Monday, February 17, 2014

Hot Gas Stocks To Own For 2014

Enterprise Products Partners (EPD), based in Houston, it is the country�� largest master limited partnership (MLP).

By creating a pipeline network for the transportation of domestic oil and gas -- including Bakken oil -- Enterprise Products is in the sweet spot of the new energy bull market.

Enterprise gathers natural gas from wellheads from the Rockies to the offshore Gulf of Mexico. Enterprise operates gas processing plants and provides storage and fractionation for natural gas liquids (NGLs) to the petrochemical industry.

Export capacity almost doubled from 4 million barrels per month to 7.5 million barrels per month at its propane export terminal in Texas. Capacity could grow to 10 million barrels per month by 2015.

Hot Gas Stocks To Own For 2014: Paradigm Oil and Gas Inc (PDGO)

Paradigm Oil And Gas, Inc.( Paradigm), incorporated on July 15, 2002, is engaged in the exploration, development, acquisition and operation of oil and gas properties. The Company participates in the oil and gas industry through the purchase of small interests in either producing wells or oil and gas exploration and development projects. As of December 31, 2010, the Company held 100% working interests in certain oil and gas leases along with certain Oil and Gas production equipment in the State of Texas, United States of America, and is engaged in the rework and development of those properties. As of December 31, 2010, Intergrated Oil and Gas Solutions Inc. is the 100% owned subsidiary of the Company. Effective August 5, 2013, Paradigm Oil & Gas Inc acquired a majority interest in CAM Trucking & Well Service, a trucking company, from A Feezel Corp.

The Company is an exploration company focused on developing North American oil and natural gas reserves. It focuses on the exploration of its land portfolio consists of working interests in prospective acreage in the State of Texas and in the Southern Alberta Foothills area in Canada; and North Central Alberta, Canada. On June 22, 2010, Intergrated Oil and Gas Solutions Inc. acquired the Corsicana lease. On June 25, 2010, Intergrated Oil and Gas Solutions Inc. acquired two additional Chilson leases, known as Chilson B.

The oil and gas properties are consists of four leases totaling approximately 934 net mineral acres, all located in the State of Texas, United States of America. Chilson Property covers 80 acres in the County of Wichita carry with a 87.5% net revenue interest. There are seven existing wells on the property that have previously produced. Approximately 69 new wells can be drilled to depths that vary between 800 to 5,000 feet. Lumpkin Property 692 acres in Kaufman County, carry a 80% Net Revenue Interest. This lease is considered an exploration field with existing production nearby. 17 new wells can be drilled to 9,000 ! feet. Lett Finley Property, Consists of two leases-40 acres located in the County of Wood, carry a 75% Net Revenue Interest, and 122.37 acres located in the County of Henderson carry a 81.25% Net Revenue Interest There are two existing wells on the properties that have previously produced. Two new offset wells can be drilled to 9,500 feet and another seven infield wells can be drilled.

Hot Gas Stocks To Own 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 Ben Levisohn]

    As a result, the knives have come out. Cowen’s analysts downgraded six stocks–Baker Hughes (BHI), Cameron International (CAM), Nabors Industries (NBR), CGG (CGG), Superior Energy Services (SPN) and Helmerich & Payne (HP)–and cut their estimates on even more. Its analysts explain why:

  • [By Jon C. Ogg]

    Helmerich & Payne Inc. (NYSE: HP) was reinstated as Buy with a $82 price target at Bank of America Merrill Lynch.

    HomeAway Inc. (NASDAQ: AWAY) was downgraded to Equal Weight from Overweight by Morgan Stanley.

  • [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.          

  • [By Seth Jayson]

    Helmerich & Payne (NYSE: HP  ) is expected to report Q3 earnings on July 26. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Helmerich & Payne's revenues will expand 3.1% and EPS will compress -2.2%.

Top Cheap Stocks To Watch Right Now: Shell Refining Company (SHELL)

Shell Refining Company (Federation of Malaya) Berhad is principally engaged in refining and manufacturing of petroleum products. The Company operates primarily in Malaysia. Its operations also include the gas to liquids (GTL) plant of its kind in Bintulu, Sarawak, and a refinery in Port Dickson, Negeri Sembilan. Its upstream operations focus on the development and extraction of crude oil and natural gas offshore Sarawak and Sabah. In downstream its main activity is in refining, supply, trading and shipping of crude oil and petroleum products through the sales and marketing of transportation fuels, lubricants, specialty products and technical services. The Company is also a partner in two joint ventures that convert natural gas to liquefied natural gas. Royal Dutch Shell plc is its holding company.

