Natural Gas Bulls Love This Strange Weather Event

By: David Sterman of Street Authority

It started snowing early in Siberia.

According to Rutgers University's Global Snow Lab, there is already more than 10 inches of snow on the ground in the massive tundra north of Moscow. That's the first time 10 inches had already fallen by the end of October since 2002. Roughly 900,000 square miles are covered in snow right now, much higher than the 50-year average of 573,000 square miles. Continue reading "Natural Gas Bulls Love This Strange Weather Event"

Gold Stock Tricks and Treats

The Gold Report: It's Halloween and we remain in the clutches of a tricky market for junior resource equities. What are your perspectives on how long it's going to take before investors see another treat-filled year like 2010?

Malcolm Gissen: The last couple of years have been frightening for investors, in both gold commodities and gold stocks. Gold prices have been rising the last few weeks, allowing some people hope, but I don't expect an appreciable change in the gold price and the appeal of gold mining companies until 2015. Continue reading "Gold Stock Tricks and Treats"

3rd-Quarter Earnings Season: What To Watch For

Throughout the summer, investors were treated to a steady drumbeat of sobering news.

Retail sales were flattening out. China and other emerging markets appeared set to consume less of our exports. The steady implementation of the budget sequester was leading to a drop in government spending on technology and services. And many companies showed a lot more interest in buybacks and dividends than capital spending, which is a sure a sign of CEO pessimism.

So how do you explain the surprisingly robust profit picture being delivered in the current earnings season? Continue reading "3rd-Quarter Earnings Season: What To Watch For"

Twitter vs. Facebook: By The Numbers

The bungled initial public offering (IPO) for Facebook (Nasdaq:FB) was a real eye-opener for any company looking to go public.

Facebook's shares famously plunged soon after they started trading, in large part because the $16 billion offering was so large that it created a great deal of investor confusion as share allocations were misdirected.

Lesson learned. Twitter's imminent IPO will be for just $1 billion, leaving most of the company still in private hands. Look for Twitter to slowly offer more shares in various secondary offerings, but the initial scarcity factor is going to make huge instant profits for some investors.

If you can get a piece of this deal, buy it. But if you plan on buying shares only after they have started trading, you'll be making a big mistake. The relatively few shares means that shares are likely to be wildly overvalued -- at least at the start.

By The Numbers Continue reading "Twitter vs. Facebook: By The Numbers"

Colorado Floods Highlight Opportunity in Oil and Gas Services

The Energy Report: Jason, how did the recent flash flooding in Colorado impact the Wattenberg oil field?

Jason Wangler: It was a very nasty flood and all the companies on the ground are working hard to assess the damage. There have been reports of tank leakages and other problems. But the wells were turned off during the flood, so drilling operations were not affected much. The questions that remain are how much work is necessary to fix the roads? And when can the drillers safely turn the wells back on?

TER: Given the ever-present possibility of natural disaster, what type of emergency preparations do oil and gas drillers typically take? Continue reading "Colorado Floods Highlight Opportunity in Oil and Gas Services"