/* Article Data (Server Side) article (o): [object Object] WSODIssue (s): |46492|2534711|46565|41146|207365|99217|236635|205257|93903|79116|244667|79587 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia! Link (s): http://folionation.squarespace.com/news/2014/5/16/fadel-gheit-lift-oil-export-ban-free-domestic-profits-and-de.html Thumbnail (s): DocumentDate_raw (n): 1400269680000 DocumentDate (s): May 16, 2014 DocumentDate_smart (s): May 16, 2014 DocumentKey (s): 1107-290734296785734819137-3H9OSH4NV0IOGHQ3KPRN5158BV ContentType (s): Article TrackingPixel (s): Content (s):

The oil export ban may not be achieving US objectives. Is it time to lift the ban?

Source: JT Long of The Energy Report  (5/15/14)

Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Reportconducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.

The Energy Report : We recently interviewed Matt Badiali and he talked about what a boon the conflict in Ukraine has been for U.S. refineries. Are you seeing the same effect? What about opportunities in Europe as countries try to diversify away from dependence on Russian oil and gas?

Fadel Gheit: U.S. refiners benefit from the wide Brent/WTI discount. The Russian invasion of Ukraine has increased global tension, boosted Brent prices and widened the differential. With this cost advantage, U.S. refiners are able to significantly increase refined product exports, mainly to Latin America and Europe, which tightened U.S. supplies and boosted margins, despite flat demand.

Unfortunately, the U.S. does not have an energy policy, and we still have a ban on exporting crude oil, which has been in effect for 40 years. Even with the Russian invasion, we seem paralyzed, confused and unable to respond to Russia's aggression. Lifting the export ban and supplying Europe with oil and refined products would reduce dependence on Russian oil and lower global oil prices, which in turn would hurt Russian exports and boost the economies of the U.S. and Europe.

TER: In your last interview, you talked about the impact of instability in the Middle East on companies like Apache Corp. (APA). Do you see the situation stabilizing there? Are you more comfortable with companies operating in Egypt and Turkey?

FG: I believe the Middle East will remain volatile and unstable—not an attractive business environment. Apache sold 30% of its interests in Egypt to Sinopec, which is a step in the right direction. The sooner Apache exits Egypt and uses the proceeds to buy back stock, reduce debt and increase investment onshore in the U.S., the better off the shareholders will be. Why invest in Egypt or Turkey when you have the huge energy resources we have in the U.S.?

TER: You also said natural gas prices in North America are severely depressed compared to the rest of the world. You called that a good thing because it would result in a second industrial renaissance. Are you still bullish on the prospects for natural gas as an economic engine for the U.S.?

FG: Low natural gas prices are good for the consumer and drive U.S. manufacturing. But I also believe in free trade, and the U.S. government should allow LNG exports to higher-price markets, mainly in the Far East and Europe. If we had built large LNG export terminals, we could have significantly reduced Europe's dependence on Russian gas.

TER: What companies are benefitting from the fracking boom?

FG: Domestic oil and gas producers, as well as oil service companies. Infrastructure and transportation companies are also joining the party, despite regulatory hurdles.

TER: How are the large, integrated oil companies faring in the new energy environment? What catalysts are you watching during earnings season?

FG: The stocks of the large international oil companies have not performed well in the last 10 years, as they lagged all other energy sectors and the market in general. They are viewed as defensive investments, but offer no real growth. They have above-market dividend yield, but are not attractive enough for investors who favor the pure plays of refiners or oil and gas producers.

As far as individual company catalysts, Royal Dutch Shell's (RDS.ARDS.B) new CEO, Ben van Beurden, has increased the emphasis on profits, capital efficiency and returns. Lower CAPEX and increased divestments should reduce net investments. We expect Shell to generate free cash flow of over $20 billion ($20B) over the next two years. We think this is a good start and rate it a Perform.

We will be watching production growth, cost trends, capital spending and plans to return cash to shareholders in the form of dividends and share buybacks.

TER: What about the prospects for the large independent exploration and production (E&P) companies?

FG: The large E&P companies are more attractive than the integrated companies, less volatile than the refiners and more stable than the small producers. Each has a catalyst. Anadarko Petroleum Corp. (APC) benefited from a legal settlement, Apache benefited from restructuring, and so did Hess Corp. (HES) and Murphy Oil Corp. (MUR). EOG Resources Inc. (EOG) and Pioneer Natural Resources (PXD) benefited from oil production growth, while investors are waiting for the restructuring of Occidental Petroleum Corp. (OXY) to take place. Marathon Oil (MRO) and Devon Energy Corp. (DVN) have lagged, but offer the lowest valuations in the group. Cabot Oil & Gas Corp. (COG) and Range Resources Corp. (RRC) will continue to reflect natural gas prices and additional pipeline capacity, which have constrained production growth.

As I mentioned in a recent research report, with higher production growth than the majors, a higher dividend yield and a lower valuation than E&P peers, ConocoPhillips (COP) offers an alternative to both groups. We raised our 12-18 month price target to $85 from $80 to reflect an improving outlook on stronger financial and operating results and rated them outperform.

TER: Thank you for your time Fadel.

FG: Thank you.

Fadel Gheit , an energy analyst since 1986, is a managing director and senior analyst covering the oil and gas sector for Oppenheimer & Co. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst Survey for four years. He is frequently quoted on energy issues and has testified before Congress about oil price speculation.

Want to read more Energy Report interviews like this? Sign up for our free e-newsletter, and you'll learn when new articles have been published. To see a list of recent interviews with industry analysts and commentators, visit our Streetwise Interviews page.