Hot Gas Stocks To Own For 2014: North American Energy Partners Inc. (NOA)

North American Energy Partners Inc. provides heavy construction and mining, piling, and pipeline installation services to customers in the Canadian oil sands, industrial construction, commercial and public construction, and pipeline construction markets. The company operates in three segments: Heavy Construction and Mining, Piling, and Pipeline. The Heavy Construction and Mining segment focuses on providing surface mining support services for oil sands and other natural resources. Its activities include land clearing, stripping, muskeg removal, and overburden removal to expose the mining area; the supply of labor and equipment to supplement customers� mining fleets supporting ore mining; and provision of general support services, such as road building, repair and maintenance for mine and treatment plant operations, and hauling of sand and gravel. This segment also engages in the construction related to the expansion of existing projects-site development and infrastructure ; and the provision of environmental and tailings management services. In addition, it provides industrial site construction for mega-projects; and underground utility installation services for plant, refinery, and commercial building construction. The Piling segment installs driven, drilled, and screw piles, as well as caissons and earth retention, and stabilization systems. It also designs, manufactures, and sells screw piles and pipeline anchoring systems worldwide, as well as provides tank maintenance services to the petro-chemical industry in Canada and the United States. The Pipeline segment provides small and large diameter pipeline construction and installation services, as well as equipment rental to energy and industrial clients. The company�s fleet includes approximately 900 pieces of diversified heavy construction equipment supported by approximately 750 pieces of ancillary equipment. North American Energy Partners Inc. was founded in 1953 and is headquartered i n Calgary, Canada.

Hot Gas Stocks To Own For 2014: BMB Munai Inc (BMBM)

BMB Munai, Inc., incorporated in July 1981, focuses on oil and natural gas exploration and production in the Republic of Kazakhstan (Kazakhstan) through a wholly owned operating subsidiary, Emir Oil LLP, (Emir Oil). Emir Oil holds an exploration contract that allowed exploration drilling and oil production in the Mangistau Province in the southwestern region of Kazakhstan. On February 14, 2011 the Company entered into a Participation Interest Purchase Agreement (the Purchase Agreement) with MIE Holdings Corporation (MIE), and its subsidiary, Palaeontol B.V (Palaeontol), pursuant to which the Company agreed to sell all of its interest in Emir Oil to Palaeontol (the Sale). On September 19, 2011, the Company completed the sale of all of its interests in Emir Oil LLP to a subsidiary of MIE Holdings Corporation. The operations of Emir Oil LLP is classified as discontinued.

The initial distribution amount was determined after giving effect to the estimated closing adjustments, Escrow amount, repayment of the Convertible Senior Notes, and after providing for the payment of or reserve for other anticipated liabilities and transaction costs. In February 2012 the Company entered into a Management Services Agreement (Services Agreement) with Lakeview International, LLC (Lakeview). Pursuant to the Services Agreement, Lakeview is providing management, administrative and support personnel and services to the Company.

Hot Gas Stocks To Own For 2014: New Zealand Energy Corp (NZ.V)

New Zealand Energy Corp. (NZEC) is an oil and natural gas company engaged in the exploration, acquisition and development of petroleum and natural gas assets in New Zealand. The Company�� major assets are located in the Taranaki Basin and East Coast Basin of New Zealand�� North Island. NZEC has drilled 10 exploration wells in the Taranaki Basin and made six oil discoveries. In the Taranaki Basin, NZEC holds a 100% interest in Petroleum Exploration Permit 51150, a 65% interest in PEP 51151 in partnership with L&M Energy Limited, and a 60% interest in PEP 54867. In October 2013, Origin Energy Ltd announced the completion of the divestment of Tariki, Ahuroa, Waihapa and Ngaere (TAWN) licenses, as well as the Waihapa Production Station and associated gathering and sales infrastructure in New Zealand, to New Zealand Energy Corp (NZEC).

Hot Gas Stocks To Own For 2014: ConocoPhillips(COP)

ConocoPhillips operates as an integrated energy company worldwide. The company?s Exploration and Production (E&P) segment explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids. Its Midstream segment gathers, processes, and markets natural gas; and fractionates and markets natural gas liquids in the United States and Trinidad. The company?s Refining and Marketing (R&M) segment purchases, refines, markets, and transports crude oil and petroleum products, such as gasolines, distillates, and aviation fuels. Its Chemicals segment manufactures and markets petrochemicals and plastics. This segment offers olefins and polyolefins, including ethylene, propylene, and other olefin products; aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers; and various specialty chemical products comprising organosulfur chemicals, solvents, catalyst s, drilling chemicals, mining chemicals, and engineering plastics and compounds. The company?s Emerging Businesses segment develops new technologies and businesses. It focuses on power generation; and technologies related to conventional and nonconventional hydrocarbon recovery, refining, alternative energy, biofuels, and the environment. This segment also offers E-Gas, a gasification technology producing high-value synthetic gas. ConocoPhillips was founded in 1917 and is based in Houston, Texas.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Plus, more than 120 companies on the S&P 500 report next week with notable releases from Apple Inc. (AAPL) and Biogen Idec Inc. (BIIB) �on Monday; Gilead Sciences Inc. (GILD) �and Allergan Inc. (AGN) �on Tuesday; Starbucks Corp. (SBUX) �, General Motors Co. (GM) , and Comcast Corp. (CMCSA) �on Wednesday; along with MasterCard Inc. (MA) �and ConocoPhillips (COP) �on Thursday.

  • [By Isac Simon]

    The recently spun off E&P major ConocoPhillips (NYSE: COP  ) is another key operator in the Eagle Ford region. With 227,000 net acres under its belt, the company is sitting on an estimated 1.8 billion barrels of oil equivalent. Over the next five years, Conoco is expected to invest $8 billion in this region and add 130,000 barrels of oil equivalent.

