Monday, December 30, 2024
Merger and acquisition activity continues to sweep across the energy sector. In the latest deal, Chesapeake Energy (CHK) agreed to acquire rival Southwestern Energy (SWN) for about $7.4 billion, in an all-stock transaction that will create the largest natural gas producer in the U.S. The enterprise value of the newly combined company will be around […]
Renewable energy companies have been hit hard by the recent increases in interest rates. Many of these companies borrowed a lot of money to build out their energy projects, with debt at very low-interest rates. Higher interest rates put the business models at risk, as they are forced to refinance when the debt matures. But […]
This week, I want to continue to offer some long shots that have the potential for huge payoffs if they work. Some will. Some will not Please understand that these companies have the potential for massive gains over the next several years. They are highly unlikely to make you rich beyond your wildest dreams by […]
In today’s Hidden Profits Report, I take a look at what’s going on in the economy, where the hidden pockets of value are located, and discuss a couple of hidden gems off the market’s radar screen. I have uncovered some special situations in the oil patch that have the potential for outsized giants no matter […]
Nuclear energy remains controversial as a power source—to say the least. Some say it is the solution to our energy needs, while meeting zero-carbon targets. Others say it only adds another type of problem for our environment. Meanwhile, in the world of markets, uranium has been the hottest commodity so far in 2023 (except for […]
In 2023, energy sector stocks have been on a roller coaster. Sector stock prices follow the price of crude oil, which means a lot of ups and downs in the short-term. But the long-term prospects for oil are very bullish, so don’t be afraid to take advantage of the dips. In particular, I suggest looking […]
I view liquefied natural gas (LNG) as the most critical energy source for the future. A recent report forecasts that LNG demand growth will continue to at least 2040 and double from current production levels. Several stocks let you participate in the attractive growth potential. VettiFi recently interviewed Stifel managing director Ben Nolan to discuss […]
The Fed’s aggressive interest rate increases have been good for business development companies (BDCs). I have been recommending select BDC stocks all year and want to make clear that the investment potential remains very attractive. Let me show you why – and give you one of my favorite BDCs… Congress passed the BDC rules to […]
While the price of crude oil gets the attention, you may be surprised how much natural gas has gained over the last six months. With the winter heating season approaching, the setup for natural gas and gas producers is very bullish… Natural gas was a hot topic in 2022. The shutoff of Russian gas to […]
At the end of September, one of my favorite energy dividend stocks announced a whopping 50% cut to their forecast dividend growth rate. Unsurprisingly, the stock tanked by almost 60% over the next few weeks. But look beyond the headlines, and this dividend “disaster” is actually a huge opportunity. I’m talking a double or even […]