DISCLOSURE: 
1) JT Long conducted this interview for Streetwise Reports LLC, publisher of The Gold Report, The Energy Report, The Life Sciences Report and The Mining Report, and provides services to Streetwise Reports as an employee. She owns, or her family owns, shares of the following companies mentioned in this interview: None. 
2) The following companies mentioned in the interview are sponsors of Streetwise Reports: Royal Dutch Shell. Streetwise Reports does not accept stock in exchange for its services. 
3) Fadel Gheit: I own, or my family owns, shares of the following companies mentioned in this interview: Royal Dutch Shell Plc, Devon Energy Corp. and ConocoPhillips. I personally am, or my family is, paid by the following companies mentioned in this interview: None. My company has a financial relationship with the following companies mentioned in this interview: None. I was not paid by Streetwise Reports for participating in this interview. Comments and opinions expressed are my own comments and opinions. I had the opportunity to review the interview for accuracy as of the date of the interview and am responsible for the content of the interview. 
4) Interviews are edited for clarity. Streetwise Reports does not make editorial comments or change experts' statements without their consent. 
5) The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer
6) From time to time, Streetwise Reports LLC and its directors, officers, employees or members of their families, as well as persons interviewed for articles and interviews on the site, may have a long or short position in securities mentioned. Directors, officers, employees or members of their families are prohibited from making purchases and/or sales of those securities in the open market or otherwise during the up-to-four-week interval from the time of the interview until after it publishes.

Streetwise – The Energy Report is Copyright © 2014 by Streetwise Reports LLC. All rights are reserved. Streetwise Reports LLC hereby grants an unrestricted license to use or disseminate this copyrighted material (i) only in whole (and always including this disclaimer), but (ii) never in part.

Streetwise Reports LLC does not guarantee the accuracy or thoroughness of the information reported.

Streetwise Reports LLC receives a fee from companies that are listed on the home page in the In This Issue section. Their sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.

Participating companies provide the logos used in The Energy Report. These logos are trademarks and are the property of the individual companies.

 

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1. Apache Corp. (APA, Earnings, Analysts, Financials): Operates as an independent energy company. Market cap at $33.65B, most recent closing price at $84.33.

 


2. Anadarko Petroleum Corporation (APC, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties primarily in the United States, the deepwater of the Gulf of Mexico, and Algeria. Market cap at $42.03B, most recent closing price at $83.39.

 


3. Hess Corporation (HES, Earnings, Analysts, Financials): Hess Corporation and its subsidiaries operate as an integrated energy company. Market cap at $27.23B, most recent closing price at $81.45.

 


4. Murphy Oil Corporation (MUR, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties worldwide. Market cap at $10.95B, most recent closing price at $59.13.

 


5. EOG Resources, Inc. (EOG, Earnings, Analysts, Financials): Engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad, Tobago, the United Kingdom, and the People's Republic of China. Market cap at $48.79B, most recent closing price at $180.40.

 


6. Pioneer Natural Resources Co. (PXD, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas in the United States, South Africa, and Tunisia. Market cap at $26.99B, most recent closing price at $194.74.

 


7. Marathon Oil Corporation (MRO, Earnings, Analysts, Financials): Operates as an international energy company with operations in the United States, Canada, Africa, the Middle East, and Europe. Market cap at $23.96B, most recent closing price at $33.89.

 


8. Devon Energy Corporation (DVN, Earnings, Analysts, Financials): Engages in the acquisition, exploration, development, and production of natural gas and oil in the United States and Canada. Market cap at $25.88B, most recent closing price at $64.37.

 


9. Cabot Oil & Gas Corporation (COG, Earnings, Analysts, Financials): Engages in oil exploration, development, exploitation, and production. Market cap at $15.01B, most recent closing price at $35.65.

 


10. Range Resources Corporation (RRC, Earnings, Analysts, Financials): Engages in the acquisition, exploration, and development of natural gas properties primarily in the Appalachian and southwestern regions of the United States. Market cap at $14.05B, most recent closing price at $87.53.

 


11. ConocoPhillips (COP, Earnings, Analysts, Financials): Operates as an integrated energy company worldwide. Market cap at $81.95B, most recent closing price at $66.42.

 


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SanDisk's shares lost a huge chunk of value last week. What does that drop mean for semiconductor stocks?

When SanDisk (SNDK) fell from a closing price of $87.07 on March 20 to $66.20 just six days days later, it set off a chain reaction in which few semiconductor stocks were spared. Since the semiconductor sector is a lead indicator for technology stocks as a whole, investors should be exercising caution.

SanDisk warns

SanDisk’s tumble began with an ugly business update. The chipmaker revised its expectations for enterprise product sales downward. Pressured by supply and lower demand, it is also facing lower pricing. Without the ability to command strong prices, profitability for SanDisk is likely to weaken. SanDisk also lowered its revenue forecast for the quarter ending March 29 down from $1.4 billion to $1.3 billion.

The upside case

SanDisk might have a rough 2015, but it is still innovating. The company announced a 48 layer 3D NAND. This innovation should boost profitability as it gives the firm an edge in the manufacturing process and addresses a wider market. In a world where data storage requirements keep growing, SanDisk is positioning itself nicely in the NAND market.

The health of the sector

Nvidia (NVDA), Micron (MU), Intel (INTC), and Skyworks (SWKS) are comparable investments. Micron is the most attractive at this time, because its P/E is very low, at just under 9. The company unveiled a new 3D NAND technology last Thursday in conjunction with Intel, which could boost profitability. At Micron’s current valuation, investors are not considering the stock’s growth potential.

Investor might be tempted buying into dip in semiconductor and chip stocks, but it may be more prudent to wait. Computing demand is strong, but it could take a breather as the overall economy slows down slightly. Smartphone growth will likely continue, but at a slower pace. This does not mean the demand for chips will keep slowing, but investors should monitor the health of the sector for now. 

Written by Chris Lau.

Click on the interactive chart to view data over time. 

1. Intel Corporation (INTC, Earnings, Analysts, Financials): Engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. Market cap at $148.09B, most recent closing price at $31.27.

 

 

2. Micron Technology Inc. (MU, Earnings, Analysts, Financials): Engages in the manufacture and marketing of semiconductor devices worldwide. Market cap at $29.23B, most recent closing price at $27.13.

 

 

3. NVIDIA Corporation (NVDA, Earnings, Analysts, Financials): Provides visual computing, high performance computing, and mobile computing solutions that generate interactive graphics on various devices ranging from tablets and smart phones to notebooks and workstations. Market cap at $11.51B, most recent closing price at $20.93.

 

 

4. SanDisk Corp. (SNDK, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets NAND-based flash data storage card products that are used in various consumer electronics products. Market cap at $13.55B, most recent closing price at $63.62.

