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Union Pacific: Fundamental Analysis 2014, Cost of Debt, Cost of Equity and WACC $UNP

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Understanding Union Pacific’s (NYSE:UNP) cost of debt, cost of equity and WACC is an important factor in stock research. Using these formulas an investor will understand how much the shareholder should expect in return for the stock over the long-term, how much the company pays for itsi debt and how much the company needs in return to break even on its investments.

Cost of Debt

The cost of debt is the effective rate that a company pays on its total

Continue reading Union Pacific: Fundamental Analysis 2014, Cost of Debt, Cost of Equity and WACC $UNP

Essential Energy: A Canadian Small-Cap Energy Play To Consider $ESN.CA $APA $APC

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For an investor looking for a little energy exposure north of the 49th, Essential Energy Services (OTCPK:EEYUF) is a oil and gas service company with strong earnings potential looking to capitalize on the growing onshore market.

The second half of 2014 leading into 2015 looks to be a turnaround point for onshore drilling within North America. Led by the increasing demand for natural gas, E&P onshore capex spending within the U.S. is estimated to increase by ~8% while in Canada

Continue reading Essential Energy: A Canadian Small-Cap Energy Play To Consider $ESN.CA $APA $APC

Canadian Natural Resources: Value Combined With Capital Appreciation And Dividend Growth $CNQ $DVN

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For investors looking for an independent E&P company situated north of the 49th, Canadian Natural Resources (CNQ) is a Calgary based company currently trading at attractive valuation, offers a solid dividend and has capital appreciation potential.

Canadian Natural Resources Limited is a Canadian based independent energy company engaged in the acquisition, exploration, development, production, marketing and sale of crude oil, NGLs, and natural gas production.

As the map below indicates, CNQ has operations in Canada, the North Sea, and offshore

Continue reading Canadian Natural Resources: Value Combined With Capital Appreciation And Dividend Growth $CNQ $DVN

Tesco: Why The Sudden Drop, And What To Expect Moving Forward $TESO $HAL $NOV

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Summary

Recent sell-off is providing an excellent buying opportunity. The stock is currently undervalued, trading at EV/EBITDA of 6.72 and a P/B of just 1.4. 2014 and 2015 North American rig count increases create a positive macro environment. North American Top Drive Businesses to lead company over the next 24-36 months, Tubular business focused on offshore drilling market to drive growth in the mid term.

Just over a year ago I wrote an article on Tesco Corporation (TESO), calling

Continue reading Tesco: Why The Sudden Drop, And What To Expect Moving Forward $TESO $HAL $NOV

Duke Energy Income Investing: Dividend Growth, Inflation And Capital Appreciation $DUK $SO, $ED

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Summary

What are estimates for inflation/10-year bond? How are the effects on inflationary pressures limiting the potential for capital appreciation? For the income investor, is Duke energy’s dividend growth keeping up with inflation?

For investors looking for a company with a strong history of creating shareholder value, Duke Energy (DUK) is a dividend paying utility that currently offers a beta of 0.31 coupled with a yield of 4.50%.

According to Duke Energy’s website over the past five years the

Continue reading Duke Energy Income Investing: Dividend Growth, Inflation And Capital Appreciation $DUK $SO, $ED