Mar 13, 2014 by Rupert HargreavesCan Rowan Companies Avoid the Slowdown in Offshore Drilling? Rowan Companies' new fleet of drillships puts it in a good position to ride out the slowing offshore drilling market.
Mar 12, 2014 by Rupert HargreavesEmerging Market Turmoil Will Hurt Philip Morris International; Time to Look Elsewhere?Philip Morris' income will be hit by the sliding value of emerging currencies, so perhaps investors should look to Altria for a more stable outlook.
Mar 11, 2014 by Rupert HargreavesBig Oil's Biggest Project in Decades Is About to Start Paying OffThe Kashagan oil field is the biggest oil discovery in decades and has been a nightmare to develop but completion is just around the corner.
Mar 11, 2014 by Rupert HargreavesWarren Buffett Is Making a Mistake Holding Phillips 66Phillips 66 is a good company but its smaller peer HollyFrontier is better -- here's why.
Mar 10, 2014 by Rupert HargreavesLook to These 4 Cash Flow Kings for Rising Dividend PayoutsPhilip Morris, Pfizer, McDonald's, and Johnson & Johnson have the best cash flows in their respective businesses, supporting ever increasing shareholder returns.
Mar 10, 2014 by Rupert HargreavesHow Cheap Is Boardwalk Pipeline Partners LP?Boardwalk Pipeline Partners' recent declines make the company look more attractive than peers Kinder Morgan and Energy Transfer Partners.
Mar 8, 2014 by Rupert HargreavesThe FDA has Ruled Against Bidis, Will a Menthol Ban Follow?For the first time since 2009 the FDA is using its powers to regulate tobacco products, which is bad news for Lorillard, Altria, and Reynolds American.
Mar 6, 2014 by Rupert HargreavesHas Gold Hit a Bottom?Demand for gold is exceeding supply, and Barrick Gold, Newmont Mining, and industry leader Goldcorp look like good ways to play it.
Mar 6, 2014 by Rupert HargreavesBig Oil Is Leaving the North SeaAs costs rise, Chevron, Royal Dutch Shell, and Talisman Energy are leaving the North Sea, freeing up cash for investment elsewhere.
Mar 5, 2014 by Rupert HargreavesThe Outlook for the Offshore Drilling Industry Continues to Deteriorate More evidence shows that a slowdown in the offshore drilling market is just around the corner. Seadrill is well placed, but Transocean and Diamond Offshore will likely suffer.
Mar 5, 2014 by Rupert HargreavesDemand for LNG Is Surging: Here's How You Should Play This TrendDemand for LNG is rising faster than supply, and Golar LNG and Teekay LNG appear to be the best companies to play this trend.
Mar 5, 2014 by Rupert HargreavesThese Refiners Are Primed to Make a ComebackHollyFrontier, Northern Tier, and Western Refining spent much of 2013 conducting essential maintenance, but they're now ready to focus on profit.
Mar 2, 2014 by Rupert HargreavesOil Is Getting Harder to Find, and for Some This Is a Good ThingChevron is trying to grapple with rising oil exploration costs, but this is great news for Seadrill, National Oilwell Varco, and Cameron International.
Mar 2, 2014 by Rupert HargreavesThis Is What Sets Chevron Corporation Apart From Its PeersChevron has multiple projects coming on stream before the end of the decade, and the company appears to be more efficient than industry leader ExxonMobil.
Mar 1, 2014 by Rupert HargreavesThese Miners Are Well Placed to Ride out Declining Iron Ore PricesBHP Billiton, Rio Tinto, and Vale are low cost iron ore miners and these puts them in a great position to ride out declining prices.
Mar 1, 2014 by Rupert HargreavesThe Ethical Side of Big TobaccoAltria, Philip Morris, and Universal have a lot to answer for when it comes to global health, but they are pouring money into charitable causes.
Mar 1, 2014 by Rupert HargreavesE-cig Industry Braces for Impending Regulation Altria Group, Reynolds American, and Lorillard are preparing for strict regulation of the US e-cig market by branching out.
Feb 28, 2014 by Rupert HargreavesPhilip Morris has a Problem in the Philippines Philip Morris' falling sales within the Philippines have been dragging on its results for some time now; here's why.
Feb 28, 2014 by Rupert HargreavesHere's Why You Need Universal Corp in Your PortfolioUniversal is somewhat of a misunderstood company, but it has unprecedented access to the world's tobacco market.
Feb 25, 2014 by Rupert HargreavesWhy Investors Shouldn't Give up on HollyFrontier CorpIn comparison to peers Phillips 66 and Valero Energy, HollyFrontier has underperformed during the past year, but the company is the most profitable refiner out there.
