|
|
 |
 May
11, 2009 (posted Jun 14); StatoilHydro ASA (STO) - Alternative Energy
Practical Idealist |
| May
8, 2009 (posted Jun 14); Suncor (SU) - Restore Buy on New Price Trend |
| May
8, 2009 (posted Jun 14); Petro-Canada (PCZ) - Restore Buy on New
Price Trend |
| May
8, 2009 (posted Jun 14); Imperial Oil (IMO) - Restore Buy on New Price
Trend |
| May
8, 2009 (posted Jun 14); Canadian Natural Resources (CNQ) - Restore
Buy on New Price Trend |
| May
7, 2009 (posted Jun 7); Anadarko Petroleum (APC) - Restore Buy on New
Price Trend |
| May
6, 2009 (posted Jun 7); Penn West Energy Trust (PWE) - Transitioning
to Exploration and Production Company |
| May
6, 2009 (posted Jun 7); XTO Energy (XTO) - Restore Buy on New Price
Trend |
| May
6, 2009 (posted Jun 7); Devon Energy (DVN) - Efficient Producer |
| May
6, 2009 (posted Jun 7); Total S.A. (TOT) - Resilience to Recession |
| May
5, 2009 (posted Jun 7); Cimarex Energy (XEC) - Ready to Drill Shale |
| May
5, 2009 (posted Jun 7); EOG Resources (EOG) - Ready to Develop More
Oil and Gas |
| May
5, 2009 (posted May 31); BG Group (BRGXF) - New Buy on Global LNG and
Brazil Oil |
| May
5, 2009 (posted May 31); Petrobras (PBR) - New Buy on Oil Growth |
| May
1, 2009 (posted May 31); Chevron (CVX) - Creating Energy Wealth
Globally |
| May
1, 2009 (posted May 31); Berry Petroleum (BRY) - Getting through Tough
Times |
| April
30, 2009 (posted May 31); Imperial Oil (IMO) - Investing through the
Cycle |
| April
30, 2009 (posted May 31); Marathon Oil (MRO) - Refining Helping
Performance |
| April
30, 2009 (posted May 31); ExxonMobil (XOM) - Strong Performer in Tough
Times |
| April
29, 2009 (posted May 24); Canadian Oil Sands Trust (COSWF) - Cash Flow
Exceeds Distribution |
| April
29, 2009 (posted May 24); Gazprom (OGZPY) - Expect Modest Results for
2009 |
| April
29, 2009 (posted May 24); Royal Dutch Shell (RDS) - Lower Net Present
Value to $80 a Share |
| April
29, 2009 (posted May 24); CNOOC Ltd. (CEO) - Reinstate Buy on Rising
Outlook |
| April
28, 2009 (posted May 24); PetroChina (PTR) - Tax and Price Control
Relief |
| April
28, 2009 (posted May 24); BP plc (BP) - Downstream Increase Offsets
Upstream Cash Decrease |
| April
28, 2009 (posted May 24); Petro-Canada (PCZ) - Suncor at a Discount |
| April
23, 2009 (posted May 17); Occidental Petroleum (OXY) - Low-Cost U.S.
Oil and Gas Producer |
| April
23, 2009 (posted May 17); ConocoPhillips (COP) - Overlooked Rich
Resources |
| April
23, 2009 (posted May 17); Suncor Energy (SU) - Acquiring Financial
Strength |
| April
22, 2009 (posted May 17); Encore Acquisition (EAC) - Levered to Oil
Price |
| April
22, 2009 (posted May 17); Encana Corporation (ECA) - Billion Dollar
Hedge Gain |
| April
8, 2009 (posted May 3); Lukoil Oil Company (LUKOY) - Making Money
after Interruption |
| February
25, 2009 (posted Mar 29); Berry Petroleum (BRY) - Resource Rich,
Credit Sensitive |
| February
18, 2009 (posted Mar 22); Penn West Energy Trust (PWE) - Distribution
Keyed to US$45 Oil |
| February
19, 2009 (posted Mar 22); XTO Energy (XTO) - Hedging Helping |
| February
18, 2009 (posted Mar 22); Cimarex Energy (XEC) - Lower NPV to $55 a
Share |
| February
17, 2009 (posted Mar 22); StatoilHydro (STO) - Low Cost Offshore
Operator |
| February
12, 2009 (posted Mar 15); Encana (ECA) - Steady Production and
Reserves |
| February
12, 2009 (posted Mar 15); Total S.A. (TOT) - Dividend and Investment
Strength |
| February
11, 2009 (posted Mar 15); Encore Acquisition (EAC) - Lower NPV to $44
a Share |
| February
5, 2009 (posted Mar 8); EOG Resources (EOG) - Raise NPV on Higher
Reserves |
| February
4, 2009 (posted Mar 8); Devon Energy (DVN) - Harvesting Accounting
Losses |
| February
3, 2009 (posted Mar 8); Marathon Oil (MRO) - Raise NPV to $54 a Share |
| February
3, 2009 (posted Mar 8); BP plc (BP) - Cash Flow Balance at $50 to $60
Oil in 2009 |
| February
3, 2009 (posted Mar 8); Anadarko Petroleum (APC) - Deep Water Explorer |
| January
30, 2009 (posted Mar 1); Chevron (CVX) - Downstream Surprise |
| January
30, 2009 (posted Mar 1); ExxonMobil (XOM) - Natural Gas Leader |
| January
29, 2009 (posted Mar 1); Imperial Oil (IMO) - Extra Price Sensitivity
in Heavy Oil |
| January
29, 2009 (posted Mar 1); Occidental Petroleum (OXY) - Resilience and
Financial Strength |
| January
29, 2009 (posted Mar 1); Petro-Canada (PCZ) - Managing for $50 to $60
Oil in 2009 |
| January
29, 2009 (posted Mar 1); Royal Dutch Shell (RDSA) - Dividend Trend
Beats Inflation |
| January
29, 2009 (posted Feb 22); Canadian Oil Sands Trust (COSWF) - Quarterly
Distribtution at C$0.15 a Unit |
| January
28, 2009 (posted Feb 22); ConocoPhillips (COP) - Harvesting Accounting
