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By ETFStocks.com

In response to Iran launching missiles at the USS New Orleans, the US Navy responded by destroying two Iranian oil platforms in the Rostam oil field. The destroyed platforms were being used as tactical communication relay points, radar tracking stations and as bases of operations for Iranian helicopter and speed boat attacks on maritime shipping in international waters.

Imagine what would happen to oil prices if that were an actual story at the top of all internet news sites?

The truth is that ETF Stocks only changed the name of the US ship. It did happen on Black Monday, October 19, 1987 - a day better known for a notorious stock market crash.

With both sides flicking lit matches at one another, you don’t have to be a fortune-teller to see a similar fire erupting. Although stocks got crushed on that bloody October day, oil barely budged.

While ETF cringe as we type “things are different today”, they truly are. Iran has made it crystal clear that they intend on making oil’s price a weapon if they so much as feel “provoked”. Making good on their threat of closing the Straits of Hormuz could be the FireSteel that sparks oil to record highs. (Oil is already trading at all-time Euro dollar highs.)

Let’s get one thing clear before moving forward, ETF Stocks is not predicting or hoping for any such scenario. Four dollar gas is already too much for us! However, even the vertically challenged can’t overlook the political parallels to 1987. (There are a few other strange coincidences worth noting: the NY Giants won the Super Bowl and the stock market got off to a smoking hot start in ‘87.)

Louis Pasteur said, “Fortune favors the prepared mind.” In this case, prepping for a potential oil price spike could help protect your fortune.

ETF Stocks painstakingly reviewed 100s of oil related stocks and their correlation to oil’s price swings. We wanted to determine which equities are most likely to follow oil’s price movements. Obviously, shares could always decouple from oil, but “what's past is prologue.”

Of course, there is always iPath® S&P GSCI® Crude Oil Total Return Index ETN (OIL). It has stuck to oil’s price like Velcro in the past year; although, it has slightly underperformed oil.

ETF Stocks isn’t into underperformance; that is a commodity that you can overpay for anywhere. Instead, we want companies that run hotter when oil rises, and yet they cool less quickly when crude falls.

The following oil related stocks all trade for more than $10, do more than $500,000 a day in volume, and Wall Street’s consensus recommendation is buy. If history does repeat, most should do well if oil gushes higher.

Company Ticker OIL MACHINERY-SERVICES-DRILLING      Cameron Intl CAM    Core Labs Nv CLB    Dresser-Rand Gp DRC    Dril-Quip Inc DRQ    Gulf Island Fab GIFI    Gulfmark Offshr GLF    Helix Egy Solut HLX    Hornbeck Offshr HOS    Natl Oilwell Vr NOV    Oceaneering Int OII    Seadrill Ltd SDRL OIL-EXPLORATION&PRODUCTION      Anadarko Petrol APC    Concho Resourcs CXO    Contl Resources CLR    Georesources GEOI    Gulfport Engy GPOR    Legacy Reserves LGCY    Lin Energy Llc LINE    Mv Oil Trust MVO    Noble Energy NBL    Oasis Petroleum OAS    Pioneer Nat Res PXD    Plains Expl&Prd PXP    Provident Enrgy PVX    Qr Energy Lp QRE    Rosetta Resrcs ROSE    Sm Energy Co SM    Voc Energy Trst VOC    Wpx Energy Inc WPX OIL-MISC      Calumet Speclty CLMT    Eagle Rock Egy EROC    Energy Xxi Ltd EXXI    Genesis Energy GEL    Targa Resources TRGP OIL-INTEGRATED      Bp Plc BP    Cenovus Energy CVE    Chevron Corp CVX    Conocophillips COP    Exxon Mobil Crp XOM    Statoil Asa-Adr STO OIL&GAS PRODUCTION-PIPELINE      Copano Egy Llc CPNO    Dcp Midstream DPM    Enbridge Egy Pt EEP    Holly Egy Ptnrs HEP    Targa Resources NGLS    Williams Cos WMB

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

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Oil Stocks to Buy if Oil Goes Higher