 

 

5. Skyworks Solutions Inc. (SWKS, Earnings, Analysts, Financials): Skyworks Solutions, Inc., together with its subsidiaries, offers analog and mixed signal semiconductors worldwide. Market cap at $18.76B, most recent closing price at $98.29.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.) 

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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6 (o): [object Object] Headline (s): California Imposes First-Ever Water Restrictions to Deal With Drought Teaser (s): PHILLIPS, Calif. - Gov. Jerry Brown ordered mandatory water restrictions for the first time in California history on Wednesday, saying that the state's drought had reached near-crisis proportions after a winter that brought record-low snowfalls. Source (s): New York Times DocumentDate (s): 2 hours ago DocumentDate_raw (n): 1427915173000 Link (s): http://www.nytimes.com/2015/04/02/us/california-imposes-first-ever-water-restrictions-to-deal-with-drought.html DocumentKey (s): HTTPwww.nytimes.com/2015/04/02/us/california-imposes-first-ever-water-restrictions-to-deal-with-drought.html DMSourceID (s): Google ContentType (s): Article 7 (o): [object Object] WSODIssue (s): |36276|39600250|81364|144221|184384|68572657|43662696 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Stocks that oppose the Indiana religious freedom act Link (s): http://folionation.squarespace.com/news/2015/4/1/stocks-that-oppose-the-indiana-religious-freedom-act.html Thumbnail (s): DocumentDate_raw (n): 1427914740000 DocumentDate (s): April 1, 2015 DocumentDate_smart (s): 2:59 PM DocumentKey (s): 1107-290734296785735292082-5M6VVK4CLLILPVBAPB7QM26MEK ContentType (s): Article TrackingPixel (s): Teaser (s):

Here's why the Indiana religious freedom act is discriminatory, and the seven stocks that oppose it.

Last Thursday Indiana's Republican Governor Mike Pence signed the state's Religious Freedom Restoration Act (RFRA). Indiana is the 20th state to pass a RFRA, and all of these laws come in the wake of a federal RFRA that was introduced by a Democratic congressman and signed by Bill Clinton in 1993.

The Washington Post's Hunter Schwarz, contemplating these uncontroversial precedents, has questioned the condemnation—and more condemnation—that Governor Pence is facing from critics around the country. Celebrities, companies and even state and municipal governments are calling the law discriminatory, specifically against LGBT individuals.

Yet the text of the law doesn't once mention the words "gay," "lesbian," "homosexual," "transgender," "bisexual" or anything even remotely similar. So what gives?

The fact is, the law is discriminatory. It enables individuals and businesses to shield discriminatory practices from prosecution using the language of religious freedom. Here's how.

The other RFRAs

The First Amendment to the Constitution bars Congress from "prohibiting the free exercise" of religion. Of course, that leaves some gray areas. The use of hallucinogenic drugs in a ritual setting, for example: in and of itself, it's a victimless crime, but it's a crime nonetheless. Can the government prohibit this particular act of free exercise?

According to the Supreme Court's 1990 Employment Division v. Smith decision: yes. Two Native American Church members were fired and denied unemployment benefits for using peyote, and the court ruled that because the drug's use was illegal for any Oregon resident under any circumstances—a "neutral law of general applicability" in Legalese—they did not enjoy First Amendment protection. 

So Congress stepped in and passed the Religious Freedom Restoration Act, which prevented the government from curtailing a citizen's religious practice based on the general applicability principle; instead, the government had to prove "compelling government interest." But in the 1997 City of Boerne v. Flores decision, the Supreme Court ruled that the federal RFRA could not be applied to states. Hence the RFRAs passed by 19 other states before Indiana.

Why Indiana's is different

It might have the same title. It might contain much of the same language. But that doesn't, as John McCormack of the conservative Weekly Standard claims and Hunter Schwarz of The Washington Post assumes, make Indiana's law the same as the federal statute. McCormack quotes the portions of the federal and Indiana statutes that are nearly identical, then waves away the rest with a link to the Burwell v. Hobby Lobby Stores, Inc. decision. This ruling established that closely-held for-profit corporations' religious beliefs are subject to constitutional protection.

The key difference in the Indiana statute's language, as Garrett Epps points out in The Atlantic, is that the Indiana RFRA is applicable whether or not the government is a party. This is a direct response to the Elaine Photography v. Willock decision, in which the New Mexico Supreme Court ruled that the state's RFRA does not apply unless the government is involved, meaning that a professional photography studio could not refuse to shoot a same-sex couple's wedding.

Because of this one little clause, businesses in Indiana can refuse to serve people based solely on religious convictions. It is tacitly targeted at gays, but could just as easily open a Pandora's box of caste, gender and any number of other issues.

Ask Governor Pence if the law is discriminatory, and he won't answer the question. He'll write an op-ed saying he "abhor[s] discrimination," but won't address the law's operative language. Skeptics can look to Georgia, where an LGBT rights amendment killed a proposed state RFRA—because legalizing discrimination was the whole point.

#BoycottIndiana

Miley Cyrus, Ashton Kutcher, George Takei, Ellen DeGeneres, Debra Messing and Larry King have all spoken out against the law. The NCAA, which will hold the Final Four games of its men's basketball tournament in Indianapolis beginning Saturday, has issued a statement saying they "intend to closely examine the implications of this bill." Connecticut Governor Dannel Malloy, Washington Governor Jay Inslee and New York Governor Andrew Cuomo, all Democrats, have banned non-essential, state-funded travel to Indiana. The hashtag #BoycottIndiana is spreading like wildfire.

Here is a list of publicly traded companies whose leaders have come out against the Indiana Religious Freedom Restoration Act: 

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $736.07B, most recent closing price at $126.37.

Apple’s CEO Tim Cook, who came out as gay in October, tweeted, “Apple is open for everyone. We are deeply disappointed in Indiana's new law and calling on Arkansas Gov. to veto the similar #HB1228.”

 

2. Angie's List Inc. (ANGI, Earnings, Analysts, Financials): Operates a local services marketplace and consumer review site in the United States. Market cap at $362.82M, most recent closing price at $6.20.

