Mar 26, 2014 by Jason DitzEni Is Committed to Libya, But Where's the Payoff?Italian oil giant Eni insists it will remain committed to its development plans in war-torn Libya. But with the oil not flowing and tensions on the rise, how long can it continue investing without a payoff?
Mar 17, 2014 by Jason DitzA Sanctions War Is Bad News for Europe's Energy and Utility MajorsWith Russian companies providing a significant portion of Europe's oil and natural gas, the decision of Western leaders to impose travel bans on well-connected CEOs is setting up a sanctions war between the European Union and Russia. Officials say this could damage Russia's economy, but EU companies could be the real losers here.
Mar 11, 2014 by Jason DitzAs Libyan Oil Exports Plummet, European Producers Deserve AttentionLibya's oil production is down over 80% in the past year. That's not changing soon, and these European producers belong in your portfolio.
Mar 10, 2014 by Jason DitzUkraine Crisis Could Be Good News for American Natural Gas ProducersGetting U.S. natural gas on the international markets has been a bureaucratic nightmare for years. The ongoing crisis in the Ukraine has many pushing to ease the path for exporters, and that could be big news for these companies.
Mar 5, 2014 by Jason DitzUkraine Crisis Is a Buying Opportunity for Russian Energy GiantsUnrest in the Crimea sent Russia's energy stocks plummeting. Here's why you oughtn't miss this chance to get into Russia on the cheap.
Mar 3, 2014 by Jason DitzHow a New Iran Could Be Great News for The Boeing Comany and General Electric CompanyAfter decades of hostility, talks between Iran and the United States are raising the possibility of redefining their relationship. Can Boeing and General Electric get an early start on restoring trade ties?
Feb 4, 2014 by Jason DitzSteer Clear of the Libyan TrainwreckThe military may end protests blocking oil production, but Libyan instability is a long-term problem.
Jan 27, 2014 by Jason DitzThe Sprint Deal Is Just Another Reason to Love NQ MobilePrivacy concerns and forward earnings estimates underscore this company has room to run.
Dec 17, 2013 by Jason DitzLawsuit Aside, NSA Scandal Is Bad News for IBMA shareholder lawsuit accusing IBM of concealing the impact of the NSA is less important in the long run than the impact itself. Is IBM still a buy, or will the taint of surveillance give an opening to competitors?
Dec 16, 2013 by Jason DitzInvesting in the Next Generation of Video Game ConsolesMicrosoft's Xbox One or Sony's PlayStation 4? It doesn't matter which console wins, these companies will benefit.
Dec 10, 2013 by Jason DitzInvesting in PC Component Makers: A Builder's PerspectiveA lot of different parts going into a desktop PC. Which component makers belong in your portfolio?
Dec 5, 2013 by Jason DitzPetrochina's Deal With ExxonMobil on Iraq Is a Win-WinWhy Exxon's exit from the West Qurna project could benefit both parties well beyond a single oil field.
Dec 4, 2013 by Jason DitzSecure Smartphones: Has the NSA Scandal Created a New Industry? Deutsche Telekom is the first to the gate and the demand is there, but a high price could mean slow adoption of the "secure mobile platform."
Dec 4, 2013 by Jason DitzIs Hearthstone Activision Blizzard's Next Big Thing?In the era of big-budget games, a freemium card game could be huge.
Nov 28, 2013 by Jason DitzIran Deal Could Usher in New Era of Trade, OpportunitiesWhich companies are in the best position to capitalize on Iran's re-entry into the global markets?