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High-Cost Oil Producers and Other Extinct Species
An investor should never confuse “inevitable” with “imminent.” A rebound in the price of oil may be inevitable, as excess supply dries up and demand continues growing, but that doesn’t mean a rebound...
View ArticleThe Oil Bust Keeps on Busting
Two weeks ago, the “grand bargain,” as some have referred to the OPEC talks in Doha, Qatar, ended with a muted thud. The only bargain made was no bargain. Iran, an OPEC member, declined to even show up...
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The Double-Edged Sword of Low Interest Rates
Low interest rates are an enabler. They enable bad companies to continue operating for a very long time. And when bad companies live longer than they should, entire industries can become a mess. In the...
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Why Not Russia?
It’s a question I get at a lot of investment conferences. And I often answer that question with this question: Why bother? The volatile Russian stock market may be a trader’s delight, but it is often...
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A Dollar of Oil for $0.87
One of these days, the oil sector will be a “Buy” once again… And when that day arrives, one of the best ways to buy it may be through the Adams Natural Resources Fund (NYSE: PEO). This ancient...
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A New Sign of the Coming Oil Crunch
Cuts in oil production across the globe have been in the forecast for some time. But a new development has signaled that a crunch in oil is coming sooner rather than later. Last week, Saudi Arabia...
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Trolling for Bargains in Norway
About one year ago, we published a column titled “Norway on Sale!” Today, Norway is even more “on sale.” Its currency and stock market are both slightly lower than they were when we first suggested...
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Natural Gas Could Be Explosive
When good news lands in a stock market sector that is accustomed to nothing but bad news, wonderful things can happen. Such was the case on September 7, when the oil exploration company Apache Corp....
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The Secret Energy Outperformer
Boy, it looks like oil is in trouble. OPEC is slouching toward a meeting in Algiers while its members are all producing at record levels in an oversupplied global market. Yeah, oil looks bad. But...
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Buy Foreign Oil!
There are depressed oil and gas stocks and then there are really depressed oil and gas stocks. Many of those in the latter category trade on emerging market stock exchanges. So that means they’ve been...
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