Energy ETF Vanguard (VDE) 108.48 $VDE
Energy Industry Weekly Update - U.S., Canada, Rest Of The World Rigs And Production Data
Adrian Wong - Seeking Alpha - Sat Mar 21, 8:08AM CDT
This week let's look at U.S., Canada, and World ex U.S. and Canadian rotary rigs and crude oil production data. I only have international EIA data from 1994 to October 2014, so the information is a bit dated. However, it is enough to show that...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60)
U.S. sets fracking rules for drilling on federal lands
Seeking Alpha - at Seeking Alpha - Fri Mar 20, 11:41AM CDT
VDE: 108.48 (+1.29), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Federal fracking rules set to be unveiled tomorrow
Seeking Alpha - at Seeking Alpha - Thu Mar 19, 6:11PM CDT
VDE: 108.48 (+1.29), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Goldman: Commodity bottom-fishers should be patient
Seeking Alpha - at Seeking Alpha - Fri Mar 13, 10:01AM CDT
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), UGA: 35.09 (+0.27), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), JJC: 33.04 (+1.20), XLE: 76.91 (+0.60), UHN: 21.04 (-0.08), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), TWTI: 20.51 (+0.19), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), CUPM: 30.15 (+0.55), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), CPER: 18.29 (+0.77), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Bakken Data Plus The EIA Versus The EIA
Ron Patterson - Seeking Alpha - Fri Mar 13, 4:13AM CDT
The NDIC has just published the latest oil production data from the Bakken. Monthly Oil Production Bakken Only Monthly Oil Production All North Dakota (click to enlarge) Bakken production dropped by 34,619 barrels per day, while all...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Rig Count Data: No Bottom Yet... But Who Cares?
Healthy Appreciation - at Seeking Alpha - Thu Mar 12, 2:41AM CDT
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), BHI: 62.47 (+1.54), XLE: 76.91 (+0.60)
Black Gold or Fool's Gold: Is it Safe to Buy Oil Stocks Yet?
Tyler Crowe, The Motley Fool - Motley Fool - Sun Mar 08, 11:00AM CDT
While many investors have been fretting the plummet in oil prices, there is a small set of investors that have likely been licking their lips: Value investors. With oil prices today about half what they were a little more than six months ago and many...
VDE: 108.48 (+1.29)
World Rig Counts Declining
Ron Patterson - at Seeking Alpha - Sat Mar 07, 1:26PM CST
The weekly Baker Hughes Rig Count for North America and the international monthly rig count is out. In the charts below, the monthly data is through February 2015 and the weekly data is as of March 6th. (click to enlarge) World Rig Count,...
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Investors again warm to oil stocks, sparking surge in equity fund-raises
Seeking Alpha - at Seeking Alpha - Sat Mar 07, 7:25AM CST
CXO: 108.18 (+1.98), NBL: 47.84 (+0.26), XES: 24.70 (+0.47), OIH: 33.30 (+0.74), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), PAA: 47.41 (-0.23), TEP: 49.63 (+0.59), ECA: 11.10 (+0.28), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), GDP: 3.12 (+0.09), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), AR: 36.03 (+0.40), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), LPI: 11.98 (+0.21), IYE: 43.63 (+0.61), IEZ: 46.49 (+0.98), FENY: 22.06 (+0.16), NFX: 33.29 (+0.82), PXE: 29.13 (+0.30), IEO: 72.99 (+0.93), OAS: 13.80 (-0.16)
ETF flows: Out of financials, industrials, tech; into energy, healthcare
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 1:08PM CST
