With shares of Exxon Mobil (NYSE:XOM) trading around $89, is XOM an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s Movement
Exxon Mobil is a manufacturer and marketer of commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and a range of specialty products. The company has a number of divisions and affiliates with names that include ExxonMobil, Exxon, Esso or Mobil that operate or market products in the United States and other countries of the world. Exxon Mobil�� principal business is energy, involving exploration for and production of crude oil and natural gas; manufacture of petroleum products; and transportation and sale of crude oil, natural gas, and petroleum products. Energy is essential to global growth and day-to-day operations of companies and consumers worldwide. So long as crude oil is a main source of energy, a bellwether like Exxon Mobil will continue to see rising profits well into the future.
Top 10 Energy Stocks To Buy For 2014: GMX Resources Inc.(GMXR)
GMX Resources Inc. operates as an independent oil and natural gas exploration and production company primarily in the United States. It has interests in two oil shale resources, including the Williston Basin that targets the Bakken/Sanish-Three Forks in North Dakota/Montana; and the DJ Basin, which targets the Niobrara Formation in Wyoming. The company also holds interests in natural gas resources comprising the Haynesville/Bossier Formation and the Cotton Valley Sand Formation in the East Texas Basin. As of December 31, 2010, it had proved reserves of 319.3 billion cubic feet of natural gas equivalent; and 264 net producing wells in east Texas. The company was founded in 1998 and is headquartered in Oklahoma City, Oklahoma.
Top 10 Energy Stocks To Buy For 2014: Apache Corporation(APA)
Apache Corporation, together with its subsidiaries, engages in the exploration, development, and production of natural gas, crude oil, and natural gas liquids. The company has exploration and production interests in the Gulf of Mexico, the Gulf Coast, east Texas, the Permian basin, the Anadarko basin, and the Western Sedimentary basin of Canada; and onshore Egypt, offshore Western Australia, offshore the United Kingdom in the North Sea, and onshore Argentina, as well as on the Chilean side of the island of Tierra del Fuego. Apache Corporation sells its natural gas to local distribution companies, utilities, end-users, integrated oil and gas companies, and marketers; and crude oil to integrated oil companies, marketing and transportation companies, and refiners. As of December 31, 2009, it had total estimated proved reserves of 1,067 million barrels of crude oil, condensate, and natural gas liquids, as well as 7.8 trillion cubic feet of natural gas. The company was founded in 1954 and is based in Houston, Texas.
Advisors' Opinion:- [By Tyler Crowe]
What a Fool believes
The success of the U.S. energy renaissance has been due to a wide array of elements, and some of those elements have also put the U.S. ahead of the rest of the world in terms of shale gas production. This advantage won't hold forever, though, and several companies are looking to get in on the ground floor in some of these newer shale plays. Royal Dutch Shell (NYSE: RDS-A ) plans to spend $1 billion a year to develop shale gas in China as part of a�production�sharing agreement with China National Petroleum, and 6% of Apache's� (NYSE: APA ) total petroleum production comes from shale�deposits�in Argentina. - [By Matt DiLallo]
Speaking of the Gulf, Freeport is actually looking to sell some of its lower-growth assets in the region in an effort to pay down its debt. In fact, according to CEO Richard Adkerson, the company has already initiated plans to sell some of its conventional oil and gas production on the shelf of the Gulf of Mexico. This move would follow on the heels of�Apache's (NYSE: APA ) , which recently announced a move to exit the Gulf's shelf.
- [By Selena Maranjian]
Other companies didn't do as well last year, but could see their fortunes change in the coming years. Apache (NYSE: APA ) , yielding 1.1%, shed 19% over the past year, in part due to lower-than-hoped-for production levels. But that's due to the company investing capital in projects that won't immediately bump production much. Only 11% of Apache's revenue last year came from natural gas, and unlike some peers, it's cash-flow positive as well. It hiked its next dividend by a big 18%, and its plans to drill more wells are also promising. On various counts, the stock seems inexpensive. Meanwhile, a board member recently bought�some $740,000 worth of shares.