Angie’s List CEO Bill Oesterle, who supported Governor Pence’s 2012 campaign, announced that the company would not proceed with a planned expansion its Indianapolis headquarters due to the state’s RFRA.

 

3. salesforce.com inc. (CRM, Earnings, Analysts, Financials): Provides customer and collaboration relationship management (CRM) services to various businesses and industries worldwide. Market cap at $43.49B, most recent closing price at $66.85.

Salesforce’s CEO Marc Benioff has called the law “just brutal.”

 

4. Hasbro Inc. (HAS, Earnings, Analysts, Financials): Engages in the design, manufacture, and marketing of games and toys. Market cap at $7.78B, most recent closing price at $62.57.

Gen Con, a gaming convention owned by Hasbro and attended by over 56,000 people last year, has announced that it may reconsider hosting the event in Indiana due to the law’s passage.

 

5. Eli Lilly and Company (LLY, Earnings, Analysts, Financials): Develops, manufactures, and sells pharmaceutical products worldwide. Market cap at $82.07B, most recent closing price at $73.87.

Eli Lilly, the largest publicly traded company in Indiana, has issued a statement saying, “Discriminatory legislation is bad for Indiana and bad for business.”

 

6. Twitter Inc. (TWTR, Earnings, Analysts, Financials): Operates as a global platform for public self-expression and conversation in real time. Market cap at $32.32B, most recent closing price at $49.89.

The company’s @policy account tweeted, “We’re disappointed to see state bills that enshrine discrimination. These bills are unjust and bad for business. We support #EqualityForAll.”

 

7. Yelp Inc. (YELP, Earnings, Analysts, Financials): Operates as a local business review site in the United States. Market cap at $3.53B, most recent closing price at $47.39.

Yelp’s CEO Jeremy Stoppelman wrote a post calling it, “unconscionable to imagine that Yelp would create, maintain, or expand a significant business presence in any state that encouraged discrimination by businesses against our employees, or consumers at large.”

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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8 (o): [object Object] Headline (s): 4 dead, 16 hurt in oil platform fire in Gulf of Mexico Teaser (s): At least four people were killed and 16 workers injured when a fire erupted early Wednesday on an oil platform in the Gulf of Mexico belonging to Mexico's state petroleum giant Pemex, the company said in a statement. Source (s): USA TODAY DocumentDate (s): 4 hours ago DocumentDate_raw (n): 1427907110000 Link (s): http://www.usatoday.com/story/news/world/2015/04/01/pemex-oil-platform-gulf-of-mexico-fire/70773842/ DocumentKey (s): HTTPwww.usatoday.com/story/news/world/2015/04/01/pemex-oil-platform-gulf-of-mexico-fire/70773842/ DMSourceID (s): Google ContentType (s): Article 9 (o): [object Object] Headline (s): KBR to pay SEC penalty in whistleblower protection case Teaser (s): (Reuters) - KBR Inc has agreed to pay $130,000 to settle what the U.S. Securities and Exchange Commission on Wednesday called its first whistleblower protection case over improperly restrictive language in confidentiality agreements. Source (s): Reuters DocumentDate (s): 4 hours ago DocumentDate_raw (n): 1427905392000 Link (s): http://www.reuters.com/article/2015/04/01/kbr-sec-whistleblower-idUSL2N0WY1II20150401 DocumentKey (s): HTTPwww.reuters.com/article/2015/04/01/kbr-sec-whistleblower-idUSL2N0WY1II20150401 DMSourceID (s): Google ContentType (s): Article 10 (o): [object Object] Headline (s): GoDaddy Shares Rev Up, Jumping 30% In Public Trading Debut Teaser (s): Investors, start your engines: shares of domain-name peddler and NASCAR sponsor GoDaddy are off to the races, so to speak. The company made its public trading debut Wednesday morning, and after pricing its shares higher than the expected range, ... Source (s): Forbes DocumentDate (s): 6 hours ago DocumentDate_raw (n): 1427897843000 Link (s): http://www.forbes.com/sites/maggiemcgrath/2015/04/01/godaddy-shares-rev-up-jumping-30-in-public-trading-debut/ DocumentKey (s): HTTPwww.forbes.com/sites/maggiemcgrath/2015/04/01/godaddy-shares-rev-up-jumping-30-in-public-trading-debut/ DMSourceID (s): Google ContentType (s): Article 11 (o): [object Object] Headline (s): Oil Climbs the Most in Two Months on U.S. Crude Output Decline Teaser (s): (Bloomberg) -- Oil advanced the most in two months in New York after a government report showed that U.S. crude output dropped from the highest level in more than three decades. Source (s): Bloomberg DocumentDate (s): 22 hours ago DocumentDate_raw (n): 1427842084000 Link (s): http://www.bloomberg.com/news/articles/2015-03-31/oil-steady-after-quarterly-losing-streak-as-iran-talks-extended DocumentKey (s): HTTPwww.bloomberg.com/news/articles/2015-03-31/oil-steady-after-quarterly-losing-streak-as-iran-talks-extended DMSourceID (s): Google ContentType (s): Article 12 (o): [object Object] WSODIssue (s): |58464|241309|273807 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Three telecom stocks for dividend investors Link (s): http://folionation.squarespace.com/news/2015/3/31/three-telecom-stocks-for-dividend-investors.html Thumbnail (s): DocumentDate_raw (n): 1427817420000 DocumentDate (s): March 31, 2015 DocumentDate_smart (s): Mar 31, 2015 DocumentKey (s): 1107-290734296785735290219-1D78DNNFLRE5BGOU764888CGQH ContentType (s): Article TrackingPixel (s): Teaser (s):

These three Canadian telecom stocks with high dividend yields could be attractive for income investors. 

Collectively known as “Robellus,” Rogers Communications (RCI), BCE or Bell (BCE), and Telus (TU) are the three largest companies in Canada’s mobile carrier market. Despite generating respectable profits and revenue, all three are at yearly lows. It might be time for investors to take a serious look at these high dividend yield firms.

