Nov 03

Oil PLatformThe price of Crude oil reached a peak of $147 in July of this year.After that peak, the price has continued to fall and settled at about $64 today, Thats a crash of more than 50% in just a few months. Today gas stations in some parts of the US are selling gas for $1.99 or less a gallon.

Considering the above price movements it makes no sense to be talking about oil and gas stocks as some pundits are proclaiming that gas prices will go even lower. However OPEC is the key as they stabilize the falling prices by cutting production. Sure if demand falls dramatically because of recession worldwide there is nothing they can do. Still for the time being it seems like prices are stabilizing and may be a while before crude oil moves either way.

An investor need not ignore oil stocks just because the price of crude is falling. Oil stocks are an integral part of a well diversified portfolio. Just like utility stocks they offer decent yields now and are worth a look.

Europe has some of the large oil giants of the world such as Shell, BP,etc.The following is a list of all the European oil and gas company ADRs in the US:

1. Company: BP
Ticker: BP
Country: UK
Dividend Yield: 6.76%

2. Company: TOTAL SA
Ticker: TOT
Country: France
Dividend Yield: 5.72%

3. Company: Royal Dutch Shell - A Shares
Ticker: RDS.A
Country: The Netherlands
Dividend Yield: 5.73%

4. Company: Royal Dutch Shell - B Shares
Ticker: RDS.B
Country: UK
Dividend Yield: 5.79%

5. Company: Repsol YPF
Ticker: REP
Country: Spain
Dividend Yield: 8.21%

6. Company: StatoilHydro ASA
Ticker: STO
Country: Norway
Dividend Yield: 4.07%

7. Company: Eni
Ticker: E
Country: Italy
Dividend Yield: 7.90%

You can use the above list as a starting point for further research.

More on this topic (What's this?)
Crude Oil - Is a Bottom in Sight?
Energy Stocks Will Roar Back - But Not Soon
Read more on Oil Prices at Wikinvest

written by admin

Jun 04

In this post,lets look at two fuel distributors.One is Ultrapar Holdings Inc. (UGP) from Brazil and the other is Imperial Oil Ltd. (IMO) of Canada.

1.Ultrapar distributes Liquefied Petroleum (LPG) in Brazil.LPG is used for cooking and other purposes.UGP also produces various kinds of chemcials and engages in the transportation and distribution of the same.



Details (As of June 1st, 2008):
Company: Ultrapar Holdings Inc.
Country: Brazil
Ticker: UGP
Price per share: $38.01
Dividend Yield: 5.38%

5-Year Chart:


2.Imperial Oil Ltd operates in crude oil, natural gas and chemical industries. Specifically the company runs the “ESSO” brand gas stations in Canada.It is called so because IMO is a subsidiary of Exxon Mobil Corporation. ESSO stations are distributed throughout Canada.



Company: Imperial Oil Ltd
Country: Canada
Ticker: IMO
Price per share: $57.53
Dividend Yield: 0.59%

5-Year Chart:

written by David

May 24

One industry that has been riding on the back of the rising oil prices is the Oil&Gas equipment and service industry.Companies in this sector provide equipments, technology, management consulting, equipment, maintenance etc. to the oil companies.

Big oil companies like Shell,BP,Total etc. usually contract out all the infrastrucutre and operations related work to contractors like Schlumberger,Halliburton,Baker Hughes International in the US.Or to their foreign peers like Acergy,Technip,CGV Veritas, etc.These companies do all kinds of activities such as building an off-shore platforms,pipelines,maintenance etc.

Many of the oil equipment and service stocks have jumped many fold in the past few years and their growth continues. P/E ratios have expanded and so is the market cap of all the players in this niche sector.An indirect way to gain exposure to the oil industry is to invest in the equipment and service providers since they are the backbone of the oil majors.

In this post let me list four such foreign ADR stocks.While Schlumberger and Halliburton are number 1 and 2 in terms of market caps, these four ADRs are worth looking into as well.

Oil and Gas Equipment and Service ADRs:

1.Name: Acergy SA
Ticker: ACGY

Country: Norway
Current PPS: $26.38

2.Name: Compagnie Generale De Geophysiqu-Veritas


Ticker: CGV
Country: France
Current PPS: $57.00

3.Name: Petroleum Geo-Services
Ticker: PGSVY

Country: Norway
Current PPS: $32.05

4.Name: Technip
Ticker: TKS

Country: France
Current PPS: $95.03

More on this topic (What's this?)
CNBC: Boone Pickens on Oil
A (Short Term) Bubble in Oil?
Read more on Oil Prices at Wikinvest

written by David