Losses |
| January
22, 2009 (posted Feb 22); PetroChina (PTR) - Government Managed
Pricing |
| January
21, 2009 (posted Feb 15); CNOOC Limited (CEO) - More Volume Growth in
2009 |
| January
20, 2009 (posted Feb 15); Suncor (SU) - Volumes Climbing |
| November
20, 2008 (posted Dec 21); Canadian Oil Sands Trust (COSWF) - Alberta
Reduces Royalties |
| November
12, 2008 (posted Dec 14); Penn West Energy Trust (PWE) - Distribution
Yield 20% |
| November
6, 2008 (posted Dec 14); Canadian Natural Resources (CNQ) - Hidden
Value in Heavy Oil |
| November
5, 2008 (posted Dec 7); Devon Energy (DVN) - Outperforming in Tough
Times |
| November
5, 2008 (posted Dec 7); XTO Energy (XTO) - Personal Debt-Free Pledge |
| November
5, 2008 (posted Dec 7); Total S.A. (TOT) - Geographic Appeal |
| November
4, 2008 (posted Dec 7); Cimarex Energy (XEC) - Capital Discipline |
| November
4, 2008 (posted Dec 7); Anadarko (APC) - Acquisition Value |
| November
4, 2008 (posted Dec 7); EOG Resources (EOG) - The Hat Trick |
| November
3, 2008 (posted Dec 7); StatoilHydro (STO) - Financially Strong
Dividend Payer |
| October
31, 2008 (posted Nov 30); Chevron (CVX) - Oil in the Stock Market at
$59 a Barrel |
| October
30, 2008 (posted Nov 30); Imperial Oil (IMO) - Favorable Pricing for
Heavy Oil |
| October
30, 2008 (posted Nov 30); Marathon Oil (MRO) - Gasoline and Diesel
Demand Rebounding |
| October
30, 2008 (posted Nov 30); ExxonMobil (XOM) - Building Value with Stock
Repurchase |
| October
30, 2008 (posted Nov 30); Royal Dutch Shell (RDS) - Secure Dividend
5.7% |
| October
29, 2008 (posted Nov 30); Canadian Oil Sands Trust (COSWF) - Quarterly
Distribution C$0.75 a Unit |
| October
29, 2008 (posted Nov 30); Berry Petroleum (BRY) - Adjusting Spending
to Cash Flow |
| October
29, 2008 (posted Nov 23); Encore Acquisition (EAC) - Success with
ExxonMobil in West Texas |
| October
29, 2008 (posted Nov 23); Suncor (SU) - Coping with Volatile Oil Price |
| October
28, 2008 (posted Nov 23); PetroChina (PTR) - Chinese Major Oil Company |
| October
28, 2008 (posted Nov 23); Occidental Petroleum (OXY) - Low Debt, High
Margin |
| October
28, 2008 (posted Nov 23); BP plc (BP) - Dividend Yield 7.2% |
| October
28, 2008 (posted Nov 23); CNOOC Ltd. (CEO) - Oil and Gas Growth
Offshore China |
| October
24, 2008 (posted Nov 23); Encana (ECA) - High-Performance Clean Energy
Producer |
| October
24, 2008 (posted Nov 23); Petro-Canada (PCZ) - Pacing Fort Hills |
| October
23, 2008 (posted Nov 16); Gazprom (OGZPY) - Cheap Stock, Political
Risk |
| October
23, 2008 (posted Nov 16); ConocoPhillips (COP) - Australian Natural
Gas Deal |
| October
22, 2008 (posted Nov 16); Cimarex (XEC) - Woodford Shale Leader |
| August
27, 2008 (posted Sep 21); PetroChina (PTR) - Sacrifice Acknowledged |
| August
27, 2008 (posted Sep 21); CNOOC Ltd. (CEO) - Strong Operating and
Financial Results |
| August
7, 2008 (posted Sep 7); Canadian Natural Resources (CNQ) - Horizon
Slippage |
| August
6, 2008 (posted Sep 7); Encore Acquisition (EAC) - Sale Called Off |
| August
6, 2008 (posted Sep 7); Devon Energy (DVN) - John W. Nichols,
1914-2008 |
| August
5, 2008 (posted Sep 7); Cimarex Energy (XEC) - Ten Percent a Year
Volume Growth |
| August
5, 2008 (posted Sep 7); Anadarko Petroleum (APC) - Takeover Climate |
| August
4, 2008 (posted Sep 7); PetroChina (PTR) - Price Controls and Punitive
Taxes |
| August
4, 2008 (posted Sep 7); CNOOC Ltd. (CEO) - Punitive Taxes and Price
Controls |
| August
1, 2008 (posted Aug 31); Chevron (CVX) - Income Model |
| August
1, 2008 (posted Aug 31); Total (TOT) - Oil Sands Strategy |
| August
1, 2008 (posted Aug 31); StatoilHydro (STO) - High Quality Offshore
Producer |
| July
31, 2008 (posted Aug 31); Imperial Oil (IMO) - Resources Concentrated
on Fewer Shares |
| July
31, 2008 (posted Aug 31); Marathon Oil (MRO) - May Form Two
Independent Companies |
| July
31, 2008 (posted Aug 31); ExxonMobil (XOM) - Income Model |
| July
31, 2008 (posted Aug 31); Royal Dutch Shell (RDS) - Rebuilding North
American Natural Gas |
| July
30, 2008 (posted Aug 31); EOG Resources (EOG) - Stellar Record Marred
by Hedging |
| July
29, 2008 (posted Aug 24); Canadian Oil Sands Trust (COSWF) -
Distribution Increased 25% |
| July
29, 2008 (posted Aug 24); BP plc (BP) - Control Dispute in Russia |
| July
25, 2008 (posted Aug 24); Berry Petroleum (BRY) - A Bit of Haynesville
Glamour |
| July
24, 2008 (posted Aug 24); Encana Corporation (ECA) - Two Growth
Companies in One |
| July
24, 2008 (posted Aug 24); Occidental Petroleum (OXY) - Largest Oil
Producer in Texas |
| July
