What Drove Under Armour’s 30% Revenue Jump in 1Q16?
Under Armour (UA) grew revenue by 30% to $1.05 billion in 1Q16. This was the company’s 24th straight quarter of more than 20% growth in its top line.
Energy & Utilities
Stock news and analysis in the energy sector, including petroleum, natural gas, and green energy,
A guide to preferred equity and 2 MLPs that recently issued it
Preferred equity (also called “preferred stock”) is a class of security that has features of both common equity and debt. Preferred equity acts like stock.
Why some companies may “prefer” to issue preferred equity
Companies may prefer to raise money through preferred equity for a few reasons. One possible benefit to issuing preferred equity is to reach a new pocket of investors
Boardwalk Pipeline Partners: An investor’s must-know overview
Boardwalk Pipeline Partners (BWP) is a master limited partnership that provides transportation, storage, gathering, and processing services for natural gas and natural gas liquids.
Recommendation: Should investors bet on an oil price drop?
Shorting crude oil ETFs or purchasing some inverse ETFs can provide exposure to downside movements in crude oil prices.
All oil is not created equal – why differences in crude matter (part II)
Differences in crude’s density, sulfur content, and production location can vastly affect the price which it commands on the market.Energy & Utilities What are the advantages of technical analysis?
Entry and exit strategy is recommended for short and long-term trading in technical analysis. Fundamental analysis is used for the long-term entry and exit point.
A brief overview of Exelon’s power operations
Power generation is a significant segment for Exelon, generating more than 60% of its total revenue. The energy delivery business provides the other 40% of the company’s revenues.
What are the disadvantages of technical analysis?
Technical analysis is used to forecast stocks. All of the technical indicators give possible entry and exit points. The forecasting accuracy isn’t 100%. This is one of disadvantages of technical analysis.
5- and 10-year VLCC and Suezmax weekly prices on the run-up
Weekly vessel values have been on the rise, with positive week-over-week and significant year-over-year growth.
Why is OPEC important to the price of crude oil?
High market share gives OPEC bargaining power to price oil above a competitive market. It can sway crude oil prices by increasing or decreasing production.
Why is the breakeven price of crude oil so important?
Knowing the breakeven price of crude oil is important when trying to figure out what OPEC needs in order to regain market share.
The crude oil market: An overview
Crude oil prices have been on a roller coaster ride in 2014. This series will help crude oil investors recognize key factors that are impacting oil prices.
Why it’s important to know the crude oil extraction process
Before learning the costs components of crude oil extraction, let’s take a look at how producers extract crude oil from the ground.
How the strengthening US dollar is impacting crude oil prices
The US dollar plays a major role in the price movements of commodities such as gold and crude oil. A strengthening US dollar is often seen as negative.
How does the production cost of crude oil affect oil prices?
Recent consensus says the production cost of crude oil could range from $20 to $25 per barrel.
How an economic crisis affects the price of crude oil
The common factor during an economic crisis is that economic growth slows down. Demand declines, which has a negative impact on oil prices.
Must know: Geopolitical tensions impact oil prices
A glut in crude oil supply could mean that political tensions in the near term may not impact oil prices.
MPC: Elliott Ups Stake by 86% in Marathon Petroleum
In the third quarter, Elliott Management raised its stake in Marathon Petroleum by about 86%. Elliott has criticized MPC’s management on several occasions.
Suppliers’ power is increasing in the automobile industry
Auto suppliers’ contribution increased from 56% in 1985 to about 82% now. Automakers are becoming more like assemblers and less like manufacturers.
NextEra Energy plays in regulated and unregulated utility markets
NextEra Energy is a Florida-based power company. Its subsidiaries are Florida Light & Power and NextEra Energy Resources.
How investment income drives profit
The impact of interest rate movements is lower in the P&C segment, as their products can be repriced annually to keep in line with interest rate movements.
How key drivers impact insurance sales
For P&C insurers such as AIG and ACE, various mandatory requirements may drive sales of vehicle, workers’ compensation, and homeowners insurance.
Life insurance, P&C insurance, and reinsurance
P&C products have commoditized characteristics, resulting in sharp competition in the market and business cycles. AIG and ACE are key players in this space.
Get Real: From Huawei’s Reprieve to the Future of HP
Respite for Huawei is big news for tech stocks, but China’s facing other problems. Plus, one company’s fight for survival and much more.
Williams Companies: What Could Lift Its Ailing Stock?
Williams Companies stock fell for the seventh consecutive day on Wednesday and closed almost at an 11-month low. Midstream stocks are trading weak.
