Growth Stock Insider and its related blogs are published by Ramsley Digital Media, 3744 Delmas Terrace, Los Angeles, CA 90034. The producer is Eric Ramsley. The executive editor is Walter Ramsley, who is a principal of Walrus Partners, a registered investment advisor. Walrus and the accounts it manages may from time to time hold positions in the securities referred to herein. The blogs are designed for experienced investors. Factual materials are not guaranteed but they have been obtained from sources believed to reliable. Reproduction is prohibited. Copyright 2014.
Oil prices were the big story in the fourth quarter. American producers saw their stock prices nosedive as their profit margins shrunk as a result of OPEC's maneuver.
Most pundits say the industry will suffer for at least 2-3 years. There's a good chance the turnaround could come more quickly. Supply and demand was close to begin with.
Prices probably won't go all the way back, helping the overall economy. But they should return far enough to keep the American energy juggernaut on the move. Further cost savings could reinforce profitability.
Walrus Partners LLC is a registered advisor that specializes in unique investment strategies. The flagship S-2 fund was established in 1997. It concentrates on high potential Special Situation growth stocks in the "post-venture pre-institutional" segment of the market. The Dividend Growth Strategy, introduced in 2013, invests in companies with a proven record of rising cash payouts. The Event Driven Strategy, launched in 2014, focuses on spin offs, restructurings, mergers, and other unusual corporate developments.
Northern Technology is the leading provider of systems that prevent corrosion in steel. The company operates around the world through a network of joint ventures that possess a strong local presence. Northern is benefitting from the ongoing expansion in international supply chains. The overall increase in world trade is providing further impetus. The company also is gaining market share with new product introductions. Financial performance promises to be leveraged by Northern's recent entry into the high potential oil and gas segment. Results already are accelerating in response to the manufacturing rebound now underway in Europe and the United States. Several years of superior earnings growth may lie ahead.