24, 2008 (posted Aug 24); Suncor Energy (SU) - Operations Challenge |
| July
24, 2008 (posted Aug 24); Petro-Canada (PCZ) - Construction Challenge |
| July
23, 2008 (posted Aug 17); ConocoPhillips (COP) - Income Model |
| July
22, 2008 (posted Aug 17); XTO Energy (XTO) - Stock Price Momentum
Changes |
| May
29, 2008 (posted Jun 29); XTO Energy (XTO) - Low McDep Ratio Natural
Gas |
| May
22, 2008 (posted Jun 22); Petrobras (PBR) - Raise NPV to $75 a Share |
| May
14, 2008 (posted Jun 15); Penn West Energy Trust (PWE) - Raise NPV to
$45 a Share |
| May
13, 2008 (posted Jun 15); StatoilHydro (STO) - Raise NPV to $52 a
Share |
| May
9, 2008 (posted Jun 8); Canadian Natural Resources (CNQ) - Raise NPV
to $124 a Share |
| May
8, 2008 (posted Jun 8); Encore Acquisition (EAC) - $120 a Barrel
Excitement |
| May
7, 2008 (posted Jun 8); Devon Energy (DVN) - Resources Three Times
Reserves |
| May
7, 2008 (posted Jun 8); Total S.A. (TOT) - Euro Oil Leader |
| May
6, 2008 (posted Jun 8); Cimarex Energy (XEC) - Raise NPV to $85 a
Share |
| May
6, 2008 (posted Jun 8); Anadarko Petroleum (APC) - Positives Outweigh
Negatives |
| May
2, 2008 (posted Jun 8); Chevron (CVX) - Refining Penalty |
| May
2, 2008 (posted Jun 1); EOG Resources (EOG) - Stock Outperforms |
| May
1, 2008 (posted Jun 1); Imperial Oil (IMO) - ExxonMobil's Undeveloped
Opportunities |
| May
1, 2008 (posted Jun 1); Marathon Oil (MRO) - Hangover from Last Year's
Refining Boom |
| May
1, 2008 (posted Jun 1); Exxon Mobil (XOM) - World's Safest Investment |
| April
29, 2008 (posted Jun 1); BP plc (BP) - Getting Back on Track |
| April
29, 2008 (posted Jun 1); Berry Petroleum (BRY) - Earnings Fit with Oil
Price |
| April
29, 2008 (posted Jun 1); Petro-Canada (PCZ) - Low McDep Ratio |
| April
29, 2008 (posted Jun 1); Royal Dutch Shell (RDS) - Non U.S. Energy
Mega Cap |
| April
28, 2008 (posted May 25); Canadian Oil Sands Trust (COSWF) -
Ten-Bagger Distribution |
| April
23, 2008 (posted May 25); XTO Energy (XTO) - Positioned for Natural
Gas Gain |
| April
24, 2008 (posted May 25); Occidental Petroleum (OXY) - Raise NPV to
$100 a Share |
| April
22, 2008 (posted May 25); Encana (ECA) - Largest North American
Natural Gas Producer |
| April
28, 2008 (posted May 25); CNOOC Limited (CEO) - Raise NPV to $140 a
Share |
| April
24, 2008 (posted May 25); Suncor (SU) - Booming Oil |
| April
28, 2008 (posted May 25); PetroChina (PTR) - Winter Sacrifice |
| April
24, 2008 (posted May 25); ConocoPhillips (COP) - Timely Investment
Choice |
| April
16, 2008 (posted May 18); Kinder Morgan (KMP, KMR) - Mounting Oil
Losses |
| April
10, 2008 (posted May 11); Lukoil (LUKOY) - Strong Cash, Possibly Lower
Tax |
| February
29, 2008 (posted Mar 30); Energy Partners (EPL) - Discontinue Rating
on Smaller Capitalization |
| February
28, 2008 (posted Mar 30); Canadian Natural Resources (CNQ) - Horizon
Approaching |
| February
27, 2008 (posted Mar 30); StatoilHydro (STO) - Dividends in Norwegian
Currency |
| February
20, 2008 (posted Mar 23); Cimarex (XEC) - Strong Performance in 2007 |
| February
18, 2008 (posted Mar 23); Gazprom (OGZPY) - 60-Day Bargain, 200-Day
Momentum |
| February
15, 2008 (posted Mar 16); Berry Petroleum (BRY) - Postpones Master
Limited Partnership |
| February
14, 2008 (posted Mar 16); Encore Acquisition (EAC) - Low-Priced Stock
Market Oil |
| February
14, 2008 (posted Mar 16); Encana Corporation (ECA) - Overcoming
Alberta Tax Hunger |
| February
13, 2008 (posted Mar 16); Total S.A. (TOT) - Stock Market Value
with Oil Price Momentum |
| February
12, 2008 (posted Mar 16); XTO Energy (XTO) - Raise Net Present Value
to $68 a Share |
| February
7, 2008 (posted Mar 9); EOG Resources (EOG) - Raise Net Present Value
to $115 a Share |
| February
6, 2008 (posted Mar 9); Devon Energy (DVN) - Reserves Grow with
Production |
| February
5, 2008 (posted Mar 9); BP plc (BP) - Underlying Resource Strength |
| February
5, 2008 (posted Mar 9); Anadarko Petroleum (APC) - Rising Natural Gas
Volume |
| February
1, 2008 (posted Mar 2); Chevron (CVX) - Oil Concentration Rewarded |
| February
1, 2008 (posted Mar 2); ExxonMobil (XOM) - Global Energy Leader |
| February
1, 2008 (posted Mar 2); Imperial Oil (IMO) - Long-Term Canadian Oil
Money Maker |
| January
31, 2008 (posted Mar 2); Petro-Canada (PCZ) - Facing Oil Sands
Investment Decision |
| January
31, 2008 (posted Mar 2); Marathon Oil (MRO) - Downstream Surprise |
| January
31, 2008 (posted Mar 2); Royal Dutch Shell (RDS) - Downstream Offset |
| January
31, 2008 (posted Mar 2);Canadian Oil Sands Trust (COSWF) -
Distribution Nearly Doubles in Two Quarters |
| January
30, 2008 (posted Mar 2); PetroChina (PTR) - Cheap in New York, Dear in
