 18); Cimarex Energy - Buy - Dry Spell
February 16, 2007 (posted Mar 18); Encana Corporation - Buy - Home-Grown, Clean Energy in the Stock Market
February 15, 2007 (posted Mar 11); Encore Acquisition - Buy - Reduce NPV to $48 a Share
February 15, 2007 (posted Mar 11); Total S.A. - Buy - Thank You, Thierry Desmarest
February 14, 2007 (posted Mar 11); XTO Energy - Buy - The Trend Goes On
February 13, 2007 (posted Mar 11); Gazprom - Buy - Enlightened Self Interest
February 7, 2007 (posted Mar 4); Devon Energy - Buy - Current Favorite Large Cap Independent
February 7, 2007 (posted Mar 4); Anadarko - Buy - Avarice in Algiers
February 6, 2007 (posted Mar 4); BP plc - Buy - Difficult Execution
February 5, 2007 (posted Mar 4); Chevron - Buy - Momentum despite Chavez
February 2, 2007 (posted Mar 4); Marathon Oil - Buy - Emphasis on Refining
February 2, 2007 (posted Mar 4); Imperial Oil - Hold - Near Present Value
February 1, 2007 (posted Feb 25); EOG Resources - Buy - Reserves Up Ten Percent in 2006
February 1, 2007 (posted Feb 25); Exxon Mobil - Buy - Raise Present Value to a Half Trillion Dollars
February 1, 2007 (posted Feb 25); Royal Dutch Shell - Buy - Reserves and Earnings Ahead

January 2007

January 30, 2007 (posted Feb 25); Canadian Oil Sands Trust - Buy - Record Quarterly Volume
January 26, 2007 (posted Feb 18); Suncor Energy - Buy - Committed to 500,000 Barrels Daily
January 26, 2007 (posted Feb 18); Occidental Petroleum - Buy - Largest Oil Independent
January 26, 2007 (posted Feb 18); Petro-Canada - Buy - Volume Corner Turned
January 24, 2007 (posted Feb 18); ConocoPhillips - Buy - Buying Itself
January 18, 2007 (posted Feb 11); Kinder Morgan - Sell - Good Bye KMI
January 18, 2007 (posted Feb 11); Encore Acquisition - Buy - Creating MLP for Income Investors
January 16, 2007 (posted Feb 11); PetroChina - Buy - Fourth Largest Oil and Gas Company
January 16, 2007 (posted Feb 11); BP plc - Buy - New Leader Designated
January 16, 2007 (posted Feb 4); ConocoPhillips - Buy - Weather Deal
January 12, 2007 (posted Feb 4); Lukoil - Buy - Downside Oil Price Protection
January 10, 2007 (posted Feb 4); Encana - Buy - Buy on the News
January 5, 2007 (posted Jan 28); Hugoton Royalty Trust (HGT) - New Buy for Natural Gas Income

December 2006

December 28, 2006 (posted Jan 21); XTO Energy (XTO) - Buy - Raise NPV to $60 a Share
December 22, 2006 (posted Jan 14); Gazprom (OGZPY) - Buy - World's Greatest Energy Company
December 11, 2006 (posted Jan 1); Canadian Oil Sands Trust (COSWF) - Buy - Tax Bomb Opportunity

November 2006

November 20, 2006 (posted Dec 24); Energy Partners - Buy - Hostile Bidder Withdraws
November 14, 2006 (posted Dec 17); Penn West Energy Trust - Buy - Canada's Dastardly Deed
November 9, 2006 (posted Dec 10); Berry Petroleum - Buy - Election Winner
November 9, 2006 (posted Dec 10); Total S.A. - Buy - Steady High Return
November 7, 2006 (posted Dec 10); Anadarko Petroleum - Buy - Hedging and Deleveraging
November 7, 2006 (posted Dec 10); Cimarex Energy - Buy - Steady Operations
November 7, 2006 (posted Dec 10); Energy Partners - Buy - Buyers Looking
November 6, 2006 (posted Dec 3); Berry Petroleum - Buy - Raise NPV to $44 a Share on Election Eve
November 3, 2006 (posted Dec 3); EOG Resources - Buy - Stealth Explorer
November 3, 2006 (posted Dec 3); Imperial Oil - Hold - Hold While Six-Year Oil below 40-Week Average
November 3, 2006 (posted Dec 3); Encore Acquisition - Buy - Brown Bassett Wolfcamp
November 2, 2006 (posted Dec 3); Devon Energy - Buy - Deep Gulf Explorer
November 1, 2006 (posted Nov 26); Marathon Oil - Buy - Raise NPV to $110 a Share

