Hot Energy Stocks To Watch For 2014

The joint monthly web chat for subscribers of The Energy Strategist (TES) and MLP Profits (MLPP) took place last week. The chat is conducted by Igor Greenwald, who is managing editor for TES and chief investment strategist for MLPP, and myself. �

There were four energy sector questions remaining at the end of the chat that required an extended answer, or a bit more research. This week I will answer two of the four questions that were left: One on the importance (or lack thereof) of the Keystone XL pipeline, and one on Nordic American Tankers. Next week�� issue will tackle the other two questions: One on Argentina�� expropriation from Repsol in 2012 and one on Shell�� massive floating liquefied natural gas project.

For answers to some of the remaining MLP questions from the chat, see this week�� MLP Investing Insider.

Q: With the impending development of Canada’s own Western and Eastern pipelines, does the Northern leg of Keystone remain essential for Canadian E&Ps or is it just important to transport from the Dakotas?

Top Quality Stocks To Own For 2015: Profire Energy Inc (PFIE)

Profire Energy, Inc., incorporated on May 5, 2003, is engaged in the business of developing combustion management technologies for the oil and gases industry. The Company manufactures, install and service oilfield combustion management technologies and related products, such as train components and secondary airplates. The Company's primary products are burner management systems. The Company�� Profire 2100 burner management system allows the end-user to manage a variety of combustion vessels. Its Profire 1300 is a flare-ignition system that provides fundamental ignition capabilities for combustor and open-flare vessels, and can relay flame-status. Its Profire 1800 is a mid-range burner management system option that provides fundamental burner management functionality, such as burner re-ignition and temperature management.

The Company also manufactures other technologies and products for sale, including specialized burner management systems intended for use in specific firetube vessels (e.g. incinerators), valve train products, including valves, gauges, and installation products, and miscellaneous componentry, such as solar-power generation kits, add-on cards to expand the functionality of a given system, and a airplate that meters secondary airflow to the burner, allowing for more optimized combustion and reduced emissions.

The Company competes with SureFire, Platinum, ACL and TitanLogix.

Advisors' Opinion:

• [By Peter Graham]

  Small cap green stocks Eco Depot Inc (OTCMKTS: ECDP), Eco Building Products Inc (OTCMKTS: ECOB) and Profire Energy, Inc (OTCBB: PFIE) has been getting some extra attention lately in various investment newsletters thanks to paid promotions or investor relation campaigns. Of course, there is nothing wrong with properly disclosed promotions and investor relations campaigns, but small cap green stocks tend to be extra volatile when compared with other stocks. So how in greenbacks will these three small cap green stocks produce for investors? Here is a quick reality check:

Hot Energy Stocks To Watch For 2014: GulfMark Offshore Inc.(GLF)

GulfMark Offshore, Inc. provides offshore marine services primarily to companies involved in the offshore exploration and production of oil and natural gas. The company?s vessels provide various services supporting the construction, positioning, and ongoing operation of offshore oil and natural gas drilling rigs and platforms, and related infrastructure. Its vessels transport drilling materials, supplies, and personnel to offshore facilities, as well as move and position drilling structures, and provide anchor handling and towing services. The company?s fleet includes anchor handling, towing, and supply vessels; fast supply vessels; platform supply vessels; specialty vessels, including towing and oil response; and small anchor handling, towing, and supply vessels. GulfMark also offers management services to other vessel owners. As of April 27, 2011, its active fleet included 74 owned vessels and 15 managed vessels. It primarily serves integrated oil and natural gas compani es, large independent oil and natural gas exploration and production companies working in international markets, and foreign government-owned or controlled oil and natural gas companies, as well as companies that provide logistics, construction, and other services to such oil and natural gas companies and foreign government organizations. The company primarily operates in the North Sea, Southeast Asia, and the Americas. GulfMark Offshore, Inc. was founded in 1996 and is based in Houston, Texas.

Advisors' Opinion:

• [By Rich Smith]

  Houston-based GulfMark Offshore (NYSE: GLF  ) has a new CFO.

  On Monday, the marine transport company announced that when current Chief Financial Officer Quintin Kneen takes office as president and CEO on Tuesday, James (Jay) M. Mitchell will become the company's new executive vice president and CFO.

