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My 2014 Outlook for Oil & Gas Stocks

In part one I wrote about the 3 oil patch sub-sectors I’m most bullish on, and how I’m trading them: refineries, oilfield services, and heavy oil producers. Today, my outlook for the remaining oil and gas sub-sectors—from best to worst… LIGHT OILAn oil of low specific gravity or relatively low ...
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Investing in Oil Refinery Stocks: Trading the Spread

There’s always a bull market in energy—you just have to know which sub-sector to buy. So where do my subscribers and I make money right now? You might be surprised by the answer…but first some context… In Q3 2103, oil producers in North America were the place to be, as ...
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Duvernay Oil Companies: The Stocks To Emerge the Winners

Last week I looked at breaking developments that suggest the Duvernay shale may be the most profitable play in Canadian history. Consider just two points on the play—hot off the press at a tight-knit gathering of Duvernay insiders put on by TD Securities in Toronto a few weeks ago: Well ...
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The Duvernay: North America’s Most Profitable Condensate Play?

The Duvernay code has been cracked, and Canadian analysts are racing to update their financial models. It’s one of the biggest plays in Canada, and in a very short time it has gone from a very expensive science experiment to a money making play. Recent results from Chevron (CVX-NYSE) and ...

Digging Deeper into the Bakken: The Three Forks Oil Formation

One year ago, I wrote this story, asking—could the Bakken ever hit 1 million barrels of oil per day (bopd) production? Well, now the Market is asking—when (not if) will it hit 2 million? A massive, 76-page report from Goldman Sachs from late September suggests 2023—that’s another TEN YEARS of growth—with the biggest growth ...

A Simple New Fracking Technique that Could Revolutionize the Oil Sector

I want to tell you about a new development in fracking that’s getting some press down in the US. This is actually pretty simple, but if I’m correct in interpreting this, it would be quite important in the global oil patch. From what I can tell, EOG Resources is increasing ...

The Bakken Oil Formation’s Breakout Play: Triangle Petroleum

North Dakota did it again. July oil production numbers for the state was another record high—and it was a BIG one. Monthly stats from the EIA (US Energy Information Administration) showed North Dakota production jumping by a whopping 55,000 barrels per day in July to reach nearly 875,000 barrels per ...

These 2 Trends Are Bullish for Energy Investors

There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this year—and ...

The Shale Gas Boom: The Energy Sector’s “Lie” of the Century?

In an exclusive interview, OGIB asks noted author Bill Powers: have investors and the general public been grossly misled about America’s energy future? Something about America’s shale gas renaissance—and its gilded promise of previously-unthinkable U.S. energy independence—never made sense to Bill Powers. As the author of the shale-challenging new book ...

The Tuscaloosa Marine Shale: America’s Next “Hot Money” Oil Play?

You know what makes the Bakken oil play so special? It is oily AND over-pressured. All that means is that at a certain depth, there is more pressure than normally should be there—because there’s fluid there. If that fluid is oil—it’s trapped—then it’s bursting to get out. It sure makes ...