First it's useful to note that Rogers and Telus are at yearly lows in US currency (US$). Thanks to a drop in the Canadian dollar (C$), the share price of these firms has dropped in recent months. Rogers Communications offers an annual dividend of US$1.51 per share, a 4.44 percent yield. In the fourth quarter, Rogers earned C$0.69 per share on revenue of C$3.36 billion. 

Rogers’ stock is not without risk. The firm has invested in content, announcing a 12-year, C$5.23 billion deal to broadcast NHL games in 2013. The move has neither helped nor hurt profits so far. In the fourth quarter, Rogers boosted its consolidated adjusted operating profit margin from 36.0 to 36.6 percent. Wireless profit margin was 42.6 percent while cable was 48.7 percent.

Telus, which is a pure play telecoms firm, demonstrated a record-low postpaid wireless churn rate in its fourth quarter, at just 0.94 percent (download pdf). This measure refers to the portion of customers that leave the provider for whatever reason. Revenue and earnings were up, while free cash flow jumped by 148 percent to C$337 million.

Telus pays an annual dividend of US$1.27 per share, yielding 3.83 percent.

BCE's share prices peaked at US$48.27 this year, and the stock offers an annual dividend of US$2.04 per share. The yield is 4.79 percent. In the fourth quarter, revenue grew 2.7 percent from last year to C$5.53 billion, while earnings were up 2.9 percent to C$0.72 per share.

BCE is not without risk, either. Its content unit, Bell Media, is facing challenges in generating profitability. Last quarter, EBITDA (earnings before interest, taxes, depreciation and amortization) from the division dropped 16.5 percent. Still, Bell’s other main businesses, such as high-speed internet and wireless, increased by a healthy amount. Wireless revenue grew 9.6 percent while the high-speed internet customer count grew 4.7 percent to 2.29 million customers.

Interest rates are at all-time lows, which may make buying low volatility telecom firms in Canada an attractive proposition. 

Written by Chris Lau. â€‹â€‹

Click on the interactive chart to view data over time. 

All amounts in US$:

1. BCE Inc. (BCE, Earnings, Analysts, Financials): Provides wireline voice and wireless communications services, Internet access, data services, and video services to residential, business, and wholesale customers in Canada. Market cap at $35.77B, most recent closing price at $42.60.

BCE's annual dividend is $2.04 per share, a 4.79 percent yield.

 

2. Rogers Communications Inc. (RCI, Earnings, Analysts, Financials): Operates as a communications and media company in Canada. Market cap at $17.65B, most recent closing price at $34.04.

Rogers' annual dividend is $1.51 per share, a 4.44 percent yield.

 

3. TELUS Corporation (TU, Earnings, Analysts, Financials): Provides telecommunications products and services primarily in Canada. Market cap at $20.21B, most recent closing price at $33.20.

 Telus' annual dividend is $1.27 per share, a 3.83 percent yield.

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. Dividends, yields and all other data sourced from FINVIZ.)

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13 (o): [object Object] WSODIssue (s): |52948016|72887506|169373|174239 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Scalpel! Google moves into robotic surgery Link (s): http://folionation.squarespace.com/news/2015/3/30/scalpel-google-moves-into-robotic-surgery.html Thumbnail (s): DocumentDate_raw (n): 1427744220000 DocumentDate (s): March 30, 2015 DocumentDate_smart (s): Mar 30, 2015 DocumentKey (s): 1107-290734296785735289061-2K0AGU0OFEAIB0ER5LCB8RKS2I ContentType (s): Article TrackingPixel (s): Teaser (s):

Google has partnered with Johnson & Johnson to develop robotic surgery systems. 

Robots have been present in the operating room since the '80s, but last week's announcement that Google (GOOG) will partner with Johnson & Johnson's (JNJ) medical device arm Ethicon to develop robotic surgery systems could mark a turning point in this still-budding area of the healthcare sector. 

Google moves into robotics and healthcare

Robotics is becoming increasingly familiar territory for Google. In 2013 the firm bought Boston Dynamics, an MIT spinoff that had developed robots for the military. But patients need not worry that this thing will be wielding a scalpel. Nor will the company channel its self-driving car ambitions into the realm of surgery. For the foreseeable future, these robots will be guided by humans with MDs.

In any case, Ethicon will be leading the charge when it comes to developing the actual robotics and medical devices. Google's role will be to develop imaging tools and sensors, as well as more intuitive and effective ways to present information to surgeons—perhaps taking some of the cluttering out of the operating room.

Google is also making more frequent forays into the fields of healthcare and biotech, starting with its failed Google Health project. Google's biotech spinoff Calico announced in September that it would partner with AbbVie (ABBV) to research and treat health problems related to aging. Through its secretive innovation wing Google X, the company is trying to paint a picture of the ideal human genome as well as, through Google Ventures, to allow people to live to 500.

Think that's scary? So do many privacy advocates, who were at odds with Google long before it started collecting information on people's genes.

The competition

But in the short term, the ones who are really quaking in their boots are those with a stake in Intuitive Surgical (ISRG), the medical robotics company that is now making headlines for being in the Mountain View Juggernaut's path.

Not that Google's latest partnership is its only concern. Intuitive Surgical is involved in at least 50 lawsuits regarding its da Vinci robot. Plaintiffs have alleged that the machine itself caused them injury or even death as a result of malfunctions or poor design, as well as that the company failed to train operators sufficiently. On the other hand, Wedbush's Tao Levy has said that Intuitive Surgical's hernia treatments could lift its annual revenue by a third.

If Google's aim is to increase the safety of surgical procedures, they will certainly have to do better than Intuitive Surgical. Meanwhile investors should watch Google's expansion into the healthcare sector carefully.

Click on the interactive chart to view data over time. 

1. AbbVie Inc. (ABBV, Earnings, Analysts, Financials): Discovers, develops, manufactures, and sells pharmaceutical products worldwide. Market cap at $91.79B, most recent closing price at $57.65.

 

 

2. Google Inc. (GOOG, Earnings, Analysts, Financials): Google is the world's most popular search engine. Market cap at $373.21B, most recent closing price at $548.34.

 

 

3. Intuitive Surgical Inc. (ISRG, Earnings, Analysts, Financials): Designs, manufactures, and markets da Vinci surgical systems for various surgical procedures, including urologic, gynecologic, cardiothoracic, general, and head and neck surgeries. Market cap at $18.32B, most recent closing price at $497.25.

