The accompanying chart presents an 8-week analysis of global coal futures prices as a follow-up to my previous 5-month analysis last month, Market Vectors Coal ETF (KOL), PowerShares Global Coal ETF (PKOL), S&P 500 ETF (SPY), U.S. Natural Gas (UNG) + Oil (USO) Funds, and the Energy Sector ETF (XLE). The global price of coal is tracked by the near-month coal futures contracts from the U.S. (QL – Central Appalachian NYMEX Coal Futures), South Africa (AFR – Richards Bay ICE Coal Futures), and Eur
The accompanying table presents a 20-stock defensive growth portfolio which I believe will outperform the overall market as measured by the S&P 500 Index as the current panic trade comes to an end and investors stop selling stocks regardless of their fundamentals. The average PEG ratio for this group of stocks is below one and the average dividend yield of 4.4% is nearly two times the S&P 500 ETF (SPY) yield of 2.4%. All of the stocks have a market cap over $1B with an average of just under $75B and the indust
In the final chapter, I wanted to look for Mega-Cap stocks that were trading at a decent evaluation (Modest P/E Ratios, Reasonably low Price-to-Book Ratios and a PEG of less than 1), had a solid history of growing their earnings, and were expected to continue to do so for the near future.
"Throughout the globe, heat is continually produced in a layer far below the earth’s crust. Large power plants can capture and use this steam to provide electricity on a fairly large scale.
"In Iceland, by some estimates, 50% of all energy needs are me
"Geothermal energy, or heat from the earth, is largely non-polluting, and is renewable and reliable," says Ashley Winters and John Parke.
In Stephen Leeb's The Complete Investor, they look at a trio of plays on geothermal energy: Chevron (NYSE: CVX), Calpine (NYSE: CPN), and Ormat Technologies (NYSE: ORA).
"Throughout the globe, heat is continually produced in a layer far below the earth's crust. Large power plants can capture and use this steam to provide electricity on a fairly large scale.
One of the sharpest corrections ever in energy stocks, which has dragged shares of most large energy companies to below 10x next year's earnings, is a seldom-seen opportunity to make 25% or more on your money over the coming year, Barron's Andy Bary says.
Energy analyst David Kistler notes major independents like Anadarko (APC), Devon Energy (DVN) and XTO Energy (XTO) are trading at little more than half their net asset values, making their risk/reward excellent. Such firms are heavily focused on North American E&P, which shields them from much of the geo-political turmoil multinational pe
Summary: Chevron (CVX) is a very good company for long-term growth and dividend investors. It offers moderate growth prospects, participation in the energy industry (thus offering potential inflation protection), and it is currently trading at a very attractive valuation.
Company/Stock Type: Chevron's business = Integrated oil and gas. Size = Large cap. Its stock type is what I call "B-D," meaning a generally large, stable growth company with generous dividends. Morningstar classifies Chevron as "Large Value" and its stock type as "Hard Asset."
Earlier this week, I shared the background and overall asset allocation for my recently introduced “Conservative Growth/Balanced Model Portfolio”.You can refer back to the article or visit my website to learn more.As I stated in the previous article, the equity component of the portfolio is overweight relative to the S&P 500 (SPY) in the Industrial, Consumer Discretionary and Financial Sectors.I previously shared my basis for taking these exposures.In this article, I would like to begin to address the security selection process.
I have been rather leery of the Energy sector, an ar
Chevron Corp. (CVX), the second-largest U.S. oil company, has recently experienced a decimation of its share price: The stock has dropped nearly 20% from its 52-week high of nearly $105 to Friday’s close of $86.05.
Oil will keep on boiling and I would rather give credence to the words of Arjun Murti who has been sending shock waves through the oil industry for the last three years with his oil spike theories and predictions. But one must learn to admire the man because he hasn't been found incorrect even once. And if you realize that there are a number of reasons why oil should go up in the medium to long run. I know that in the short run, let us say, a week or two, oil might actually fall but there aren't many good reasons for oil to keep on falling, one year from now. There has been a constantly ris...
Barron's magazine interviews highly-followed Goldman oil strategist Arjun Murti, who predicted the current oil "super spike" in 2004. He sees the climb peaking somewhere between $150 and $200 -- which could mean $5.75 gasoline.<!---->
Murti dismisses the notion that speculation is driving oil prices to record highs. If so, he counters, why aren't we seeing supply growth?
TheStreet.com's Jim Cramer says the companies could deliver money to shareholders without sacrificing growth.
What happens if the oil companies start actually recognizing their good fortune -- their sustainable good fortune -- and start boosting dividends the way that Tidewater (NYSE: TDW) (Cramer's Take) did last week with its 67% hike.
Throughout this great run with oil and gas, it seems that the companies themselves haven't caught up with the good fortun...
Data powered by QuoteMedia.
All Rights Reserved.
Data delayed 15 to 20 minutes unless otherwise indicated.
Terms of Use.
None of the information contained on SocialPicks.com constitutes a recommendation by SocialPicks or its users that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. SocialPicks is not responsible for the posts, discussions, and recommendations of the users on the Site. SocialPicks does not provide investment advice. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the website. SocialPicks' users' past results are not necessarily indicative of future performance. Neither SocialPicks nor any of its users guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the website. You understand and agree that you use the Site and Services at your own discretion and risk and that you will be solely responsible for any damages that arise from such use. Before acting on any information contained on the website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
'Geothermal energy, or heat generated from the earth, is largely non-polluting, and is renewable and reliable," says 
Chevron Corp. (CVX), the second-largest U.S. oil company, has recently experienced a decimation of its share price: The stock has dropped nearly 20% from its 52-week high of nearly $105 to Friday’s close of $86.05.
