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 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...
When I see a bullish trend in the markets (like rising commodity prices) I go look for the most highly levered (or high “beta”) play to that trend.
Generally, I say the lowest cost intermediate producer in any commodity is the best beta. There are lots of junior gold, copper &...
With supply issues and politics, agriculture stocks are a legitimate investor trend now. From upstream farming & fertilizer stocks to downstream grocery stores (are you seeing the food inflation numbers right now??) the Market will be paying a lot more attention to this sector for a few years.
This week...
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...
Last week we discussed why water is one of the industry’s biggest threats... AND one of investors’ biggest opportunities.
To illustrate the problem, consider that well over 90% of the U.S. onshore produced water generated by the oil and gas industry is disposed into an Underground Injection well (UIC)/salt water...
While the overall market took it on the chin yesterday, there was one big breakout. No, not oil. Renewables. The renewable sector has formed a long bottom and looks about to break out of its range.
Source: Stockwatch.comBigger renewable names like Plug Power (PLUG – NASDAQ), Enphase (ENPH – NASDAQ),...
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...