Hot Energy Stocks To Watch For 2014: Pembina Pipeline Corp (PBA)

Pembina Pipeline Corporation (Pembina) is a Calgary-based company, engaged in providing transportation and midstream services. It owns and operates: pipelines that transport conventional and synthetic crude oil and natural gas liquids produced in western Canada; oil sands, heavy oil and diluent pipelines; gas gathering and processing facilities; and, an oil and natural gas liquids infrastructure and logistics business. It has facilities located in western Canada and in natural gas liquids markets in eastern Canada and the United States. Pembina also offers a spectrum of midstream and marketing services. Pembina�� Midstream business is organized into two segments: crude oil and NGL. The crude oil segment represents the Company�� midstream operations. The NGL segment includes two operating systems: Redwater West and Empress East. Pembina's Conventional Pipelines business consists of a pipeline network, located 7,850 kilometers, that extends across much of Alberta and British Columbia. Advisors' Opinion:

• [By Rich Duprey]

  Midstream operator Pembina Pipeline (NYSE: PBA  ) announced yesterday its monthly dividend for July, of $0.135 per share, which is designated an "eligible dividend" for Canadian income tax purposes. For non-resident shareholders, Pembina's dividends are considered "qualified dividends," subject to Canada's withholding tax.

Hot Energy Stocks To Watch For 2014: Dno International ASA (DTNOF.PK)

DNO International ASA is a Norway-based oil and gas exploration and production company. It is engaged in the acquisition, development and operation of oil and gas properties. Its activities are primarily undertaken in the Middle East and the North African (MENA) region. It holds stakes in oil and gas blocks in various stages of exploration, development and production both onshore and offshore in the Kurdistan region of Iraq, the Republic of Yemen, the Sultanate of Oman, the United Arab Emirates, the Tunisian Republic and Somaliland. The Company operates through its head office in Oslo, and a network of offices throughout the MENA region. Its subsidiaries include DNO Yemen AS, DNO UK Ltd, DNO Invest AS, DNO Tunisia AS, DNO Iraq AS and DNO Mena AS. In January 2014, it completed the the farm-in by its subsidiary DNO Tunisia AS to the Sfax Offshore Exploration Permit and the Ras El Besh Concession in Tunisia, in which DNO Tunisia AS now holds 87.5% participating (100% paying) interest. Advisors' Opinion:

• [By Street Smart Investor]

  DNO International (DTNOF.PK), an independent exploration and production company, has surged by 43% in 2013. The upside trend is not over for the stock with potential triggers for further upside over the next one year. This research presents the reasons for the bullish outlook and the stock's upside potential considering the best case and worst case scenario for the company. The scenario analysis concludes on a 25-42% upside in the given time horizon.

Hot Energy Stocks To Watch For 2014: Emerge Energy Services LP (EMES)

Emerge Energy Services LP, incorporated on April 27, 2012, owns, operates, acquires and develops a diversified portfolio of energy service assets. The Company operates in two segments: Sand segment, and Fuel Processing and Distribution segment. Sand segment consists of mining and processing frac sand, a component used in hydraulic fracturing of oil and natural gas wells. The Company�� frac sand facilities are located in New Auburn, Wisconsin, Barron County, Wisconsin and Kosse, Texas. Fuel Processing and Distribution segment consists of acquiring, processing and separating the transmix that results when multiple types of refined petroleum products are transported sequentially through a pipeline. The Company�� Fuel Processing and Distribution segment consists of its operations in the Dallas-Fort Worth metropolitan area and Birmingham, Alabama.

Sand Segment

The Company�� Wisconsin sand reserves at its New Auburn and Barron facilities provide the Company access to a range of sand that meets or exceeds all API specifications and includes a concentration of 16/30, 20/40 and 30/50 mesh sands. The Company�� New Auburn dry plant facility has a rated production capacity of 4,200 tons per day, or roughly 40 rail cars, and has on-site rail car loading facilities capable of loading up to approximately 10,000 tons of frac sand into rail cars per day. The Company also has 4.5 miles of existing rail track that connects its facility to the Union Pacific rail line and provides the Company with shipping access to all of the shale basins in the United States and Canada with direct access to areas of oil production in Texas, Oklahoma, Colorado and the western United States. The Company�� Barron facility consists of a sand mine and a wet plant on land. This facility has a rated production capacity of 8,800 tons per day, or roughly 80 rail cars, and has on-site rail car loading facilities capable of loading up to approximately 10,000 tons of frac sand into rail cars per day. The Company ! also mine frac sand at its facility in Kosse, Texas that is processed into a high-quality, 100 mesh frac sand, generally used in dry gas drilling applications.