  • [By Aaron Levitt]

    Finally, BP is getting some love here at home in the U.S.A. The energy stock found a discovery in the Gulf of Mexico that promises to be huge. The Gila well — which is co-owned with ConocoPhillips (COP) — was found in the Paleocene region of the Gulf.

Hot Gas Stocks To Own For 2014: Mechel Steel Group OAO (MTL)

Mechel OAO, together with its subsidiaries, engages in mining and steel businesses in the Russian Federation, other CIS countries, Europe, Asia, the Middle East, the United States, and internationally. The company operates through four segments: Mining, Steel, Ferroalloys, and Power. The Mining segment engages in the production and sale of metallurgical and steam coal, coke, iron ore, and limestone, as well as chemical products, such as coal tar, naphthalene, and other compounds. The Steel segment produces and sells semi-finished steel products, carbon and special long products, and carbon and stainless flat products, as well as metal products, including wire products, forgings, and stampings. The Ferroalloys segment is involved in the production and sale of nickel ore, low-ferrous ferronickel, ferrochrome, and ferrosilicon. The Power segment engages in the generation and sale of electricity and heat energy from steam coal; and power distribution activities. The company, f ormerly known as Mechel Steel Group OAO, was founded in 2003 and is based in Moscow, the Russian Federation.

Advisors' Opinion:
  • [By Fede Zaldua]

    According Citigroup's analysts its about time to start accumulating Mechel's (MTL) shares. The reason for the sharp upgrade (from sell to buy) was Mechel's recent deal with some of its creditors to ease part of the company's huge debt burden. More specifically, the Russian metals and mining company managed to seal a deal with the state controlled VTB Group through which it managed to get covenant holidays and a debt restructuring. That said, I don�� think Mechel is out from the woods and I do not think its time to buy the company's shares, even when the are down by 67% year-to-date (ytd).

Hot Gas Stocks To Own For 2014: Occidental Petroleum Corporation(OXY)

Occidental Petroleum Corporation, together with its subsidiaries, operates as an oil and gas exploration and production company primarily in the United States. The company operates in three segments: Oil and Gas; Chemical; and Midstream, Marketing, and Other. The Oil and Gas segment explores for, develops, produces, and markets crude oil, natural gas liquids, and condensate and natural gas. Its domestic oil and gas operations are located in Texas, New Mexico, California, Kansas, Oklahoma, Utah, Colorado, North Dakota, and West Virginia; and international oil and gas operations are located in Bahrain, Bolivia, Colombia, Iraq, Libya, Oman, Qatar, the United Arab Emirates, and Yemen. As of December 31, 2010, this segment had proved reserves of approximately 3,363 million barrels of oil equivalent. The Chemical segment manufactures and markets basic chemicals, including chlorine, caustic soda, chlorinated organics, potassium chemicals, and ethylene dichloride products; vinyls, such as vinyl chloride monomer and polyvinyl chloride; and other chemicals comprising chlorinated isocyanurates, resorcinol, sodium silicates, and calcium chloride products. The Midstream, Marketing, and Other segment gathers, treats, processes, transports, stores, purchases, and markets crude oil that includes natural gas liquids and condensate, as well as natural gas and carbon dioxide. This segment also involves in the power generation; and trades around its assets comprising pipelines and storage capacity, as well as oil and gas, other commodities, and commodity-related securities. Occidental Petroleum Corporation was founded in 1920 and is based in Los Angeles, California.

Advisors' Opinion:
  • [By Sean Williams]

    In the Permian Basin, Occidental Petroleum (NYSE: OXY  ) has been a big rail transport beneficiary, since it produced as much oil in 2011 as the No. 2, No. 3, and No. 4 producers combined! Being able to pilfer a few extra dollars per barrel can mean hundreds of millions of dollars extra for companies like Occidental with huge oil exposure.

  • [By Tyler Crowe, Taylor Muckerman, and Joel South]

    For investors, what this translates to is that consumers of natural gas will be looking to do business with companies that have strong balance sheets, and that will be around for the long term. When thinking about strong balance sheets,�Occidental Petroleum (NYSE: OXY  ) certainly comes to mind. The company's debt-to-equity ratio below 20% makes it one of the most debt averse of all producers out there right now, which just happens to translate into a respectful 2.5% dividend.

Hot Gas Stocks To Own For 2014: Nexen Inc.(NXY)

Nexen Inc. operates as an independent energy company worldwide. The company?s Conventional Oil and Gas segment explores for, develops, and produces crude oil and natural gas from conventional sources. This segment operates in the United Kingdom, Canada and the United States, and offshore West Africa, Colombia, and Yemen. Nexen?s Oil Sands segment develops and produces synthetic crude oil from the Athabasca oil sands in northern Alberta. The company?s Shale Gas segment explores for and produces unconventional gas from shale formations in northeastern British Columbia. Nexen Inc. was founded in 1971 and is headquartered in Calgary, Canada.

Hot Gas Stocks To Own For 2014: Tiger Oil and Energy Inc (TGRO)

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