Energy & Commodities

My top-rated stock this week (out of more than 6,000 stocks and ETFs) is a basic materials company that focuses on industrial metals, minerals and oil and gas. In general, I like the basic materials segment of the global economy and even more so… Read More

A seldom mentioned emerging market country is nurturing a future oil giant. Few are aware that Colombia is a growing and dynamic economy. Many people think of Colombia as a violent and lawless place dominated by drug cartels, or perhaps even… Read More

When a recession hits, especially as hard as this one has, the last investment you want to make is in financial stocks. This would be true even if banks and mortgage companies hadn’t been at the center of the maelstrom. You want to increase… Read More

The rumblings about a possible double-dip recession have begun. Investors are understandably worried about such a possibility, not only because it may happen, but because it would be unprecedented for the current generation of market participants. First, don’t panic. We aren’t there yet. What you can do,… Read More

It’s coming. You know it is. Another recession. A “correction.” A one-day meltdown. Whatever you call it, the stock market is a fickle goddess to those who hear her siren’s call. Question is, how secure do you feel about being prepared for when —… Read More

Investing in clean energy takes a very strong stomach. Share prices in this sector continually soar and plunge depending on whether investors are feeling optimistic or pessimistic. Although the industry may never live up to the grandest hopes that some had expected, it is clearly emerging as a viable business… Read More

The energy industry has been especially turbulent recently, and investors looking for opportunity in companies afflicted by the offshore rig explosion and subsequent oil spill in the Gulf of Mexico are positioned right in the middle of the hurricane. I’ve spent some time in the hurricane and… Read More

Throughout the last winter and spring, solar stocks fell deeper and deeper out of favor. Investors fretted about a sharp slowdown in government subsidies right at a time when many companies were expanding their factories to boost output. Prices for solar panels and other components were in freefall as inventories piled up. But industry executives in China had a hunch that they could find ample demand for their rising output. They were right. Demand is better than many had expected, and this sector is now in rally mode. In the last three months, Jinko Solar (NYSE: JKS),… Read More

Throughout the last winter and spring, solar stocks fell deeper and deeper out of favor. Investors fretted about a sharp slowdown in government subsidies right at a time when many companies were expanding their factories to boost output. Prices for solar panels and other components were in freefall as inventories piled up. But industry executives in China had a hunch that they could find ample demand for their rising output. They were right. Demand is better than many had expected, and this sector is now in rally mode. In the last three months, Jinko Solar (NYSE: JKS), Solarfun (NYSE: SLF), ReneSola (NYSE: SOL) and Trina Solar (NYSE: TSL) have all risen by at least +40%. If you missed those moves, ample opportunities remain for some of the other industry players. Jinko sets the tone Little-known Jinko Solar has single-handedly established a more bullish tone for the entire sector. The May, 2010 IPO was flat-lining around $10 two months ago, but has since surged nearly +150% thanks to recent blowout earnings. The company turns re-processed and virgin silicon into solar panels and… Read More

There are some stocks you just buy and hold forever. These stocks represent businesses so fundamental to the daily lives of so many people, they deserve to be at the core of any serious long-term investor’s portfolio. Buy them, never sell… Read More