- [By Paul Ausick]
There were a several analyst upgrades and downgrades�today, including:
RadioShack Corp. (NYSE: RSH) has been dropped from coverage by Oppenheimer; Intel Corp. (NASDAQ: INTC) raised to ��eutral��at Piper Jaffray; Apache Corp. (NYSE: APA) cut to ��old��at Stifel Nicolaus; Kaiser Aluminum Corp. (NASDAQ: KALU) raised to ��uy��with a price target of $80 at Sterne Agee; and Dollar General Corp. (NYSE: DG) raised to ��verweight��at J.P. Morgan.The only earnings reports of note since last Friday came from Saks Inc. (NYSE: SKS) which is trading down 0.2% at $15.99.
Best Insurance Stocks To Invest In 2014: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Rich Smith]
China's LDK Solar (NYSE: LDK ) defaulted on a scheduled payment on $23.8 million in convertible senior notes yesterday, sending shares of the vertically integrated solar power company tumbling.
- [By Paul Ausick]
Notable earnings reports currently on tap for next week: Qihu 360 Technology Co. Ltd. (NASDAQ: QIHU), Avago Technologies Ltd. (NASDAQ: AVGO), LDK Solar Co. Ltd. (NYSE: LDK), Tiffany & Co. (NYSE: TIF), Joy Global Inc. (NYSE: JOY), Campbell Soup Co. (NYSE: CPB), JA Solar Holdings Co. Ltd. (NASDAQ: JASO), Krispy Kreme Doughnuts Inc. (NYSE: KKD), and ReneSola Ltd. (NYSE: SOL).
Top 10 Energy Stocks To Buy For 2014: Cliffs Natural Resources Inc.(CLF)
Cliffs Natural Resources Inc., a mining and natural resources company, produces iron ore pellets, lump and fines iron ore, and metallurgical coal products. The company operates six iron ore mines in Michigan, Minnesota, and eastern Canada; two iron ore mining complexes in Western Australia; five metallurgical coal mines located in West Virginia and Alabama; and one thermal coal mine located in West Virginia. It also owns a 45% economic interest in a coking and thermal coal mine located in Queensland, Australia; and a 30% interest in Amapa, a Brazilian iron ore project in Latin America, as well as chromite properties in Ontario, Canada. The company, formerly known as Cleveland-Cliffs Inc, was founded in 1847 and is headquartered in Cleveland, Ohio.
Advisors' Opinion:- [By John Divine]
Leading off the list is a familiar name: Cliffs Natural Resources (NYSE: CLF ) , which mines for coal, iron ore, and other resources. The company saw shares slump 5.1% today after it held up the environmental assessment of a chromite project in Ontario earlier this week. Citing certain "unresolved issues,"�the company is delaying the launch of the operation until it ensures its compliance with Canada's laws -- probably a good call, but not great for the stock.
- [By Dan Caplinger]
Sinking like steel
The worst performer so far this year is Cliffs Natural Resources (NYSE: CLF ) , which plunged 57% in the first six months of 2013. The producer of iron ore and metallurgical coal has suffered from the big drop in demand for steel production, as key users like China and other emerging markets have seen their economies slow and the pace of their construction and infrastructure projects decelerate recently. Recent news of summer layoffs and the need for it to temporarily idle its Wabush Scully mine in Labrador because of forest fires are just the latest in a series of shutdowns and other measures that Cliffs has taken to try to stem the bleeding that required the company to slash its dividend by more than 75% earlier this year. - [By Selena Maranjian]
Finally, Fisher's biggest closed positions included Komatsu and Men's Wearhouse. Other closed positions of interest include Cliffs Natural Resources (NYSE: CLF ) . The stock, yielding about 3.4% after a massive 76% dividend cut, is down more than 70% over the past year, in part due to the struggling coal market. Some are bullish, though, given the company's debt reduction and a likely boost to business from a recovering housing market. The stock has fallen so far that some see it as attractive now.
