For the current week, the overall ratings of seven Semiconductor stocks are worse, according to the Portfolio Grader database. Each of these rates a “D” (“sell”) or “F” overall (“strong sell”).
Top 5 Defensive Stocks To Invest In Right Now: Essar Energy Plc (ESSR)
Essar Energy plc is a holding company. The Company is an energy company with assets across the power and oil and gas industries. The Company operates in the areas petroleum refining and marketing, exploration and production and power transmission and generation. The Refining and Marketing business in India comprises of the Vadinar refinery located on the west coast of India and a retail franchise network of around 1,400 fuel stations across India and the Refining, and Marketing business in the United Kingdom comprises of the Stanlow refinery located near Liverpool, north west England and on the south bank of Manchester ship canal. The Company�� exploration and production segment includes a portfolio of 15 blocks and fields in the various stages of exploration and production of oil and gas in India, Indonesia, Nigeria and Vietnam. In Power segment, the Company operates coal fired, captive fuel and gas based power plants in India and Canada together with a number of mining assets. Advisors' Opinion:- [By Sarah Jones]
Essar Energy Plc (ESSR) climbed 2.5 percent to 122 pence after reporting that revenue rose 24 percent to $27.3 billion in the 12 months through March. The company cited higher margins and volumes at its Vadinar refinery in India and its Stanlow refinery in the U.K.
Best Oil Companies To Watch For 2014: Ivanhoe Energy Inc (IVAN)
Ivanhoe Energy Inc. (Ivanhoe), incorporated on February 21, 1995, is an independent international heavy oil development and production company. Ivanhoe�� core operations are in Canada, Ecuador, China and Mongolia, with business development opportunities worldwide. Ivanhoe�� wholly owned subsidiary, Sunwing Energy Ltd. (Sunwing) is focused on a natural gas exploration project (the Zitong Block) in Sichuan Province of China. The Sichuan Basin is located in central China approximately 930 miles southwest of Beijing. Its oil and gas operations are located in three geographic areas: Asia, Canada and Ecuador. In December 2012, the Company had closed the Share Purchase and Sale Agreement with MIE Holdings Corporation for all of the interest of its indirect, wholly owned subsidiary, Pan-China Resources Ltd.
Asia
In China, Sunwing operates the 659,840-acre (1,031-square-miles) Zitong gas exploration block in the Sichuan Province, and it holds a 90% Contractor Interest in a Petroleum Contract with PetroChina Company Limited. Mitsubishi Gas Chemical Company of Japan holds the remaining 10% Contractor Interest. Sunwing produces approximately 1,800 (gross) barrels of light oil per day in Dagang, in China's Hebei province, in a production sharing agreement with Petrochina in which Sunwing is the operator and maintains a royalty interest in the revenue stream from its first project carried out in the Daqing Oil Field. In November 2002, the Company entered into a 30 year production sharing contract (PSC) with China National Petroleum Corporation (CNPC) for the Zitong block, which covers an area of approximately 248,000 gross acres after contractual relinquishments in the Sichuan basin.
During the year ended December 31, 2006, the Company farmed out 10% of its working interest in the Zitong block to Mitsubishi Gas Chemical Company Inc. of Japan. In Phase I of the contract, Ivanhoe reprocessed 1,649 miles of two dimensional (2D) seismic data and acquired 705 miles of new 2D s! eismic data. In Phase II of the contract, the Yixin-2 and Zitong-1 gas wells were drilled during the year ended December 31, 2010, and completed during the year ended December 31, 2011. Ivanhoe�� oil production originates in the Kongnan oilfield in Dagang, Hebei Province, China (the Dagang field). In 2011, production in averaged 967 barrels per day net. The Company�� Nyalga Block XVI is in the Khenti and Tov provinces in Mongolia. The block covers an area of approximately 3.1 million gross acres, after a 25% relinquishment in 2010.
Canada
Ivanhoe holds a 100% working interest in the Tamarack Project, subject only to a 20% back-in right held by Talisman Energy. Tamarack is a 6,880 acre lease located approximately 10 miles northeast of Fort McMurray, Alberta, Canada. The Tamarack integrated oil sands project (Tamarack Project) consists of a two-phased 40,000 bbl/d steam-assisted gravity drainage thermal recovery (SAGD) and HTL facility.
