Noble Energy, Inc. (NYSE:NBL)

Cyprus nat gas?

I drank their Koolade when they said they expect to double within five years. Well, virtual Koolade--I haven't really bought any shares yet.

TD Demark

Large discoveries in mideast and ptrshp with Israel on the Leviathan discovery should mean increase in revenues and profits.

12/14

With the potential of the Leviathan project and the re-start of drilling in the Gulf, I expect this company to do great things in the next 10-20 years.

leviathan oil field off coast of israel. they own 40% stake in this offshore huge oil field

Alright, couple of reasons I'm marking this as outperform, none of them related to the specific company at hand. Typically, about twice a year, I'll go to the finviz heatmap:

http://finviz.com/map.ashx?t=sec&st=ytd

From there I'll check the trending 6 months, 1 year, and YTD to find lagging sectors.

Once I find the lagging sectors, I'll do a quick analysis of the macro variables at hand and determine whether the secto is warranted to be under performing the market or whether I think the market has undervalued these sectors. In this case, I think O&G exploration and development as well as utilities are undervalued.

If you notice, pharmas are also undervalued, but I think the new healthcare law makes their underperformance relevant at this time - if they continue to be undervalued at the time of my next review, I may pick up some in the sector.

I digress, the reason I think O&G and utilities are a good buy at this time:

1. Winter is fast approaching
2. Energy prices are still comparatively low and will go up
3. The economy is rebounding
4. The oil spill worries are becoming something of the past for the majority of Americans (Personally, I hate that recency plays a factor in this at all)
5. Likely republican majority in one chamber will make it difficult to pass major energy reform, thus old energy wins and new energy loses. (Much to our malevolence)

After I determine which sectors to buy, I'll review each individual stock in CAPS. Anything less than 3 stars gets filtered out. 4 and 5 star picks are most preferable, as these quintiles usually gains points in a year's time.

I expect to remove 90% of these stocks by March/April. Typically, this nets me a few hundred caps points (read: profit), and roughly 75% accuracy. Some will be bombs or laggards. Those that barely lag will be kept on my portfolio in hopes that I may eke out a slight gain at a later date. The bombs will be dropped.

I want to emphasize, this is not a judgment call on this specific stock. I didn't even check the financials. Do your DD if you buy in RL. In fact if you like the sector and want to buy in RL, I recommend you buy a sector ETF - one of my personal faves is FCG.

MAIN PROJECT LEADER IN THE N.GAS DEVELOPMENT IN THE MED

Sound fundamentals in battered industry thanks to BP..

the gas in tamr is more than 200 bcm and during 2010
new gas and oil will be found offshore Cyprus and Israel in the Levantine Basin. talking to sell gas to Italy

3 factors:
1. Oil Prices are good, but not amazing (see 3)
2. Noble has attempted to shipbuild, and as for the first 2 of 3 rigs, it has been an absolute disaster. The capital efforts on these rigs will drag down Noble's bottom line for years during the payoff period, and I can only hope causes a round of executive firings.
3. The efforts being focused on Brazil's NG find are a sure thing, but PetroBras is known to lowball on its dayrates, and getting anything through Brazliian customs easily triples the original cost of the parts.

For these reasons I think Noble will be pulling themselves out of this mess for upwards of 5 years.

Tamar-1 Super-Giant Gas-Field right offshore Haifa, ISRAEL...

Expert Analysts ever increasing Size of the Super-Giant Gas-Field,
As they will with Zion Oil (ZN), Sweet Golden Honey Oil in Megiddo.

super high ROI with little debt

Powerplay in the alternative energy sector with massive wind projects in the Northeast USA.

Nat gss is undervalued on a BTU basis and is clean. Lots of upside both for the producers and the drillers and piplines.

Guessing again!

I'm adding a large basket of E&P and supermajors, because I think that there's a good chance oil will break $150 over the summer.

desperate search for oil