Top 10 Energy Stocks To Buy For 2014: Caiterra International Energy Corp (CTI)
CaiTerra International Energy Corporation (Caiterra), formerly Cyterra Capital Corp., is a Canada-based company is engaged in the exploration and development of oil and gas properties. The Company�� project includes Faust, Amadou and Lac La Biche. On March 9, 2012, the Company completed its qualifying transaction with West Pacific Petroleum Inc. (WPP), pursuant to which the Company acquired all of WPP�� working interests in certain petroleum and natural gas leases and an oil sand lease in the Lac La Biche and Amadou Projects located in Alberta, Canada and certain other assets (the QT Oil and Gas Properties) from West Pacific Petroleum Inc. (WPP). On December 17, 2012 the Company acquired the Faust Property located just north of the Swan Hills oil field and south of the Town of Slave Lake.Top 10 Energy Stocks To Buy For 2014: Africa Hydrocarbons Inc (NFK.V)
Africa Hydrocarbons Inc. (AHI) is a Canada-based oil and gas company engaged in the acquisition and development of energy assets, with an emphasis on Africa. The key asset of the Company is its 47.5% owned Bouhajla Block, which is located onshore in Tunisia within the productive Pelagian Basin. The Company completed approximately 60 square kilometer of three-dimensional (3D) seismic. The Company�� BHN-1 well was spud on the Bouhajla North oil prospect. The Company�� projects include Tunisia Project Highlights, Tunisia - Pelagian Basin Area, Bouhajla Prospects and Leads, Bouhajla Prospects, Bouhajla North Risk Mitigation, Tunisia - Bouhajla PSC and PSC Terms - Oil.Top 10 Energy Stocks To Buy For 2014: Euro FX(P)
Ecopetrol S.A. operates as an integrated oil company in Colombia, Peru, Brazil, and the U.S. Gulf Coast. The company engages in the exploration, development, and production of crude oil and natural gas. As of December 31, 2010, its proved reserves of crude oil and natural gas consisted of 1,714.0 million barrels of oil equivalent. The company also transports crude oil, motor fuels, fuel oil, and other refined products, as well as mixture of diesel and palm oil. It owns transportation network consisting of 3,003 kilometers of crude oil pipeline directly, as well as an additional 2,178 kilometers of crude oil pipeline with its business partners; and 3,017 kilometers of multi-purpose pipelines for transportation of refined products from refinery to wholesale distribution points. As of the above date, Ecopetrol S.A. owned 58 stations with a nominal storage capacity of 19 million barrels of crude oil and 6 million barrels of refined products. In addition, the company owns and o perates refineries that produce a range of refined products, including gasoline, diesel, kerosene, jet fuel, aviation fuel, liquefied petroleum gas, sulfur, heavy fuel oils, motor fuels, and petrochemicals, including paraffin waxes, lube base oils, low-density polyethylene, aromatics, asphalts, alkylates, cyclohexane and aliphatic solvents, and refinery grade propylene, as well as provides industrial services to third parties. Further, it markets various refined and feed stock products, including regular and high octane gasoline, diesel fuel, jet fuel, natural gas, and petrochemical products. The company was formerly known as Empresa Colombiana de Petroleos and changed its name to Ecopetrol S.A. in June 2003. Ecopetrol S.A. was founded in 1948 and is based in Bogota, Colombia.
Advisors' Opinion:- [By Blake Bos]
Over the last five days, shares of Pandora (NYSE: P ) are up 12% on news that Pandora is now featured in 23 major automotive brands and eight aftermarket suppliers. In this video, Motley Fool consumer goods analyst Blake Bos takes asks two questions: Will this affect Pandora's profits in a meaningful way and could this increased auto presence for the streaming Internet radio provider mean trouble for Sirius XM (NASDAQ: SIRI ) ? Blake discusses Pandora's plan for increased profits and what to watch to be sure it's on track, and talks about the differences between Pandora and Sirius.