 

 

4. Johnson & Johnson (JNJ, Earnings, Analysts, Financials): Engages in the research and development, manufacture, and sale of various products in the health care field worldwide. Market cap at $279.00B, most recent closing price at $100.34.

 

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

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Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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14 (o): [object Object] WSODIssue (s): |36276|45294|3699858|77435|89999|90050|219289|211573 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Apple TV might disrupt cable operators Link (s): http://folionation.squarespace.com/news/2015/3/30/apple-tv-might-disrupt-cable-operators.html Thumbnail (s): DocumentDate_raw (n): 1427729340000 DocumentDate (s): March 30, 2015 DocumentDate_smart (s): Mar 30, 2015 DocumentKey (s): 1107-290734296785735288631-1HCMA9QB3PHAJOGM2N042SVMUE ContentType (s): Article TrackingPixel (s): Teaser (s):

Apple is rumored to be rolling out a TV service. What could that mean for competitors?

Apple (AAPL) is expanding its business once again. This time, the computing giant is planning a TV service. According to The Wall Street Journal, Apple is talking with programmers as it plans a bundled service in the fall. Disney-owned (DIS) ABC, CBS (CBS) and Fox (FOXA) are reportedly part of the 25-channel package.

NBCUniversal is apparently being left out, due to Apple and Comcast’s (CMCSA) inability to work out a deal.

Competition heats up

At first glance, Netflix (NFLX) and Amazon (AMZN) will face greater competition as a result of Apple’s plan, but these firms offer inexpensive on demand services. Apple is late to the game, and will likely have trouble building up the kind of subscriber base that Netflix has.

Pricing may be a key differentiator that gives both Amazon and Netflix an edge. If Apple charges $30 to $40 per month, or $360 - $480 per year, that cost will be much higher than Netflix’s $9 per month and Amazon Prime’s $99 per year.

Need for content

Apple’s primary focus is hardware. The wildly successful iPhone and iPad earn healthy profits for Apple. Bundling content and making it available on all Apple devices would help the company boost its uniqueness in the marketplace.

Pay-TV and cable under pressure

TV offered over the Internet will continue to pressure cable firms like Dish Networks (DISH). While cable TV could once show 15 to 20 minutes of ads for every hour of programming, that luxury is no longer an option. Consumers are flocking to Netflix and prefer to watch content on mobile devices.

Apple TV’s bundling offer may disrupt the cable market, but the success depends on a few things. First, the monthly cost might need to fall. Second, the content may need to be delivered with far fewer commercials.

Written by Chris Lau. â€‹â€‹

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $717.90B, most recent closing price at $123.25.

 

 

2. Amazon.com Inc. (AMZN, Earnings, Analysts, Financials): Operates as an online retailer in North America and internationally. Market cap at $172.08B, most recent closing price at $370.56.

 

 

3. CBS Corporation (CBS, Earnings, Analysts, Financials): Operates as a mass media company in the United States and internationally. Market cap at $30.48B, most recent closing price at $61.21.

 

 

4. Comcas Corporation (CMCSA, Earnings, Analysts, Financials): Provides entertainment, information, and communications products and services in the United States and internationally. Market cap at $142.03B, most recent closing price at $55.94.

 

 

5. The Walt Disney Company (DIS, Earnings, Analysts, Financials): Operates as an entertainment company worldwide. Market cap at $179.27B, most recent closing price at $105.48.

 

 

6. Dish Network Corp. (DISH, Earnings, Analysts, Financials): Provides direct broadcast satellite (DBS) subscription television services in the United States. Market cap at $32.62B, most recent closing price at $70.63.

 

 

7. Twenty-First Century Fox Inc. (FOXA, Earnings, Analysts, Financials): Operates as a diversified media and entertainment company worldwide. Market cap at $70.88B, most recent closing price at $33.70.

 

 

8. Netflix Inc. (NFLX, Earnings, Analysts, Financials): Provides subscription based Internet services for TV shows and movies in the United States and internationally. Market cap at $25.09B, most recent closing price at $414.77.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.) 

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© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

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15 (o): [object Object] WSODIssue (s): |56858|89607|136780|148633|184690|202757|277268|277628|278490 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Durable goods orders are down, and economic growth is slowing Link (s): http://folionation.squarespace.com/news/2015/3/26/durable-goods-orders-are-down-and-economic-growth-is-slowing.html Thumbnail (s): DocumentDate_raw (n): 1427406180000 DocumentDate (s): March 26, 2015 DocumentDate_smart (s): Mar 26, 2015 DocumentKey (s): 1107-290734296785735285248-5N677284OQI2VDG6ITLSC0O02J ContentType (s): Article TrackingPixel (s): Teaser (s):

Durable goods orders fell in February, and analysts are getting nervous about the economy's growth potential.

US orders for durable goods—manufactured goods meant to last at least three years—fell by 1.4 percent in February after rising 2 percent in January. Possible explanations for the drop include the strong dollar, which has put a damper on exports, and an unusually cold winter—the second in a row. 

These and other uninspiring numbers have led many analysts to revise their first quarter GDP growth estimates down in the past week. Morgan Stanley knocked its previous forecast of 1.2 percent annualized down to 0.9 percent, and JPMorgan Chase revised its projection downward from 2.0 percent annualized to 1.5 percent.

On Friday morning the Commerce Department said GDP grew at an annualized rate of 2.2 percent during the fourth quarter of 2014, roughly meeting analysts' expectations of approximately half the 5 percent growth the economy saw in the third quarter. The overall trend in economic growth may look bleak, but it could create an opportunity for investors who are confident that a turnaround is in sight.

The Industrial Select Sector SPDR Fund (XLI) is up 8.95 percent in the previous year despite a series of poor durable goods results. The Dow Jones Industrial Average (DJI), meanwhile, is lagging slightly at 8.8 percent:

The following list is taken from the Industrial Select Sector SPDR Fund's top holdings:

Click on the interactive chart to view data over time. 