UYG: 152.26 (+3.86), ROM: 161.96 (+2.30), QTEC: 44.99 (+0.46), FXL: 36.80 (+0.33), ERY: 20.70 (-0.95), RGI: 91.32 (+0.42), TECL: 150.33 (+2.54), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), FXO: 23.99 (+0.28), FNCL: 29.40 (+0.25), FAS: 130.56 (+4.47), FAZ: 11.64 (-0.46), FXH: 68.50 (+0.07), SEF: 17.19 (-0.22), VFH: 50.46 (+0.70), DDG: 26.19 (-0.47), REW: 50.64 (-0.80), UXI: 122.90 (+0.65), SIJ: 39.35 (unch), TECS: 9.91 (-0.16), FIDU: 29.35 (+0.13), FTEC: 32.82 (+0.06), FENY: 22.06 (+0.16), RWW: 49.89 (+0.52), RXD: 12.24 (-0.14), OIH: 33.30 (+0.74), RXL: 149.91 (+1.63), AIRR: 18.60 (+0.25), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), VIS: 109.27 (+0.65), XLK: 42.54 (+0.10), FHLC: 36.29 (-0.04), XLI: 57.12 (+0.06), XLF: 24.71 (+0.24), RYE: 65.15 (+0.69), RYF: 45.57 (+0.43), CURE: 161.18 (+3.49), VHT: 139.38 (+0.70), XLE: 76.91 (+0.60), IYW: 107.91 (+0.62), FINZ: 20.88 (-1.18), RYH: 159.00 (+0.69), VDE: 108.48 (+1.29), IYJ: 109.99 (+0.71), IYH: 159.39 (+0.86), IGM: 106.03 (+0.92), DIG: 50.34 (+1.28), FINU: 89.26 (+3.59), IYG: 91.93 (+1.01), RYT: 94.16 (+0.66), IYF: 91.39 (+1.22), IYE: 43.63 (+0.61), XLV: 74.90 (+0.33), FXR: 31.61 (+0.24), MTK: 103.47 (+0.66), VGT: 108.77 (+0.62)
Dividend cuts could turn energy ETFs into "yield traps"
Seeking Alpha - at Seeking Alpha - Wed Mar 04, 11:31AM CST
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60)
Energy Industry Weekly Update - Is U.S. Crude Oil Production Related To Rotary Rig Count?
Adrian Wong - Seeking Alpha - Mon Mar 02, 3:28AM CST
It would seem reasonable to assume that fewer rotary rigs drilling would equate to lower crude oil production. The first chart below shows U.S. production versus rotary rig count. At first glance, the loose correlation of 43.80% between rotary rig...
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Don't jump in yet on energy stocks, analysts warn
Seeking Alpha - at Seeking Alpha - Tue Feb 24, 4:45PM CST
VDE: 108.48 (+1.29), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Embrace The Rate Hike, A Delay Isn't An Option
Orange Peel Investments - at Seeking Alpha - Mon Feb 23, 7:49AM CST
VDE: 108.48 (+1.29), SPY: 210.41 (+0.91), JPM: 61.75 (+0.55), WFC: 56.01 (+0.50), XLF: 24.71 (+0.24)
Oil Services Firms: Hardest Hit; Deepest Value?
Morningstar - Seeking Alpha - Sun Feb 22, 5:00AM CST
By John Gabriel One of the hardest-hit groups in the oil patch may also represent the deepest value for intrepid investors with the stomach to withstand continued volatility during the next year or so. According to the aggregated fair value...
FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), VDE: 108.48 (+1.29), XES: 24.70 (+0.47), OIH: 33.30 (+0.74)
S&P 500 Weekly Earnings Update: Ex-Apple And Energy, Q4 2014 Earnings Grow 4%-4.5%
Brian Gilmartin, CFA - at Seeking Alpha - Sat Feb 21, 12:11PM CST
With Wal-Mart's (NYSE: WMT ) quarterly earnings report this week, it is thought the "official" Q4 '14 earnings season is now concluded. With Retail being the prime sector reporting in February, with a January quarter end, investors start...
VDE: 108.48 (+1.29), HD: 117.49 (+2.33), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), OIH: 33.30 (+0.74), DUG: 54.08 (-1.44), WMT: 83.24 (+1.72), PXJ: 15.98 (+0.23), HPQ: 33.28 (+0.44), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), SPY: 210.41 (+0.91), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), JCP: 7.70 (-0.07), LOW: 75.23 (+0.67), RYE: 65.15 (+0.69), AAPL: 125.90 (-1.60), TOL: 38.70 (+0.55), XLE: 76.91 (+0.60)
Is An Energy Sector Dividend Cut Imminent?
Wall Street Daily - Seeking Alpha - Fri Feb 20, 6:37AM CST
By Karim Rahemtulla The fourth quarter numbers are rolling in, and things are looking great for oil and gas companies… considering the crash in oil prices . But we must be careful… The numbers are based on fourth-quarter...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOM: 84.54 (+0.13), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), SLB: 82.37 (+1.36), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), BP: 40.10 (+1.13), CVX: 107.03 (+2.28), RYE: 65.15 (+0.69), CRK: 3.28 (-0.08), XLE: 76.91 (+0.60)
Energy Sector Short Interest Going Parabolic
Bespoke Investment Group - Seeking Alpha - Thu Feb 12, 2:47AM CST
Short interest figures for the end of January were released after the close yesterday, and earlier today, we sent out our regular bi-weekly update to clients. There were a number of noteworthy aspects to this month's report, but the one that sticks...