NEW YORK, NY--(Marketwire -02/24/12)- After a strong start to 2012, Chinese internet stocks have lagged the market of late as disappointing quarterly earnings results have soured investor optimism on the sector. Despite being up more than 2 percent over the last month, TickerSpy's Chinese Internet Stocks index (CHDOT) lags the S&P 500 by roughly 1.3 percent. The Paragon Report examines investing opportunities in China's Internet Sector and provides equity research on E-Commerce China Dangdang Inc. (NYSE: DANG - News) and Youku Inc. (NYSE: YOKU - News). Access to the full company reports can be found at:

http://www.paragonreport.com/DANG

http://www.paragonreport.com/YOKU

While higher costs have compressed margins, revenues throughout the industry continue to skyrocket. Ad revenue from China's online video sites surged 99.9% to 6.27 billion yuan in 2011 and is expected to exceed 12.6 billion yuan this year, according to iResearch. Meanwhile, mobile internet in China continues to attract more users. According to Analysys International, revenues from China's mobile Internet services amounted to 86.22 billion yuan in 2011 and the market had 431 million users as of the end of last year.

Online gaming is becoming a significant growth driver in the Chinese internet sector. Analysys International says that from China's online gaming market grew 8.3% quarter on quarter and 28.5% year on year to 10.29 billion yuan in Q4 2011. The number of browser game players in China is expected to grow 36.4% to 75 million in 2012 before reaching 97.5 million by the end of 2014, Analysys International predicts.

The Paragon Report provides investors with an excellent first step in their due diligence by providing daily trading ideas, and consolidating the public information available on them. For more investment research on China's Internet Sector register with at http://www.paragonreport.com and get exclusive access to our numerous stock reports and industry newsletters.

Youku Inc. operates as an Internet television company in the People's Republic of China. Its Internet television platform enables consumers to search, view, and share video content across various devices. Earlier this week Youku announced in a press release that it had signed an agreement to extend its successful partnership with m1905.com, a leading online movie site wholly owned by China Central Television's CCTV-6.

E-Commerce China Dangdang Inc. operates as a business-to-consumer e-commerce company in the People's Republic of China. It engages in the sales of Chinese and foreign language books, and music CDs, VCDs, and DVDs through its Website dangdang.com.

The Paragon Report has not been compensated by any of the above-mentioned publicly traded companies. Paragon Report is compensated by other third party organizations for advertising services. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at http://www.paragonreport.com/disclaimer

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Dangdang and Youku Poised to Benefit from Surging Demand

ENGLEWOOD, Colo.--(BUSINESS WIRE)--

Liberty Interactive Corporation (Nasdaq: LINTA, LINTB) (“Liberty”) today announced that its board of directors has approved the recapitalization of its common stock into shares of the corresponding series of two new tracking stocks, Liberty Interactive and Liberty Ventures.

“We are pleased to announce the Board’s approval to recapitalize Liberty into two tracking stocks,” said Greg Maffei, President and CEO of Liberty. “We expect this recapitalization to highlight each tracking stock’s operations and financial aspects of the attributed assets, provide greater investor choice, and raise capital while maintaining an optimal capital and tax efficient structure for Liberty.”

The Liberty Interactive tracking stock group initially will have attributed to it QVC, the eCommerce companies, a 34% stake in HSN, approximately $500 million of cash, $2 billion principal amount of QVC’s bonds, QVC’s $2 billion bank credit facility and approximately $1.1 billion principal amount of Liberty’s publicly traded senior notes and debentures. Cash to be attributed to Liberty Interactive and Liberty Ventures will come from various sources including cash on hand, cash from operations and proceeds from QVC’s bank credit facility with an expected balance at closing of $1.3-1.5 billion.

The Liberty Ventures tracking stock group initially will have attributed to it Liberty’s interests in Expedia, TripAdvisor, Time Warner, Time Warner Cable, AOL, Interval Leisure Group, Tree.com and Liberty’s green-energy investments, approximately $1.25 billion of cash, additional cash raised from the exercise of Liberty Ventures subscription rights, and approximately $3 billion principal amount of Liberty’s publicly traded exchangeable debentures.

In the recapitalization, Liberty stockholders will receive one share of the corresponding series of Liberty Interactive group tracking stock for each share of series A or series B Liberty common stock they own and one share of the corresponding series of Liberty Ventures group tracking stock for every 20 shares of series A or series B Liberty common stock they own. In addition, stockholders will also receive a subscription right to acquire one additional series A or series B share for every three shares of series A or three shares of series B Liberty Ventures tracking stock they receive in the recapitalization.

