Monday, June 30, 2014

Best Energy Stocks To Watch For 2014

"If you have a 5 year time horizon then typically you would start with may be 100% of equity funds. And as you approach the goal, let us say two years down the line, you should cut some of these equity investments and move them into a balance fund, and then as you are only a couple of years away from your goal, move into accrual type of fund," Navlakhi suggests.

Below is the edited transcript of Navlakhi's interview with CNBC-TV18.

Q: I can invest Rs 20,000 per month on mutual funds. I have a time horizon of 5 years and want to earn Rs 20 lakh after 5 years. I have invested Rs 25000 in DSP BlackRock Tiger and Rs 15000 in HDFC Infrastructure fund growth and more such investments. In all, I have invested about Rs 1,40,000. What is your advice?

A: First of all, I really wonder why an investor needs to have such a wide portfolio. Most of the schemes that he has invested in, apart from Reliance vision and HDFC Top 200 , seem to be in the energy or thematic infrastructure or basically in the thematic space.

Best Wireless Telecom Companies To Invest In 2015: Western Refining Logistics LP (WNRL)

Western Refining Logistics, LP, incorporated on July 17, 2013, owns, operates, develops, and acquires terminals, storage tanks, pipelines, and other logistics assets. As of December 31, 2012, the Company�� assets includes pipeline and gathering assets and terminalling, transportation, and storage assets in the Southwestern portion of the United States, which included approximately 300 miles of pipelines and approximately 7.9 million barrels of active storage capacity, as well as other assets. The Company's assets are integral to the operations of Western�� refineries located in El Paso, Texas, and near Gallup, New Mexico.

As of December 31, 2012, the Company owns and operates two refineries, in El Paso, Texas and Gallup, New Mexico, with a total crude oil throughput capacity of 153,000 barrels per day (bpd). The Company does not take ownership of the hydrocarbons or products (other than certain additives) that it handles or engages in the trading of any commodities.

Advisors' Opinion:
  • [By Aimee Duffy]

    It;s been a very robust year for master limited partnership IPOs to say the least. On Thursday, Western Refining (NYSE: WNR  ) successfully spun off its midstream logistics MLP, Western Refining Logistics (NYSE: WNRL  ) . The partnership became the 14th MLP to make its debut this year.

  • [By Robert Rapier]

    Western Refining Logistics (NYSE: WNRL) debuted on Oct. 10. The partnership was formed by Western Refining (NYSE: WNR) to own, operate, develop and acquire terminals, storage tanks, pipelines, and other logistics assets. WNRL’s assets include 300 miles of crude oil pipelines, gathering systems, and 566,000 barrels of crude oil storage located primarily in the Permian Basin. Most of its revenue is expected to be derived from two 10-year, fee-based agreements with Western Refining.

Best Energy Stocks To Watch For 2014: NK Lukoil OAO (LUKOY)

LUKOIL is a Russia-based integrated oil and gas company. The Company is engaged in the business of oil exploration, production, refining, marketing and distribution. The Company's exploration and production activity is located in Russia, and its main resource base is in Western Siberia. It owns modern refineries, gas processing and petrochemical plants located in Russia, Eastern and Western Europe. The Company�� petroleum products are sold in Russia, Eastern and Western Europe and United States. The Company operates in four business segments: exploration and production, refining, marketing and distribution, and chemicals and other business.

In January 2009, the Company acquired a 100% interest in Energoaktiv ZAO. In March 2009, the Company established a subsidiary, LUKOIL Overseas Holding GmbH. In Addition, in March 2009, LUKoil OAO increased its stake in TGK-8 OAO up to 60.21% from 31.38% previously held. In December 2009, the Company sold its 99.99% stake in Agentstvo LUKOM-A OOO. In February 2010, the Company established a research center, LUKOIL-Engineering OOO, which would be responsible for the research and engineering complex of the exploration and production business segment. The main production region of the Company is Western Siberia. LUKOIL is carrying out international exploration and production projects in Kazakhstan, Egypt, Azerbaijan, Uzbekistan, Saudi Arabia, Colombia, Venezuela, Cote d��voire, Ghana and Iraq.