Ecuador
The Company's activities in Latin America are carried out under its wholly owned subsidiary, Ivanhoe Energy Latin America Inc. Ivanhoe Energy Ecuador Inc., a Canadian company is a wholly owned subsidiary of Ivanhoe Energy Latin America Inc. and is responsible for the Company's activities in Ecuador. In October 2008, Ivanhoe Energy Ecuador Inc. had signed a 30 year contract with the Ecuador state oil companies Petroecuador and Petroproduccion. The contract gives Ivanhoe the right to explore and develop the Pungarayacu heavy oil field in Block 20, an area of 426 square miles, approximately 125 miles southeast of Quito, Ecuador�� capital city. Block 20 is an area of approximately 426-square-miles (1,103.34-square-kilometers) located 125 miles (201.17 kilometers) southeast of Quito. Block 20 contains the 250-square-mile (647.5-square-kilometer) Pungarayacu oil field. In 2010, Ivanhoe drilled its two appraisal wells in the Pungarayacu field. The second, IP-5b, well was drilled, cored and logged to a total depth ! of 1,080 ! feet. The well was perforated in the Hollin oil sands and steam was injected into the reservoir resulting in production of heated heavy oil. In 2011, the heavy crude oil extracted from the IP-5B well was upgraded to local pipeline specifications using Ivanhoe�� HTL upgrading process. In 2011, the Company completed a 190-kilometer 2-D seismic survey over the southern portion of Block 20.
Advisors' Opinion:- [By Stephan Dube]
Athabasca's most notable producers:
Suncor Energy (SU) (Part 1), see article here.Suncor Energy (Part 2), see article here.Athabasca Oil (ATHOF.PK), see article here.Canadian Natural Resources, see article here.Imperial Oil, see article here.Cenovus Energy (CVE), see article here.MEG Energy (MEGEF.PK), see article here.Devon Energy, see article here.Royal Dutch Shell, see article here.Ivanhoe Energy (IVAN), see article here.Nexen (CNOOC) (CEO), see article here.An analysis of the current operations of the company will be examined with the objective to provide the most complete information available to potential investors before deciding to seize the opportunity that the 54,132 square miles of the Carbonate Triangle has to offer. Let's start by introducing Athabasca, a famous and most prolific region in the Canadian oil sands as well as one of the largest reserve in the world.
Best Oil Companies To Watch For 2014: Longreach Oil and Gas Ltd (LOI)
Longreach Oil And Gas Limited (Longreach) is an exploration-stage company. The Company�� projects include Sidi Moktar Onshore, Foum Draa Offshore and Sidi Moussa Offshore, Tarfaya Onshore and Zag Onshore. Sidi Moktar Onshore is consists of three blocks (Sidi Moktar West, Sidi Moktar South and Sidi Moktar North) totalling 4,711 square kilometres, which covers the majority of the hydrocarbon basin of Essaouira, located in central onshore Morocco. Foum Draa Offshore and Sidi Moussa Offshore is located directly west of Agadir, the licences cover an area of approximately 12,714 square kilometers (3.14 million acres). Tarfaya Onshore has a total of 608 kilometers of two-dimensional (2D) seismic was shot, beyond the minimum work programme requirement of 500 kilometers. Zag Onshore is a 15,000 square kilometers aeromagnetic survey has been completed on the licence. Advisors' Opinion:- [By kcpl]
Transocean has been facing customer drops as a result of prevailing stiff market conditions and over supply. The company announced that it had letters of intent (LOI) for four deepwater rigs to work in West Africa and the U.S. Gulf of Mexico, which were ultimately canceled due to the operators postponing drilling programs to 2015. This is a tough situation for Transocean.
Best Oil Companies To Watch For 2014: Summit Midstream Partners LP (SMLP)
Summit Midstream Partners, LP is engaged in owning and operating midstream energy infrastructure that is located in North America. The Company provides natural gas gathering and compression services in two resource basins: the Piceance Basin, which includes the Mesaverde, Mancos and Niobrara Shale formations in western Colorado, and the Fort Worth Basin, which includes the Barnett Shale formation in north-central Texas. As of June 30, 2012, the Company�� gathering systems had approximately 385 miles of pipeline and 147,600 horsepower of compression. As of September 20, 2012, its systems gathered an average of approximately 909 million cubic feet per day of natural gas, of which approximately 64% consisted of natural gas liquids (NGLs), that were extracted by a third party processor. Summit Midstream GP, LLC is the Company�� general partner. On October 27, 2011, the Company acquired certain natural gas gathering pipeline, dehydration and compression assets in the Piceance Basin of western Colorado, which it refer to as the Grand River system. The Company�� customers include the natural gas producers in North America, such as Encana Corporation, Chesapeake Energy Corporation, TOTAL, S.A., Carrizo Oil & Gas, Inc., WPX Energy, Inc., Bill Barrett Corporation, Exxon Mobil Corporation and EOG Resources, Inc. In October 2012, the Company acquired ETC Canyon Pipeline, LLC from La Grange Acquisition, L.P., a wholly owned subsidiary of Energy Transfer Partners, L.P. On February 15, 2013, it closed the acquisition of to Meadowlark Midstream Company, LLC, formerly Bear Tracker Energy, LLC. In June 2013, Summit Midstream Partners LP acquires assets in Bakken, Marcellus. In June 2013, Summit Midstream Partners LP acquired Bison Midstream LLC. In June 2013, Summit Midstream Partners LP closed the previously announced acquisition of certain natural gas gathering pipelines and compression assets located in the liquids-rich window of the Marcellus Shale Play.
