Apr 16, 2014 by Joshua BondyFundamentally, Southern Copper Corp Is PromisingThere are challenges in the copper market, but it's time to look past China and focus on costs.
Apr 14, 2014 by Joshua BondyFor Valero and HollyFrontier, the Gravy Train ContinuesWith the Brent-WTI spread expected to remain strong, U.S. refiners HollyFrontier and Valero will keep pumping out big profits.
Apr 14, 2014 by Joshua BondyIs the Lithium Market Hiding Big Risks?Demand for lithium is growing by leaps and bounds, but miners like Sociedad Quimica y Minera, Rockwood Holdings, and FMC may be in for a rough ride.
Apr 11, 2014 by Joshua BondyNow Is the Time to Bet on Natural GasDrillers are one bet on the growing U.S. natural gas industry, but investing in pipelines is a very attractive alternative.
Apr 9, 2014 by Joshua BondyWhen It Comes to Oil, Bigger Isn't Always BetterBy investing in a small number of companies you can replicate ExxonMobil's upsides without many of its downsides.
Apr 7, 2014 by Joshua BondyBiogas: The Other Side of the GE-First Solar AllianceGE's efficient turbines work with many types of feedstocks, and they will create a future where small distributed biogas and solar installations work together to provide stable energy.
Apr 3, 2014 by Joshua BondyKinder Morgan Inc. Is the Stock for the New WorldIn the midst of political instability Kinder Morgan Inc. is a great place to stash your hard-earned funds.
Apr 1, 2014 by Joshua BondyAmerican Oil Shouldn't Be Afraid Of RussiaThe growth in U.S. oil production means that the U.S. doesn't need to be too scared of Russian oil.
Apr 1, 2014 by Joshua BondySunPower and First Solar Should Thank RefinersRefinery upgrades are pushing the price of natural gas upward and solar manufacturers are first in line to benefit.
Mar 24, 2014 by Joshua BondyIs SunPower Really Worth 2.5 Times First Solar?SunPower is on the upturn while First Solar is hard at work improving its products, but does this really warrant such a big difference in valuation?
Mar 24, 2014 by Joshua BondyWhat Can We Learn From Barrick Gold's Mistakes?Taseko's and Barrick's recent struggles show just how important it is to learn from the mistakes of others.
Mar 24, 2014 by Joshua BondyIs Potash a Better Inflation Hedge Than Gold?Potash sellers like PotashCorp and Agrium offer inflation hedging that outshines gold in steady inflation environments.
Mar 18, 2014 by Joshua BondyThe Regulatory Risk in Crude-by-RailRefiners and midstream MLPs can easily be hurt by towns and states pushing back against crude-by-rail projects.
Mar 18, 2014 by Joshua BondyCopper's Chinese Fears Are OverblownIf you look at the basic economic figures, it is clear that China will need much more copper to continue economic development at the pace it wants.
Mar 17, 2014 by Joshua Bondy1 Metric You Need to Know Before Investing in MinersWhen examining miners like Molycorp or BHP Billiton, it is important to look beyond simple profit margins.
Mar 11, 2014 by Joshua BondyIs U.S. Coal Overhyped? Mining equipment manufacturers Joy Global and Caterpillar are hoping for a rebound in the U.S. coal market, but Alpha Natural Resources and Arch Coal show that the U.S. coal miners still have a way to go.
Mar 10, 2014 by Joshua BondyYes, TransCanada Can Survive Without Keystone XLIn the midst of what could at times be described yellow journalism, it is easy to forget that TransCanada offers much more than Keystone XL.
Mar 10, 2014 by Joshua BondyNew Solar Technology Poses a ThreatDeveloping CPV technology backed by big investors threatens existing solar manufacturers like First Solar and SunPower.
Mar 7, 2014 by Joshua BondyIgnoring Suncor Energy Inc Could Be an Expensive ChoiceThe latest numbers show that existing Canadian oil production is surprisingly cheap.
Mar 3, 2014 by Joshua BondyTime Is the Bakken's Worst EnemyNorth Dakota's per well oil production is falling, and now is the time to make sure you are not exposed to risky drillers.