Energy & Utilities

Before moving to inverse and leveraged ETFs in the next part of this series, we’d like to quickly discuss the differences between ETFs and mutual funds.

Every week, the U.S. Energy Information Administration (or EIA) reports figures on crude inventories, or the amount of crude oil stored in facilities across the United States.

Magellan Midstream Partners L.P. (MMP), is a master limited partnership (or MLP) that owns and operates a diversified portfolio of energy infrastructure assets.

On April 24, 2014, NuStar Energy, a master limited partnership operating in the midstream energy space, presented its earnings for the first quarter of 2014.

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.

Boardwalk Pipeline Partners (BWP) is a master limited partnership that provides transportation, storage, gathering, and processing services for natural gas and natural gas liquids.

Shorting crude oil ETFs or purchasing some inverse ETFs can provide exposure to downside movements in crude oil prices.

Differences in crude’s density, sulfur content, and production location can vastly affect the price which it commands on the market.

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.

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.

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.

Weekly vessel values have been on the rise, with positive week-over-week and significant year-over-year growth.

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.

Before learning the costs components of crude oil extraction, let’s take a look at how producers extract crude oil from the ground.

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.

Recent consensus says the production cost of crude oil could range from $20 to $25 per barrel.

The common factor during an economic crisis is that economic growth slows down. Demand declines, which has a negative impact on oil prices.

A glut in crude oil supply could mean that political tensions in the near term may not impact oil prices.

In the third quarter, Elliott Management raised its stake in Marathon Petroleum by about 86%. Elliott has criticized MPC’s management on several occasions.

Auto suppliers’ contribution increased from 56% in 1985 to about 82% now. Automakers are becoming more like assemblers and less like manufacturers.

NextEra Energy is a Florida-based power company. Its subsidiaries are Florida Light & Power and NextEra Energy Resources.

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.

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 stock fell for the seventh consecutive day on Wednesday and closed almost at an 11-month low. Midstream stocks are trading weak.

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.

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.

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.

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.

Headquartered in Houston, Texas, Southwestern Energy Corporation (SWN) is one of the largest independent natural gas and oil producers in the United States.

In today’s Get Real, we saw updates on big tech companies’ latest happenings. Plus, more earnings results, projections, and expectations.

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 (XOM) closely relates to oil prices, so investors sometimes use this highly liquid, well-regarded stock as a trading vehicle for oil.

Berkshire Hathaway took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.

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.

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.

Enterprise Products Partners (EPD) is one of the largest master limited partnerships operating in the midstream energy space.

QE is an unconventional form of monetary easing—the Fed’s way of putting in more money into circulation in the economy.

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 sees huge growth potential in Tesla’s solar business. On the Q3 earnings call, he said it could even outgrow Tesla’s electric vehicles.

The total refiners capacity in the US is around 18.8 million barrels per calendar day. The refinery utilization rate in 2018 was 93%.