VanEck Vectors Unconventional Oil & Gas ETF
The RAAX ETF: What to Own in Real Assets
The aphorism “a rising tide lifts all boats” is appropriate here. April was a great month to invest in real assets.
Why Rising Oil Prices Should Boost Oil Services Companies
Research conducted here at VanEck has identified that oil price and the S&P 500 Index can be used to explain most of the performance of oil services stocks historically.
RAAX Fund Uses Rules-based Approach for Optimum Allocation
VanEck The VanEck Vectors Real Asset Allocation ETF (RAAX) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors. These objective indicators identify the segments with positive expected returns. Then, using correlation and […]
A Look at the Credit Quality of Floating Rate Notes
The index maintains near-zero duration and offers a higher yield compared to its counterparts.
How Did CHK’s Performance Affect Its Valuation?
CHK’s stock price has fallen 48.6% on a YTD basis. The recovery in crude prices appears to have been offset by the performance of natural gas.
Crude oil slips to $43.81 after inventory data and oil glut
Crude oil prices continued their downtrend and fell to $43.81 per barrel on January 29, 2015. On January 28, the EIA reported weekly crude oil inventories.
Crude oil gains as the US dollar falls, but it still faces a glut
Crude oil prices increased by ~2%. The commodity was trading at $46.7 per barrels on January 27, 2015, due to the depreciating US dollar.
Mario Gabelli’s GAMCO Investors goes activist on National Fuel Gas
Activist investor Mario Gabelli’s GAMCO Investors, which owns a 9.1% in National Fuel Gas (NFG), is pressuring the company to spin off its gas utility segment from its natural gas exploration and midstream assets.
Williston and Niobrara crude-by-rail is positive for Whiting
Apart from the Bakken, WLL also has considerable acreage in the Niobrara play (31%) in northeast Colorado.
Why follow natural gas industry fundamentals and future prices?
Nearly all of Southwestern’s production is natural gas. So natural gas prices are an incredibly important determinant of revenues and earnings for the company.
Southwestern Energy is 1 of the lowest-cost upstream producers
Southwestern Energy is one of the lowest-cost producers in the upstream energy space in terms of both lifting cost and finding and development cost.
Why Southwestern Energy’s midstream operations are significant
SWN notes that as of September 30, 2013, its midstream operations gathered ~2.3 billions of cubic feet of natural gas per day.
Must-know: The essentials of Continental Resources’ Bakken activity
Continental Resources is considered to be the bellwether of the Bakken Shale with its large acreage position and substantial oil production.