Fuel Processing and Distribution Segment

The transmix industry consists of businesses that process and separate transportation mixture, which is the liquid interface, or fuel mixture, that forms when multiple types of petroleum products are transported sequentially through a pipeline. Pipeline operators send large batches of different fuel products (such as gasoline, diesel and jet fuel) through the same pipeline, in sequence, to receiving terminals. The Company�� Fuel Processing and Distribution segment consists of its facilities in the Dallas-Fort Worth metropolitan area and in Birmingham, Alabama, which are operated by Direct Fuels and AEC, respectively.

Advisors' Opinion:

• [By Robert Rapier]

  The fracking revolution has created enormous opportunities for Master Limited Partnerships (MLPs) across the oil and gas industry. Upstream MLPs like�BreitBurn Energy Partners�(NASDAQ: BBEP) and�Legacy Reserves�(NASDAQ: LGCY) produced the oil and gas. There was a huge new requirement for sand in the fracking operations, and this encouraged new MLPs like�Emerge Energy Services�(NYSE: EMES) and�Hi-Crush Partners�(NYSE:HCLP) — both of which have more than doubled in price over the past 12 months. Fracking also requires large volumes of water, which�Cypress Energy Partners�(NYSE: CELP) provides.

• [By Robert Rapier]

  MLPs that specialize in sand for hydraulic fracturing, like�Hi-Crush Partners�(NYSE: HCLP) and�Emerge Energy Services�(NYSE: EMES), �have shown outstanding performance since their IPOs, but if there is any slowdown in business each could be in for a sharp correction.

• [By Aimee Duffy]

  May�
  We had two MLP IPOs in May. First up was Emerge Energy Services (NYSE: EMES  ) , which hit the books on May 9, and is up 16% already. The partnership has a sand segment and a fuel processing and distribution segment, which engages primarily in the separation of transmix.

Hot Energy Stocks To Watch For 2014: Magellan Midstream Partners L.P.(MMP)

Magellan Midstream Partners, L.P., together with its subsidiaries, engages in the transportation, storage, and distribution of refined petroleum products and crude oil in the United States. Its pipeline system transports petroleum products and liquefied petroleum gases from the Gulf Coast refining region of Texas through the Midwest to Colorado, North Dakota, Minnesota, Wisconsin, and Illinois. The company owns and operates marine terminals, which store and distribute refined petroleum products, blendstocks, crude oils, heavy oils, and feedstocks, as well as inland terminals that consist of storage tanks connected to third-party interstate pipeline systems to deliver refined petroleum products. Its ammonia pipeline system transports ammonia from production facilities in Texas and Oklahoma to terminals in the Midwest. The company also stores, blends, and distributes biofuels, such as ethanol and biodiesel. As of March 31, 2011, it operated approximately 9, 600 miles of petr oleum products pipeline system and 51 terminals; 6 marine petroleum terminals located along the United States Gulf and East Coasts; a crude oil storage in Cushing, Oklahoma; 27 petroleum products inland terminals located principally in the southeastern United States; and a 1,100-mile ammonia pipeline system and 6 associated terminals. The company also provides ancillary services, such as heating, blending, and mixing of stored petroleum products and additive injection services. Its customers comprise independent and integrated oil companies, wholesalers, retailers, railroads, airlines, and regional farm co-operatives. The company serves various markets, including retail gasoline stations, truck stops, farm co-operatives, railroad fueling depots, and military and commercial jet fuel users. Magellan GP, LLC serves as the general partner of the company. The company was founded in 2000 and is based in Tulsa, Oklahoma.

Advisors' Opinion:

• [By Marc Bastow]

  Refined petroleum products distributor Magellan Midstream Partners (MMP) raised its quarterly dividend 4.9% to 58.5 cent per share, payable on Feb. 14 to shareholders of record as of Feb. 7.
  MMP Dividend Yield: 3.53%

• [By Tyler Crowe]

  Perhaps bigger players like Occidental were able to hog the limited takeaway capacity, but this won't be a good reason for slowed production very soon. Magellan Midstream Partners (NYSE: MMP  ) and DCP Midstream (NYSE: DCP  ) both have pipelines coming on line within the next couple of months that will have takeaway capacity of 225,000 and 350,000 barrels per day, respectively. Once these pipelines come on line, there should be much more room for LINN's production.