Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells.
How can investors get exposure to the hottest new oil and gas plays without getting burned by conflict premiums abroad or regulatory hurdles in North America? Fresh off three months of traveling the globe, Matt Badiali shares his insights on how to go where no one else wants to be and make a lot of money doing it.
Big gains are rarely found by jumping on the bandwagon. Peter Epstein argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies
As an oil analyst at SunTrust Robinson Humphrey, it's a given that Neal Dingmann has his eye on energy stocks come rain or shine. In this interview, he tiptoes through North America's major shale plays and points out the cream of the crop.
Energy is a required core asset with a predictable, hedgeable, and protectable value; little reliance on the “psychology” of the global or local marketplace; an inherent indifference to interest rates or public market sentiment; possessing a natural hedge against inflation; providing favorable tax treatment; and with an uncertain supply and a continually increasing demand.