FENY: 22.06 (+0.16), VDE: 108.48 (+1.29), IYE: 43.63 (+0.61), XLE: 76.91 (+0.60)
This Is How You Invest In Oil Right Now (Without USO)
Hedgewise - Seeking Alpha - Wed Feb 11, 5:21PM CST
Note: This article originally appeared on Hedgewise in October 2014. It has been updated with additional data and republished. Introduction Just about everyone is betting on an oil turnaround sometime soon and trying to figure out how to...
VDE: 108.48 (+1.29), USO: 16.43 (+0.35), XOP: 48.19 (+0.22), DBO: 13.39 (+0.22), OIL: 9.79 (+0.22), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60), USL: 23.65 (+0.47)
Richard Pzena eyes energy, but not buying yet
Seeking Alpha - at Seeking Alpha - Wed Feb 11, 2:39PM CST
PZN: 8.96 (+0.22), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), OIH: 33.30 (+0.74), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXI: 46.96 (+0.49), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), PBW: 5.65 (+0.06), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), PUW: 26.53 (+0.22), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), IYE: 43.63 (+0.61), IEZ: 46.49 (+0.98), FENY: 22.06 (+0.16), PXE: 29.13 (+0.30), QCLN: 18.98 (+0.14), HECO: 37.69 (-0.10), IEO: 72.99 (+0.93), PSCE: 27.33 (+0.25)
Energy Industry Weekly Update - U.S., Canada, Rest Of The World Rigs And Production Data
Adrian Wong - Seeking Alpha - Sat Mar 21, 8:08AM CDT
This week let's look at U.S., Canada, and World ex U.S. and Canadian rotary rigs and crude oil production data. I only have international EIA data from 1994 to October 2014, so the information is a bit dated. However, it is enough to show that...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60)
U.S. sets fracking rules for drilling on federal lands
Seeking Alpha - at Seeking Alpha - Fri Mar 20, 11:41AM CDT
VDE: 108.48 (+1.29), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Federal fracking rules set to be unveiled tomorrow
Seeking Alpha - at Seeking Alpha - Thu Mar 19, 6:11PM CDT
VDE: 108.48 (+1.29), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Goldman: Commodity bottom-fishers should be patient
Seeking Alpha - at Seeking Alpha - Fri Mar 13, 10:01AM CDT
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), UGA: 35.09 (+0.27), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), JJC: 33.04 (+1.20), XLE: 76.91 (+0.60), UHN: 21.04 (-0.08), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), TWTI: 20.51 (+0.19), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), CUPM: 30.15 (+0.55), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), CPER: 18.29 (+0.77), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Bakken Data Plus The EIA Versus The EIA
Ron Patterson - Seeking Alpha - Fri Mar 13, 4:13AM CDT
The NDIC has just published the latest oil production data from the Bakken. Monthly Oil Production Bakken Only Monthly Oil Production All North Dakota (click to enlarge) Bakken production dropped by 34,619 barrels per day, while all...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Rig Count Data: No Bottom Yet... But Who Cares?
Healthy Appreciation - at Seeking Alpha - Thu Mar 12, 2:41AM CDT
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), BHI: 62.47 (+1.54), XLE: 76.91 (+0.60)
Black Gold or Fool's Gold: Is it Safe to Buy Oil Stocks Yet?
Tyler Crowe, The Motley Fool - Motley Fool - Sun Mar 08, 11:00AM CDT
While many investors have been fretting the plummet in oil prices, there is a small set of investors that have likely been licking their lips: Value investors. With oil prices today about half what they were a little more than six months ago and many...
VDE: 108.48 (+1.29)
World Rig Counts Declining
Ron Patterson - at Seeking Alpha - Sat Mar 07, 1:26PM CST
The weekly Baker Hughes Rig Count for North America and the international monthly rig count is out. In the charts below, the monthly data is through February 2015 and the weekly data is as of March 6th. (click to enlarge) World Rig Count,...
