Bill Foote
billfoote
I scour physical and financial commodities globally to uncover the political, economic and financial reasons for value creation and destruction globally.
Recent Articles by Bill Foote
Mar 12, 2014
by Bill Foote
Is There Any Gold In Those Hills?
Another utility profits from the oil and gas production boom. Growth for utilities stems from a growing customer and rate base plus non-regulated businesses. When the non-regulated business is oil and gas will risks be rewarded? This company continues to beat the market.
Feb 12, 2014
by Bill Foote
How Can This Regulated Utility Continue to Find Growth?
Utility stocks feed income strategies. This is because their customer base is flat. PPL seems able to grow rate base in spite of flat customer growth. It does this through service improvements and innovative rate cases in multiple regional franchises.
Feb 10, 2014
by Bill Foote
How Can ConEd Keep Issuing Dividends?
A flat rate base and frozen rates spell zero growth for utility investors. Competitive energy solutions and infrastructure development businesses are a source of small but significant earnings growth for ConEd. This growth is further fueled and financed by city and state campaigns in New York to increase energy efficiency and resiliency.
Feb 4, 2014
by Bill Foote
How Can Smart-Grid Storage Grow Your AES Investment?
AES Storage assets run into the $100 million level this year. Improvements in battery and other storage technologies, along with regulatory mandates, make it possible to get positive returns from integrating storage directly into electric grids. The result may be positive storage returns for investors and a more resilient and reliable electric infrastructure.
Feb 4, 2014
by Bill Foote
How Can Anadarko Fight Low U.S. Natural Gas Prices?
By refocusing its investments globally, Anandarko is mitigating the near term risk of ongoing low natural gas prices in the U.S. Asset sales in Mozambique will help Anandarko to take advantage of new U.S. finds as prices begin to rise.
Jan 9, 2014
by Bill Foote
How Can ConocoPhillips Deliver More Long-Term Value?
Focused high-margin cash investments do not appear to be reflected in the current pricing of ConocoPhillips. Strong earnings potential from focused shale gas and high-margin volume plays in liquids should fuel growth and mitigate low natural gas price cycles.
Jan 7, 2014
by Bill Foote
How China Is Creating Rare Earth Investment Opportunities in the U.S.
Rare earths are used in everything from steel-making to mobile communications. As the global leader in supplying these minerals, China is growing its usage of rare earths and restricting its exports. One U.S. company stands ready to take advantage of this opportunity.
Jan 3, 2014
by Bill Foote
This Rare Earth Metal Is More Important Than You Think
The rare earth metal tantalum is critical to electronics, steelmaking, transportation, and chemical processes. Idling one key mine provides the collateral needed to fund exploration and development. ArcelorMittal, through its stake in private company Global Advanced Metals, is positioned for growth in steel demand.
Jan 2, 2014
by Bill Foote
Global Uranium Shortage Spurs New Exploration
Nuclear power is revving up globally with a 25% increase in new capacity in the next 10 years. Russia and China are stocking up on uranium oxide through Kazakhstan, which produces most of the world’s uranium. Startups like Peninsula Energy have efficient technology and incentives to beat the mining odds.
Dec 31, 2013
by Bill Foote
How Will Policy in Developing Countries Affect Energy Investment?
Tanzania just levied a $258 million capital gains tax on Ophir Energy’s sales of deepwater gas interests to Singapore’s Pavilion Energy. More restrictive investments are on the horizon as developing countries attempt to reap the benefits of foreign direct investment.
HOW THE MOTLEY FOOL CAN HELP YOU
-
Premium Investing Guidance
Market beating stocks from our award-winning service
-
The Daily Upside Newsletter
Investment news and high-quality insights delivered straight to your inbox
-
Get Started Investing
You can do it. Successful investing in just a few steps
-
Win at Retirement
Secrets and strategies for the post-work life you want.
-
Find a Broker
Find the right brokerage account for you.
-
Listen to our Podcasts
Hear our experts take on stocks, the market, and how to invest.
Premium Investing Services
Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.