1. The Boeing Company (BA, Earnings, Analysts, Financials): Engages in the design, development, manufacture, sale, and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services worldwide. Market cap at $103.74B, most recent closing price at $148.23. Boeing is XLI’s fourth largest holding, at 5.11 percent portfolio weight and 2,684,955 shares.

 

 

2. Danaher Corp. (DHR, Earnings, Analysts, Financials): Designs, manufactures, and markets professional, medical, industrial, and commercial products and services primarily in North America, Europe, and Asia/Australia. Market cap at $59.53B, most recent closing price at $84.35. Danaher is XLI’s eighth largest holding, at 2.93 percent portfolio weight and 2,706,565 shares.

 

 

3. General Electric Company (GE, Earnings, Analysts, Financials): Operates as a technology, service, and finance company worldwide. Market cap at $250.78B, most recent closing price at $24.91. GE is XLI’s largest holding, at 9.35 percent portfolio weight and 29,248,634 shares.

 

 

4. Honeywell International Inc. (HON, Earnings, Analysts, Financials): Operates as a diversified technology and manufacturing company worldwide. Market cap at $79.57B, most recent closing price at $101.93. Honeywell is XLI’s sixth largest holding, at 4.24 percent portfolio weight and 3,240,753 shares.

 

 

5. Lockheed Martin Corporation (LMT, Earnings, Analysts, Financials): Engages in the research, design, development, manufacture, integration, operation, and sustainment of advanced technology systems and products in the areas of defense, space, intelligence, homeland security, and government information technology in the United States and internationally. Market cap at $62.95B, most recent closing price at $199.02. Lockheed Martin is XLI’s ninth largest holding, at 2.85 percent portfolio weight and 1,115,321 shares.

 

 

6. 3M Company (MMM, Earnings, Analysts, Financials): Operates as a diversified technology company worldwide. Market cap at $103.27B, most recent closing price at $162.70. 3M is XLI’s third largest holding, at 5.34 percent portfolio weight and 2,554,296 shares.

 

 

7. Union Pacific Corporation (UNP, Earnings, Analysts, Financials): Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, provides rail transportation services in North America. Market cap at $97.66B, most recent closing price at $110.82. Union Pacific is XLI’s second largest holding, at 5.36 percent portfolio weight and 3,764,164 shares.

 

 

8. United Parcel Service Inc. (UPS, Earnings, Analysts, Financials): Provides transportation, logistics, and financial services in the United States and internationally. Market cap at $87.96B, most recent closing price at $97.46. UPS is XLI’s seventh largest holding, at 3.47 percent portfolio weight and 2,776,897 shares.

 

 

9. United Technologies Corporation (UTX, Earnings, Analysts, Financials): Provides technology products and services to the building systems and aerospace industries worldwide. Market cap at $105.80B, most recent closing price at $116.46. United Technologies is XLI’s fifth largest holding, at 5.04 percent portfolio weight and 3,368,564 shares.

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. ETF holdings data sourced from Morningstar. All other data sourced from FINVIZ.)

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ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

 

*/ Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia!

Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia!

The oil export ban may not be achieving US objectives. Is it time to lift the ban?

Source: JT Long of The Energy Report  (5/15/14)

Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Report, conducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.

The Energy Report : We recently interviewed Matt Badiali and he talked about what a boon the conflict in Ukraine has been for U.S. refineries. Are you seeing the same effect? What about opportunities in Europe as countries try to diversify away from dependence on Russian oil and gas?

Fadel Gheit: U.S. refiners benefit from the wide Brent/WTI discount. The Russian invasion of Ukraine has increased global tension, boosted Brent prices and widened the differential. With this cost advantage, U.S. refiners are able to significantly increase refined product exports, mainly to Latin America and Europe, which tightened U.S. supplies and boosted margins, despite flat demand.

Unfortunately, the U.S. does not have an energy policy, and we still have a ban on exporting crude oil, which has been in effect for 40 years. Even with the Russian invasion, we seem paralyzed, confused and unable to respond to Russia's aggression. Lifting the export ban and supplying Europe with oil and refined products would reduce dependence on Russian oil and lower global oil prices, which in turn would hurt Russian exports and boost the economies of the U.S. and Europe.

TER: In your last interview, you talked about the impact of instability in the Middle East on companies like Apache Corp. (APA). Do you see the situation stabilizing there? Are you more comfortable with companies operating in Egypt and Turkey?

FG: I believe the Middle East will remain volatile and unstable—not an attractive business environment. Apache sold 30% of its interests in Egypt to Sinopec, which is a step in the right direction. The sooner Apache exits Egypt and uses the proceeds to buy back stock, reduce debt and increase investment onshore in the U.S., the better off the shareholders will be. Why invest in Egypt or Turkey when you have the huge energy resources we have in the U.S.?

TER: You also said natural gas prices in North America are severely depressed compared to the rest of the world. You called that a good thing because it would result in a second industrial renaissance. Are you still bullish on the prospects for natural gas as an economic engine for the U.S.?

FG: Low natural gas prices are good for the consumer and drive U.S. manufacturing. But I also believe in free trade, and the U.S. government should allow LNG exports to higher-price markets, mainly in the Far East and Europe. If we had built large LNG export terminals, we could have significantly reduced Europe's dependence on Russian gas.

TER: What companies are benefitting from the fracking boom?

FG: Domestic oil and gas producers, as well as oil service companies. Infrastructure and transportation companies are also joining the party, despite regulatory hurdles.

TER: How are the large, integrated oil companies faring in the new energy environment? What catalysts are you watching during earnings season?

FG: The stocks of the large international oil companies have not performed well in the last 10 years, as they lagged all other energy sectors and the market in general. They are viewed as defensive investments, but offer no real growth. They have above-market dividend yield, but are not attractive enough for investors who favor the pure plays of refiners or oil and gas producers.

As far as individual company catalysts, Royal Dutch Shell's (RDS.A; RDS.B) new CEO, Ben van Beurden, has increased the emphasis on profits, capital efficiency and returns. Lower CAPEX and increased divestments should reduce net investments. We expect Shell to generate free cash flow of over $20 billion ($20B) over the next two years. We think this is a good start and rate it a Perform.

We will be watching production growth, cost trends, capital spending and plans to return cash to shareholders in the form of dividends and share buybacks.

