Welcome to the Energy and Capital weekend edition — our insights in investing, as well as the top stories this week from Energy and Capital and our sister publications.
It’s been quite a year for us.
Here at Energy and Capital, we started 2009 like most investors — with one major difference.
You see, we knew the energy markets wouldn’t stay down forever.
Let’s face it, dear reader… it wasn’t easy waiting for the market to bottom. At times, it was downright painful to watch; but as the price of oil plummeted to nearly $30 per barrel, I knew it was only a matter of patience.
By late February, it seemed like everybody was trading at 52-week lows. But where others hesitated, I saw a huge opportunity. At the time, I told readers about three oil and gas stocks that were too good to pass up.
Of course, you know the rest of the story.
Every single one of those companies took off. One in particular, Whiting Petroleum (NYSE: WLL), has nearly tripled since then. Toward the end of summer, oil prices were comfortably trading between $70 and $80 per barrel. By the end of the year, oil prices had rallied 79%.
Now, with 2010 officially underway, we’re expecting to have a record year. Granted, it won’t be as easy as it was in March 2009. Back then, you could blindly throw a dart at a list of energy companies and have some degree of success. Unfortunately, that won’t work this time around.
We do, however, have a few aces up our sleeve.
We believe the stage is set for a record year in commodities this year. Hopefully you’ll join us for the ride.
Happy New Year,
Keith Kohl
P.S. In case you missed one of this week’s most popular stories from Energy and Capital and our sister publications, you can find them below:
We Were 100% Wrong About the Bakken: Mistakes Have Never Been More Profitable
Here at Energy and Capital, we pride ourselves for tending to get right the first time. This time, however, it turns out our mistake will end up making us a small fortune, and it all has to do with underestimating the hottest oil play in the U.S. Of course, it’s only a matter of time before the secret is out…
A Global Water Crisis: The Only Market to Rival Oil
Energy and Capital Editor Nick Hodge discusses the global water crisis via California, and includes market implications of severe shortages.
Greenland’s Gift: One Company Will Control this $273 Billion Chunk of Arctic Tundra Come New Year’s Day
For the first time in history, Greenland’s mineral rights will be up for grabs. At stake is more than $273 billion in rare earth metals. Energy and Capital reveals which company is going to control it all.
Bakken Formation vs. the Green River Formation: Don’t Confuse these Two Oil Shale Plays
Energy and Capital Editor Keith Kohl explains why these two differing U.S. shale plays should never be mistaken for one another. For investors, it could mean the difference between doubling your money and losing everything.
Biotech’s Health Care Bonanza: A Big Win for the Biotech Industry
Wealth Daily‘s Steve Christ lays down the new rules in biotech, showing readers why the biotech industry is about to break wide open.
Investment Themes for the Next Decade: A Bull Market Decade for Commodities
Energy and Capital Editor Chris Nelder looks ahead at what investments are headed for a bull market in 2010. In his latest outlook, Chris touches on upcoming trends and points toward one sector that’s being hailed as a ‘once in a lifetime’ opportunity.
11 Black Swans for 2010: 11 Possible Outliers that Could Shake the World in 2010
Wealth Daily Editor Christian A. DeHaemer lists 11 things investors can look forward to in 2010. Of course, the only question now is whether or not you’re prepared to profit from these ground-breaking events.
Energy Trading Tips: Where to Invest in 2010
In his last article for 2009, Wealth Daily‘s Ian Cooper winds down the year with a glimpse of how 2009 turned out for energy investors. But this in-depth review of the past year wouldn’t be complete without Ian’s outlook for 2010 — and what we can expect in the energy markets.