Shanghai |
| January
29, 2008 (posted Feb 24); CNOOC Ltd (CEO) - Volume Gains Expected in
2008 |
| January
29, 2008 (posted Feb 24); Occidental Petroleum (OXY) - Crude is King |
| January
23, 2008 (posted Feb 17); ConocoPhillips (COP) - Cool under Fire |
| January
22, 2008 (posted Feb 17); Suncor (SU) - Oil Sands for Taxable
Investors |
| January
17, 2008 (posted Feb 17); Kinder Morgan (KMP, KMR) - Energy
Infrastructure Fee Machine |
| January
7, 2008 (posted Feb 3); San Juan Basin Royalty Trust (SJT) - $18 a
Million Btu for LNG |
| November
28, 2007 (posted Dec 30); Canadian Natural Resources (CNQ) - New Buy
Recommendation |
| November
11, 2007 (posted Dec 16); Petrobras (PBR) - Energy Mega Cap |
| November
9, 2007 (posted Dec 16); Penn West Energy Trust (PWE) - Light Oil
Consolidator |
| November
8, 2007 (posted Dec 16); Petrobras (PBR) - Bonanza Offshore Brazil |
| November
7, 2007 (posted Dec 16); Cimarex Energy (XEC) - Timely Turn to Oil |
| November
7, 2007 (posted Dec 16); Devon Energy (DVN) - Oil Strength, Natural
Gas Potential |
| November
7, 2007 (posted Dec 16); Energy Partners (EPL) - Management Scales
Back |
| November
7, 2007 (posted Dec 9); Total SA (TOT) - Global Natural Gas Competitor |
| November
6, 2007 (posted Dec 9); Anadarko Petroleum (APC) - Natural Gas
Resource Value |
| November
2, 2007 (posted Dec 9); Chevron (CVX) - A Bias to be Oilier |
| November
1, 2007 (posted Dec 9); Marathon Oil (MRO) - Oil Sands Deal Closed |
| November
1, 2007 (posted Dec 9); Canadian Natual Resources (CNQ) - Heavy Oil,
Natural Gas and Oil Sands |
| November
1, 2007 (posted Dec 9); ExxonMobil (XOM) - Energy Money Fund |
| October
31, 2007 (posted Dec 2); Canadian Oil Sands Trust (COSWF) - Oil Price
Trumps Alberta Tax Hike |
| October
31, 2007 (posted Dec 2); Encore Acquisition (EAC) - Oil with Income
Alternative in ENP |
| October
31, 2007 (posted Dec 2); Berry Petroleum (BRY) - Plans MLP |
| October
30, 2007 (posted Dec 2); Imperial Oil (IMO) - Oil Price Yes, Alberta
Royalties No |
| October
30, 2007 (posted Dec 2); Norsk Hydro (NHYDY) - Real Growth in
Materials |
| October
30, 2007 (posted Dec 2); CNOOC Limited (CEO) - Flourishing China Stock
Market |
| October
29, 2007 (posted Dec 2); EOG Resources (EOG) - Natural Gas Sleeper |
| October
29, 2007 (posted Dec 2); StatoilHydro (STO) - Shtokman Partner |
| October
26, 2007 (posted Nov 25); PetroChina (PTR) - Revise to Hold from Buy
on Price |
| October
25, 2007 (posted Nov 25); Encana (ECA) - Political Cloud over Canada |
| October
25, 2007 (posted Nov 25); Suncor Energy (SU) - Political Pall over
Canada |
| October
25, 2007 (posted Nov 25); Royal Dutch Shell (RDS) - Healthy Business |
| October
25, 2007 (posted Nov 25); Petro-Canada (PCZ) - Political Pall over
Canada |
| October
24, 2007 (posted Nov 25); Occidental Petroleum (OXY) - Preferred
Operator in the Middle East |
| October
24, 2007 (posted Nov 25); ConocoPhillips (COP) - Low Stock Price for
Strong Cash Flow |
| October
23, 2007 (posted Nov 18); XTO Energy (XTO) - Raise NPV to $75 a Share |
| October
23, 2007 (posted Nov 18); BP plc (BP) - Lower NPV to $75 a Share |
| October
17, 2007 (posted Nov 11); Kinder Morgan - A Little Corruption,
American Style |
| October
15, 2007 (posted Nov 4); PetroChina - Stock Price Advance Carries
Higher Risk |
| October
8, 2007 (posted Nov 4); Gazprom - Saudi Arabia of Natural Gas |
| October
2, 2007 (posted Oct 28); Canadian Oil Sands Trust - Operating
Interruption |
| August
29, 2007 (posted Sep 30); CNOOC Limited - Making Money Offshore China |
| August
23, 2007 (posted Sep 23); PetroChina - Price Controls Ease in 2007
Half |
| August
8, 2007 (posted Sep 9); Energy Partners - Oversold |
| August
3, 2007 (posted Sep 9); EOG Resources - Natural Gas with North Dakota
Oil |
| August
3, 2007 (posted Sep 9); Penn West Energy Trust - High Return from
Distributions |
| August
3, 2007 (posted Sep 9); Imperial Oil - High Return from Stock
Repurchase |
| August
2, 2007 (posted Sep 9); Total S.A. - Constructive Russo-French
Interdependence |
| August
2, 2007 (posted Sep 9); Berry Petroleum - Rocky Mountain Constraints |
| August
1, 2007 (posted Sep 2); Cimarex Energy - Stable Volume |
| August
1, 2007 (posted Sep 2); Devon Energy - Volume Advances |
| August
1, 2007 (posted Sep 2); Encore Acquisition - Nice to be Oily |
| July
31, 2007 (posted Sep 2); Marathon Oil - Oil Sands Acquirer |
| July
31, 2007 (posted Sep 2); Anadarko Petroleum - Transition Maturing |
| July
30, 2007 (posted Aug 26); Statoil ASA - Norwegian Oil and Gas Champion |
| July
27, 2007 (posted Aug 26); Chevron Corporation - Oil and Downstream
Vigor |
| July