The subscription rights are being issued to raise capital for general corporate purposes of the Liberty Ventures tracking stock group, including investment in new business opportunities to be attributed to that group. The subscription rights will:

Enable the holders to acquire shares of the applicable series of Liberty Ventures common stock at a 20% discount to the 20 trading day volume weighted average trading price of the Liberty Ventures tracking stock following the closing of the recapitalization Become publicly traded, once the exercise price has been established Expire forty trading days following the closing of the recapitalization

The proposed recapitalization is intended to be tax-free to stockholders and its completion will be subject to various conditions, including the affirmative vote of a majority of the voting power of Liberty’s outstanding shares present in person or by proxy at the stockholder meeting, voting together as a single class, and the receipt of a tax opinion from counsel. Subject to the satisfaction of the conditions to closing, the recapitalization is currently expected to occur this summer.

This announcement and Liberty’s fourth quarter and year end 2011 earnings will be discussed on a conference call today at 11:00 a.m. (ET).

Please call Premiere Conferencing at (888) 452-4034 or (719) 325-2145 at least 10 minutes prior to the call. Callers will need to be on a touch-tone telephone to ask questions. The conference administrator will provide instructions on how to use the polling feature.

Replays of the conference call can be accessed through 2:00 p.m. (ET) on March 1st, by dialing (888) 203-1112 or (719) 457-0820 plus the passcode 1032754#.

In addition, the conference call will be broadcast live via the Internet. All interested participants should visit the Liberty Interactive Corporation website at http://www.libertyinteractive.com/events to register for the web cast. Links to the press release and replays of the call will also be available on the Liberty Interactive website. The conference call and related materials will be archived on the website for one year.

About Liberty Interactive Corporation

Liberty (Nasdaq: LINTA, LINTB) owns interests in a broad range video and online commerce businesses including QVC, Provide Commerce, Backcountry.com, Celebrate Interactive, Bodybuilding.com, Evite, and Expedia.

Forward-Looking Statements

This press release includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements about the proposed recapitalization of Liberty’s common stock, a related rights offering and other matters that are not historical facts. These forward-looking statements involve many risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements, including, without limitation, the satisfaction of conditions to the proposed recapitalization. These forward looking statements speak only as of the date of this press release, and Liberty expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statement contained herein to reflect any change in Liberty's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based. Please refer to the publicly filed documents of Liberty, including the most recent Form 10-K, for additional information about Liberty and about the risks and uncertainties related to Liberty's business which may affect the statements made in this press release.

Additional Information

Nothing in this press release shall constitute a solicitation to buy or an offer to sell shares of Liberty’s proposed new tracking stock or Liberty’s existing common stock. The offer and sale of shares of the proposed tracking stock will only be made pursuant to an effective registration statement. Liberty stockholders and other investors are urged to read the registration statement to be filed with the SEC, including the proxy statement/prospectus to be contained therein, because they will contain important information about the issuance of shares of the proposed tracking stock. Copies of Liberty’s SEC filings are available free of charge at the SEC’s website (http://www.sec.gov). Copies of the filings together with the materials incorporated by reference therein will also be available, without charge, by directing a request to Liberty Interactive Corporation, 12300 Liberty Boulevard, Englewood, Colorado 80112, Attention: Investor Relations, Telephone: (720) 875-5408.

Participants in a Solicitation

The directors and executive officers of Liberty and other persons may be deemed to be participants in the solicitation of proxies in respect of proposals relating to the approval of the issuance of the new tracking stock. Information regarding the directors and executive officers of Liberty and other participants in the proxy solicitation and a description of their respective direct and indirect interests, by
security holdings or otherwise, will be available in the proxy materials to be filed with the SEC.

Link:
Liberty Interactive Corporation Announces Plan to Recapitalize into Two Tracking Stocks

NEW YORK (TheStreet) -- The following stocks were upgraded Wednesday by TheStreet Ratings: AOL(AOL), Seacor Holdings(CKH) and Qiagen(QGEN).

