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...
The Coming Energy Infrastructure Overcapacity Glut October 1, 2015 By: Bill Powers When free money is thrown at any part of the energy industry for a long enough length of time, the natural boom bust cycle can be taken to extremes and massive distortions can develop. Due to unprecedented access to all forms...
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...
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...
Many investors are aware of the technological innovation – fracking – which has brought about a natural gas boom in North America. But the new technologies just keep coming...and the latest technologies will again REVOLUTIONIZE the global natural gas industry. The latest significant breakthroughs have to do with the production...
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...
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...
Dear OGIB Reader, Following is a story my research team put together on the oil field service sector, including what it is that's driving the positive numbers... and two ways to play the momentum. Enjoy, - Keith -------------------------------------------------- Drilling levels in Western Canada are often a good barometer of the weather. And...