So much thought and energy is put into getting oil and gas out of the ground, that it can be easy for a lay person to forget about the infrastructure needed to transport these resources to places where they can be sold.
There are two very important energy stocks for investors to watch. In Canada, it’s the large integrated oil producer Suncor—symbol SU on both the TSX and NYSE. In the United States, it’s the large independent refinery company Valero—VLO-NYSE.
I think they’re important because I see the as them as energy...
Dear OGIB Reader,
The cheapest and most profitable oil North America has ever seen is now “flooding” into the market, as producers once again use old technology to create a wave of new profits.
Producers are using “waterfloods”—pushing water into underground formations to flush a large amount of oil out to...
Logistics are a bigger piece of the energy pie than ever before—especially rail. Most energy investors are familiar now with the huge rise in crude-by-rail; getting Canadian and Bakken crude to the east and west coast refineries in the United States.
It saved the profit margins for many oil producers,...
US energy stocks outperformed Canadian ones last year—but in the last few months, E&P equities in the Great White North have soared. Why? The low Canadian dollar has a lot to do with it, adding an extra 6-10% to the Canadian oil price—which of course is ALL profit.
The second...
The market is flying. Meme stocks are back. It is good times again. But I have not been a big buyer.Instead, I have taken the opportunity to reduce my positions – particularly in oil – and regroup.I am not convinced that what we have here is a sustained bull market...
Today we conclude guest writer Michel Massaad's profile on Black Diamond Group -- an energy services company enjoying fast growth and a steady and growing dividend... with exposure to the entire resource sector.
Black Diamond Group's Business Segment # 2: Work Force Accommodations (Camps & Logistics)
Black Diamond’s Work Force Accommodations...
Last week and this week I look at two ag commodities--phosphate and this week -- POTASH. Prices are soaring--but is this the peak of the cycle?
If you only looked at the supply and demand of the potash market, you would come away thinking its balanced.
Potash demand is expected to...
