Introduction
In late January 2013, I wrote an article about Surge Energy (ZPTAF.PK), an oil-weighted intermediate producer with operations in Canada and US. It was when the price dropped below $4. Actually, I recommended Surge Energy back then at $3.7, for the reasons mentioned here.
I know that I am the only contributor of SA who writes articles about Surge Energy, but I do not really care. I always enjoy unearthing overlooked and grossly undervalued companies. This is how I discovered C&C Energia (CZE.TO) from the main Toronto board, recommending it at $5.7 in August 2012. My article is here.
C&C Energia was acquired by Pacific Rubiales (PEGFF.PK) for $9.5 (including the shares for Platino Energy), three months later. Nobody else had ever written an online article about C&C Energia.
Top 10 Energy Stocks To Invest In 2014: (FNVRF)
Finavera Wind Energy Inc., a wind energy development company, focuses on the development, construction, and operation of wind farms in North America and Ireland. It has wind energy projects under development in British Columbia, Canada, and in Ireland. The company was formerly known as Finavera Renewables Inc. and changed its name to Finavera Wind Energy Inc. in February 2011. Finavera Wind Energy Inc. was founded in 2003 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Tom Konrad]
Finavera is a hold-over from 2012 which I had until a week ago expected to drop from this year's list. That's because the company had put itself up for sale for a lack of another way to refinance a past-due note from General Electric (NYSE:GE). I expected a sale to be completed early in 2013, which would have meant that followers of my portfolio would have to redeploy funds early in the year.
On December 23rd, Finavera announced a deal to obtain financing from and sell its projects for C$40 to Pattern Renewable Energy Holdings. Investor disappointment at it not being a sale caused the stock to plunge in the thinly traded holiday market to what I anticipate will be a very short-lived buying opportunity in the 20-30 cent range. - [By George Putn]
First, Finavera Wind Energy (FNVRF.PK) updated investors on progress towards environmental permitting of its projects, highlighting the fact that two of their projects are within months or receiving final permits:
Regularly published power industry data provides some context for the valuation of wind energy projects. The data illustrates the average multiples paid for projects in 2011. Early stage projects have sold for more than $60,000/MW. Projects that are fully permitted and have a power purchase agreement have sold for more than $500,000/MW. The jump in value from the early stage to the next stage is significant. Finavera currently finds itself at this inflection point. Our projects are being valued in the public markets as early stage, yet we are a few short months away from being fully permitted on our first two projects. We believe Finavera is on the cusp of a significant asset re-valuation.
At $0.43, Finavera is now up only 5% for the year, but if those permits are granted it has a lot farther to go. Investors who bought the stock last month when it was trading in the $0.25-$0.30 range are already feeling smug (I added to my positions, but mostly between $0.35 and $0.40.)
Top 10 Energy Stocks To Invest In 2014: CNOOC Limited(CEO)
CNOOC Limited, through its subsidiaries, engages in the exploration, development, production, and sale of crude oil, natural gas, and other petroleum products. The company?s oil and natural gas properties are located in offshore China, which include Bohai Bay, western south China Sea, eastern south China Sea, and east China Sea, as well as in Indonesia, Iraq, and other regions in Asia; and Oceania, Africa, North America, and South America. As of December 31, 2010, the company had net proved reserves of approximately 2.99 billion barrels-of-oil equivalent, including approximately 1.92 billion barrels of crude oil and 6,458.3 billion cubic feet of natural gas. It also provides bond issuance services; and has a joint venture with Bridas Energy Holdings. CNOOC Limited was founded in 1982. The company is headquartered in Central, Hong Kong, and is considered a Red Chip company due to its listing on the Hong Kong Stock Exchange. CNOOC Limited is a subsidiary of China National Of fshore Oil Corporation.
Advisors' Opinion:- [By Dave Friedman]
Institutional investors bought 1,474,410 shares and sold 1,532,340 shares, for a net of -57,930 shares. This net represents 0.00% of common shares outstanding. The number of shares outstanding is 44,669,199,980. The shares recently traded at $187.66 and the company’s market capitalization is $82,478,290,357.81. About the company: CNOOC Limited, through its subsidiaries, explores, develops, produces, and sells crude oil and natural gas.
