May 19, 2014 by Arjun SreekumarWhich Oil Majors Have the Greatest Exposure to Russia?A closer look at BP plc, Royal Dutch Shell plc, and ExxonMobil’s exposure to Russia and whether that should worry investors.
May 19, 2014 by Arjun Sreekumar2 Stocks to Play Continued Growth in U.S. Crude Oil ProductionWith U.S. oil production expected to continue growing at a rapid clip over the next few years, two stocks stand out as major potential winners.
May 18, 2014 by Arjun SreekumarLNG Exports: Good or Bad for America?The pros and cons of allowing U.S. energy companies to export liquefied natural gas to non-free-trade nations.
May 17, 2014 by Arjun SreekumarIs Russia's Hostility Exposing Royal Dutch Shell? With major ventures such as Sakhalin-2 and certain exploratory projects alongside state-owned Gazprom, Royal Dutch Shell has significant exposure to Russia.
May 15, 2014 by Arjun Sreekumar3 Encouraging Signs From SandRidge Energy's First-Quarter EarningsSandRidge Energy’s first-quarter results highlight improving well performance, potential upside from appraisal and a new well design, and reduced funding concerns.
May 12, 2014 by Arjun SreekumarHess Corp.'s New Strategy Looks to Be Paying Off Despite a sharp plunge in its first-quarter profit, Hess Corp.’s improving Bakken performance and continued share buybacks are encouraging signs.
May 12, 2014 by Arjun SreekumarThe 2 Most Important Takeaways From Devon Energy's First-Quarter EarningsDevon Energy’s first-quarter results show that its strategy of focusing on high-margin liquids drilling is paying off in spades.
May 12, 2014 by Arjun SreekumarEncana's Eagle Ford Acquisition: Much Ado About Nothing?Why the market’s initial optimism regarding Encana’s bold move into the oil-rich Eagle Ford shale may have been unwarranted.
May 12, 2014 by Arjun Sreekumar3 Key Takeaways From Chesapeake Energy's First-Quarter EarningsChesapeake Energy’s first-quarter results show that its new strategy is paying off handsomely.
May 12, 2014 by Arjun SreekumarWhy Apache Stock May Have Big Upside PotentialBased on Apache’s strong first-quarter performance and increasing exposure to North American liquids-rich plays, its shares look meaningfully undervalued.
May 10, 2014 by Arjun SreekumarDespite Q1 Profit Decline, Things Are Looking Up for BP plcWhile BP plc’s first-quarter underlying profit fell 23% year over year, the company’s likely return to material operating cash flow growth bodes well for additional dividend increases.
May 9, 2014 by Arjun SreekumarRoyal Dutch Shell plc: Slowly But Surely ImprovingDespite a 44% year-over-year decline in quarterly profit, Royal Dutch Shell looks to be on a slow yet steady path to improvement.
May 8, 2014 by Arjun SreekumarWhy Occidental Petroleum Corporation Is Poised to OutperformOccidental Petroleum Corporation’s ongoing restructuring could be exactly the catalyst the company needs to unlock its true value and propel shares higher.
May 7, 2014 by Arjun SreekumarWith Tronox Uncertainty Lifted, Anadarko Is Free to SoarNo longer weighed down by uncertainty regarding the Tronox settlement, Anadarko finds itself in a much better position to fuel stronger returns for shareholders.
May 7, 2014 by Arjun SreekumarChesapeake vs. Devon Energy: Which Is the Better Buy Today?A comparison of Chesapeake and Devon’s asset quality, growth prospects, financial health, and valuations yields a clear winner.
May 7, 2014 by Arjun SreekumarJudging by Q1 Performance, Ultra Petroleum Could Easily Exceed Its 2014 TargetsUltra Petroleum’s first-quarter financial results suggest that the company could easily exceed its production, EBITDA, and cash flow targets by year-end.
May 4, 2014 by Arjun SreekumarKey Takeaways From Southwestern Energy's First-Quarter EarningsSouthwestern Energy’s first-quarter financial results highlight strong production growth and improving cash flow with huge potential upside from Colorado’s Niobrara shale.
May 4, 2014 by Arjun SreekumarIs a Global Shale Revolution in the Cards This Year?Though companies plan to drill more international shale wells this year than ever before, very few resource-rich regions are likely to replicate the success of the U.S. shale boom.
May 3, 2014 by Arjun SreekumarWhy It's Time to Rethink the U.S. Crude Oil Export BanWith U.S. production of ultra-light crude oil, or condensates, growing at a rapid pace, it may be time to lift the ban on condensate exports.
May 3, 2014 by Arjun SreekumarContinental Resources: Is This Bakken Growth Story Coming to an End?Despite its size, Continental Resources’ large and growing inventory in the Bakken and Oklahoma’s SCOOP play should support several more years of profitable growth.