The Grand River system consists of approxi! mately 276 miles of pipeline and 97,500 horsepower of compression and is located in Garfield County, Colorado. The Grand River system primarily gathers natural gas produced by the Company�� customers from the liquids-rich Mesaverde formation within the Piceance Basin. The Grand River system also gathers natural gas produced from its customers' wells targeting the deeper Mancos and Niobrara Shale formations. As of September 20, 2012, the DFW Midstream system had five primary interconnections with third-party, intrastate pipelines that enables the Company to connect its customers, directly or indirectly, with the natural gas market hubs of Waha, Carthage, and Katy in Texas, and Perryville and Henry Hub in Louisiana. As of September 20, 2012, the DFW Midstream system gathered an average of approximately 325 million cubic feet per day from seven producers.
The Company competes with Access Midstream Partners, L.P., Crestwood Midstream Partners LP, Energy Transfer Partners, L.P., Williams Partners L.P., Energy Transfer Partners, L.P. and Enterprise Products Partners L.P.
Advisors' Opinion:- [By Matt DiLallo]
Midstream operator,�Summit Midstream Partners (NYSE: SMLP ) is expanding its reach after it announced two separate natural gas gathering acquisitions last week. The company is spending $460 million to acquire assets in the Bakken and Marcellus in unrelated deals. Let's take a closer look and the deals and what both mean for investors.
- [By Lisa Levin]
This industry fell 3.64% by 11:50 am ET. Summit Midstream Partners LP (NYSE: SMLP) shares dropped 5.1% in today's trading. Summit Midstream is expected to report Q3 financial results on November 6, 2014.
Best Oil Companies To Watch For 2014: Talisman Energy Inc.(TLM)
Talisman Energy Inc., an upstream oil and gas company, engages in the exploration, development, production, transportation, and marketing of crude oil, natural gas, and natural gas liquids. It primarily operates in North America, the North Sea, and southeast Asia. The company was founded in 1925 and is headquartered in Calgary, Canada.
Advisors' Opinion:- [By Sara Murphy]
However, some are clearly more engaged than others. Encana (NYSE: ECA ) and Talisman Energy (NYSE: TLM ) have joined seven other natural gas producers to team up with the Environmental Defense Fund at the University of Texas at Austin to estimate their methane emission rates. It's too soon to know what they will do with this information, but the very fact that they're participating suggests that they intend to manage the problem.
- [By Chris Ciovacco]
Sometimes the most attractive energy assets aren't found in the ground but listed on the stock exchange. Billionaire businessman Carl Icahn is one investor seeing value in energy companies. The hedge fund manager recently announced his purchase of 60 million shares in the Canadian oil and gas producer, Talisman Energy (TLM). Icahn has built up a nearly 6 percent stake in the Calgary-based energy producer, worth a whopping $300 million. Even though the company has been a perennial underperformer, after Icahn's tweet, the stock climbed to the highest level in more than a year.
- [By Sue Chang , Saumya Vaishampayan]
$TLM: Talisman Energy Inc. (TLM) �shares fell 2.5%. Activist investor Carl Icahn disclosed a 6% stake in the oil and gas producer on Monday. Icahn said in a tweet he might discuss strategic alternatives and board seats with the company.
- [By Arjun Sreekumar]
In Pennsylvania, for instance, several hundred wells have been drilled but not completed because the takeaway capacity to get their production to market simply isn't there. Several operators have been forced to drastically reduce their rig counts in the region. For instance, both EXCO Resources (NYSE: XCO ) and Talisman Energy (NYSE: TLM ) have just one rig each remaining in the Marcellus.