- [By Robert Hsu]
Through all of 2010’s ups and downs in the global markets, China stood out as a major player on the world stage. In fact, right now China’s economic growth is matched by no other major economy in the world, and the wealth potential there is life-changing.
That’s why my top stock pick is China National Offshore Oil Company (NYSE: CEO) — China’s offshore exploration and production energy giant and the most dynamic of China’s Big Three state-owned energy giants.
Best Gold Stocks To Watch Right Now: Seadrill Limited(SDRL)
Seadrill Limited, an offshore drilling contractor, provides offshore drilling services to the oil and gas industries worldwide. It also offers platform drilling, well intervention, and engineering services. As of March 31, 2011 the company owned and operated 54 offshore drilling units, which consist of drillships, jack-up rigs, semisubmersible rigs, and tender rigs for operations in shallow and deepwater areas, as well as in benign and harsh environments. Seadrill Limited was founded in 1972 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Chuck]
SeaDrill is a company that is mostly involved in offshore drilling. The company provides mobile units, tender rigs and well services across the world. There is a direct connection between oil prices and the profitability of SeaDrill. Last year’s dividend yield was 7.6%. Current P/E ratio of 11.9 is lower than similar sized competitors such as Noble Corporation (NE) and Pride International (PDE). Jonathan Auerbach's Hound Partners and Craig Effron's Scoggin have large investments in another offshore driller, Ensco Plc (ESV).
- [By Bryan Perry]
SeaDrill Ltd. (NYSE: SDRL) is a unique opportunity for income investors seeking a pure play on deep-water drilling outside the post-BP spill in the Gulf of Mexico. The company was formed in 2005, and owns the most state-of-the-art drilling equipment in the entire industry that commands premium day rates. It is in big demand with utilization rates running near100% as big oil deposits become harder to find without going deep.
These guys operate all over the world in 15 countries on four continents, owning 54 rigs with exposure to only one rig in the Gulf of Mexico. Most of their drilling activity is off the coast of Norway and South Asia, so it has no exposure to the now unstable Middle East. However, news of ARAMCO in Saudi Arabia upping drilling production is hugely positive news for the oil and gas drilling sector. It confirms the belief that the worldwide drilling rig count will rise as well as day rates for the balance of 2011.
Shares of SeaDrill stand to trade significantly higher than its current price of $36.50, while paying a dividend yield of 7.5%. Buy SDRL under $40.
Top 10 Energy Stocks To Invest In 2014: Real Goods Solar Inc.(RSOL)
Real Goods Solar, Inc. operates as a residential and commercial solar energy integrator primarily in California and Colorado. The company provides engineering, procurement, and construction services. It offers various turnkey solar energy services, including design, procurement, permitting, build-out, grid connection, financing referrals, and warranty and customer satisfaction services. The company installs residential and small commercial systems that range between 3 kilowatts and 1 megawatt output. It also engages in the retail sale of renewable energy products. The company was founded in 1978 and is based in Louisville, Colorado.
Advisors' Opinion:- [By Matthews]
Real Goods Solar, Inc.(NASDAQ: RSOL) closing price in the stock market Tuesday, Jan. 3, was $1.50. RSOL is trading 8.97% above its 50 day moving average and -25.21% below its 200 day moving average. RSOL is -50.98% below its 52-week high of $3.06 and 51.52% above its 52-week low of $0.99. RSOL‘s PE ratio is N/A and its market cap is $26.93M.
Real Goods Solar, Inc. operates as a residential and commercial solar energy integrator primarily in California and Colorado.
Top 10 Energy Stocks To Invest In 2014: Exxon Mobil Corporation(XOM)
Exxon Mobil Corporation engages in the exploration and production of crude oil and natural gas, and manufacture of petroleum products, as well as transportation and sale of crude oil, natural gas, and petroleum products. The company manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and other specialty products. As of December 31, 2010, it operated 35,691 gross and 30,494 net operated wells. The company has operations in the United States, Canada/South America, Europe, Africa, Asia, and Australia/Oceania. Exxon Mobil Corporation was founded in 1870 and is based in Irving, Texas.
Advisors' Opinion:- [By Dave Friedman]
Institutional investors bought 79,917,190 shares and sold 113,327,900 shares, for a net of -33,410,710 shares. This net represents 0.68% of common shares outstanding. The number of shares outstanding is 4,885,000,000. The shares recently traded at $72.64 and the company’s market capitalization is $353,184,000,000.00. About the company: Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis. The Company’s operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.