LUKOIL owns oil refining capacity both in Russia and abroad. In Russia the Company owns four large refineries at Perm, Volgograd, Ukhta and Nizhny Novgorod. Total capacity of LUKOIL facilities in Russia is 44.7 million tons of oil per year. LUKOIL also has refineries in Ukraine, Bulgaria, Romania, and a 49% stake in ISAB refining complex (island of Sicily, Italy), with total capacity of 21.8 million tons per year.

Advisors' Opinion:
  • [By Charles Sizemore]

    Next on the list is French oil major Total SA (TOT). Total raised some eyebrows last month as discussions progressed to develop Russia�� massive shale fields in partnership with Lukoil (LUKOY). It appears that, despite the ongoing threat of sanctions from the United States, business is going on as usual in the real world.

  • [By Dividend Growth Investor]

    ConocoPhillips (COP) explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids on a worldwide basis. I am attracted to the above average yield on ConocoPhillips, in comparison to Exxon and Chevron. Unfortunately Chevron is already one of my highest weighted positions, which is why ConocoPhillips was the second US oil choice. I am building my position in the stock with this purchase. The company is extremely well run, has a history of disposing out of non-core assets such as Lukoil stock (LUKOY) and Kashagan Project, and sending cash to shareholders in the process. The company has increased dividends for 13 years in a row, and has managed to boost them by 15.10%/year over the past decade. Currently, the stock trades at 10.70 times earnings and yields 4.20%. Check my analysis of ConocoPhillips.

Best Energy Stocks To Watch For 2014: National Fuel Gas Company(NFG)

National Fuel Gas Company, through its subsidiaries, operates as a diversified energy company primarily in the United States. The company operates through four segments: Utility, Pipeline and Storage, Exploration and Production, and Energy Marketing. The Utility segment sells natural gas or provides natural gas transportation services to approximately 727,000 customers in Buffalo, Niagara Falls, and Jamestown, New York; and Erie and Sharon, Pennsylvania. The Pipeline and Storage segment provides interstate natural gas transportation and storage services for affiliated and nonaffiliated companies through an integrated gas pipeline system; and 27 underground natural gas storage fields, as well as 4 other underground natural gas storage fields owned and operated jointly with other interstate gas pipeline companies. This segment also transports natural gas for industrial customers and power producers in New York State. It owns the Empire Pipeline, a 157-mile pipeline; and the Empire Connector, which is a 76-mile pipeline extension. The Exploration and Production segment engages in the exploration for, and the development and purchase of natural gas and oil reserves in California, in the Appalachian region of the United States, and in the Gulf Coast region of Texas and Louisiana. As of September 30, 2009, this segment had proved developed and undeveloped reserves of 46,587 thousand barrels of oil and 248,954 million cubic feet equivalent of natural gas. The Energy Marketing segment markets natural gas to industrial, wholesale, commercial, public authority, and residential customers primarily in western and central New York and northwestern Pennsylvania. The company also develops and operates mid-range independent power production and landfill gas electric generation facilities. National Fuel Gas Company was founded in 1902 and is based in Williamsville, New York.

Advisors' Opinion:
  • [By Eric Volkman]

    National Fuel Gas (NYSE: NFG  ) is hewing tightly to tradition with its upcoming shareholder payout. The company has declared a bump in its quarterly dividend, to $0.375 per share. This will be dispensed on July 15 to shareholders of record as of June 28. That amount is 2.7% higher than the firm's previous four distributions of $0.365 apiece, the most recent of which was paid in April. Prior to that, National Fuel Gas handed out $0.355 per share.

  • [By Canadian Value]

    - National Fuel Gas (NFG) for its great land position in the Marcellus shale play. He expects NFG to spin out its utility division and maybe do a joint venture on its big land position.

Best Energy Stocks To Watch For 2014: Weatherford International Ltd(WFT)