Best Oil Companies To Watch For 2014: Marquee Energy Ltd (MQL)
Marquee Energy Ltd. (Marquee), formerly Marquee Petroleum Ltd., is a junior oil and gas company engaged in the acquisition, exploration, development and production of petroleum and natural gas reserves in Western Canada. The Company is focused on the Cardium play of West Central Alberta in the Wilesden Green, Carrot Creek and South Pembina areas. As of December 31, 2011, the Company owned a total of approximately 174,420 gross acres (147,875 net acres) of oil and natural gas leases. In December 2013, it acquired all of the Western Canadian assets of Sonde Resources Corp. (Sonde), including all of its Southern Alberta properties. The Assets are primarily located in Marquee's core area at Michichi, Alberta immediately offsetting Marquee's lands and production. In March 2014, Marquee Energy Ltd completed the acquisition of strategic assets in its oil focused Michichi core area. Advisors' Opinion:- [By John Udovich] Sonde Resources Corp. An oil and gas exploration and production company based in Calgary, Alberta, Sonde Resources Corp held a global portfolio of high potential energy assets including producing oil and natural gas assets in Western Canada and offshore exploration property in North Africa.�Specifically, Sonde Resources Corp had�226,119 gross undeveloped acres in Western Canada and 750,000 acres in a Libya/Tunisia offshore licence. However and last November,�an agreement between Sonde Resources Corp and�Marquee Energy Ltd (CVE: MQL) was announced whereby�the latter�will acquire substantially all of the former���Western Canadian assets, including all of its Southern Alberta properties. These assets�are primarily located in Marquee's core area at Michichi, Alberta, immediately offsetting Marquee's lands and production. Under the deal which concluded at the end of last year, Sonde Resources Corp received 21,182,492 common shares of Marquee Energy Ltd plus $15 million cash with the�shares�being distributed to Sonde Resources Corp's shareholders and Sonde itself retaining the cash�received. In addition, Sonde Resources Corp will retain ownership of about 100,000 net acres of Western Canada exploration assets, split approximately equally between its Eaglesham area Wabamun play and west central Alberta Duvernay play.�Moreover, the company will continue to seek strategic alternatives for this Western Canada exploration acreage, including cash sales, farm-outs, other forms of merger, or other options. Otherwise, Sonde Resources Corp�� business�will focus on�the development of the Zarat field and exploration of the Joint Oil Block in North Africa. On Tuesday, small cap Sonde Resources Corp fell 1.83% to $0.530 (SOQ has a 52 week trading range of $0.51 to $2.11 a share) for a market cap of $29.72 million plus the stock is down 70.5% over the past year and down 55.8% over the past five years.
Best Oil Companies To Watch For 2014: MGM Resorts International(MGM)
MGM Resorts International, through its subsidiaries, primarily owns and operates casino resorts in the United States. The company?s resorts offer gaming, hotel, dining, entertainment, retail, and other resort amenities. It also owns and operates golf courses and a golf club. As of December 31, 2010, the company owned and operated 15 properties located in Nevada, Mississippi, and Michigan; and has 50% investments in 4 other casino resorts in Nevada, Illinois, and Macau. In addition, MGM Resorts International has an agreement with the Mashantucket Pequot Tribal Nation, which owns and operates a casino resort in Connecticut, to carry the ?MGM Grand? brand name. The company was formerly known as MGM MIRAGE and changed its name to MGM Resorts International in June 2010. MGM Resorts International was founded in 1986 and is based in Las Vegas, Nevada.
Advisors' Opinion:- [By Jayson Derrick]
How to invest
Several key international players have legitimate shots of receiving gaming licences in Japan. Las Vegas Sands would be the top pick along with Melco Crown. (NASDAQ: MPEL ) �Meanwhile�MGM Resorts� (NYSE: MGM ) �is unlikely to emerge a winner. - [By Travis Hoium]
Now what: Online gaming is slowly being legalized across the U.S., with Nevada, New Jersey, and Delaware being the first to allow it. Boyd has a potentially lucrative partnership with bwin.party and MGM Resorts (NYSE: MGM ) , which could lead to huge profit growth, as I pointed out over a year ago. I wouldn't buy on this analyst upgrade alone, but the potential for online gaming is too big to ignore. I've built some estimates before (which can be seen here) and there's huge upside for both Boyd Gaming and MGM Resorts, but only if its legalized nationally. Until then, the potential for online gaming is minimal for Boyd.
Interested in more info on Boyd Gaming? Add it to your watchlist by clicking here.
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