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Index > United States of America > Investing in fracking

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Halliburton Loophole

"Father of Fracking"
George Mitchell
concerns over environmental
impacts of fracking

History of Fracking
Only a new technology

USA Fracking Stories

A Texan tragedy

Gas injection may have triggered earthquakes in Texas

California Lags in Fracking Regulations

All In for California Water

Fracking in Michigan

Fracking in Michigan Potential Impact on Health, Environment, Economy

Hydraulic fracturing of Marcellus Shale

Methane Gas from Marcellus Shale Drilling

Marcellus Shale Gas Economics

Health impacts of Marcellus shale gas drilling

Pennsylvania Fracking

Fracking in Virginia

Lesson From Wyoming Fracking

Water Pollution from Fracking

Hydraulic Fracturing Poses Substantial Water Pollution Risks

Methane in drinking water wells

Abandoned gas wells leak

Natural Gas Leaks Discovered in Boston

Methane Leaks Under Streets of Boston

Methane leaks make fracking dirty

Fracking effects real estate values

Fracking stimulates earthquakes

Protecting Gas Pipelines From Earthquakes

Gas Pipeline Earthquake - Simulations

America's crumbling pipelines

Averting Pipeline Failures

Dangers to Underground Pipelines

Gas Pipelines Could Serve as Wireless Links

Government Action needed on a National Energy Policy

EPA Releases Update on Ongoing Hydraulic Fracturing Study

Solar Booster Shot for Natural Gas Power Plants

Natural Gas Pricing Reform to Facilitate Carbon Tax Policy

Investing in fracking

What Oil Prices Have in Store?

Methane Out, Carbon Dioxide In

Health impacts of Marcellus shale gas drilling

Professor Ingraffea

Anti-Fracking Billboard

Natural Gas Drilling

Threats to Biodiversity

Pronghorn Migration
hindered by gas development

Microbes in a Fracking Site

Protozoa May Hold Key to World Water Safety

Shale Gas Production

Research into the Fracking Controversy

Convert Methane Into Useful Chemicals

Methane Natural Gas Into Diesel

'Natural Gas' at the molecular level

Arctic Methane risks

Arctic Methane Seeps

Great Gas Hydrate Escape

Undersea Methane Seep Ecosystem

Methane in the Atmosphere of Early Earth

Methane Natural Gas Linked to Climate Change

Cutting Methane Pollutants Would Slow Sea Level Rise

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Shale Gas


Experts Discuss Investing in a Volatile Environment at the University of Virginia Investing Conference

11/19/2013 - University of Virginia Darden School Foundation

CHARLOTTESVILLE, Virginia — The chair at Oaktree gave investors attending the sixth annual University of Virginia Investing Conference yesterday a powerful but simple lesson in investing.

“We should be moderate. We should not be volatile. We should be reasonable,” said Howard Marks, chair of Oaktree Capital Management, who is the author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor.

“No asset is so high in quality it can’t be overpriced and no asset is so low in quality it can’t be underpriced.” That leaves smart investors with potential, he said.

In fact, he says, the stock market swings like a pendulum, “always in the direction of one extreme. It’s fear versus greed and optimism versus pessimism.

It’s celebrating the positive or complaining about the negative. … All we really need to know about this business is that extremes are normal.”

Marks advises investors to “buy when there is little confidence and sell when there is too much confidence. Risk is when there’s too much confidence in the price of an asset,” he added.

Despite the stock market’s substantial gains this year, the mood of investors — especially retail investors — seems extraordinarily muted, perhaps in reaction to the overhang of a sluggish economy.

Marks explained the mystery this way: “I think that people are not thinking bullish, but they are acting bullish. If they’re acting bullish, it doesn’t matter why.”

The conference — which began Thursday, 14 November, at the University of Virginia Darden School of Business and concluded Friday, 15 November — brings in industry authorities from around the world who help investors find the best strategies to deliver positive returns while tempering risk.

Investors and Darden students heard from a string of experts on emerging markets, energy, the U.S. economy and technology. The Darden Center for Asset Management hosted the event.

Technology stocks are riding high, but is the sector dancing on a bubble? Shelby Bonnie, moderator of the tech panel; Henry Ellenbogen, portfolio manager for T. Rowe Price; Scott Ferber, CEO of Videology; and Ned Hooper, a partner in Centerview Capital, don’t think so.

Hooper said, “It’s fundamentally hard to find growth in the marketplace right now. Investors are seeing growth in tech, and the market is paying high multiples for that growth.”

But in the wild world of tech, change can happen in months instead of years: “The consumer is one click away from going with another startup,” said Ellenbogen. “The only thing to know about technology is that changes happen fast.”

Good tech stocks to buy?

Google, even at this entry point, and Netflix, the three experts said.

Kyle Bass, moderator of the energy panel; Jody LaNasa, managing partner with Serengeti Asset Management; Wil Vanloh, president and CEO of Quantum Energy Partners; and Michael Watzky, managing partner of BP Capital Energy Advisors, touted the new developments in oil and natural gas in the United States and the resulting investment opportunities.

New drilling technologies such as horizontal drilling and fracking are opening up large new sources of oil and natural gas in the U.S., which has increased its oil production by an astounding 50 percent in the past five years.

Some analysts believe the country can be oil self-sufficient by 2020.

The country is also shifting slowly to natural gas as a substitute for diesel and coal.

LaNasa urged investors to explore companies involved in building the infrastructure that will be necessary to transport all that oil and natural gas for both use and export.

Two good ones?

He touts Williams Co., which is building a gas pipeline in the northeast U.S. where huge pockets of gas have been found, and Kinder Morgan, one of the largest energy infrastructure companies in the world.

The conference also looked outside the U.S. Joyce Chang, head of emerging markets for JP Morgan Securities, says emerging markets “is no longer a dirty word.” In fact, emerging markets “account for 50 percent of the contribution to global growth.”

About the Darden School of Business

The University of Virginia Darden School of Business is one of the world's leading business schools, offering MBA, Ph.D. and Executive Education programs.

The unique Darden experience combines the case study method, top-ranked faculty whose research advances global managerial practice and business education, and a tight-knit learning environment to develop responsible and complete leaders who are ready to make an impact.

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