Weatherford International Ltd. provides equipment and services used in the drilling, evaluation, completion, production, and intervention of oil and natural gas wells worldwide. It offers artificial lift systems, which include reciprocating rod lift systems, progressing cavity pumps, gas lift systems, hydraulic lift systems, plunger lift systems, hybrid lift systems, wellhead systems, and multiphase metering systems. The company also provides drilling services, including directional drilling, ?Secure Drilling? services, well testing, drilling-with-casing and drilling-with-liner systems, and surface logging systems; and well construction services, such as tubular running services, cementing products, liner systems, swellable products, solid tubular expandable technologies, and inflatable products and accessories. In addition, it designs and manufactures drilling jars, underreamers, rotating control devices, and other pressure-control equipment used in drilling oil and nat ural gas wells; and offers a selection of in-house or third-party manufactured equipment for the drilling, completion, and work over of oil and natural gas wells for operators and drilling contractors, as well as a line of completion tools and sand screens. Further, the company provides wireline and evaluation services; and re-entry, fishing, and thru-tubing services, as well as well abandonment and wellbore cleaning services; stimulation and chemicals, including fracturing and coiled tubing technologies, cement services, chemical systems, and drilling fluids; integrated drilling services; and pipeline and specialty services. It serves independent oil and natural gas producing companies. The company was founded in 1972 and is headquartered in Geneva, Switzerland.

Advisors' Opinion:
  • [By Ben Levisohn]

    Weatherford International (WFT) has dropped 6.3% to $14.75 before the open of trading after it announced the departure of its CFO in an 8-K filing. Wells Fargo and Raymond James both cut Weatherford’s shares as a result of the change.

  • [By John Licata]

    Weatherford International (NYSE: WFT  ) is going through an identity crisis of sorts that I'm surprised hasn't raised some legal red flags or caused more concern on Wall Street. The company maintains its main operational office in Houston, was formerly legally based in Bermuda, moved to Switzerland in 2009, and now seeks the greener pastures of Ireland to operate at lower costs and further attract top talent. What's going on here? Is Weatherford gaming the system, or�is it�possibly hiding something? One thing's for sure, this is perfectly legal but something sure doesn't smell right since tax shelters are increasingly being vilified in political circles here in the�United States. Ireland has also been under pressure to make�its tax structures harder to abuse by multinational corporations.�

  • [By Dimitra DeFotis]

    Adams’ partial list of potential losers:

    BP (BP) : the highest profile potential loser. It owns 19.75% of Russian energy giant Rosneft, which accounted a third of�BP�� production in the fourth quarter. Sanctions that inhibit oil and gas flows to Europe, or banking/capital flows, would “hit Rosneft and BP early and hard.” An offset: there could be an uptick in demand for a pipeline 30% owned and operated by BP because it transports Azerbaijan oil through Georgia and Turkey to the Mediterranean ��a southern route avoiding Georgia and Ukraine. Chevron (CVX) pipeline investments could be stymied. It also�signed a 50-year agreement to explore for and develop oil and gas in western Ukraine, involving up to $10 billion of investment. “A Russian takeover spikes that deal,” Adams says. Oilfield services companies Halliburton (HAL), Baker Hughes (BHI), and Weatherford International�(WFT) all do business in Russia that could be prohibited if it is labeled a rogue nation.

    The crisis in Ukraine and Russia’s tactics make U.S. assets look more secure and more valuable: some U.S. refiners that could export fuel, utility holding companies that could export liquefied natural gas, and related pipeline companies could see even more benefits, longer-term, �from the North American fracking and horizontal drilling boom. But approval of the TransCanada (TRP) Keystone XL pipeline is a necessary piece of that equation, Adams writes.

  • [By Jeremy Bowman]

    What: The shares of Weatherford International (NYSE: WFT  ) were getting a lift today, climbing as much as 10% after posting first-quarter results last night.

Best Energy Stocks To Watch For 2014: Diamondback Energy Inc (FANG)

Diamondback Energy, Inc., incorporated on December 30, 2011, is an independent oil and natural gas company. The Company is focused on the acquisition, development, exploration and exploitation of unconventional, onshore oil and natural gas reserves in the Permian Basin in West Texas. The Company is the operator of Janey 16H in Upton County with a 3,842 foot lateral in the Wolfcamp B interval. During the year ended December 31, 2012, the Janey 16H had produced a total of 48 thousand barrels of oil and 62 million cubic feet of natural gas. As of December 31, 2012, the Company had drilled 193 gross (176 net) wells, and participated in an additional 18 gross (eight net) non-operated wells, in the Permian Basin. Of these 211 gross wells, 191 were completed as producing wells and 20 were in various stages of completion. In the aggregate, as of December 31, 2012, it held interests in 225 gross (201 net) producing well in the Permian Basin.

