Commodity Earnings on Tap: Energy All Around (BP, CMI, MRO)

As we enter the latter part of earnings season, investors have already gotten a taste of how the final three months of 2013 fared for the Street. Thus far, it seems that there have been more earnings misses or disappointing guidance given than major wins or rosy outlooks. This week will keep energy firms in the spotlight with a few key European-based firms reporting, as well as one major agribusiness entity [for more commodity news and analysis subscribe to our free newsletter]:

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Commodity Earnings This Week: Oil, Potash, Gold, and More

As we enter the final stretch of earnings season, investors are beginning to make up their minds on where they think the economy is headed. We have seen a number of big wins as well as some big losses with a fair amount of companies warning of a subdued Q4 reflecting the impact of the U.S. government shutdown. Below, we outline some of the biggest commodity earnings set for this week [for more commodity news and analysis subscribe to our free newsletter].

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Commodity Earnings Recap: ADM, MRO, DVN

With the second quarter earnings season winding down, there are only a handful of companies left to report their results. Last week, oil and gas giants Chesapeake Energy Corp (CHK) and ConocoPhillips (COP) managed to beat analyst expectations, even after both companies reported declines in earnings and revenues, respectively. Exxon Mobil (XOM), however, reported a 57% decline in earnings, though revenues managed to top estimates [for more commodity news and analysis subscribe to our free newsletter].

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Major Commodity Earnings This Week: ADM, DVN, TNH

As we enter the latter part of earnings season, investors and analysts have had plenty of major reports to digest. Thus far, it seems to have been a mixed bag of results with a number of high-profile beats and misses. Reports from commodity firms have been especially under scrutiny as many worry that China’s plateauing growth will send commodity prices into the gutter. Below, we outline some of the biggest commodity firms reporting earnings this week [for more commodity news and analysis subscribe to our free newsletter].

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The Hidden Cause of Rising Gas Prices

By now, you have probably noticed that prices at the pump have been anything but kind. Gasoline prices have been steadily rising in the U.S. as the summer months continue to heat up. While it is true that gasoline prices are typically higher during the warmer months as demand also rises, the current spike is also due to some behind the scenes issues that many consumers may not be aware of [for more gasoline news and analysis subscribe to our free newsletter].

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Earnings Preview: Big Week For Independent Oil And Gas (EOG, APC, MRO, APA)

This week saw a flurry of economic and earnings reports, with several well-known commodity firms posting both hits and misses. Newmont Mining Corp (NEM) revenue and earnings came in below expectations, while Suncor Energy (SU) beat forecasts. Independent oil and gas firm Devon Energy Corp. (DVN) beat EPS estimates by $0.10, though the company reported a loss in the first quarter of $1.3 billion [for more commodity news and analysis subscribe to our free newsletter].

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Anadarko’s Oil Find May Be A “Game Changer”

Last week, Texas-based independent oil and natural gas explorer Anadarko (APC) announced one of its largest oil discoveries in the Gulf of Mexico. Immediately following the press release, shares of the company, as well as the well’s co-owners ConocoPhillips (COP) and Marathon Oil Corp. (MRO), rallied, prompting many analysts to redraw their estimates for Anadarko. Many have noted that this discovery may very well be a “game changer” for the popular explorer [for more commodity news and analysis subscribe to our free newsletter].

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Commodity Stock Plays in the 2012 Dogs of the S&P

Many investors are familiar with a group known as the “Dogs of the Dow”, or the 10 highest yielding stocks at the end of the prior year. Many investors use this strategy to help pick securities for the coming year, as they will not only offer strong dividend yields, but it may also be that their prices have been beaten down. Dividend yields and stock prices have an inverse relationship, meaning that a higher yield could reflect a poor performance from a stock in the prior year. Many feel that the dogs are oversold and the fact that they are still offering high dividend yields means the company is still strong [see also 12 High-Yielding Commodities For 2012].

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