Q3 Earnings Scorecard: Commodity Stock Hits And Misses

2013′s third quarter earnings season was perhaps not what many analysts had expected, as companies across all sectors reported both hits and misses. In the commodity space, Alcoa had set the tone for the start of the season, beating earnings and revenue estimates and posting a profit of $24 million. And while other commodity stocks also managed to post better-than-expected results, some showed signs of weakness from this year’s commodity slump [for more commodity news and analysis subscribe to our free newsletter].

Posted in Copper, Earnings, Earnings Reports, Energy, Industrial Metals, MLPs, Natural Gas, WTI | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Commodity Earnings This Week: Big Oil Under the Microscope

As earnings season gets into full swing, Wall Street’s attention will be fixated on the results of the most recent quarter. This week sees big oil step up to the plate, with some of the biggest names in the industry reporting on how they fared over the past three months. Below, we preview some of the most significant commodity earnings from the week ahead, helping investors prepare for what will ultimately be an active five day stretch for markets:

Posted in Brent Oil, Earnings, Earnings Reports, Energy, Gasoline, Natural Gas, WTI | Tagged , , , , , , , , | Leave a comment

How Are MLPs Taxed?

When rates hover around zero, investors often find themselves looking towards more “exotic” asset classes to gain yield. Everything from convertible bonds to emerging market debt becomes commonplace in portfolios. One of the more popular choices is master limited partnerships or MLPs. The corporate tax structure allows for investors and the sponsoring companies to reap some pretty nice benefits, including big dividend distributions [for more MLP news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Commodity Producers, Energy, MLPs, Natural Gas, WTI | Tagged , , , , | 4 Comments

13 Commodity Earnings You Can’t Afford to Miss

As we enter the latter half of earnings season, it is time for a number of the world’s biggest and most significant commodity-based firms to report their results from their most recent fiscal quarter. The figures they post as well as the guidance they provide will have not only a big impact on their stock, but some of the bellwethers will actually have an impact on the commodity itself. Below, we have compiled a list of some of the biggest and most important commodity firms to report earnings this week, all of which you should keep a watchful eye on [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity Producers, Energy, Gold, Industrial Metals, Natural Gas, Precious Metals, Steel, WTI | Tagged , , , , , , , , , , , | Leave a comment

The 5 Minute Guide To Aluminum ETFs

Aluminum appears on the period table of elements as part of the ordinary metals group. At one point, aluminum was considered a noble metal along with gold and silver: Napoleon III supposedly served his most prominent guests on aluminum plates. Today, aluminum is light and strong enough to be used in a variety of applications, yet inexpensive enough to be in every kitchen [for more aluminum news and analysis subscribe to our free newsletter].

Posted in Commodity ETFs | Tagged , , , | Leave a comment

Five Commodity MLPs With Sky High Yields

Income investors groaned at the news of the Fed’s recent decision to hold rates in their near-zero rate rut until late 2014. That could mean nearly three years until we see an uptick in interest rates which points to three years of scrapping for steady income around markets as interest rates of 0.25% are less than enticing for most investors. But for those who live and die by dividend yields, there are still a number of options available, especially in the commodity space. Investing on the equity side of commodities can offer low correlation (though not nearly as low as the direct commodity itself) while providing a handsome income stream [see also 12 High-Yielding Commodities For 2012].

Posted in Agriculture, Coal, Commodity Producers, Dividends, Energy, Exclusive, Natural Gas, WTI | Tagged , , , , , , , | 11 Comments

Dividend Special: Top Companies In Every Major Commodity Sector

As the years have progressed, commodity exposure has evolved from a binary factor, either you have it or you don’t, to a necessary component of every portfolio. But as markets have been continually beaten down as of late, for many investors, finding the right commodity allocation has been something of a difficult task. A number of investors have stopped looking for growth, and taken cover in value funds that pay out annual yields in a time when no returns are guaranteed [see also The Guide To The Biggest Companies In Every Major Commodity Sector].

Posted in Academic Research, Agriculture, Aluminum, Copper, Exclusive, Gold, Industrial Metals, Steel, WTI | Tagged , , , , , , , , , , , , , , | 20 Comments

Analyzing Five High Yielding Oil & Gas Pipeline Stocks

The past few months have been something of a roller coaster ride for major equities, as investor confidence has declined along with broad markets. During times like these, finding returns for your portfolio can be next to impossible, as certain assets will be up one day only to be slaughtered the next. Commodity investors may be especially confused with market performance, as the recent erratic sessions for the U.S. dollar seem to be tossing futures contracts back and forth on a daily basis.

Posted in Academic Research, Energy, Exclusive, Gasoline, Natural Gas, WTI | Tagged , , , , | 18 Comments
  • Subscribe

    • RSS Icon   Twitter Icon
    • Sign up for free today:
  • Search