Jun 12, 2014 by Rupert HargreavesIs Cliffs Natural Resources Sliding Toward Bankruptcy?As the price of iron ore falls, Cliffs Natural is at risk of breaching its banking covenants.
Jun 12, 2014 by Rupert HargreavesThere's No Light at the End of the Tunnel for the Coal IndustryJoy Global, Arch Coal, and Peabody Energy are all reporting falling earnings as the coal industry continues to collapse.
Jun 12, 2014 by Rupert HargreavesAn Update on Talisman Energy's Restructuring Talisman Energy is in the middle of a turnaround. Here's how things are going so far.
Jun 12, 2014 by Rupert HargreavesGold Miners: The Best of a Bad BunchBarrick Gold, Newmont, and Goldcorp are the best plays on the gold mining industry.
Jun 12, 2014 by Rupert HargreavesCan Cliffs Natural Resources Survive Long Enough for Casablanca's Plan to Work?Activist investment fund Casablanca Capital is pressing for a break-up of Cliffs Natural Resources -- but can Cliffs hang on long enough to see this play out?
Jun 11, 2014 by Rupert HargreavesAre Reynolds and Lorillard Really 'Junk' Companies?Reynolds and Lorillard might have been downgraded to junk, but are they really scrap?
Jun 11, 2014 by Rupert HargreavesWeatherford International Is Making a ComebackWeatherford International has had a rough few years, but the company appears to be making a comeback.
Jun 11, 2014 by Rupert HargreavesHollyFrontier Corp Is Set to Profit in Both the Good Times and the BadHollyFrontier is built around a tight Brent/WTI spread, and the company should always be able to profit.
Jun 7, 2014 by Rupert HargreavesAs Dividend Stocks Go, Philip Morris Is Expensive: Here Is a Cheaper PickPhilip Morris is expensive when valued by its free cash flow, but another dividend titan is cheaper.
Jun 4, 2014 by Rupert HargreavesReynolds American and Philip Morris Have a Pressing Issue to OvercomeReynolds American and Philip Morris are struggling with their hefty piles of debt.
Jun 4, 2014 by Rupert HargreavesRowan's Fleet Report Shows No Sign of a Market SlowdownRowan Companies recently released a fleet update, and the results looked good.
Jun 3, 2014 by Rupert HargreavesPhilip Morris Is Scaling Back Investor Returns Philip Morris' management believe that the company should focus on debt reduction not buybacks in the future.
Jun 2, 2014 by Rupert HargreavesIs Coal Set for a Comeback?Peabody Energy is a great way to play the rebound in coal.
Jun 2, 2014 by Rupert HargreavesUS Steel Could Have Further to FallUS Steel has started off the year badly, and things are only going to get worse.
Jun 1, 2014 by Rupert HargreavesAre Offshore Drillers a Value Trap?Diamond Offshore, Transocean, and Seadrill look cheap, but for how much longer?
May 30, 2014 by Rupert HargreavesUniversal Continues to Change with the Times by Diversifying Away from TobaccoUniversal Corp grows tobacco, but it is diversifying to drive growth and reduce its dependence on tobacco.
May 30, 2014 by Rupert HargreavesThe Largest Shipping Conglomerate Weighs In on the State of the Drilling IndustryThe Maersk Group believes that the offshore drilling industry is heading for trouble: bad news for Transocean, Seadrill, and Ensco.
May 30, 2014 by Rupert HargreavesThe Dark Side of Transocean Inc's First-Quarter ResultsTransocean's first-quarter results looked good, but there are some worrying figures.
May 29, 2014 by Rupert HargreavesKinder Morgan Is Set to Benefit From Rising Demand for Natural GasKinder Morgan is in a better position to profit than peers Williams Companies and TransCanada.
May 29, 2014 by Rupert HargreavesLessons From 1 of the World's Largest Sovereign Wealth FundsNorway’s government pension fund is considered to be one of the best-managed funds in the world. It's largest holdings are Royal Dutch Shell, BG Group, BP, and ExxonMobil.
