HoerthCM

Casey Hoerth

Casey is Fool contributor covering REITs and Energy companies. Currently residing in Taiwan. Casey is long the following: LINE, BBEP, O.

HoerthCM’s Activity

Wed Apr 16

NL

Article

HoerthCM published an article 9:24 PM

Up 30% This Week, Is This Stock's Rally Set to Continue?

Goodrich's Blades 33H-1 well was a great success, and it's now easy to be optimistic about the Tuscaloosa Marine Shale. This article looks to put recent events into perspective so that cooler heads may prevail.

Tue Apr 15

NL

Article

HoerthCM published an article 11:40 AM

ConocoPhilips: Stay Global, My Friends

While ConocoPhillips is refocusing its capital on higher margin, OECD plays, geographical diversification is still an important aspect of remaining a low-risk investment. Here are some thoughts on the company's international endeavors.

Thu Apr 10

NL

Article

HoerthCM published an article 12:43 PM

MarkWest Energy Partners LP: Little Growth Until 2015

MarkWest Energy Partners has disappointed investors with its 2013 full-year results

NL

Article

HoerthCM published an article 12:21 PM

Kinder Morgan's CO2 Operations Are No "Weak Link"

CO2-injection oil recovery is often seen as the "weak link" to Kinder Morgan's business. But exposure to this very lucrative business should be seen as a positive, not a negative.

Wed Apr 9

NL

Article

HoerthCM published an article 12:44 PM

Tuscaloosa Marine Shale Is an Opportunity

The Tuscaloosa Marine Shale got a boost last month as another well-known company entered this nascent play. It is looking increasingly likely that this shale play will be commercially viable.

Sat Apr 5

NL

Article

HoerthCM published an article 2:44 PM

Sanchez Energy: High Growth, High Margin, High Return

Rapidly-growing midcap producer Sanchez Energy operates mostly in the Eagle Ford Shale. The company's high margins, high growth, and reasonable valuations make it a buy.

Fri Apr 4

NL

Article

HoerthCM published an article 3:03 PM

Ensco PLC: The Low(er)-Risk Offshore Investment

Offshore drilling seems like a high-risk industry. The industry's capital intensive and highly cyclical nature has kept away many retail investors. Ensco is among the lowest risk offshore lessors, and I believe the company offers a compelling choice [more]

Thu Apr 3

Article Comment

HoerthCM commented on an article. 10:56 AM

Seadrill Ltd Is Heading Into the Perfect Storm

Seadrill's debt is part bonds, part facilities on ships. Yes, the facilities portion of the debt varies with the LIBOR or NIBOR. However, Seadrill also pays about $200 million each year to buy rate swaps to 'fix' those interest

[more]

Wed Apr 2

NL

Article

HoerthCM published an article 2:23 PM

Carrizo's Ambitious Plan to Grow Oil Production by 50%

Transforming from a gassy shale driller to an oily one, Carrizo has really turned itself around in the past three years. But this mid-cap company continues to make ambitious plans. This year, management expects to grow production by an impressive [more]

NL

Article

HoerthCM published an article 11:08 AM

ExxonMobil Corporation's Plans for 2014 and Beyond

While ExxonMobil may be the most financially disciplined of the major U.S. oil and gas producers, the company has been slow to adapt to shale oil production. This, I believe, explains Exxon's lackluster returns over the last five years.

Fri Mar 28

Article Comment

HoerthCM commented on an article. 2:58 PM

Should LINN Energy LLC’s Debt Scare You?

Thanks for the article, Matt. One would hope the debt ratio would come down, but there are a lot of moving targets to this equation, the biggest target being yet more acquisitions.

NL

Article

HoerthCM published an article 1:32 PM

Ensco vs. Seadrill: Which Is the Better Buy Now?

Offshore drilling activity is increasing around the world. Although there are a number of ways to participate in this growth trend, offshore rig lessors are the most focused way of doing so.

Mon Mar 24

NL

Article

HoerthCM published an article 11:53 AM

What Occidental Petroleum Corporation Might Look Like After the Split

Occidental Petroleum, one of the largest independent oil companies in the United States, is splitting up into at least two, possibly three businesses.

NL

Article

HoerthCM published an article 10:53 AM

Hi-Crush Partners LP: A Shale-Based Income and Growth Play

Hi-Crush is one of the largest frac sand producers and distributors in the country. As a frac sand servicing company, Hi Crush is a growth story. But, as most master limited partnership do, Hi-Crush also offers a nice yield.

Sun Mar 16

NL

Article

HoerthCM published an article 8:43 PM

This MLP Has Dipped and Now Yields a Secure 9.3%

Unit shares of Mid-Con Energy Partners are down 7% in just the last two weeks, for reasons largely unrelated to the partnership itself. With the highest margins among its peers and one of the most well-covered distributions, I believe Mid-Con merits [more]

Wed Mar 12

Article Comment

HoerthCM commented on an article. 11:53 AM

LINN Energy LLC Is "Hungover"

I apologize for the title if it upset anyone. I'm the author, and I take responsibility for it. The title was my idea, and not the idea of Motley Fool.

In fact, the title was just meant to be a quick way to

[more]

Tue Mar 11

NL

Article

HoerthCM published an article 9:26 AM

LINN Energy LLC Is "Hungover"

After a flurry of intense and often dramatic activity in 2013, Linn Energy will use 2014 to recuperate. Give Linn one year to digest its big acquisition, swap some acreage and grow production organically. This year distributions may be flat, but next [more]

Mon Mar 10

Article Comment

HoerthCM commented on an article. 10:28 PM

2 Reasons Investors Are Frustrated With Chevron

Thanks for the comments. That Chevron's two Australian mega projects have gone over budget by $15 billion (with a 'b') is not insignificant. There's no doubt that the payback period for these projects has been thrust back. Had

[more]

NL

Article

HoerthCM published an article 10:20 AM

Is ExxonMobil Corporation Coming Around? 3 Reasons to Like the Stock

ExxonMobil's stock has underperformed other U.S. 'big oil' plays over the last five years. The reason has been a lack of oil production growth and an untimely investment in dry gas. However, as ExxonMobil moves into the Wolfcamp shale play and as [more]

Sat Mar 8

NL

Article

HoerthCM published an article 11:55 AM

2 Reasons Investors Are Frustrated With Chevron

Chevron has underperformed its U.S. 'big oil' peers since the beginning of the year. While some may see this as a great buying opportunity, I believe that shares of Chevron are down for a couple of good reasons.

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