Rupert Hargreaves

In comparison with Altria and Reynolds American, Lorillard is not diversified and this could be an issue as the number of cigarettes sold within the US continues to decline.

Transocean's new dividend payout will please investors, but is it a good idea in the long term?

Consumers are trading down in the tobacco market and Altria is in a great position to benefit.

Philip Morris' dividend yield is one of the best you can get, but with the number of cigarettes sold by the company declining, can you trust the payout?

CVS plans to stop selling tobacco products and Walgreen is likely to follow. Will this contagion hurt Altria?

Capital spending in the oil and gas industry has hit a record, and National Oilwell Varco and Cameron International are set to benefit.

Demand for gold is exceeding supply, and Alamos Gold, New Gold, and industry leader Goldcorp look like good ways to play it.

The world's largest integrated oil and gas players, ExxonMobil, Chevron, and Royal Dutch Shell are spending more developing projects, but profits are falling; things need to change.

Talisman Energy is making good progress turning itself around, and future plans look promising despite the remaining risks.

Barrick Gold's recent earnings report shows that the company is struggling to make up for past mistakes, but Goldcorp and Newmont are making progress.

Chevron has underperformed peers ExxonMobil and Royal Dutch Shell recently, but this could be about to change.

Altria's holding in SABMiller is worth more than it appears and investors are seriously undervaluing the opportunity on offer here.

Analysts believe that the offshore drilling sector is about to hit a rough patch, but how well are Transocean, Seadrill, and Ensco prepared?

Joy Global and Caterpillar have a huge problem on their hands: the rising quality of the equipment being manufactured within China. This is something Rio Tinto is seeking to capitalize on.

CVS Caremark's decision to stop selling tobacco products in its stores comes at a really bad time for cigarette companies such as Altria, Reynolds American, and Lorillard.

China global trade volumes are increasing, this is great news for dry bulk companies Diana, DryShips, and Navios Maritime Partners.

Universal Corp just released a great set of fourth-quarter results. Meanwhile, the results of peers Altria and Philip Morris were not as impressive.

Activist shareholders want Cliffs to split, but looking at Arch Coal and Natural Resource Partners, we can see that this would be a bad idea.

Alamos Gold, Rio Alto Mining, and Asanko Gold all have good quality assets that larger peers could find attractive.

Bottom fishing is risky tactic that can go seriously wrong; Barrick Gold, Newmont Mining, and Harmony Gold are great examples of this.