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Investors again warm to oil stocks, sparking surge in equity fund-raises
Seeking Alpha - at Seeking Alpha - Sat Mar 07, 7:25AM CST
CXO: 108.18 (+1.98), NBL: 47.84 (+0.26), XES: 24.70 (+0.47), OIH: 33.30 (+0.74), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), PAA: 47.41 (-0.23), TEP: 49.63 (+0.59), ECA: 11.10 (+0.28), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), GDP: 3.12 (+0.09), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), AR: 36.03 (+0.40), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), LPI: 11.98 (+0.21), IYE: 43.63 (+0.61), IEZ: 46.49 (+0.98), FENY: 22.06 (+0.16), NFX: 33.29 (+0.82), PXE: 29.13 (+0.30), IEO: 72.99 (+0.93), OAS: 13.80 (-0.16)
ETF flows: Out of financials, industrials, tech; into energy, healthcare
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 1:08PM CST
UYG: 152.26 (+3.86), ROM: 161.96 (+2.30), QTEC: 44.99 (+0.46), FXL: 36.80 (+0.33), ERY: 20.70 (-0.95), RGI: 91.32 (+0.42), TECL: 150.33 (+2.54), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), FXO: 23.99 (+0.28), FNCL: 29.40 (+0.25), FAS: 130.56 (+4.47), FAZ: 11.64 (-0.46), FXH: 68.50 (+0.07), SEF: 17.19 (-0.22), VFH: 50.46 (+0.70), DDG: 26.19 (-0.47), REW: 50.64 (-0.80), UXI: 122.90 (+0.65), SIJ: 39.35 (unch), TECS: 9.91 (-0.16), FIDU: 29.35 (+0.13), FTEC: 32.82 (+0.06), FENY: 22.06 (+0.16), RWW: 49.89 (+0.52), RXD: 12.24 (-0.14), OIH: 33.30 (+0.74), RXL: 149.91 (+1.63), AIRR: 18.60 (+0.25), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), VIS: 109.27 (+0.65), XLK: 42.54 (+0.10), FHLC: 36.29 (-0.04), XLI: 57.12 (+0.06), XLF: 24.71 (+0.24), RYE: 65.15 (+0.69), RYF: 45.57 (+0.43), CURE: 161.18 (+3.49), VHT: 139.38 (+0.70), XLE: 76.91 (+0.60), IYW: 107.91 (+0.62), FINZ: 20.88 (-1.18), RYH: 159.00 (+0.69), VDE: 108.48 (+1.29), IYJ: 109.99 (+0.71), IYH: 159.39 (+0.86), IGM: 106.03 (+0.92), DIG: 50.34 (+1.28), FINU: 89.26 (+3.59), IYG: 91.93 (+1.01), RYT: 94.16 (+0.66), IYF: 91.39 (+1.22), IYE: 43.63 (+0.61), XLV: 74.90 (+0.33), FXR: 31.61 (+0.24), MTK: 103.47 (+0.66), VGT: 108.77 (+0.62)
Dividend cuts could turn energy ETFs into "yield traps"
Seeking Alpha - at Seeking Alpha - Wed Mar 04, 11:31AM CST
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60)
Energy Industry Weekly Update - Is U.S. Crude Oil Production Related To Rotary Rig Count?
Adrian Wong - Seeking Alpha - Mon Mar 02, 3:28AM CST
It would seem reasonable to assume that fewer rotary rigs drilling would equate to lower crude oil production. The first chart below shows U.S. production versus rotary rig count. At first glance, the loose correlation of 43.80% between rotary rig...
OLO: 6.80 (+0.05), OIH: 33.30 (+0.74), BNO: 20.47 (+0.31), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), OLEM: 22.25 (+0.59), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), DTO: 115.21 (-3.60), UWTI: 2.07 (+0.13), SCO: 93.38 (-4.24), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Don't jump in yet on energy stocks, analysts warn
Seeking Alpha - at Seeking Alpha - Tue Feb 24, 4:45PM CST
VDE: 108.48 (+1.29), XES: 24.70 (+0.47), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), PXE: 29.13 (+0.30), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), RYE: 65.15 (+0.69), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60)
Embrace The Rate Hike, A Delay Isn't An Option
Orange Peel Investments - at Seeking Alpha - Mon Feb 23, 7:49AM CST
VDE: 108.48 (+1.29), SPY: 210.41 (+0.91), JPM: 61.75 (+0.55), WFC: 56.01 (+0.50), XLF: 24.71 (+0.24)
Oil Services Firms: Hardest Hit; Deepest Value?
Morningstar - Seeking Alpha - Sun Feb 22, 5:00AM CST
By John Gabriel One of the hardest-hit groups in the oil patch may also represent the deepest value for intrepid investors with the stomach to withstand continued volatility during the next year or so. According to the aggregated fair value...