October 2006

October 31, 2006 (posted Nov 26); CNOOC Ltd. - Buy - Future Growth in Natural Gas
October 30, 2006 (posted Nov 26); Chevron - Buy - Raise NPV to $92 a Share
October 27, 2006 (posted Nov 26); ExxonMobil - Buy - Oil Production Per Share Grows
October 27, 2006 (posted Nov 19); Suncor Energy - Buy - Next Milestone 2008
October 27, 2006 (posted Nov 19); Petro-Canada - Buy - Volume Growth around the Corner
October 26, 2006 (posted Nov 19); Royal Dutch Shell - Buy - New Structure Working
October 26, 2006 (posted Nov 19); Encana - Buy - Beating Cost Inflation
October 26, 2006 (posted Nov 19); ConocoPhillips - Buy - Volume Growth Adjusted for Debt and Shares
October 25, 2006 (posted Nov 12); Canadian Oil Sands Trust (COSWF) - Buy - Syncrude at 97% of New Capacity
October 25, 2006 (posted Nov 12); XTO Energy (XTO) - Buy - CEO May Be Winning Billion Dollar Bet
October 25, 2006 (posted Nov 12); BP plc (BP) - Buy - Solid Cash Flow
October 24, 2006 (posted Nov 12); Norsk Hydro (NHY) - Buy - Lowest EV/Ebitda
October 20, 2006 (posted Nov 5); Lukoil (LUKOY) - Buy - Presents to Investors in New York
October 19, 2006 (posted Nov 5); Kinder Morgan - Sell - Dilution Ahead
October 19, 2006 (posted Nov 5); Occidental Petroleum - Buy - Stock Cheaper than Oil
October 16, 2006 (posted Nov 5); Energy Partners - Buy - Live Acquisition Target
October 6, 2006 (posted Oct 29); Encana - Buy - Raise NPV to $65 a Share
October 6, 2006 (posted Oct 29); ConocoPhillips - Buy - Oil Sands Link with Encana
October 5, 2006 (posted Oct 29); Gazprom - Buy - Russian Natural Gas Price Too Low
October 5, 2006 (posted Oct 29); Anadarko Petroleum - Buy - Financial Risk Declines

September 2006

September 19, 2006 (posted Oct 22); Imperial Oil - Hold - Change to Hold on Oil Price Momentum
September 15, 2006 (posted Oct 15); PetroChina - Buy - Future Natural Gas and Downstream Profits
September 7, 2006 (posted Oct 8); Energy Partners - Buy - Woodside Offers $23 a Share
September 6, 2006 (posted Oct 8); Devon Energy - Buy - Raise NPV to $115 a Share