26, 2007 (posted Aug 26); Suncor Energy - Oil Sands Growth Stock |
| July
26, 2007 (posted Aug 26); Exxon Mobil Corporation - Steady Strength |
| July
26, 2007 (posted Aug 26); Petro-Canada - Raise NPV to US$65 a Share |
| July
26, 2007 (posted Aug 19); Royal Dutch Shell - Downstream Benefit |
| July
25, 2007 (posted Aug 19); Encana Corporation - Downstream Blessing |
| July
25, 2007 (posted Aug 19); ConocoPhillips - Downstream Blessing |
| July
25, 2007 (posted Aug 19); BP plc - Controversy Dimishing |
| July
25, 2007 (posted Aug 12); Canadian Oil Sands Trust - Potential
Distribution Double |
| July
24, 2007 (posted Aug 12); XTO Energy - Volume Growth in Underpriced
Natural Gas |
| July
24, 2007 (posted Aug 12); Occidental Petroleum - Ready for Peak Oil
Test |
| July
24, 2007 (posted Aug 12); Norsk Hydro - Confidence in Aluminium |
| July
23, 2007 (posted Aug 12); Hugoton Royalty Trust - Paying Unitholders
to Wait |
| July
20, 2007 (posted Aug 5); CNOOC Ltd. - Fu Chengyu Meets Boone Pickens |
| July
19, 2007 (posted Aug 5); Kinder Morgan - Suggestions for New General
Partner Owners |
| July
16, 2007 (posted Aug 5); PetroChina - Raise NPV to $166 a Share |
| May
31, 2007 (posted Jul 1); Norsk Hydro - Hold New NHY, Buy Statoil |
| May
18, 2007 (posted Jun 17); Marathon Oil - Downgrade to Hold from Buy on
Price |
| May
9, 2007 (posted Jun 17); Cimarex Energy Company - Lowest McDep Ratio |
| May
8, 2007 (posted Jun 17); Penn West Energy Trust - Committed to Income
Distributions |
| May
7, 2007 (posted Jun 10); Encore Acquisition - Encore for Bell Creek |
| May
7, 2007 (posted Jun 10); PetroChina - Raise NPV on Discovery |
| May
4, 2007 (posted Jun 10); Total S.A. - Integrated Model |
| May
4, 2007 (posted Jun 10); Energy Partners - Strategic Alternatives
Disappointment |
| May
3, 2007 (posted Jun 10); Royal Dutch Shell - Record Results |
| May
2, 2007 (posted Jun 3); Berry Petroleum - Piceance and Diatomite |
| May
2, 2007 (posted Jun 3); Devon Energy - Low McDep Ratio Natural Gas |
| May
2, 2007 (posted Jun 3); Imperial Oil - Oil Sands Deal Unmasks Value |
| May
1, 2007 (posted Jun 3); EOG Resources - Productive Drilling Boosts
Cash Flow |
| May
1, 2007 (posted Jun 3); Marathon Oil - Stock Split Declared |
| May
1, 2007 (posted May 27); Anadarko - Adjust NPV to $70 a Share on Lower
Debt |
| April
27, 2007 (posted May 27); Chevron - Solid Results |
| April
26, 2007 (posted Jul 29); Suncor (SU) - 250, 350, 500 |
| April
26, 2007 (posted May 27); CNOOC Limited - Volume Up 5% |
| April
26, 2007 (posted May 27); ExxonMobil - Another Record Quarter |
| April
26, 2007 (posted May 20); Canadian Oil Sands Trust - Buy -
Distribution Raised 33% |
| April
25, 2007 (posted May 20); XTO Energy - Buy for Natural Gas |
| April
25, 2007 (posted May 20); Encana - Buy for Natural Gas |
| April
25, 2007 (posted May 20); ConocoPhillips - Buy - Strong Demand,
Constrained Supply |
| April
25, 2007 (posted May 13); BP plc - Buy - CEO Cycle |
| April
25, 2007 (posted May 13); Lukoil - Buy - Tax Timing |
| April
24, 2007 (posted May 13); Occidental Petroleum - Buy - Well-Positioned
in Oil |
| April
24, 2007 (posted May 13); Petro-Canada - Buy - Volume Up 15% |
| April
18, 2007 (posted May 6); Kinder Morgan - Sell - Deal Delayed |
| April
16, 2007 (posted May 6); PetroChina - Buy - Record Quarterly
Production |
| February
28, 2007 (posted Mar 25); Penn West Energy Trust - Buy - Lower Net
Present Value to $36 a Unit |
| February
23, 2007 (posted Mar 25); CNOOC Limited - Buy - Oil, China and Natural
Gas Growth |
| February
20, 2007 (posted Mar 18); Norsk Hydro - Buy - Raise NPV to $36 a Share |
| February
16, 2007 (posted Mar 18); Cimarex Energy - Buy - Dry Spell |
| February
16, 2007 (posted Mar 18); Encana Corporation - Buy - Home-Grown, Clean
Energy in the Stock Market |
| February
15, 2007 (posted Mar 11); Encore Acquisition - Buy - Reduce NPV to $48
a Share |
| February
15, 2007 (posted Mar 11); Total S.A. - Buy - Thank You, Thierry
Desmarest |
| February
14, 2007 (posted Mar 11); XTO Energy - Buy - The Trend Goes On |
| February
13, 2007 (posted Mar 11); Gazprom - Buy - Enlightened Self Interest |
| February
7, 2007 (posted Mar 4); Devon Energy - Buy - Current Favorite Large
Cap Independent |
| February
7, 2007 (posted Mar 4); Anadarko - Buy - Avarice in Algiers |
| February
6, 2007 (posted Mar 4); BP plc - Buy - Difficult Execution |
| February
5, 2007 (posted Mar 4); Chevron - Buy - Momentum despite Chavez |
| February
2, 2007 (posted Mar 4); Marathon Oil - Buy - Emphasis on Refining |
| February
2, 2007 (posted Mar 4); Imperial Oil - Hold - Near Present Value |
| February
