What’s the most un-sustainable part of the global energy complex? Maybe you would say co-ordinated OPEC production cuts. Or perhaps you would bring up high growth rates of shale producers. If you talked about the lack of free cash flow among shale producers you would be getting warm… But for me, when I...
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...
I found the Holy Grail of Energy Stocks. No more volatility.  No more ups and downs.  No more trading. Just a secure, certain dividend stream that I think will grow every year--for the next 14 years. In fact, it might even get increased a couple times a year. How do I know this? ...
Investors are trained by analysts and management to talk about oil prices when looking at energy stocks. But that’s a misnomer; a mistake even—especially in the United States, where the hydrocarbon geology is deeper and gassier than Canada.  And natural gas is worth a lot less than oil. Investors sadly pay...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
Peabody Coal (BTUUQ-NYSE) is a CRAZY, HIGH-RISK trade.  This stock was up 600% this week at one point on Friday.  But it could literally be worth almost zeroon Wednesday morning, after they report their quarterly. But it could also be on the way to $43, as I'll explain. Peabody Coal’s stock is already...
Where should you drill for oil? How about right beside a deposit that has produced 850 million barrels so far? And what if you had one of the most successful teams in the history of junior energy drilling it—a team that has built and sold juniors before and already made hundreds...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream.  That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money. Other examples include small oil and gas trusts, small...