Basic Materials: Too Hot Too Fast

Ockham Research Staff @ January 12, 2009 # No Comment Yet


There is a stark contrast in the performance of the Basic Materials sector over the last 6 months versus the last 3 months. We think that the recent rally in the sector makes this not an ideal place to put your investment, unless there is a significant pull back.

More on: Basic Materials: Too Hot Too Fast

OPEC Pledges Another Production Cut

Ockham Research Staff @ December 17, 2008 # One Comment


OPEC announced a major cut in production today, at 2.2 million barrels per day it is that largest production cut in history. However, domestic oil and natural gas producers are cutting their CapEx budgets as well, all in an effort to increase the price of oil. There will likely be a major spike in oil once economic activity begins to grow again.

More on this topic (What's this?)
Energy Stocks Will Roar Back - But Not Soon
Oil Drop — Quicker Than I Thought
Read more on Oil Prices at Wikinvest

More on: OPEC Pledges Another Production Cut

Well, We Told You

Ockham Research Staff @ October 20, 2008 # No Comment Yet


We revisit last week’s call to be bullish on oil stocks because crude was due for a rebound. So far, so good.

More on this topic (What's this?)
How Oil is Actually Priced: Be Worried
Energy Stocks Will Roar Back - But Not Soon
Read more on Oil Prices at Wikinvest

More on: Well, We Told You

Exelon Could Grab NRG for a Song

Ockham Research Staff @ October 20, 2008 # No Comment Yet


Excelon is offering $6.2 billion in a stock deal to buy NRG Energy, the second biggest energy producer in Texas. The companies combined would very likely aggressively pursue nuclear energy together as both company’s have expressed strong interest in that field. It seems like a good deal from our analysis, will the NRG shareholder’s agree?

More on this topic (What's this?)
Exelon (EXC) Makes Bid To Buy NRG Energy (NRG)
Buffett Will Decide If Nuclear Has a Future
Read more on NRG Energy, Exelon, Nuclear Energy at Wikinvest

More on: Exelon Could Grab NRG for a Song

Oil Stocks are Cheap, But Will It Last?

Ockham Research Staff @ October 16, 2008 # 3 Comments


While everyone has been talking about the stock market’s recent slide, oil prices have actually dropped further and faster. In this article, we attempt to simply and rationally understand where the price of oil is heading in this highly reactionary market environment.

More on this topic (What's this?)
How Oil is Actually Priced: Be Worried
Oil Prices Search For a Bottom
Read more on Oil Prices at Wikinvest

More on: Oil Stocks are Cheap, But Will It Last?

Changing Course on Petrobras

Ockham Research Staff @ September 10, 2008 # One Comment


Petrobras, long maligned in our ratings methodology, this week was upgraded to a buy. We think that the valuation has come back down to earth and the growth potential makes this a worthy candidate for those looking for more international exposure in their portfolios.

More on this topic (What's this?)
How Oil is Actually Priced: Be Worried
Oil Demand Estimates Being Reduced Slightly, Supply Up
Read more on Petrobras, Oil Prices at Wikinvest

More on: Changing Course on Petrobras

Grey Wolf Shareholders Should Hold Out for Better Offer!

Ockham Research Staff @ August 25, 2008 # 5 Comments


Grey Wolf has been offered about $2 billion to merge with PDS but considering GW rejected a richer bid not long ago, we think this is unlikely to be approved. We agree with the shareholders that this undervalues the company and we recommend holding out for a better offer.

More on: Grey Wolf Shareholders Should Hold Out for Better Offer!

Exxon Mobil Disappoints in First Quarter

Ockham Research Staff @ May 1, 2008 # No Comment Yet


Sky-rocketing oil prices have become a proverbial “hot-button” issue in this election year. The average cost of a barrel of oil was over $100 in the first quarter compared to just $58 in the first quarter of 2007. Consumers are frustrated by the prices at the pump, and businesses are feeling the pain too with […]

More on this topic (What's this?)
Exxon Production Slides, Illustrating Why They Deny Peak Oil
Oil and Oil Service Stocks: a Temporary Top?
Exxon Mobil: The Root of all Evil
Read more on Exxon Mobil, Oil Prices at Wikinvest

More on: Exxon Mobil Disappoints in First Quarter

Relief at the Pump: Don’t Hold Your Breath

admin @ February 19, 2008 # 4 Comments


Oil futures surged 4.7% ahead today and crossed over $100 per barrel for the first time since a brief period on January 3rd. The markets main concern is based in speculation that OPEC will cut production when it meets next month. Those fears were fueled by comments by Iran’s Oil Minister, who […]

More on this topic (What's this?)
My Crude Oil Futures Strategy
EIA Forecasts Rising Oil Production, Lower Prices for Next 2 Years
Read more on Oil Prices at Wikinvest

More on: Relief at the Pump: Don’t Hold Your Breath

Breaking News