August 2006

August 29, 2006 (posted Oct 1); CNOOC Ltd. - Buy - Volume Growth and Commodity Price
August 23, 2006 (posted Sep 24); PetroChina - Buy - Profits despite Government Limits
August 15, 2006 (posted Sep 17); Penn West Energy Trust - Buy - Marketable High Current Income
August 10, 2006 (posted Sep 17); Berry Petroleum - Buy - Oil Rich
August 10, 2006 (posted Sep 17); Energy Partners - Buy - Gulf of Mexico and Natural Gas
August 7, 2006 (posted Sep 10); Occidental Petroleum - Buy - Positive Profit and Volume Trends
August 4, 2006 (posted Sep 10); Imperial Oil - Buy - Oil Sands in situ and Mineable
August 4, 2006 (posted Sep 10); Encore Acquisition - Buy - Abundant Appreciation Potential
August 4, 2006 (posted Sep 10); Suncor Energy - Buy - Trading Oil Sands Leadership
August 4, 2006 (posted Sep 3); Total S.A. - Buy - Positioned to Profit
August 3, 2006 (posted Sep 3); Cimarex Energy - Buy - Volume Slippage
August 3, 2006 (posted Sep 3); Devon Energy - Buy - Best Value Large Cap Producer
August 2, 2006 (posted Sep 3); Marathon Oil - Buy - Raise NPV to $98 a Share
August 2, 2006 (posted Sep 3); EOG Resources - Buy - Add Natural Gas to Your Portfolio

July 2006

July 28, 2006 (posted Aug 27); Chevron - Buy - Lagging a Little Lately
July 28, 2006 (posted Aug 27); Anadarko Petroleum - Buy - Favorable Volume Trend
July 28, 2006 (posted Aug 27); ExxonMobil - Buy - Volume and Cash Advancing
July 28, 2006 (posted Aug 27); Petro-Canada - Buy - Temporary Difficulties
July 28, 2006 (posted Aug 20); Royal Dutch Shell plc - Buy - Share Buyback Enhances Return
July 26, 2006 (posted Aug 20); ConocoPhillips - Buy - Raise NPV to $100 a Share
July 26, 2006 (posted Aug 20); BP plc - Buy - Cash Flow per Barrel Lags
July 26, 2006 (posted Aug 13); Canadian Oil Sands Trust - Buy - 0.7% Opportunity Loss
July 26, 2006 (posted Aug 13); XTO Energy - Buy - Growth Standout
July 26, 2006 (posted Aug 13); Encana - Buy - Raise NPV to $60 a Share
July 26, 2006 (posted Aug 6); Norsk Hydro - Buy - Commodity Price Beneficiary
July 20, 2006 (posted Aug 6); Kinder Morgan - Sell - Focus Sharpens on Limited Partners
July 10, 2006 (posted Aug 6); Gazprom - Buy - Number One in Global Energy
July 16, 2006; Kurt Wulff quoted on Encore (EAC) by Norm Alster in the New York Times

June 2006

June 30, 2006 (posted Jul 30); Lukoil - Buy - Russia Stronger than Ever
June 26, 2006 (posted Jul 23); Anadarko Petroleum - Buy - Hackett Job
June 23, 2006 (posted Jul 16); San Juan Basin Royalty Trust - Buy - Irrefutable Logic

May 2006

May 30, 2006 (posted Jul 2); Kinder Morgan - Sell - Buyout Bailout
May 29, 2006 (posted Jul 2); Canadian Oil Sands Trust - Buy - Minimal Startup Delay Assessed
May 26, 2006 (posted Jul 2); Energy Partners - Buy - Offers to Buy Stone Energy
May 24, 2006 (posted Jun 25); Lukoil - Buy - Oil for Russia, Natural Gas for Export
May 19, 2006 (posted Jun 25); Canadian Oil Sands Trust - Buy - Expansion Startup Caution
May 18, 2006 (posted Jun 25); Gazprom - Buy - Shtokman Delayed
May 16, 2006 (posted Jun 18); Occidental Petrolerm - Buy - Ecuador Expropriates
May 10, 2006 (posted Jun 18); Penn West Energy Trust - Buy - Sleeping Seal
May 10, 2006 (posted Jun 18); Energy Partners - Buy - Back on Track
May 10, 2006 (posted Jun 11); Berry Petroleum - Buy - Debt for the Future
May 8, 2006 (posted Jun 11); EOG Resources Inc. - Buy - Seasonality Exaggerated
May 8, 2006 (posted Jun 11); Cimarex Energy Company - Buy - Seasonality Exaggerated
May 5, 2006 (posted Jun 4); Suncor Energy Inc. - Buy - Retaking the Oil Sands Lead
May 5, 2006 (posted Jun 4); Royal Dutch Shell plc - Buy - Tighter Markets and Cost Pressures
May 5, 2006 (posted Jun 4); Total S.A. - Buy - Spinoff and Split Ahead
May 3, 2006 (posted Jun 4); Encore Acquisition - Buy - Lower NPV to $45 a Share
May 3, 2006 (posted May 28); Devon Energy - Buy - Barnett Bargain
May 3, 2006 (posted May 28); Imperial Oil Limited - Buy - Oil Sands and Arctic Natural Gas
May 1, 2006 (posted May 28); Chevron - Buy - India Opportunity, Venezuela Risk