Top 10 Energy Stocks To Invest In 2014: Kodiak Oil & Gas Corp (KOG)
Kodiak Oil & Gas Corp. (Kodiak) is an independent energy company focused on the exploration, exploitation, acquisition and production of crude oil and natural gas in the United States. Kodiak has developed an oil and natural gas asset base of proved reserves, as well as a portfolio of development and exploratory drilling opportunities on high-potential prospects with an emphasis on oil resource plays. The Company�� oil and natural gas reserves and operations are primarily concentrated in the Williston Basin of North Dakota. As of January 31, 2012, it had approximately 169,000 net acres under lease, including 157,000 net acres in the Bakken oil play in the Williston Basin of North Dakota and Montana. In January 2012, the Company acquired Williston Basin oil and gas producing properties and undeveloped leasehold. On January 10, 2012, it acquired certain oil and gas leaseholds, overriding royalty interests and producing properties located in North Dakota.Top 10 Energy Stocks To Invest In 2014: Natural Gas(NG)
NovaGold Resources Inc., through its subsidiaries, engages in the exploration and development of mineral properties primarily in North America. The company primarily explores for gold, silver, copper, zinc, and lead ores. It holds interests in the Donlin Creek property covering 81,361 acres and the Ambler property comprising 90,614 acres located in Alaska; and the Galore Creek property comprising 293,838 acres located in northwestern British Columbia, Canada. The company was formerly known as NovaCan Mining Resources (1985) Limited and changed its name to NovaGold Resources Inc. in March 1987. NovaGold Resources Inc. was founded in 1984 and is based in Vancouver, Canada.
Advisors' Opinion:- [By Vodicka]
Novagold Resources Inc New Ord (AMEX:NG): This equity had 11,424,918 shares sold short as of Aug 31st, as compared to 11,493,664 on Aug 15th, which represents a change of -68,746 shares, or -0.6%. Days to cover for this company is 4 and average daily trading volume is 2,735,045. About the equity: NovaGold Resources Inc. is a mineral exploration company. The Company, through its subsidiaries, explores and develops mineral properties in North America. NovaGold primarily focuses on gold properties, which may include copper, silver and zinc resources.
Top 10 Energy Stocks To Invest In 2014: IHS Inc. (IHS)
IHS Inc. (IHS), incorporated on May 5, 1994, is a source of information and insight in areas, such as energy and power; design and supply chain; defense, risk, and security; environment, health and safety (EHS) and sustainability; country and industry forecasting, and commodities, pricing, and cost. The Company is organized by geographies into three business segments: Americas, which includes the United States, Canada, and Latin America; EMEA, which includes Europe, the Middle East, and Africa, and APAC (Asia Pacific). IHS sources data and transforms it into information and insight that businesses, Governments, and others use every day to make decisions. Its product development teams have also created Web services and application interfaces. These services allow its customers to integrate the Company�� information with other data, business processes and applications (computer-aided design, enterprise resource planning, supply chain management, and product data/lifecycle management). The Company develops its offerings based on its customers' workflows, and it sells and delivers them into the industries in which IHS�� customers operate. As of November 30, 2011, HIS focused on five customer workflows: strategy, planning, and analysis; energy technical; product engineering; supply chain, and EHS & sustainability. As of November 30, 2011, it was focused on six verticals: energy and natural resources; Government, defense and security; chemicals; transportation; manufacturing, and technology, media, and telecommunications. In March 2012, the Company acquired Displaybank, a global authority in market research and consulting for the display industry; the Computer Assisted Product Selection (CAPSTM) electronic components database and tools business, including CAPS Expert, from PartMiner Worldwide, and the digital oil and gas pipeline and infrastructure information business from Hild Technology Services. In March 2012, the Company acquired IMS Research. In March 2012, the Company acquired BDW Automotive GmbH. I! n May 2012, it acquired Xedar Corporation, a developer and provider of geospatial information products and services. In July 2012, the Company acquired CyberRegs business from Citation Technologies, Inc. In July 2012, the Company acquired GlobalSpec, Inc. On April 16, 2011, IHS acquired ODS-Petrodata (Holdings) Ltd. ODS-Petrodata is a provider of data, information, and market intelligence to the offshore energy industry. On April 26, 2011, it acquired Dyadem International, Ltd. (Dyadem). Dyadem offers operational risk management and quality risk management solutions. On May 2, 2011, the Company acquired Chemical Market Associates, Inc. (CMAI). CMAI is a leading provider of market and business