1, 2007 (posted Feb 25); EOG Resources - Buy - Reserves Up Ten Percent
in 2006 |
| February
1, 2007 (posted Feb 25); Exxon Mobil - Buy - Raise Present Value to a
Half Trillion Dollars |
| February
1, 2007 (posted Feb 25); Royal Dutch Shell - Buy - Reserves and
Earnings Ahead |
| January
30, 2007 (posted Feb 25); Canadian Oil Sands Trust - Buy - Record
Quarterly Volume |
| January
26, 2007 (posted Feb 18); Suncor Energy - Buy - Committed to 500,000
Barrels Daily |
| January
26, 2007 (posted Feb 18); Occidental Petroleum - Buy - Largest Oil
Independent |
| January
26, 2007 (posted Feb 18); Petro-Canada - Buy - Volume Corner Turned |
| January
24, 2007 (posted Feb 18); ConocoPhillips - Buy - Buying Itself |
| January
18, 2007 (posted Feb 11); Kinder Morgan - Sell - Good Bye KMI |
| January
18, 2007 (posted Feb 11); Encore Acquisition - Buy - Creating MLP for
Income Investors |
| January
16, 2007 (posted Feb 11); PetroChina - Buy - Fourth Largest Oil and
Gas Company |
| January
16, 2007 (posted Feb 11); BP plc - Buy - New Leader Designated |
| January
16, 2007 (posted Feb 4); ConocoPhillips - Buy - Weather Deal |
| January
12, 2007 (posted Feb 4); Lukoil - Buy - Downside Oil Price Protection |
| January
10, 2007 (posted Feb 4); Encana - Buy - Buy on the News |
| January
5, 2007 (posted Jan 28); Hugoton Royalty Trust (HGT) - New Buy for
Natural Gas Income |
| November
20, 2006 (posted Dec 24); Energy Partners - Buy - Hostile Bidder
Withdraws |
| November
14, 2006 (posted Dec 17); Penn West Energy Trust - Buy - Canada's
Dastardly Deed |
| November
9, 2006 (posted Dec 10); Berry Petroleum - Buy - Election Winner |
| November
9, 2006 (posted Dec 10); Total S.A. - Buy - Steady High Return |
| November
7, 2006 (posted Dec 10); Anadarko Petroleum - Buy - Hedging and
Deleveraging |
| November
7, 2006 (posted Dec 10); Cimarex Energy - Buy - Steady Operations |
| November
7, 2006 (posted Dec 10); Energy Partners - Buy - Buyers Looking |
| November
6, 2006 (posted Dec 3); Berry Petroleum - Buy - Raise NPV to $44 a
Share on Election Eve |
| November
3, 2006 (posted Dec 3); EOG Resources - Buy - Stealth Explorer |
| November
3, 2006 (posted Dec 3); Imperial Oil - Hold - Hold While Six-Year Oil
below 40-Week Average |
| November
3, 2006 (posted Dec 3); Encore Acquisition - Buy - Brown Bassett
Wolfcamp |
| November
2, 2006 (posted Dec 3); Devon Energy - Buy - Deep Gulf Explorer |
| November
1, 2006 (posted Nov 26); Marathon Oil - Buy - Raise NPV to $110 a
Share |
| October
31, 2006 (posted Nov 26); CNOOC Ltd. - Buy - Future Growth in Natural
Gas |
| October
30, 2006 (posted Nov 26); Chevron - Buy - Raise NPV to $92 a Share |
| October
27, 2006 (posted Nov 26); ExxonMobil - Buy - Oil Production Per Share
Grows |
| October
27, 2006 (posted Nov 19); Suncor Energy - Buy - Next Milestone 2008 |
| October
27, 2006 (posted Nov 19); Petro-Canada - Buy - Volume Growth around
the Corner |
| October
26, 2006 (posted Nov 19); Royal Dutch Shell - Buy - New Structure
Working |
| October
26, 2006 (posted Nov 19); Encana - Buy - Beating Cost Inflation |
| October
26, 2006 (posted Nov 19); ConocoPhillips - Buy - Volume Growth
Adjusted for Debt and Shares |
| October
25, 2006 (posted Nov 12); Canadian Oil Sands Trust (COSWF) - Buy -
Syncrude at 97% of New Capacity |
| October
25, 2006 (posted Nov 12); XTO Energy (XTO) - Buy - CEO May Be Winning
Billion Dollar Bet |
| October
25, 2006 (posted Nov 12); BP plc (BP) - Buy - Solid Cash Flow |
| October
24, 2006 (posted Nov 12); Norsk Hydro (NHY) - Buy - Lowest EV/Ebitda |
| October
20, 2006 (posted Nov 5); Lukoil (LUKOY) - Buy - Presents to Investors
in New York |
| October
19, 2006 (posted Nov 5); Kinder Morgan - Sell - Dilution Ahead |
| October
19, 2006 (posted Nov 5); Occidental Petroleum - Buy - Stock Cheaper
than Oil |
| October
16, 2006 (posted Nov 5); Energy Partners - Buy - Live Acquisition
Target |
| October
6, 2006 (posted Oct 29); Encana - Buy - Raise NPV to $65 a Share |
| October
6, 2006 (posted Oct 29); ConocoPhillips - Buy - Oil Sands Link with
Encana |
| October
5, 2006 (posted Oct 29); Gazprom - Buy - Russian Natural Gas Price Too
Low |
| October
5, 2006 (posted Oct 29); Anadarko Petroleum - Buy - Financial Risk
Declines |
| August
29, 2006 (posted Oct 1); CNOOC Ltd. - Buy - Volume Growth and
Commodity Price |
| August
23, 2006 (posted Sep 24); PetroChina - Buy - Profits despite
Government Limits |
| August
15, 2006 (posted Sep 17); Penn West Energy Trust - Buy - Marketable
High Current Income |
| August
10, 2006 (posted Sep 17); Berry Petroleum - Buy - Oil Rich |
| August
10, 2006 (posted Sep 17); Energy Partners - Buy - Gulf of Mexico and
Natural Gas |
