Jul 24, 2014 by Joshua BondyIs Potash Corp Worth the Price? Potash Corp is on the rebound, but its free cash flow shows that the company isn't exactly cheap.
Jul 23, 2014 by Joshua Bondy1 Easy Way to Ride the LNG BoomWith an established customer base, growing assets and a strong contract portfolio Teekay LNG Partners offers great access to seaborne midstream market.
Jul 21, 2014 by Joshua BondyThe Best Way to Play a Rebound in Gold PricesRoyal Gold's innovative structure gives basic materials investors a great way to invest in gold while limiting risk.
Jul 16, 2014 by Joshua BondyFossil Fuels Are Not the New Subrime, Just Ask Continental ResourcesThe oil gas industry has its challenges, but Continental Resources' growth shows that the industry is much more than a subprime bubble waiting to burst.
Jul 14, 2014 by Joshua BondyJapan Is About to Help Canadian Solar and SunPowerWith foreign capital coming into the land of the rising sun, foreign solar manufacturers like Canadian Solar and SunPower will have more flexibility in one of the world's biggest solar markets.
Jul 8, 2014 by Joshua BondyCheck out These Growing Energy ExportersWith new pipelines coming online, Enterprise Products Partners and Enbridge are fueling North American energy exports.
Jul 7, 2014 by Joshua BondyIs Kodiak Oil and Gas Getting Too Pricey?Kodiak is making investors happy by developing its acreage while cutting capital expenditures, but it is important to remember that momentum investors can push a company above a reasonable price.
Jul 7, 2014 by Joshua BondySunPower's and SolarCity's Best Days Are AheadSolar's economics continue to improve, pushing SunPower and SolarCity to the front of the energy sector.
Jul 1, 2014 by Joshua BondySeadrill and Diamond Offshore Drilling Are Reintroduced to Chaotic MarketsWith the ultra-deepwater markets facing oversupply, Seadrill and Diamond Offshore are being introduced to a little bit of real world economics.
Jun 30, 2014 by Joshua BondyEconomic Data Points to Southern Copper Margin Compression As China comes under pressure, input costs rise, and competition heats up, Southern Copper needs to be ready for margin compression.
Jun 30, 2014 by Joshua BondyCoal's Loss Is Chesapeake Energy's GainA recent Supreme Court case will have a big impact on the U.S. energy market, and Talisman and Chesapeake will walk away winners.
Jun 26, 2014 by Joshua BondyAre These High-Yield MLPs Worth the Risk?Some companies offer high yields and a diversified asset base, but many high-yield companies carry a well-deserved risk premium.
Jun 24, 2014 by Joshua BondyIs It Time to Buy Yamana Gold Inc?Gold miners have been unable to find Midas' touch, but Yamana Gold's cost structure and debt load put in a good position to profit in the current market.
Jun 23, 2014 by Joshua Bondy4 Investing Ideas From BP's 2014 World Energy ReviewFrom Cloud Peak Energy's coal mines to SunPower's solar panels BP's latest statistical review shows that the world's energy system is evolving in new ways.
Jun 18, 2014 by Joshua BondyCompetition and Debt Catching up With Cliffs Natural ResourcesLooking at margins and debt alone, Cliffs Natural Resources is going to have a very challenging time competing with the likes of BHP Billiton, Vale, and others.
Jun 17, 2014 by Joshua BondyTake SolarCity With a Grain of SaltSolarCity is an exciting and growing solar play, but it should be considered in the context of other big solar players like SunPower and First Solar.
Jun 17, 2014 by Joshua BondyNow Is the Time to Follow EncanaThanks to improving production and prices, Encana's turnaround continues to plow ahead.
Jun 13, 2014 by Joshua BondyIndonesia's Mining Challenges Are Only Part of the PictureWith copper prices under pressure, Newmont Mining's and Freeport-McMoRan's respective corporate strategies are more important than their political struggles in any one country.
Jun 11, 2014 by Joshua BondyCameco Corporation vs Coal: Which Is the Better Investment?Uranium and coal are down in the dumps, but the uranium miner Cameco has a better outlook than Arch Coal or Alpha Natural Resources.
Jun 6, 2014 by Joshua BondyTotal, Suncor, and Occidental Petroleum Vote Against Oil SandsWith rising costs and pipeline challenges Total, Suncor, and Occidental Petroleum need to carefully examine their Canadian oil sands operations.