In my last story – Investing in Energy Services Stocks -- I explained why the entire energy services industry should see rising revenue and profits over the next few years. These are the companies in major demand as the shale revolution continues. Now let's look at the services sub-group that's really...
ENERGY INVESTING 101 Dear OGIB Reader, Investing in oil and gas stocks is actually quite simple. Investors have two basic choices when starting out: 1) Do I want to get a stockbroker who specializes in oil & gas (probably based in Calgary or Texas) and do what (s)he tells me; or 2) Do...
What’s good for oil prices is bad for natural gas prices—and vice versa.  So the negative oil prices that investors saw mid-April should be good for natgas supplies (down) and natgas stocks (up!).But will that really be the case—can this rally in natgas stocks be for real? ...
by +Keith Schaefer Last week I looked at breaking developments that suggest the Duvernay shale may be the most profitable play in Canadian history. Consider just two points on the play—hot off the press at a tight-knit gathering of Duvernay insiders put on by TD Securities in Toronto a few weeks ago: Well...
Pipeline behemoth Kinder Morgan (KMI-NYSE) cut its dividend last night by 75%--ending a three year string of getting their money for nothing and your dividends for free (with apologies to the band Dire Straits). This issue is causing investors to give all North American pipeline stocks a higher discount rate--and...
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...
Two public companies drilling in the Montney Formation of North East British Columbia and across the border into Alberta have just announced very large discoveries - more than 20 times the average production from wells in Western Canada. Both discoveries used horizontal drilling (HD). Breaker Energy (WAV-TSX) and Fairborne Energy...
It has been a rough couple of months for the shareholders of the big four frac sand suppliers. At the start of 2017 everyone--including me--was buying into the bullish story for these companies based on the industry trend of sand, sand and more sand.  Sand has been the #1 efficiency...