| August
7, 2006 (posted Sep 10); Occidental Petroleum - Buy - Positive Profit
and Volume Trends |
| August
4, 2006 (posted Sep 10); Imperial Oil - Buy - Oil Sands in situ and
Mineable |
| August
4, 2006 (posted Sep 10); Encore Acquisition - Buy - Abundant
Appreciation Potential |
| August
4, 2006 (posted Sep 10); Suncor Energy - Buy - Trading Oil Sands
Leadership |
| August
4, 2006 (posted Sep 3); Total S.A. - Buy - Positioned to Profit |
| August
3, 2006 (posted Sep 3); Cimarex Energy - Buy - Volume Slippage |
| August
3, 2006 (posted Sep 3); Devon Energy - Buy - Best Value Large Cap
Producer |
| August
2, 2006 (posted Sep 3); Marathon Oil - Buy - Raise NPV to $98 a Share |
| August
2, 2006 (posted Sep 3); EOG Resources - Buy - Add Natural Gas to Your
Portfolio |
| July
28, 2006 (posted Aug 27); Chevron - Buy - Lagging a Little Lately |
| July
28, 2006 (posted Aug 27); Anadarko Petroleum - Buy - Favorable Volume
Trend |
| July
28, 2006 (posted Aug 27); ExxonMobil - Buy - Volume and Cash Advancing |
| July
28, 2006 (posted Aug 27); Petro-Canada - Buy - Temporary Difficulties |
| July
28, 2006 (posted Aug 20); Royal Dutch Shell plc - Buy - Share Buyback
Enhances Return |
| July
26, 2006 (posted Aug 20); ConocoPhillips - Buy - Raise NPV to $100 a
Share |
| July
26, 2006 (posted Aug 20); BP plc - Buy - Cash Flow per Barrel Lags |
| July
26, 2006 (posted Aug 13); Canadian Oil Sands Trust - Buy - 0.7%
Opportunity Loss |
| July
26, 2006 (posted Aug 13); XTO Energy - Buy - Growth Standout |
| July
26, 2006 (posted Aug 13); Encana - Buy - Raise NPV to $60 a Share |
| July
26, 2006 (posted Aug 6); Norsk Hydro - Buy - Commodity Price
Beneficiary |
| July
20, 2006 (posted Aug 6); Kinder Morgan - Sell - Focus Sharpens on
Limited Partners |
| July
10, 2006 (posted Aug 6); Gazprom - Buy - Number One in Global Energy |
| July
16, 2006; Kurt Wulff quoted on Encore (EAC) by Norm Alster in the New
York Times |
| May
30, 2006 (posted Jul 2); Kinder Morgan - Sell - Buyout Bailout |
| May
29, 2006 (posted Jul 2); Canadian Oil Sands Trust - Buy - Minimal
Startup Delay Assessed |
| May
26, 2006 (posted Jul 2); Energy Partners - Buy - Offers to Buy Stone
Energy |
| May
24, 2006 (posted Jun 25); Lukoil - Buy - Oil for Russia, Natural Gas
for Export |
| May
19, 2006 (posted Jun 25); Canadian Oil Sands Trust - Buy - Expansion
Startup Caution |
| May
18, 2006 (posted Jun 25); Gazprom - Buy - Shtokman Delayed |
| May
16, 2006 (posted Jun 18); Occidental Petrolerm - Buy - Ecuador
Expropriates |
| May
10, 2006 (posted Jun 18); Penn West Energy Trust - Buy - Sleeping Seal |
| May
10, 2006 (posted Jun 18); Energy Partners - Buy - Back on Track |
| May
10, 2006 (posted Jun 11); Berry Petroleum - Buy - Debt for the Future |
| May
8, 2006 (posted Jun 11); EOG Resources Inc. - Buy - Seasonality
Exaggerated |
| May
8, 2006 (posted Jun 11); Cimarex Energy Company - Buy - Seasonality
Exaggerated |
| May
5, 2006 (posted Jun 4); Suncor Energy Inc. - Buy - Retaking the Oil
Sands Lead |
| May
5, 2006 (posted Jun 4); Royal Dutch Shell plc - Buy - Tighter Markets
and Cost Pressures |
| May
5, 2006 (posted Jun 4); Total S.A. - Buy - Spinoff and Split Ahead |
| May
3, 2006 (posted Jun 4); Encore Acquisition - Buy - Lower NPV to $45 a
Share |
| May
3, 2006 (posted May 28); Devon Energy - Buy - Barnett Bargain |
| May
3, 2006 (posted May 28); Imperial Oil Limited - Buy - Oil Sands and
Arctic Natural Gas |
| May
1, 2006 (posted May 28); Chevron - Buy - India Opportunity, Venezuela
Risk |
| April
28, 2006 (posted May 28); Anadarko Petroleum - Buy - Large Cap
Resource Target |
| April
28, 2006 (posted May 21); Marathon Oil - Buy - Oil Sands Link |
| April
28, 2006 (posted May 21); ExxonMobil - Buy - Low Risk, High Return |
| April
28, 2006 (posted May 21); Norsk Hydro - Buy - Earnings Blowout |
| April
27, 2006 (posted May 21); ConocoPhillips - Buy - Strong Cash Flow and
Value |
| April
27, 2006 (posted May 21); EnCana - Buy - Natural Gas at Present Value |
| April
26, 2006 (posted May 14); Canadian Oil Sands Trust - Buy -
Distribution Increased 50% |
|
April
26, 2006 (posted May 14); Occidental Petroleum - Buy - Riding the Oil
Trend |
| April
26, 2006 (posted May 14); Petro-Canada - Buy - Understated Oil Sands |
| April
26, 2006 (posted May 14); BP plc - Buy - Understated Russian Resources |
| April
26, 2006 (posted May 14); CNOOC Limited - Buy - Burst of Cash Flow |
| April
21, 2006 (posted May 7); XTO Energy - Buy - Distributing Royalty Trust
Units |
| April
20, 2006 (posted May 7); Kinder Morgan - Sell - False Debt Promotion
Unmasked |
| April
18, 2006 (posted May 7); Gazprom - Buy - Shares Trading Free at Last! |
