Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp putting his investment dollars behind the next great fuel switch, this time in the transportation sector.
Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. In this interview, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.
investors shouldn’t assume that the recent bout of fuel-switching marks the end of king coal. For one, two consecutive colder-than-average winters in 2009-10 and 2010-11 helped eliminate the utilities’ supply overhang in the wake of the financial crisis and Great Recession.
The recent low in natural gas prices is doing more than just hamstring production around the country. It's also slashing government budget forecasts due to the loss of tax revenue associated with natural gas sales.
There have been few catalysts driving uranium stocks this summer. But the "Mercenary Geologist," believes that this market funk resembles the period that preceded one of the best junior resource bull markets ever seen.