- [By Douglas A. McIntyre]
Several�very well-known apps are not on either top five list, but�each must get millions of downloads a month. Twitter, weather apps, Pandora Media Inc. (NYSE: P), eBay Inc. (NASDAQ: EBAY), Gmail, Pinterest, Amazon.com Inc. (NASDAQ: AMZN), Skype and Groupon Inc. (NASDAQ: GRPN) already rule across the PC, tablet and smartphone “ecosystems.” None of these is likely to lose popularity, and some probably will gain more.
Top 10 Energy Stocks To Buy For 2014: Helmerich & Payne Inc (HP)
Helmerich & Payne, Inc., incorporated on February 29, 1944, is engaged in contract drilling of oil and gases wells for others and this business. The Company's contract drilling business is composed of three reportable business segments: U.S. Land, Offshore and International Land. During the fiscal year ended September 30, 2012 (fiscal 2012), the Company's U.S. Land operations drilled in Oklahoma, California, Texas, Wyoming, Colorado, Louisiana, Pennsylvania, Ohio, Utah, Arkansas, New Mexico, Montana, North Dakota and West Virginia. Offshore operations were conducted in the Gulf of Mexico, and offshore of California, Trinidad and Equatorial Guinea. During fiscal 2012, the Company's International Land segment operated in six international locations: Ecuador, Colombia, Argentina, Tunisia, Bahrain and United Arab Emirates. The Company is also engaged in the ownership, development and operation of commercial real estate and the research and development of rotary steerable technology. Each of the businesses operates independently of the others through wholly owned subsidiaries. The Company's real estate investments located exclusively within Tulsa, Oklahoma, include a shopping center containing approximately 441,000 leasable square feet, multi-tenant industrial warehouse properties containing approximately one million leasable square feet and approximately 210 acres of undeveloped real estate. The Company's subsidiary, TerraVici Drilling Solutions, Inc. (TerraVici), is developing rotary steerable technology. As of September 30, 2012, it had 176 rigs under fixed-term contracts. During fiscal 2012, the Company leased a 150,000 square foot industrial facility near Tulsa, Oklahoma for the purpose of overhauling/repairing rig equipment and associated component parts.
U.S. Land Drilling
As of September 30, 2012, the Company had 282 of its land rigs available for work in the United States. During fiscal 2012, the Company's U.S. Land operations contributed approximately 85% of the Compan! y's consolidated operating revenues. During fiscal 2012, rig utilization was approximately 89%. During fiscal 2012, the Company's fleet of FlexRigs had an average utilization of approximately 97%, while the Company's conventional and mobile rigs had an average utilization of approximately 11%. As of September 31, 2012, 231 out of an available 282 land rigs were working.
Off Shore Drilling
During fiscal 2012, the Company's Offshore operations contributed approximately 6% of the Company's consolidated operating revenues. During fiscal 2012, rig utilization was approximately 79%. During fiscal 2012, the Company had eight of its nine offshore platform rigs under contract and continued to work under management contracts for four customer-owned rigs. During fiscal 2012, revenues from drilling services performed for the Company's offshore drilling customer totaled approximately 56% of offshore revenues.
International Land Drilling
During fiscal 2012, the Company's International Land operations contributed approximately 9% of the Company's consolidated operating revenues. During fiscal 2012, rig utilization was 77%. As of September 30, 2012, the Company had nine rigs in Argentina. During fiscal 2012, the Company's utilization rate was approximately 52%. During fiscal 2012, revenues generated by Argentine drilling operations contributed approximately 2% of the Company's consolidated operating revenues. The Argentine drilling contracts are with international or national oil companies. As of September 30, 2012, the Company had seven rigs in Colombia. During fiscal 2012, the Company's utilization rate was approximately 79%. During fiscal 2012, revenues generated by Colombian drilling operations contributed approximately 3% of the Company's consolidated operating revenues. During fiscal 2012, revenues from drilling services performed for the Company's customer in Colombia totaled approximately 1% of consolidated operating revenues and approximately 16% of inter! national ! operating revenues. The Colombian drilling contracts are with international or national oil companies. As of September 30, 2012, the Company had five rigs in Ecuador. During fiscal 2012, the utilization rate in Ecuador was 97%. During fiscal 2012, revenues generated by Ecuadorian drilling operations contributed approximately 2% of consolidated operating revenues. As of September 30, 2012, the Company had two rigs in Tunisia, four rigs in Bahrain and two rigs in United Arab Emirates.