AOL The Internet services company reported earlier this month fourth-quarter earnings of $22.8 million, or 23 cents a share, down from year-ago earnings of $66.2 million, or 60 cents. "We do not expect a particular catalyst for AOL this year other than continued execution on display ad growth both on owned and partner sites, " Miller Tabak analysts wrote in a Feb. 2 report. "Upside to our estimates might come from particularly telegraphed ad client wins." Shares of AOL were upgraded to hold from sell by TheStreet Ratings. AOL has an estimated forward price-to-earnings ratio of 21.92; the average for Internet companies is 18.81. For comparison, both J2 Global(JCOM) and Earthlink(ELNK) have lower forward P/Es of 11.41 and 19.15, respectively. Ten of the 16 analysts who cover AOL rated it hold. Five analysts gave it a buy rating and one rated it sell. TheStreet Ratings gives AOL a C- grade. The stock closed Tuesday at $18.63 and has risen 23.38% year to date.

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3 Stocks With Upgrades: AOL, Seacor, Qiagen

By Jordan Roy-Byrne, CMT

Once again, someone famous and once again Warren Buffet is dismissing Gold. In comparing it to the bubbles in housing and Internet stocks, he feels he?ll ultimately be vindicated. In his annual letter to shareholders, Buffet trashed Gold as a bubble that is being driven by fear of other asset classes. He believes that those who buy today only do so because they believe the ?ranks of the fearful will grow.?

Fear is a word that is tossed around all too often when ignorant commentators and analysts have to justify a rise in Gold. They can?t say its a bull market. They can?t say its supply and demand. They can?t explain the fundamentals. Fear is an incomplete explanation.

Fear should refer to fear or concern about the value of reserve currencies, not other asset classes. This is not rocket science. The developing world understands the value of Gold as various currencies under the weight of financially weak governments lost significant value throughout the 20th Century. Do you think the Pound or the Dollar has a bad track record? Consider the history of currency destruction in Eastern Europe, Latin America and Southeast Asia. It is multiples worse.

Generally speaking Buffet is right: stocks or businesses are a better investment than Gold. They make sense. They produce something, they earn profits. They grow. Even considering the survivorship bias, the trend for stocks historically is always higher. Gold is a speculation and always will be. However, Buffet fails to note the long-term cyclicality between stocks and Gold. The inverse relationship is clear and Gold?s time is now.  

The current case for Gold is all to simple. The leading nations of the world must monetize current and future debts to prevent a potentially catastrophic deflationary depression. In a debt crisis, currencies lose substantial value. We are in a global debt crisis and ground zero is the developed world.

But Gold is a bubble! It?s gone up 10 years in a row and the public is in. Right?

Did you know the Dow Jones Industrial Average from 1985-1999 only had one year in the red and it was only a decline of 4%? Did you know the global allocation to Gold and gold-related investments is barely more than 1%? Furthermore, if Gold were in a bubble, we wouldn?t be seeing the large cap stocks trading at 12x trailing earnings (see GDX) nor would we see junior exploration companies trading at multi-year lows relative to Gold.

Clearly Buffet doesn?t understand Gold. He doesn?t mention its appeal as an inflation hedge or as a currency. He falsely assumes its rise is a result of only wild speculation and a disdain for everything else. He has no idea how under-owned Gold is nor is he aware of the valuations of the shares.  

However, you can?t fault his reasoning for wanting to own stocks. He believes he can invest in companies that will benefit from inflation or continue to earn profits that will outpace inflation. He has investments in energy companies and agriculture companies. To some degree, those companies are affected by commodity prices. Why not consider an investment in Silver Wheaton or Franco Nevada? There has to be someone in Buffet?s camp that is intrigued by the precious metals royalty companies. They don?t have mining risk. They earn profits and pay a dividend.

In the long run Buffet will be right. Gold and gold shares will probably flame out in spectacular fashion. The public will get killed. However, this is closer to ten years away than one or two years in the future. Many were calling stocks a bubble in 1995. Not 1999. 1995! That was when the bubble was just getting started. The next breakout in the gold equities and the metals themselves will serve as a recognition move to the masses. It will be a springboard to an eventual bubble. This is a very volatile, cyclical sector so one must do Buffet-like due diligence in picking stocks. If you?d be interested in professional guidance in uncovering the best mining stocks for 2012, then we invite you to learn more about our service.

Good Luck!

Jordan Roy-Byrne, CMT

Jordan@TheDailyGold.com

-- Posted Tuesday, 21 February 2012 | Digg This Article | Source: GoldSeek.com
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Buffet Mischaracterizes Gold’s Bull Market