Southern Company’s Dividends Compared to Its Peers
Southern Company (SO), the top regulated utility, declared a quarterly dividend of $0.62 per share last month. The ex-date for the dividends is Friday.
What the Buffett Indicator Says about Aramco’s Valuation
The market-cap-to-GDP ratio, also known as the Warren Buffett indicator, could offer some insight into Saudi Aramco’s valuation and Saudi Arabia’s economy.
Get Real: Musk Confronts Criticism, Earnings Continue
In today’s Get Real, we saw Apple Watch’s performance and another loss for Boeing. Plus, Google’s Fitbit acquisition faces scrutiny from the EU.
Get Real: Why Is the Market Restless?
In today’s Get Real, we saw Tesla’s plans for China, AMD’s expectations for 2020, the state of crude oil prices, and more.Energy & Utilities Southwestern is among the largest US oil and natural gas producers
Headquartered in Houston, Texas, Southwestern Energy Corporation (SWN) is one of the largest independent natural gas and oil producers in the United States.
Where PG&E Stock Might Go amid Interest from Mayors
PG&E gained for the sixth straight day amid increased uncertainty. The stock has gained more than 80% during this period and closed at $8 on Tuesday.
Occidental Petroleum Earnings and Icahn versus Buffett
On November 4, Occidental Petroleum (OXY) released its Q3 earnings after markets closed. The battle between Carl Icahn and Warren Buffett is heating up.
Get Real: Big Tech Companies Dominate
In today’s Get Real, we saw updates on big tech companies’ latest happenings. Plus, more earnings results, projections, and expectations.
Get Real: Roller Coaster Continues This Earnings Season
AT&T stock is prospering, while Netflix’s problems could be rising. We also have the latest earnings including U.S. Steel and Chevron today.
Chevron Stock Could Enter the ‘Buy’ Zone Soon
Chevron stock (XOM) closely relates to oil prices, so investors sometimes use this highly liquid, well-regarded stock as a trading vehicle for oil.Consumer Berkshire Hathaway buys a new stake in Verizon Communications
Berkshire Hathaway took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.
Get Real: Warren Buffett’s Next Elephant
In today’s Get Real, we saw that California Governor Gavin Newsom has ideas about Warren Buffett’s next elephant. Plus, earnings takeaways, the Fed, oil risk, and more.Consumer Must-know: The Baupost Group’s 2Q14 positions
The size of the fund’s U.S. long portfolio increased 48% to $6.14 billion in the second quarter from $4.14 billion in the first quarter. The fund’s top positions include Micron Technology, Idenix Pharmaceuticals, and Viasat.
Key points from Enterprise Products Partners’ analyst day meeting
Enterprise Products Partners (EPD) is one of the largest master limited partnerships operating in the midstream energy space.
The Fed taper: How quantitative easing affects the yield curve
QE is an unconventional form of monetary easing—the Fed’s way of putting in more money into circulation in the economy.
Get Real: Apple Is Riding a New High
New economic data doesn’t look promising for President Trump. Uber has gained a bull and Apple is riding a new high before Q4.
Why Natural Gas Prices Could Take a Hit Next Week
On October 24, natural gas prices rose 1.5% and settled at $2.32 per MMBtu. On the same day, the United States Natural Gas Fund LP rose 1.4%.
Get Real: Tesla Finds Redemption, Other Companies Struggle
Elon Musk found redemption in Tesla’s strong Q3 results. US steel led the downward spiral in the market along with Twitter and Nokia.
Elon Musk Says Tesla’s Solar Business Could Outdo EVs
Elon Musk sees huge growth potential in Tesla’s solar business. On the Q3 earnings call, he said it could even outgrow Tesla’s electric vehicles.
These 5 Refiners Make Half the Crude Oil in the US
The total refiners capacity in the US is around 18.8 million barrels per calendar day. The refinery utilization rate in 2018 was 93%.
Must-Know: The Top 10 Refineries in the US
US crude oil production has more than doubled since 2009 and grew by 1.1% over the last year. Currently, there are 133 operable refineries in the US.
Get Real: Boeing’s Scandal Leads to Speculation
In today’s Get Real, we saw that Boeing is caught in a massive scandal. Chipotle investors are in a good place and Ford is looking to EVs.
How PG&E Stock Could Trade after a Terrible Week
Bankrupt utility PG&E lost more than 25% last week. The fall came after the bankruptcy court allowed a bondholder group to pitch their restructuring plan.
Duke Energy and Southern Company’s Current Valuations
Top utility stocks Duke Energy (DUK) and Southern Company (SO) are trading at an EV-to-EBITDA valuation multiple of 11.4x and 10.5, respectively.