Advisors' Opinion:- [By Robert Rapier]
My opinion is that in this space Helmerich & Payne (NYSE: HP) looks better with respect to most metrics and pays a 3 percent dividend to boot. We recommended HP to subscribers in February, and it has returned more than 25 percent since. UNT hasn’t done too badly by comparison; it is up nearly 14 percent over the same time frame. But I would still favor HP today when I stack it up against UNT. HP’s debt is lower, its price/earnings ratio is lower, its volatility is lower, and its profit margin is higher than UNT’s.
Top 10 Energy Stocks To Buy For 2014: Bankers Petroleum Ltd (BNK.TO)
Bankers Petroleum Ltd. (Bankers) is engaged in the exploration for and oil in Albania. The Company generates all of the oil revenue from its operations in Albania, which is located northwest of Greece in South Eastern Europe. In Albania, Bankers operates and has the rights to develop the Patos-Marinza and Kucova oilfields pursuant to License Agreements with the Albanian National Agency for Natural Resources (AKBN) and Petroleum Agreements with Albpetrol Sh.A (Albpetrol), the state-owned oil and gas corporation. The Patos-Marinza oilfield is an onshore oilfield in continental Europe, holding approximately 5.1 billion barrels of original-oil-in-place (OOIP). The Company also has rights to exploration Block F (adjacent to the Patos-Marinza oilfield), an 185,000 acre oil and gas prone exploration field. The Company�� subsidiaries include Bankers Petroleum Albania Ltd. (BPAL), Bankers Petroleum International Limited (BPIL) and Sherwood International Petroleum Ltd (Sherwood).Top 10 Energy Stocks To Buy For 2014: Yingli Green Energy Holding Company Limited(YGE)
Yingli Green Energy Holding Company Limited, together with its subsidiaries, engages in the design, development, manufacture, marketing, sale, and installation of photovoltaic (PV) products in the People?s Republic of China and internationally. The company offers PV cells, PV modules, and integrated PV systems, as well as polysilicon ingots, blocks, and wafers. It sells its PV modules to distributors, wholesalers, power plant developers and operators, and PV system integrators in Germany, the United States, Italy, China, Spain, the Netherlands, Greece, the Czech Republic, the United Kingdom, South Korea, and Japan under the Yingli and Yingli Solar brand names. The company also offers its integrated PV systems directly to end-users or to contractors for use in the electricity projects, as well as to mobile communications companies in the People's Republic of China. Yingli Green Energy Holding Company Limited was founded in 1998 and is headquartered in Baoding, the People? s Republic of China.
Advisors' Opinion:- [By Eric Volkman]
Yingli Green Energy (NYSE: YGE ) is to be the supplier to a large-scale solar power plant in its home continent of Asia. The company announced it had reached a deal for its Singapore subsidiary to supply over 10 MW of its multicrystalline photovoltaic modules to a solar facility in Malaysia.
- [By Travis Hoium]
Solar tariffs in Europe started at a low 11% rate last week, but if a deal between Europe, China, and even the U.S. isn't reached by Aug. 6 then they could go up to as much as 68%. This is clearly a negative development for Chinese manufacturers like Yingli Green Energy (NYSE: YGE ) , LDK Solar (NYSE: LDK ) , and Trina Solar (NYSE: TSL ) , but it's not necessarily good for U.S. companies either. First Solar (NASDAQ: FSLR ) has little presence in Europe right now and SunPower (NASDAQ: SPWR ) won't see much benefit from tariffs either. In the end, tariffs are bad for nearly everyone, a sentiment Travis Hoium covers in the video below.�
- [By Travis Hoium]
The effect on Chinese solar stocks
To put the price floor into perspective, Yingli Green Energy (NYSE: YGE ) had an average selling price of $0.67 per watt in the first quarter. The price increase would amount to about 11% under the new plan. �
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