TER: What about the prospects for the large independent exploration and production (E&P) companies?

FG: The large E&P companies are more attractive than the integrated companies, less volatile than the refiners and more stable than the small producers. Each has a catalyst. Anadarko Petroleum Corp. (APC) benefited from a legal settlement, Apache benefited from restructuring, and so did Hess Corp. (HES) and Murphy Oil Corp. (MUR). EOG Resources Inc. (EOG) and Pioneer Natural Resources (PXD) benefited from oil production growth, while investors are waiting for the restructuring of Occidental Petroleum Corp. (OXY) to take place. Marathon Oil (MRO) and Devon Energy Corp. (DVN) have lagged, but offer the lowest valuations in the group. Cabot Oil & Gas Corp. (COG) and Range Resources Corp. (RRC) will continue to reflect natural gas prices and additional pipeline capacity, which have constrained production growth.

As I mentioned in a recent research report, with higher production growth than the majors, a higher dividend yield and a lower valuation than E&P peers, ConocoPhillips (COP) offers an alternative to both groups. We raised our 12-18 month price target to $85 from $80 to reflect an improving outlook on stronger financial and operating results and rated them outperform.

TER: Thank you for your time Fadel.

FG: Thank you.

Fadel Gheit , an energy analyst since 1986, is a managing director and senior analyst covering the oil and gas sector for Oppenheimer & Co. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst Survey for four years. He is frequently quoted on energy issues and has testified before Congress about oil price speculation.

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DISCLOSURE: 1) JT Long conducted this interview for Streetwise Reports LLC, publisher of The Gold Report, The Energy Report, The Life Sciences Report and The Mining Report, and provides services to Streetwise Reports as an employee. She owns, or her family owns, shares of the following companies mentioned in this interview: None. 2) The following companies mentioned in the interview are sponsors of Streetwise Reports: Royal Dutch Shell. Streetwise Reports does not accept stock in exchange for its services. 3) Fadel Gheit: I own, or my family owns, shares of the following companies mentioned in this interview: Royal Dutch Shell Plc, Devon Energy Corp. and ConocoPhillips. I personally am, or my family is, paid by the following companies mentioned in this interview: None. My company has a financial relationship with the following companies mentioned in this interview: None. I was not paid by Streetwise Reports for participating in this interview. Comments and opinions expressed are my own comments and opinions. I had the opportunity to review the interview for accuracy as of the date of the interview and am responsible for the content of the interview. 4) Interviews are edited for clarity. Streetwise Reports does not make editorial comments or change experts' statements without their consent. 5) The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. 6) From time to time, Streetwise Reports LLC and its directors, officers, employees or members of their families, as well as persons interviewed for articles and interviews on the site, may have a long or short position in securities mentioned. Directors, officers, employees or members of their families are prohibited from making purchases and/or sales of those securities in the open market or otherwise during the up-to-four-week interval from the time of the interview until after it publishes.

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1. Apache Corp. (APA, Earnings, Analysts, Financials): Operates as an independent energy company. Market cap at $33.65B, most recent closing price at $84.33.

 

2. Anadarko Petroleum Corporation (APC, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties primarily in the United States, the deepwater of the Gulf of Mexico, and Algeria. Market cap at $42.03B, most recent closing price at $83.39.

 

3. Hess Corporation (HES, Earnings, Analysts, Financials): Hess Corporation and its subsidiaries operate as an integrated energy company. Market cap at $27.23B, most recent closing price at $81.45.

 

4. Murphy Oil Corporation (MUR, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas properties worldwide. Market cap at $10.95B, most recent closing price at $59.13.

 

5. EOG Resources, Inc. (EOG, Earnings, Analysts, Financials): Engages in the exploration, development, production, and marketing of natural gas and crude oil primarily in the United States, Canada, the Republic of Trinidad, Tobago, the United Kingdom, and the People's Republic of China. Market cap at $48.79B, most recent closing price at $180.40.

 

6. Pioneer Natural Resources Co. (PXD, Earnings, Analysts, Financials): Engages in the exploration and production of oil and gas in the United States, South Africa, and Tunisia. Market cap at $26.99B, most recent closing price at $194.74.

 

7. Marathon Oil Corporation (MRO, Earnings, Analysts, Financials): Operates as an international energy company with operations in the United States, Canada, Africa, the Middle East, and Europe. Market cap at $23.96B, most recent closing price at $33.89.

 

8. Devon Energy Corporation (DVN, Earnings, Analysts, Financials): Engages in the acquisition, exploration, development, and production of natural gas and oil in the United States and Canada. Market cap at $25.88B, most recent closing price at $64.37.

 

9. Cabot Oil & Gas Corporation (COG, Earnings, Analysts, Financials): Engages in oil exploration, development, exploitation, and production. Market cap at $15.01B, most recent closing price at $35.65.

 

10. Range Resources Corporation (RRC, Earnings, Analysts, Financials): Engages in the acquisition, exploration, and development of natural gas properties primarily in the Appalachian and southwestern regions of the United States. Market cap at $14.05B, most recent closing price at $87.53.

 

11. ConocoPhillips (COP, Earnings, Analysts, Financials): Operates as an integrated energy company worldwide. Market cap at $81.95B, most recent closing price at $66.42.

 

Analyze These Ideas: Getting Started

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Dig Deeper: Access Company Snapshots, Charts, Filings

Apache Corp.(APA, Chart, Download SEC Filings)Anadarko Petroleum Corporation(APC, Chart, Download SEC Filings)Hess Corporation(HES, Chart, Download SEC Filings)Murphy Oil Corporation(MUR, Chart, Download SEC Filings)EOG Resources, Inc.(EOG, Chart, Download SEC Filings)Pioneer Natural Resources Co.(PXD, Chart, Download SEC Filings)Marathon Oil Corporation(MRO, Chart, Download SEC Filings)Devon Energy Corporation(DVN, Chart, Download SEC Filings)Cabot Oil & Gas Corporation(COG, Chart, Download SEC Filings)Range Resources Corporation(RRC, Chart, Download SEC Filings)ConocoPhillips(COP, Chart, Download SEC Filings)

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