A Six Percent And Growing Royalty On Surging Permian Production At this point I’m sure you are familiar with charts like the one below. This chart shows where production in the Permian Basin is going over the next four or five years. This is the chart from one analyst.  I can show...
Silver and silver companies are having a HUGE move in 2020—catching up to gold! This precious metals bull market has been “text-book”; meaning that gold ran up first, and then it was a full year before silver started to move. But when it did, it doubled from the March lows...
Will the US oilpatch get flooded with Canadian juniors looking to build and sell production to the new Canadian energy income trusts?  Trusts are now allowed in Canada again – but with foreign assets. After all, energy income trusts in Canada completely transformed the way business was done in the junior markets...
A surprise group of winning stocks this summer were “outdoor stocks”—you’ll see I mention CWH Camping, Thor Industries, Winnebago and more below. While most investors were focused on online stocks (my Big Win was Overstock; $13 - $90 in weeks!), stocks that benefited from people not travelling overseas also did...
DAVE WATKINSON HAS HIS 15-CENTEMGOLD MINING (EMR-TSXV) PERFECTLY POSITIONEDThe Warren Buffett of Junior Mining Has Millions in ProfitsFrom Property Deals To Spend Drilling--Right NOW Dave Watkinson is the Warren-Buffet-style CEO of Emgold Mining Corporation (EMR:TSXV/ EGMCF-PINK), who has brought millions of non-dilutive capital into the treasury—and positioned his shareholders to Win...
Who said Chinese commodity demand was dead? Through the first three months of 2016 China imported 75.2 million gallons of ethanol from the United States.  That is more ethanol than the 70.5 million gallons China imported from the US for all of 2015!  Ethanol is used around the world as...
Corporate profits for US companies—especially small caps—could be set to soar 20% in the first half of 2015. That’s what happens when the CPI—the Consumer Price Index—breaks up and away from the PPI—the Producer Price Index. The chart below (courtesy of  Unit Economics in Boston) shows that the Consumer Price Index...
Two new tight oil plays in south Texas are attracting a lot of investor and industry attention—the Eagle Ford and the Eaglebine. THE EAGLE FORD The Eagle Ford has gone from obscurity in 2008 to now being the #3 play in all the United States (based on number of rigs drilling),...