advisory services for the worldwide petrochemical, specialty chemicals, fertilizer, plastics, fibers, and chlor-alkali industries. On August 10, 2011, the Company acquired Seismic Micro-Technology (SMT). SMT offers Windows-based exploration and production software, and its solutions are used by geoscientists worldwide to evaluate potential reservoirs and plan field development. On November 10, 2011, it acquired Purvin & Gertz. Purvin & Gertz is a global advisory and market research firm that provides technical, commercial, and strategic advice to international clients in the petroleum refining, natural gas, natural gas liquids, crude oil and petrochemical industries. Energy and Power IHS covers the technical and economic spectrum of energy and power. Detailed records and forecasts on oil, gas and coal supplies, combined with insights on traditional and emerging energy markets, help enable its customers to make decisions. Its offerings include production information on more than 90 % of the world's oil and gas production in more than 100 countries; oil and gas well data that includes geological information on more than four million current and historic wells worldwide; energy activity data that includes current and future seismic, drilling and development activities in more than 180 countries and 335 hydrocarbon-producing regions worldwide; information and research to develop unconventional hydrocarbon resources-shale gas, coal bed methane and heavy oil; knowledge of energy markets, strategies, industry trends, and companies; information and research summits, such as IHS CERAWeek and the IHS Herold Pacesetters Energy Conference, which offer decision makers the opportunity to interact with its experts, and critical information about analysis of coal, nuclear and renewables, including wind, solar, and hydro power. The Company competes with DrillingInfo, Inc., TGS-NOPEC Geophysical Company, Deloitte Touche Tohmatsu Limited, Accenture, Deloitte, Wood Mackenzie, Ltd., Schlumberger Limited, Halliburton, LMKR and Paradigm Ltd. Design and Supply Chain IHS Design and Supply Chain solutions provide information for customers that allow them to manage a product from conception to research and development to production, maintenance and disposal. It also provides companies access to specifications and standards. The Company�� offerings include market and technology research and analysis; standards management solutions, including more than 370 commercial and military standards and specification publishing organizations; advanced product design and process engineering; strategic product content and supply chain management; environmentally compliant product design; counterfeit part risk mitigation; product performance and cost optimization, and indirect parts and maintenance, repair, and operations logistics, inventory and cash flow optimization tables, including wind, solar, and hydro power. The Company competes with SAI Global and Thomson Reuters Corporation. Defense, Risk and Security IHS delivers open source intelligence in the areas of global defense, risk, and security, including maritime domain awareness. IHS offers open source intelligence solutions for military planners, national security analysts, and defense and maritime industry strategy and planning professionals. The Company�� offerings include military and national security assessments; defense equipment and technology information; defense budgets and procurement forecasting; defense industry trends and analysis; terrorism and insurgency analysis; global commercial ship identification and specifications; live tracking of commercial ship movements; shipping and shipbuilding markets and forecasts, and ports and port security information. The Company competes with McGraw-Hill, Gannett, Forecast International and Control Risks Group. EHS and Sustainability IHS EHS and Sustainability solutions support critical decisions around environmental, health and safety, operational risk, greenhouse gas and energy, product stewardship and corporate responsibility. The Company�� offerings include global and local software implementations; material compliance and lifecycle information content; strategic planning services in greenhouse gas management and cap-and-trade; compliance and verification expertise for local, regional, national, and international EHS and sustainability management system responsibilities, and risk management assessment across a range of industries. The Company competes with SAP and Verisk. Country and Industry Forecasting IHS delivers detailed forecasts and analysis of economic conditions within political, economic, legal, tax, operational, and security environments worldwide. Additionally, IHS provides forecasts, market-sizing, and risk assessments for a number of industries worldwide, including aerospace and defense, agriculture, automotive, chemicals, construction, consumer and retail, energy, finance, government, healthcare and pharmaceutical, military and security, mining and metals, commerce and transport, and telecommunications. Its offerings include in-depth analysis of the business conditions, economic