Feb 17, 2014 by Bob CiuraShould PepsiCo Annouce a Major Strategic Shift?In light of stagnating sparkling-beverage volumes, some investors are pushing PepsiCo to spin off its North American beverages unit. Here's why a drastic decision may not be the best course of action.
Feb 16, 2014 by Bob CiuraAs Oil Prices Rise, ConocoPhillips and Occidental Petroleum Are the Big WinnersConocoPhillips and Occidental Petroleum are much more sensitive to fluctuating oil prices than their bigger, integrated competitors. That's why they have the most to gain from rising oil prices.
Feb 14, 2014 by Bob Ciura3 Companies Surfing the Tidal Wave of Marcellus Natural Gas ProductionNatural gas production is soaring in the U.S., thanks in no small part to the Marcellus Shale. Here are three companies focusing intently there.
Feb 13, 2014 by Bob CiuraIs it Time to Go Deere Hunting?The long-term strains on food production due to rising global populations mean Deere & Company's equipment will be in demand for years.
Feb 13, 2014 by Bob CiuraReal Estate isn't the Only Industry Where Location MattersTo understand how Alliance Resource can outperform other coal companies to such an astonishing degree, look to the position of its coal mines.
Feb 13, 2014 by Bob CiuraA Recovery in Gold and Copper Prices is Great News for These Mining StocksFreeport McMoRan, Goldcorp, and Southern Copper grew production last year, even while precious metals prices floundered. Here's why the strategy could be a genius move after all.
Feb 13, 2014 by Bob CiuraThe Permian Basin Holds a Fortune for These 3 Energy CompaniesPioneer Resources, Occidental Petroleum, and Apache Corp. have staked their claims in the Permian Basin. Here's why they are sure to profit from one of the most productive oil and gas regions in the world.
Feb 13, 2014 by Bob CiuraRoyal Dutch Shell's Major Projects Won't Help Much in 2014Royal Dutch Shell is counting on improving its existing projects to boost profits this year. However, its huge asset sales and cuts to capital expenditures will weigh on the company.
Feb 13, 2014 by Bob CiuraWhy DuPont's Restructuring Will Likely Pay OffDuPont's business restructuring toward agriculture and industrial materials is a risky move, but one that is well-supported by favorable industry economics.
Feb 12, 2014 by Bob CiuraLook Beyond Chevron's Struggles to see its Strong Long-Term PotentialDespite Chevron's falling profits last year, its projects coming on line over the next few years will fuel production growth for many years.
Feb 11, 2014 by Bob CiuraWhy McDonald's Should Take Its Competition Much More SeriouslyMcDonald's is still one of the most universally recognized brands in the world, but smaller competitors Chipotle and Panera are eating its lunch.
Feb 11, 2014 by Bob CiuraThis Oil Company's Transformation Should Excite YouDevon Energy is drastically refocusing its asset base to the highest-producing areas of the United States.
Feb 11, 2014 by Bob CiuraWhy Carl Icahn Will Eventually Get What he Wants from AppleIt may seem like activist investor Carl Icahn lost in his battle to get Apple to increase its share buybacks, but it seems unlikely he'd give up without a fight.
Feb 11, 2014 by Bob CiuraIs Statoil About to Lose its Competitive Advantage?Statoil's status as a world-leading energy producer may be in doubt as it prepares to cut spending.
Feb 11, 2014 by Bob CiuraExxonMobil Has an Ace Up Its Sleeve Investors Should Know AboutThe huge Kearl project in the Canadian oil sands could be ExxonMobil's best chance at getting production growth going again.
Feb 11, 2014 by Bob CiuraThis Utility Could TRIG-ger a Powerful RevolutionSouthern Company's massive investment in new nuclear and coal facilities may represent the future of American energy.
Feb 10, 2014 by Bob CiuraIs the Coca-Cola Partnership With Green Mountain Truly a Game Changer?Green Mountain's partnership with Coca-Cola to create the Keurig Cold at-home beverage system is an exciting possibility. But it's important for investors not to get carried away.
Feb 10, 2014 by Bob CiuraWhy Apple's Accelerated Share Buyback Is a Great SignApple is very bullish on its future, and just put its money where its mouth is.
Feb 10, 2014 by Bob CiuraFor BP plc, the Long Climb Back to Health ContinuesBP has registered strong progress in the years since the Gulf of Mexico spill. While it's still being dragged down by legal costs, its core business is showing signs of recovery.
Feb 8, 2014 by Bob CiuraThe Biggest Oil Companies in the World are the Biggest LosersExxon, Chevron, and Royal Dutch Shell aren't taking advantage of the oil and gas boom in the United States. Meanwhile, smaller competitors like Hess Corp. are ramping up domestic production.