Mar 7, 2014 by Bob CiuraAre ExxonMobil's Reduced Capital Expenditures Cause for Concern?ExxonMobil, like Chevron and Royal Dutch Shell, will cut spending in 2014 after spending heavily over the past few years. That will make it tough to reverse last year's decline in production.
Mar 7, 2014 by Bob CiuraStick With Mosaic as it Could Just Be Starting to GrowDespite industry turmoil last year, the long-term future is bright for fertilizer.
Mar 7, 2014 by Bob CiuraIt's Quite Possible that Coal Will Recover in 2014Soaring natural gas prices, increasing economic activity, and dwindling domestic supply are a trio of reasons for why coal may make a major comeback this year.
Mar 6, 2014 by Bob CiuraExxonMobil is Actually Performing Much Better Than You ThinkOn the surface, ExxonMobil's declining profits look bad, but a deeper analysis of key metrics to energy companies implies ExxonMobil is still atop its industry.
Mar 6, 2014 by Bob CiuraTransocean is Missing the MarkNot only did Transocean under-perform its industry peers in 2013, but this year it may be even more difficult for Transocean to beat its competition.
Mar 5, 2014 by Bob CiuraRussia Will Still Play a Key Role in BP plc's FutureBP is out with important updates for investors on its position in Russia, and its broader production and cash flow goals through 2018. Here are the key takeaways.
Mar 5, 2014 by Bob CiuraIs Boardwalk Pipeline Partners a Strong Turnaround Play?Boardwalk's hopes for a turnaround rely heavily on its success in its key growth initiatives, including the Bluegrass Project.
Mar 4, 2014 by Bob CiuraAn Assessment of LINN Energy's Past, Present, and FutureLINN Energy had a solid performance last year, and its future holds plenty of promise thanks to continued investment in California and the Permian Basin.
Mar 4, 2014 by Bob CiuraYou Should Absolutely be Excited About Deere's FutureDeere is making big strides in the emerging markets, where booming populations present a huge opportunity.
Mar 3, 2014 by Bob CiuraThe Market is Clearly Missing Seadrill's Long-Term PotentialSeadrill had a great year in 2013, and its conservative management practices make it less vulnerable to a slow-down in drilling spending.
Mar 3, 2014 by Bob CiuraWill Chevron Sell its U.S. Midstream Business?Chevron's rumored sale of its U.S. midstream assets signals the company's desire to focus on exploration and production over the long term.
Mar 2, 2014 by Bob CiuraDoes Roundy's Growth Potential Justify Its Risks?Roundy's has a great asset in the form of the Mariano's brand. However, lots of debt and other poorly-performing assets cloud Roundy's future.
Feb 28, 2014 by Bob CiuraWhy the Gulf of Mexico Is Crucial to Chevron's Upstream PortfolioChevron's 2014 budget is allocated heavily toward upstream exploration and production. Much of this is focused in the company's massive Gulf of Mexico operations.
Feb 28, 2014 by Bob CiuraDespite the Improving Global Economy, U.S. Steel Producers are Missing OutEven though steel company profits are tied to the broader economy, U.S. Steel and Steel Dynamics aren't enjoying the fruits of steady global growth. Here's why Arcelor Mittal is a better bet.
Feb 28, 2014 by Bob CiuraHere's How Devon Energy's Strategic Transformation Is Really Paying OffDevon Energy's doubling-down on U.S. oil and gas production is already paying off, and should do so for many years to come.
Feb 28, 2014 by Bob CiuraThe Financial Media's Attacks are Refuted Once AgainBarron's is back with a new article questioning Kinder Morgan's accounting practices. Here's a breakdown of Kinder Morgan's detailed defense.
Feb 27, 2014 by Bob CiuraEnsco PLC is Taking the Necessary Steps to Ensure Future GrowthEnsco's upgrading of its fleet may stoke fears of future costs, but the long-term fundamentals of deep-water oil drilling remain sound.
Feb 26, 2014 by Bob CiuraWhy Cisco Systems' $8 Billion Debt Offering Is a Good MoveWhile debt may scare investors, Cisco's debt issuance is a smart way to unlock shareholder value and cheaply finance growth initiatives, without repatriating foreign-held cash.
Feb 26, 2014 by Bob CiuraYou Should Consider These Energy MLP Spin-OffsOil refiners like Valero Energy and Marathon Petroleum are setting their midstream assets free as Master Limited Partnerships, which give investors a new way to capitalize on the U.S. energy boom.
Feb 26, 2014 by Bob CiuraInvestors Should Prepare for a Slimmer Royal Dutch ShellShell plans $15 billion worth of asset sales by the end of 2015. If it isn't careful, its massive divestments may endanger future growth.