prospects, and risks in more than 200 countries and more than 170 industries; security risk analysis and daily updates on both Foreign Direct Investment (FDI) and sovereign risk ratings in more than 200 countries; event-driven updates of its risk analysis and ratings; short-, medium- and long-term forecasts for business planning and decision making; historical information since 1970; Deep market intelligence for the automotive, agriculture, chemicals, construction, consumer goods, commerce and transport, energy, financial, healthcare and pharmaceutical, telecommunications, and steel industries; and scenario explorations examining alternative outcomes to the questions impacting global business. The Company competes with Economist Intelligence Unit and Moody's Corporation. Commodities, Pricing and Cost IHS offers information, forecasts, and analysis to help its customers understand the how, when, and what of commodity prices and labor costs. IHS analysts monitor and forecast more than 1,300 global price, wage, and manufacturing costs across the regions for sectors, including energy products, chemicals, steel, nonferrous metals, industrial machinery and equipment, electronic components, paper and packaging, transportation, and building materials. Its offerings include analysis and forecasts for more than 1,300 global price, wage, and manufacturing costs; market intelligence of drivers, assumptions, and risks relating to commodity and service prices; cost and price data with actionable insights; forecasts covering global spot market prices, wages, and material costs; advisory forums to assist in monitoring, forecasting, and managing power and energy portfolio project costs, and consulting capabilities that enable clients to source materials. Advisors' Opinion:- [By Rebecca Lipman]
Provides critical information and insight products and services. Market cap of $5.53B. EPS growth (5-year CAGR) at 22%. According to Morgan Stanley: "Almost 80% of the business is subscription-based, providing high revenue visibility. Customers operate their businesses more effectively with the data and analytics that IHS supplies, and the company has vast databases that would likely be cost-prohibitive and extremely difficult for competitors to reconstruct."
Top 10 Energy Stocks To Invest In 2014: Alterra Power Corp (MGMXF.PK)
Alterra Power Corp., formerly Magma Energy Corp., is a global renewable power company. It operates six power plants totaling 570 megawatt of capacity, including two geothermal facilities in Iceland, a geothermal plant in Nevada, British Columbia�� run of river hydro facilities and the province�� wind farm. As of June 30, 2011, its share of this production capacity was 315 megawatt. The Company also has a portfolio of exploration and development projects. The Company owns two geothermal power generation plants (the Svartsengi and Reykjanes Plants) and two geothermal exploration projects in Iceland (Eldvorp and Krysuvik) through its interest in HS Orka. In addition, it owns one geothermal power generation plant in Nevada (the Soda Lake Operation). In May 2011, it acquired Plutonic Power Corp. During the fiscal year ended June 30, 2011 (fiscal 2011), it sold a 25% interest in HS Orka to Jardvarmi slhf (Jardvarmi), which is a company-owned by a group of Icelandic pension f unds.
Top 10 Energy Stocks To Invest In 2014: JA Solar Holdings Co. Ltd.(JASO)
JA Solar Holdings Co., Ltd., through its subsidiaries, engages in the design, development, manufacture, and sale of photovoltaic solar cells and solar products, which convert sunlight into electricity in the People's Republic of China. The company?s principal products include monocrystalline and multicrystalline solar cells, as well as various solar modules. It also provides silicon wafer and solar cell processing services. The company sells its products primarily under the JA Solar brand name, as well as produces equipment for original equipment manufacturing customers under their brand names. It sells its solar cell and module products primarily to module manufacturers, system integrators, project developers, and distributors in the Germany, Italy, the United States, Hong Kong, Spain, India, the Czech Republic, France, and South Korea. The company has strategic partnerships with various solar power companies, such as BP Solar, Solar-Fabrik, and MEMC/SunEdison. JA Solar Holdings Co., Ltd. was founded in 2005 and is based in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Cutler]
JA Solar Holdings Co., Ltd.(NASDAQ: JASO) closing price in the stock market Tuesday, Jan. 3, was $1.37. JASO is trading -10.95% below its 50 day moving average and -54.27% below its 200 day moving average. JASO is -84.01% below its 52-week high of $8.57 and 13.22% above its 52-week low of $1.21. JASO‘s PE ratio is 2.09 and its market cap is $225.58M.
JA Solar Holdings Co., Ltd. engages in the design, development, manufacture, and sale of photovoltaic solar cells and solar products, which convert sunlight into electricity in the People’s Republic of China through its subsidiaries.
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