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David Smith

Idahovol

A longtime securities analyst and multiple-term member of The Wall Street Journal's All-Star Research team, Dave specializes in energy and natural resources.

Recent Articles by David Smith

Feb 27, 2014 by David Smith

Will Vale and Petroleo Brazileiro Rebound From Brazil's Ills?

Brazil's mega-companies have been hit by a steep slide in the country's economy. With a potential for improvement in the fortunes of both the country and the companies, is it time to buy Vale and Petrobras?

Feb 23, 2014 by David Smith

Oil Prices Are on the Rise, and That Could Be Cause for Concern

You likely have noticed a steady run-up in crude prices during 2014. Are there identifiable reasons for the hike? What do they mean for your portfolio?

Feb 15, 2014 by David Smith

How the U.S. Independents Are Proving That You Can Go Home Again

With the major oil companies scooting all around the globe, the independent producers are more and more sticking successfully close to home.

Feb 8, 2014 by David Smith

Why Independent Producers Are Vastly Outpacing Big Oil

The major oil companies were effectively uniform in announcing sloppy results during the early stages of the current earnings season. It's now time for the independents. The picture is likely to brighten considerably.

Feb 5, 2014 by David Smith

Can E I DuPont Be a Solid Port in a Stormy Market?

While DuPont is still very much in the restructuring stage, its outlook as a primarily agriculture entity makes for a far brighter picture for the longtime chemicals company.

Jan 21, 2014 by David Smith

Here's How to Stabilize Your Energy Portfolio

With forward crude prices apt to remain in a trading range, or perhaps to head either meaningfully up or significantly down, oil-field services representation can help to stabilize your portfolio. Here are three specific names to aid in that process.

Jan 10, 2014 by David Smith

Why Blocking the Keystone XL Line Could Spell Double Trouble

Preventing the construction of TransCanada's proposed Keystone XL pipeline could result in more explosions aboard railroad trains transporting Bakken crude. At the same time, such obstruction would likely also play into China's hands.

Jan 6, 2014 by David Smith

General Electric: Profiting From Energy's Technology Boom

A conglomerate that's involved in all manner of technologically sophisticated products, GE is rapidly heading for the top of the class in the fast-developing world of energy technology.

Dec 19, 2013 by David Smith

Will Freeport-McMoRan Clear Its Latest Hurdle?

With a bevy of 2013 woes generally having been corrected, Freeport-McMoRan Copper & Gold is facing a potentially costly edict from Indonesia's parliament.

Dec 4, 2013 by David Smith

Deere's Poised to Leap in 2014

With agricultural commodities prices lagging, Deere & Company's valuation is similarly moribund. Neither trend can continue indefinitely.

Nov 21, 2013 by David Smith

Profiting From Mankind's Need to Feed

DuPont, which was founded during the administration of Thomas Jefferson, is in the process of transforming itself from a chemicals emphasis to an agriculture base. Will shareholders benefit in the coming months from its major changes?

Nov 18, 2013 by David Smith

How Might an Iran Deal Worsen Iraq's Increasing Energy Chaos?

With oil and gas companies pulling back in Iraq, it's hard to see how a deal with Iran could be at all beneficial, either to those companies or to the war-torn country.

Nov 16, 2013 by David Smith

Here's a Better Idea Than Buffett's Exxon Buying Binge

The iconic Oracle of Omaha has bestowed a blessing on the integrated energy model by buying up 40 million ExxonMobil shares. Is that the best way to play the group?

Nov 12, 2013 by David Smith

With an Icahn Deal in Hand, is Transocean a Buy?

Peripatetic investor Carl Icahn has been pushing the powers that be at Transocean to make some major changes to their limping company. Now that they've agreed to do so, does Transocean become a buy?

Nov 9, 2013 by David Smith

Has EOG Resources Finally Spoiled Mr. Market?

Even with results that blew away both year-ago numbers and analysts' expectations, EOG Resources took a hit from a market that may have come to expect too much from the company.

Nov 8, 2013 by David Smith

Stand by for More From Denbury Resources

Danbury Resources has provided us with some information on its current operations, with more to come at an analyst presentation next week. In the meantime, unique Denbury continues to appear compelling for those with a bent for domestic energy.

Nov 8, 2013 by David Smith

Anadarko Petroleum: An Overreaction to a Solid Operator

With its earnings released on Monday and its conference call on Tuesday, Anadarko Petroleum's shares dipped about 1.5% between Friday and Tuesday. Did the market lend too much credence to tough-to-get-right analysts' forecasts on Anadarko's quarter?

Nov 1, 2013 by David Smith

What Does ExxonMobil's Production Ramp Mean to You?

ExxonMobil managed to achieve a meaningful increase in production volumes during the third quarter. Do the company's shares merit a place in your portfolio?

Oct 31, 2013 by David Smith

Drilling Down on National Oilwell Varco's Future

National Oilwell Varco's management continues to do an unusually effective job of telling the company's story. And the story continues to be unusually compelling.

Oct 30, 2013 by David Smith

Let's Analyze DuPont's Latest Big Move

Venerable DuPont, which dates its history to the early 1800s, is fast becoming a brand new company. What will its most recent move mean to its progress?

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