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...
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...
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 year...
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...
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...
I’m all about empowering retail investors. I write my blog and my subscriber paid copy to help them gain back an edge against the institutional money that gets better information faster in the markets. I mean, how many retail investors have a paid analyst at their call?
That’s why I’m...
Do you know how most leaks are found on oil and gas pipelines?
They get a shrill complaint over the phone from one of the landowners where the pipeline crosses.
It’s true, says Dr. David Shaw, one of the authors of a draft “Leak Detection Study” prepared for the U.S. Department...
Dear OGIB reader,
A 21st century wild-west scenario is developing in Texas.
It all has to do with the fast-rising use of water in the Lone Star state's energy patch.
There are two “Sheriffs” – state and national regulators – each with conflicting ideas.
And that means the townsfolk—all the oil and gas...