The Company�� activities are primarily focused on the Clearfork, Spraberry, Wolfcamp, Cline, Strawn and Atoka formations, which it refers to collectively as the Wolfberry play. The Wolfberry play is characterized by high oil and liquids rich natural gas, multiple vertical and horizontal target horizons, extensive production history, long-lived reserves and high drilling success rates. The Wolfberry play is a modification and extension of the Spraberry play, the majority of which is designated in the Spraberry Trend area field. As of December 31, 2012, its estimated proved oil and natural gas reserves were 40,210 million barrels of oil equivalent based on a reserve report prepared by Ryder Scott Company L.P. (Ryder Scott), its independent reserve engineers. Of these reserves, approximately 29.5% are classified as proved developed producing, (PDP). Proved undeveloped (PUD), reserves included in this estimate are from 306 vertical gross well locations on 40-acre spacing and four gross horizontal well locations. As of December 31, 2012, these proved reserves wer! e approximately 65% oil, 21% natural gas liquids and 14% natural gas.

The Company had have 881 identified potential vertical drilling locations on 40-acre spacing based on its evaluation of applicable geologic and engineering data as of December 31, 2012, and had an additional 1,118 identified potential vertical drilling locations based on 20-acre downspacing. It also has identified 731 potential horizontal drilling locations in multiple horizons on its acreage. The Company�� second horizontal well, Kemmer 4209H in Midland County is a non-operated well in which the Company owns a 47% working interest. In 2012, the Kemmer 4209H produced a total of 41 thousand barrels of oil and 45 million cubic feet of natural gas. In addition to the Janey and Kemmer wells, as of February 28, 2013, the Company had three additional horizontal wells in Midland County and four horizontal wells in Upton County in various stages of development. In Midland County, it drilled the ST25-1H well (83% working interest) with a lateral length of 4,617 feet.

In Upton County, the Company drilled three additional wells, the Neal 8-1H (100% working interest) with a lateral length of 7,652 feet, the Neal 8-2H (100% working interest) with a lateral length of 6,658 feet and the Janey 3H (100% working interest) with a lateral length of 4,629 feet. It completed a 32 stage frac on the Neal 8-1H well in January 2013. As of February 26, 2013, flowback operations were underway and for the last seven days the well averaged 806 barrel of oil equivalent per day with a peak rate of 871 barrel of oil equivalent per day with an 85% oil component.

Advisors' Opinion:
  • [By Matt Jarzemsky var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Even in the wild-west of energy deals, this one is unusual. Texas oil driller Diamondback Energy Inc.(FANG) spun off Viper Energy Partners LP(VNOM) late Tuesday, whose business consists of simply collecting royalty payments tied to mineral rights it owns. Viper is the first U.S.-listed company dedicated to acquiring mineral rights tied to shale-energy production, bankers and analysts say.

  • [By Michael Cintolo]

    Diamondback Energy (FANG) went public in October 2012, and has been growing at a breakneck pace ever since. The company currently explores and is developing the oil-rich Wolfberry area of the Permian Basin in West Texas.

Best Energy Stocks To Watch For 2014: RMP Energy Inc (OEXFF.PK)

RMP Energy Inc. (RMP) is a crude oil and natural gas company. The Company is engaged in the exploration for, development and production of natural gas, crude oil and natural gas liquids (NGLs) reserves within the provinces of Alberta and Saskatchewan, Canada. RMP conducts its operations in the Western Canadian Sedimentary Basin, primarily in the provinces of Alberta and Saskatchewan. The Company�� principal properties include Gilby, Pine Creek, Kaybob, Waskahigan, Ante Creek, Ricinus, Gordondale, Resthaven/Bilbo and Big Muddy. The Gilby property is located 110 kilometers southwest of Edmonton, Alberta. Kaybob property is located 250 kilometers northwest of Edmonton, Alberta and consisted of 31 producing and non-producing gas wells as of December 31, 2011. In November 2013, RMP Energy Inc closed the purchase of complementary Montney light oil assets located in its core areas of Ante Creek and Waskahigan in West Central Alberta. Advisors' Opinion:
  • [By Value Digger]

    As peers, I selected Artek Exploration (ARKXF.PK), RMP Energy (OEXFF.PK), Synergy Resources (SYRG) and Magnum Hunter Resources (MHR). The first two firms trade also on the main Toronto board under the tickers RTK.TO and RMP.TO respectively. These peers comply with the following criteria:

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