After spending a day at the trade show Intersolar, I remain bullish on the group.
These E&P names hold up well on their own -- and they'd also be logical takeover candidates.
Disappointing drilling results and high taxes should discourage investors.
If they roll over, be ready to grab the ones that have strong production growth.
Its power fleet uses a higher percentage of coal, but efficiency makes the difference.
There's no guarantee that the ban will be lifted; but if it is, these three will benefit.
A good idea is to look at who's servicing the oil companies.
Federal and state governments are huge beneficiaries of the growth of solar.
Another leg up is on its way.
Once again, lawmakers infer a false correlation between oil production and prices.

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Sent March 21: "Now the HSCEI index has generated a new long-term oversold signal with the first bounce level ...
Earnings reports continue to come in fast and furious. A couple of quick observations on corporate results an...
With a first look GDP coming out this am (I'm looking for 3.3% but we might have a hot deflator above 2.1%) an...
big X (US Steel) will report eps # after close today. any decent result could pop it because of the 144 millio...


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