FENY: 22.06 (+0.16), IEZ: 46.49 (+0.98), VDE: 108.48 (+1.29), XES: 24.70 (+0.47), OIH: 33.30 (+0.74)
S&P 500 Weekly Earnings Update: Ex-Apple And Energy, Q4 2014 Earnings Grow 4%-4.5%
Brian Gilmartin, CFA - at Seeking Alpha - Sat Feb 21, 12:11PM CST
With Wal-Mart's (NYSE: WMT ) quarterly earnings report this week, it is thought the "official" Q4 '14 earnings season is now concluded. With Retail being the prime sector reporting in February, with a January quarter end, investors start...
VDE: 108.48 (+1.29), HD: 117.49 (+2.33), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), OIH: 33.30 (+0.74), DUG: 54.08 (-1.44), WMT: 83.24 (+1.72), PXJ: 15.98 (+0.23), HPQ: 33.28 (+0.44), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), SPY: 210.41 (+0.91), FXN: 20.99 (+0.27), ERX: 54.14 (+2.35), JCP: 7.70 (-0.07), LOW: 75.23 (+0.67), RYE: 65.15 (+0.69), AAPL: 125.90 (-1.60), TOL: 38.70 (+0.55), XLE: 76.91 (+0.60)
Is An Energy Sector Dividend Cut Imminent?
Wall Street Daily - Seeking Alpha - Fri Feb 20, 6:37AM CST
By Karim Rahemtulla The fourth quarter numbers are rolling in, and things are looking great for oil and gas companies… considering the crash in oil prices . But we must be careful… The numbers are based on fourth-quarter...
VDE: 108.48 (+1.29), DDG: 26.19 (-0.47), OIH: 33.30 (+0.74), DIG: 50.34 (+1.28), XOM: 84.54 (+0.13), DUG: 54.08 (-1.44), PXJ: 15.98 (+0.23), SLB: 82.37 (+1.36), IYE: 43.63 (+0.61), FENY: 22.06 (+0.16), ERY: 20.70 (-0.95), ERX: 54.14 (+2.35), FXN: 20.99 (+0.27), BP: 40.10 (+1.13), CVX: 107.03 (+2.28), RYE: 65.15 (+0.69), CRK: 3.28 (-0.08), XLE: 76.91 (+0.60)
Energy Sector Short Interest Going Parabolic
Bespoke Investment Group - Seeking Alpha - Thu Feb 12, 2:47AM CST
Short interest figures for the end of January were released after the close yesterday, and earlier today, we sent out our regular bi-weekly update to clients. There were a number of noteworthy aspects to this month's report, but the one that sticks...
FENY: 22.06 (+0.16), VDE: 108.48 (+1.29), IYE: 43.63 (+0.61), XLE: 76.91 (+0.60)
This Is How You Invest In Oil Right Now (Without USO)
Hedgewise - Seeking Alpha - Wed Feb 11, 5:21PM CST
Note: This article originally appeared on Hedgewise in October 2014. It has been updated with additional data and republished. Introduction Just about everyone is betting on an oil turnaround sometime soon and trying to figure out how to...
VDE: 108.48 (+1.29), USO: 16.43 (+0.35), XOP: 48.19 (+0.22), DBO: 13.39 (+0.22), OIL: 9.79 (+0.22), IEO: 72.99 (+0.93), XLE: 76.91 (+0.60), USL: 23.65 (+0.47)
Richard Pzena eyes energy, but not buying yet
Seeking Alpha - at Seeking Alpha - Wed Feb 11, 2:39PM CST
PZN: 8.96 (+0.22), GASL: 2.78 (+0.09), XES: 24.70 (+0.47), OIH: 33.30 (+0.74), XOP: 48.19 (+0.22), DUG: 54.08 (-1.44), PXI: 46.96 (+0.49), PXJ: 15.98 (+0.23), ERY: 20.70 (-0.95), FXN: 20.99 (+0.27), PBW: 5.65 (+0.06), ERX: 54.14 (+2.35), FCG: 10.25 (+0.12), RYE: 65.15 (+0.69), XLE: 76.91 (+0.60), VDE: 108.48 (+1.29), PUW: 26.53 (+0.22), DDG: 26.19 (-0.47), DIG: 50.34 (+1.28), IYE: 43.63 (+0.61), IEZ: 46.49 (+0.98), FENY: 22.06 (+0.16), PXE: 29.13 (+0.30), QCLN: 18.98 (+0.14), HECO: 37.69 (-0.10), IEO: 72.99 (+0.93), PSCE: 27.33 (+0.25)
