U.S. Global Investors [www.usfunds.com]

How to Capitalize on the Oil and Gas Boom

U.S. Global Investors’ Frank Holmes and Brian Hicks spoke with The Energy Report on how to build a strong, diversified energy investment portfolio. As for international opportunities, the recent election of Indian pro-business Prime Minister Narendra Modi promises huge growth in not just energy production but distribution as well. China is also revamping its energy infrastructure.   

Domestically, shale oil and service and equipment companies show promise. Because of political instability in Kurdistan Iraq and Libya, the U.S. and Canada are ramping up energy production to become more self-sustainable.

Read the full interview to find out which stocks look most attractive to Frank and Brian.

 

Read the interview

 

Read more about the energy investment opportunities:

  • In this Frank Talk, the political and economic implications of Narendra Modi’s election are discussed.
  • Read Frank’s interview with Brian about the strength of both small- and large-cap oil companies.
  • Frank’s visit to an oil drill site in Albania was both productive and insightful. Read about it here.

Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.

Total Annualized Returns as of 3/31/2014:
  One-Year Five-Year Ten-Year Ten-Year
Global Resources Fund -3.32% 14.32% 9.18% 1.59%

Expense ratios as stated in the most recent prospectus. Performance data quoted above is historical. Past performance is no guarantee of future results. Results reflect the reinvestment of dividends and other earnings. For a portion of periods, the fund had expense limitations, without which returns would have been lower. Current performance may be higher or lower than the performance data quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance does not include the effect of any direct fees described in the fund’s prospectus (e.g., short-term trading fees of 0.05%) which, if applicable, would lower your total returns. Performance quoted for periods of one year or less is cumulative and not annualized. Obtain performance data current to the most recent month-end at www.usfunds.com or 1-800-US-FUNDS.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. By clicking the link above, you will be directed to a third-party website. U.S. Global Investors does not endorse all information supplied by this website and is not responsible for its content.

Fund portfolios are actively managed, and holdings may change daily. Holdings are reported as of the most recent quarter-end. Holdings in the Global Resources Fund as a percentage of net assets as of 03/31/2014: Baker Hughes Inc. (2.38%), BP Prudhoe Bay Royalty Trust (0.00%), CanElson Drilling Inc. (0.36%), Fluor Corp (0.00%), Gran Tierra Energy Inc. (0.21%), Gulf Keystone Petroleum Ltd. (0.00%), Halliburton Co. (1.87%), Pacific Rubiales Energy Corp. (0.25%), Patterson Energy Inc. (0.00%), PetroAmerica Oil Corp. (0.51%), Petromanas Energy Inc. (0.05%), Raging River Exploration Inc. (1.21%), San Juan Basin Royalty Trust (0.00%), Schlumberger Ltd. (3.46%), Suncor Energy Inc. (0.00%), Valero Energy Corp. (0.29%), Xtreme Coil Drilling Corp. (0.00%).  

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Because the Global Resources Fund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities.

Alpha is a measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the fund relative to the return of the benchmark index is a fund's alpha.