The investments in oil and gas producers in 2008 remain optimistic, as record oil prices headline the news almost every day ... and analysts still see a lot more to come. As Goldman Sachs, a two-year ahead of $ 200 in the commodity markets, people have had renewed confidence in my ups, dealing with its oil and natural gas, cleaner alternative.
There were many have doubts that you need to be made aware of. With the recent dramatic on the top boltCommodities, many investors say that prices are artificially inflated. While this may not hold true, it means they will not continue to artificially inflate ... They make money on the road. Despite the fact that all these companies look expensive as hell, I think the trend will continue ... and it is always better to get on the action than sit on the sideline, sucking your thumb. ;)
The Net Fool's Stock Performance
Back in January, I advised my fourEnergy superstars, all you would need to double-digit gains today will be executed. Transocean (NYSE: RIG) is up 15.20% since my call at $ 140.10, and I'm still bullish on their strong oil drilling functions according to their fantastic first quarter results at 07 May I am maintaining a "buy" on the exchange. If you bought in Schlumberger (NYSE: SLB), you would be sitting on a nice 10.42% gain on my original pitch for $ 96.57. Schlumberger is the largest oil-service companies in the world, so if youhow the security of a large company ... you'll love SNL, who still has a lot on the head. My best recommendation in the sector with Halliburton (NYSE: HAL), which would have given you purchase a 31.70% return since I was at $ 37.26. I think it is time to take profits from the table on Halliburton move to an alternative energy stocks. The head is still there, but I think the money would be better somewhere else. Finally, XTO Energy (NYSE: XTO) absolutely tore it from my pitch at $ 53.88,for a 25.95% rise in profit. XTO is an oil & gas exploration company that I maintain a "buy" rating on still move very optimistic with plenty of space itself.
Where To Go Now
The energy sector as a whole has grown away from the charts in recent months. But I do not want the company, the staple food of energy are, cell phone, and Chevron Exxon ... at hand! I'm talking about the guys that oil and gas drilling jump, spin-offs forProfits. Now you have heard from the drill ... I would like to benefit you in these hybrid oil / gas companies like XTO Energy in both markets and diversify risks. I personally am much more optimistic on gas than oil. I believe that the gas is much more valuable as an energy source, however, largely undiscovered in comparison to oil, which has through the media, and not see the same value appreciation that it deserves. So here are some cream of the crop hybrids with a favorable natural tendency to beGas!
Chesapeake Energy Corporation (NYSE: CHK):
Chesapeake is the number one independent producer of natural gas, but it's still a lot of volatility cross hedged risk factor. It is undercutting the number one with 254 drill rigs and has the market over and over again with his superior hedging strategies. Then you can focus on the fact that they increased the production by a higher percentage than any other large-cap competitors. Lot's of concern for the stock is on Chesapeake voices, but theyPast have carried out the expectations time and time again, so you can sleep soundly with the fact that they have made a stronger leadership than any other competitor in my opinion. There are some very large reserves, the CHK is actively pursuing, and I think the best is yet to come.
Anadarko Petroleum Corp. (NYSE: APC):
Now, she smothered earnings consensus of $ 1.22/share to $ 1.55/share ... can not say you could not expect such great news from a large company that is growing faster than theIndustry for quite a while. This trade has not yet happened, and after an upgrade by Lehman Brothers on 16 May, it is clear that investors still see upside potential. Following the result, it feels like sunny skies throughout the year for Anadarko ... a company with only a P / E of 15.5, compared to a ratio of 23 industries. APC has proven to investors that it may be best in a fast-growing industry ... and I still buy too.
Helix Energy Solutions Group (NYSE: HLX):
Helix has a lot of oil & gasProduction in the Gulf of Mexico, and I think they fly under the radar, largely in the energy sector due to its low market capitalization. Their new Danny Noonan fields should really benefit outcome for the year 2009, and could even act as a catalyst in 2008. But even more important as new exploration activity has helix a hit that I undeservedly took me, especially because, as their oil-body is bound by its exploration unit. For this reason, Helix has one of the most attractiveRatings in the industry. Although they may not have the profit margins and sat down against the competition, is an HLX Silent Assassin with a low P / E of 11 and a chip on his shoulder.
Apache Corp. (NYSE: APA):
High operating costs and expenses were largely dominated by high revenues from oil and gas prices and offset the production volume increased from the first quarter. Apache is one of the best-run companies in the industry, and I see it outperformed the industry in the long run ...despite the fact that there are at the border target prices. Apache has benefited, like all the other five major discoveries, and I feel that APA fully its reserves in North America explot can beat in a down-to-income market in 2008.
The average growth rates for natural gas drilling is 15%, so it is really very difficult to find a loser in this environment. I see the following companies outperformed the industry in 2008: Chesapeake (CHK), XTO Energy (XTO), Anadarko (APC), Helix (HLX)Transocean (RIG), Schlumberger (SLB). I undertake evaluation of these energy-share market as a basis for evaluation: Apache (APA), Halliburton (HAL), Noble (NE), Devon Energy (DVN), Southwestern Energy (SWN).
One thing is sure, the oil and gas researchers outperform nearly every corner of the market. These stocks are about to surpass in 2008. My investment strategy would be to wait for a $ 5 - $ 10 pullback in oil prices before pulling the trigger on one of these companies,mainly because I feel that in the run was a little too fast.
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