| April
17, 2006 (posted May 7); Penn West Energy Trust - Buy - To Buy
Petrofund |
| April
17, 2006 (posted May 7); Lukoil Oil Company - Buy - Raise NPV to $110
a Share |
| April
13, 2006 (posted Apr 30); Energy Partners Limited - Buy - Deep
Water Success on First Well |
| April
6, 2006 (posted Apr 30); Kinder Morgan - Sell - Debt Exposé
|
| March
28, 2006 (posted Apr 30); Energy Partners Limited - Buy - Denali
a Dry Hole |
| March
24, 2006 (posted Apr 23); CNOOC Limited - Buy - Growth Marches On |
| March
23, 2006 (posted Apr 23); EOG Resources - New Natural Gas Buy
Recommendation |
| March
21, 2006 (posted Apr 23); PetroChina - Buy - Growing Pains |
| March
20, 2006 (posted Apr 16); San Juan Basin Royalty Trust - Upgrade to
Buy |
| March
10, 2006 (posted Apr 16); ConocoPhillips - Buy - Longest Life Mega Cap |
| March
9, 2006 (posted Apr 16); Exxon Mobil - Buy - Stronger than the
Government |
| March
8, 2006 (posted Apr 9); Chevron - Buy - Momentum Break |
| February
28, 2006 (posted Apr 9); Penn West Energy Trust - Buy - Drilling and
CO2 Upside |
| February
27, 2006 (posted Apr 9); XTO Energy - Buy - Raise NPV to $52 a Share |
| February
24, 2006 (posted Apr 2); Energy Partners - Buy - Lower NPV to $32 a
Share |
| February
23, 2006 (posted Apr 2); Berry Petroleum - Buy - Growth Record |
| February
21, 2006 (posted Apr 2); Encore Acquisition - Buy - Steady Progress |
| February
16, 2006 (posted Mar 26); Total S.A. - Buy - Challenges of Growth |
| February
16, 2006 (posted Mar 26); Encana - Buy - Buying Opportunity |
| February
16, 2006 (posted Mar 26); Cimarex - Buy - Eyed by Icahn |
| February
14, 2006 (posted Mar 19); Norsk Hydro - Buy - Natural Gas Price
Advance |
| February
9, 2006 (posted Mar 19); XTO Energy - Buy - Natural Gas Growth |
| February
9, 2006 (posted Mar 19); PetroChina - Buy - Commodity Price Catch Up
Potential |
| February
8, 2006 (posted Mar 12); Occidental Petroleum - Buy - Longer Life
Independent |
| February
8, 2006 (posted Mar 12); BP plc - Buy - Temporary Setbacks |
| February
7, 2006 (posted Mar 12); Anadarko - Buy - Raise NPV to $160 a Share |
| February
6, 2006 (posted Mar 12); Total S.A. - Buy - LNG Leader |
| February
6, 2006 (posted Mar 5); Energy Partners Ltd. - Buy - New Orleans
Explorer |
| February
6, 2006 (posted Mar 5); San Juan Basin Royalty Trust - New Operator |
| February
3, 2006 (posted Mar 5); Cimarex - Buy - Born to Drill |
| February
3, 2006 (posted Mar 5); Royal Dutch Shell - Buy - Lower NPV to $80 a
Share |
| February
3, 2006 (posted Feb 26); Imperial Oil - Buy - Raise NPV to $90 a Share |
| February
2, 2006 (posted Feb 26); Devon Energy - Buy - Raise NPV to $94 a Share |
| February
3, 2006 (posted Feb 26); Imperial Oil - Buy - Raise NPV to $90 a Share |
| February
2, 2006 (posted Feb 26); Devon Energy - Buy - Raise NPV to $94 a Share |
| January
31, 2006 (posted Feb 26); Gazprom - Buy - Raise NPV to $140 a Share |
| January
31, 2006 (posted Feb 26); Anadarko Petroleum - Buy - Long Life, Low
Stock Price |
| January
31, 2006 (posted Feb 26); ExxonMobil - Buy - World's Most Profitable
Company |
| January
30, 2006 (posted Feb 19); Chevron - Buy - High Earnings, Low Stock
Price |
| January
30, 2006 (posted Feb 19); Encore Acquisition - Buy - Long Life, Low
Stock Price |
| January
27, 2006 (posted Feb 19); Marathon Oil - Buy - Raise NPV to $75 a
Share |
| January
27, 2006 (posted Feb 19); Suncor Energy - Buy - Raise NPV to $75 a
Share |
| January
27, 2006 (posted Feb 19); Petro-Canada - Buy - Favorable Relative
Recognition |
| January
27, 2006 (posted Feb 12); Burlington Resources - Buy - Riding with
ConocoPhillips |
| January
26, 2006 (posted Feb 12); Canadian Oil Sands Trust - Buy - Volume
Affirmed |
| January
26, 2006 (posted Feb 12); ConocoPhillips - Buy - High Earnings, Low
Stock Price |
| January
19, 2006 (posted Feb 12); Encana - Buy - Natural Gas and Oil Sands |
| January
19, 2006 (posted Feb 12); Kinder Morgan - Sell - Fading Returns,
Rising Risk |
| January
17, 2006 (posted Feb 5); Lukoil - Buy - Raise NPV to $100 a Share |
| January
12, 2006 (posted Feb 5); BP plc - Buy - What Windfall Profits? |
| January
11, 2006 (posted Feb 5); Royal Dutch Shell - Buy - Likely Acquirer |
| January
11, 2006 (posted Feb 5); Canadian Oil Sands Trust - Buy - Volume
Expansion Imminent |
| January
6, 2006 (posted Jan 29); Norsk Hydro - Buy - Long Life Natural Gas |
| January
6, 2006 (posted Jan 29); Imperial Oil - Buy - High Return, Deliberate
Pace |
| January
5, 2006 (posted Jan 29); XTO Energy (XTO) - Buy - Independent Natural
Gas Producer |
| January
5, 2006 (posted Jan 22); Occidental Petroleum - Buy - Independent Oil
Producer |
|