April 2006

April 28, 2006 (posted May 28); Anadarko Petroleum - Buy - Large Cap Resource Target
April 28, 2006 (posted May 21); Marathon Oil - Buy - Oil Sands Link
April 28, 2006 (posted May 21); ExxonMobil - Buy - Low Risk, High Return
April 28, 2006 (posted May 21); Norsk Hydro - Buy - Earnings Blowout
April 27, 2006 (posted May 21); ConocoPhillips - Buy - Strong Cash Flow and Value
April 27, 2006 (posted May 21); EnCana - Buy - Natural Gas at Present Value
April 26, 2006 (posted May 14); Canadian Oil Sands Trust - Buy - Distribution Increased 50%
April 26, 2006 (posted May 14); Occidental Petroleum - Buy - Riding the Oil Trend
April 26, 2006 (posted May 14); Petro-Canada - Buy - Understated Oil Sands
April 26, 2006 (posted May 14); BP plc - Buy - Understated Russian Resources
April 26, 2006 (posted May 14); CNOOC Limited - Buy - Burst of Cash Flow
April 21, 2006 (posted May 7); XTO Energy - Buy - Distributing Royalty Trust Units
April 20, 2006 (posted May 7); Kinder Morgan - Sell - False Debt Promotion Unmasked
April 18, 2006 (posted May 7); Gazprom - Buy - Shares Trading Free at Last!
April 17, 2006 (posted May 7); Penn West Energy Trust - Buy - To Buy Petrofund
April 17, 2006 (posted May 7); Lukoil Oil Company - Buy - Raise NPV to $110 a Share
April 13, 2006 (posted Apr 30); Energy Partners  Limited - Buy - Deep Water Success on First Well
April 6, 2006 (posted Apr 30); Kinder Morgan - Sell - Debt Exposé

March 2006

 

March 28, 2006 (posted Apr 30); Energy Partners  Limited - Buy - Denali a Dry Hole
March 24, 2006 (posted Apr 23); CNOOC Limited - Buy - Growth Marches On
March 23, 2006 (posted Apr 23); EOG Resources - New Natural Gas Buy Recommendation
March 21, 2006 (posted Apr 23); PetroChina - Buy - Growing Pains
March 20, 2006 (posted Apr 16); San Juan Basin Royalty Trust - Upgrade to Buy
March 10, 2006 (posted Apr 16); ConocoPhillips - Buy - Longest Life Mega Cap
March 9, 2006 (posted Apr 16); Exxon Mobil - Buy - Stronger than the Government
March 8, 2006 (posted Apr 9); Chevron - Buy - Momentum Break

