HES

Why Do You Hate The Oil Sector? And Yes, I Do Mean You..

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Watching SLB trade lower and lower is what I’m talking about.  Watching HES and HAL trade into the red is what I’m talking about. Watching BAS get crushed is what I’m talking about.  The market hates oil and oil service stocks.  Period.  Prices are high, these companies are making profits hand over fist, but demand for these companies simply isn’t there.  Despite SLB’s conference call, fracking still offers a major opportunity for these companies.  China is trying to sever their lifeline to coal, and shale drilling is the surgeon.  Sure natural gas is a big black eye, but this world … Read more

Iran, Nuclear Policy, and America: An Investment Opportunity In Disaster?

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  We have a delicate balancing act at hand between the threat of an emerging nuclear power, our rapacious thirst for oil, and responsible diplomatic policy.  The consternation in the air is palpable, bringing to mind Buffet’s famous words “Be fearful when others are greedy and greedy when others are fearful”.  So how does one put such words of wisdom into an actionable trade idea?  Since going long nuclear fallout seems short sighted, let’s look at how to take advantage of a potential event driven jump in the price of oil once we fully grasp the situation at hand. At … Read more

‘s got it right CNN or WSJ?

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There are major implications for short-term trading here.  Natural gas E&P companies were the biggest gainers today while the drillers like BAS were some of the biggest losers on the idea that natural gas prices are bottoming since Chesapeake Energy announced major curbs on drilling due to collapsing natural gas prices.  If Obama sounds sympathetic to nat gas and promotes it in any kind of meaningful way, BAS and others could rocket. State of the Union to offer a blueprint for the economy By Jessica Yellin, CNN Chief White House Correspondentupdated 5:29 PM EST, Mon January 23, 2012 A source … Read more

Best Hedge Against Rising Oil Prices: Part 1

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by: Dr. Osman Gulseven After the UN resolution on no-fly zone in Libya, the coalition forces just launched an almost full-scale operation on Libya. I was watching Euronews to get latest updates on the Libyan crises. Obviously, this is not a single operation that will last for a couple of days. Libya is on fire! We might see a full-scale war in Libya that will last for weeks or months or even years. After learning a smart lesson in Iraq, France is trying to lead the coalition forces with 20 aircraft and a number of warships. Gaddafi’s spokesman said that … Read more