by +Keith Schaefer 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...
I’m a retail investor and I make retail trading mistakes.  I get nervous too early…even on stocks in which I have high conviction.  Sometimes I skim press releases I should really read in-depth.  Multi-tasking during research is not a good idea. It happens to all of us at different points...
Is This “Biggest Factor” Silently Charging Up The U.S. Natural Gas Market? Mexican natural gas imports from the US will keep increasing through 2016 and 2017, to the point where Mexican demand could be 9% of US production with two years, up from the current 3.5%. The chart below shows the...
Lithium is the hottest commodity in global energy, and there’s a race on to develop the next greenfield lithium mine (greenfield=from scratch). Lithium X (LIX-TSXv; LIXXF-OTCBB)) took a big step to being The Next Big Lithium Producer with a deal last week to get a pilot plant operating at their Sal...
Investors don’t need to hire Sherlock Holmes to help them see what it did to the balance sheet of Cenovus (CVE-NYSE/TSX) after spending $17.7 billion to buy most of Conoco-Phillips (COP-NYSE) Canadian assets this week. It’s a whopper of a deal. In total what is being acquired adds 298,000 BOE/day of...
There is a multi-billion dollar water industry forming before investors' eyes in the oil patch. It's a huge opportunity for some great capital gains — but changing regulations, and a very attentive mainstream audience questioning business practises which have been in effect for decades, will will make it choppy water...
Editor's Note:  Today's OGIB is my interview with fund manager Chris Theal... The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers. Driving these two themes are: 1. Liquid Natural Gas (LNG) in North America 2. The huge growth in...
How do investors play the LNG boom that is still in the early stages in Canada? Many investors believe the opportunity is far off. After all, most of the projects are still in the application phase—it will be years before they get built and start selling cargos. But National Bank energy...