Isac Simon

Isac Simon

TMFPetra

Specializing in oil & gas companies since 2011, Isac digs for attractive investment opportunities among mid-sized and smaller companies in the oil and gas industry. Additionally, he keeps a close watch on economic trends affecting the industry at large. Follow him on Twitter for the latest trends in the U.S. oil and gas space...

Recent articles

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Will Cheniere Energy Partners Sink or Swim?

The master limited partnership’s focus on long-term stability and visible cash-flow growth seems to be a one-in-kind in the fiercely competitive global LNG market.


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Helmerich & Payne’s Short Term Troubles Position It for Significant Long Term Gains

Management at the largest US land rig contractor by market share is focusing on the longer term despite short term revenue losses.


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2 Oil Stocks That Could Surprise Everyone in 2016

While its fellow peers are struggling to stay solvent, these two oil companies are already thriving, which means higher oil prices should make them big winners.


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Enterprise Product Partners' Gross Profits Intact, Distributable Cash Flow Increases

The master limited partnership’s distribution coverage ratio remains intact at 1.3 times as long-term, fee-based contracts prove to be savior in the $30 oil environment.


Spectra Energy Corp.'s Aggressive Expansion in Demand-Based Markets Helps Beat Estimates

But a greater-than-expected weakness in the Canadian dollar drags down profits.

Is Halliburton a Sell?

The oil-field services giant’s comparatively large exposure to North America and a relatively lower margin business creates significant downside risk on its stock price.


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Chevron Corporation Beats Analyst Estimates Thanks to a Strong Dollar

The oil supermajor recovers slightly from its second-quarter humiliation, but 7,000 job cuts anticipated.


Ultra Petroleum Braves Tough Conditions, Beats Analyst Estimates

The low-cost natural gas producer improves on operational efficiency, but nothing is reflected in the company’s bottom line as the depressing energy market continues to hold sway.


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Enterprise Product Partners Gross Profits Increase Marginally Thanks to Stable Ship-or-Pay Contracts

The master limited partnership’s distribution coverage ratio remains intact at 1.3 times as long-term, fee-based contracts prove to be the savior in the wake of low energy prices.


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Statoil's Lack of Exposure to Refining Hurts Bottom Line

The Norwegian state-owned company battles low oil prices as production increases do little to halt slide in top and bottom lines.

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Total S.A. Stands Out Among European Integrated Oils, Reports Higher Profits

The French integrated oil company also reported higher operating cash flows thanks to efficient operations and cash management.


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Why Schlumberger's Acquisition of Cameron International Is a Brilliant Move

While the deal may puzzle the market now, Schlumberger made a shrewd move that has significant long-term consequences to the industry that should drive value.


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Why Plains All American Pipeline, L.P.'s 30% Sell-Off Should Be Good News to Dividend Investors

This beaten-down stock could be providing a long-term opportunity for income investors.


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Why HollyFrontier Is Poised to Give Attractive Returns to Investors in the Long Run

The largest independent refiner in the mid-continent region has a clear and well-defined path for growth.


Does Exxon Mobil Corporation Have Future Growth Potential?

With oil stocks getting punished due to falling crude prices, is Exxon Mobil’s stock presenting a buying opportunity?

How to Invest Money in Oilfield Services

If you can identify these fundamentally solid drivers, you can seriously think of putting your money in oilfield-services stocks.


Spectra Energy Beats Estimates, Has Ambitious Growth Plans to Keep Distributions Strong

The company delivers strong earnings as $600 million in expansion projects come online.


Chevron Corporation Disappoints With Massive Earnings Drop and Substantial Asset Impairments

The company recorded non-cash charges of $2.6 billion as crude oil prices dropped 50% from year-ago levels.


Enterprise Product Partners' Distributions Safe Despite Slips on Estimates and Revenue

The master limited partnership’s gross profits remained intact though, thanks to its Oiltanking acquisition.


Ultra Petroleum Braves Challenging Natural Gas Markets, Exceeds Analyst Estimates

The Houston-based natural gas producer improves on operational efficiency, but nothing is reflected in the company’s bottom line as the depressing natural gas market holds sway.