February 2006

February 28, 2006 (posted Apr 9); Penn West Energy Trust - Buy - Drilling and CO2 Upside
February 27, 2006 (posted Apr 9); XTO Energy - Buy - Raise NPV to $52 a Share
February 24, 2006 (posted Apr 2); Energy Partners - Buy - Lower NPV to $32 a Share
February 23, 2006 (posted Apr 2); Berry Petroleum - Buy - Growth Record
February 21, 2006 (posted Apr 2); Encore Acquisition - Buy - Steady Progress
February 16, 2006 (posted Mar 26); Total S.A. - Buy - Challenges of Growth
February 16, 2006 (posted Mar 26); Encana - Buy - Buying Opportunity
February 16, 2006 (posted Mar 26); Cimarex - Buy - Eyed by Icahn
February 14, 2006 (posted Mar 19); Norsk Hydro - Buy - Natural Gas Price Advance
February 9, 2006 (posted Mar 19); XTO Energy - Buy - Natural Gas Growth
February 9, 2006 (posted Mar 19); PetroChina - Buy - Commodity Price Catch Up Potential
February 8, 2006 (posted Mar 12); Occidental Petroleum - Buy - Longer Life Independent
February 8, 2006 (posted Mar 12); BP plc - Buy - Temporary Setbacks
February 7, 2006 (posted Mar 12); Anadarko - Buy - Raise NPV to $160 a Share
February 6, 2006 (posted Mar 12); Total S.A. - Buy - LNG Leader
February 6, 2006 (posted Mar 5); Energy Partners Ltd. - Buy - New Orleans Explorer
February 6, 2006 (posted Mar 5); San Juan Basin Royalty Trust - New Operator
February 3, 2006 (posted Mar 5); Cimarex - Buy - Born to Drill
February 3, 2006 (posted Mar 5); Royal Dutch Shell - Buy - Lower NPV to $80 a Share
February 3, 2006 (posted Feb 26); Imperial Oil - Buy - Raise NPV to $90 a Share
February 2, 2006 (posted Feb 26); Devon Energy - Buy - Raise NPV to $94 a Share
February 3, 2006 (posted Feb 26); Imperial Oil - Buy - Raise NPV to $90 a Share
February 2, 2006 (posted Feb 26); Devon Energy - Buy - Raise NPV to $94 a Share

January 2006

January 31, 2006 (posted Feb 26); Gazprom - Buy - Raise NPV to $140 a Share
January 31, 2006 (posted Feb 26); Anadarko Petroleum - Buy - Long Life, Low Stock Price
January 31, 2006 (posted Feb 26); ExxonMobil - Buy - World's Most Profitable Company
January 30, 2006 (posted Feb 19); Chevron - Buy - High Earnings, Low Stock Price
January 30, 2006 (posted Feb 19); Encore Acquisition - Buy - Long Life, Low Stock Price
January 27, 2006 (posted Feb 19); Marathon Oil - Buy - Raise NPV to $75 a Share
January 27, 2006 (posted Feb 19); Suncor Energy - Buy - Raise NPV to $75 a Share
January 27, 2006 (posted Feb 19); Petro-Canada - Buy - Favorable Relative Recognition
January 27, 2006 (posted Feb 12); Burlington Resources - Buy - Riding with ConocoPhillips
January 26, 2006 (posted Feb 12); Canadian Oil Sands Trust - Buy - Volume Affirmed
January 26, 2006 (posted Feb 12); ConocoPhillips - Buy - High Earnings, Low Stock Price
January 19, 2006 (posted Feb 12); Encana - Buy - Natural Gas and Oil Sands
January 19, 2006 (posted Feb 12); Kinder Morgan - Sell - Fading Returns, Rising Risk
January 17, 2006 (posted Feb 5); Lukoil - Buy - Raise NPV to $100 a Share
January 12, 2006 (posted Feb 5); BP plc - Buy - What Windfall Profits?
January 11, 2006 (posted Feb 5); Royal Dutch Shell - Buy - Likely Acquirer
January 11, 2006 (posted Feb 5); Canadian Oil Sands Trust - Buy - Volume Expansion Imminent
January 6, 2006 (posted Jan 29); Norsk Hydro - Buy - Long Life Natural Gas
January 6, 2006 (posted Jan 29); Imperial Oil - Buy - High Return, Deliberate Pace
January 5, 2006 (posted Jan 29); XTO Energy (XTO) - Buy - Independent Natural Gas  Producer
January 5, 2006 (posted Jan 22); Occidental Petroleum - Buy - Independent Oil Producer

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.