Top Energy and Mining CEOs on Hot Seat March 5 in Toronto. Investors, Here's Your Free Invite
Hedge fund activist investor Zach George of FrontFour Capital will deliver the keynote address at the Subscriber Investment Summit on March 5, 2016 at the Hilton Toronto. Photo: Colleen De Neve / Calgary Herald (Source)
Contrary to popular...
There are very few business models that work in the energy patch right now—especially upstream, where the producers are. The industry produces too much oil globally and too much natural gas in North America—that oversupply has driven prices into the ground.
Even in the downstream markets—where the refineries are—they have...
Do you know what a royalty is?
I don’t mean the Queen of England. In business, it’s where one party gets a small slice of revenue—with no costs.
It’s a free ride.
In oil and gas, it’s often called a GORR—Gross OverRiding Royalty. In mining, it’s often called an NSR—Net Smelter Return,...
Commodity’ is now a four letter word.
Metal prices have collapsed. Oil is plummeting. Natural gas and coal are struggling, and iron ore is on death’s door.
But right now, there is one commodity that everyone agrees will rise in price this year.
The Big Banks are piling into the idea. Analyst...
You know the kind of stocks I like?
1) Stocks that have lots of upside, and almost no downside.
2) Stocks with high profit margins
3) Stocks that increase their dividend
4) Stocks that are riding the Global Wave of an Unstoppable Force.
I’ve found the stock that fits all these criteria. In fact this company is doing...
The SmartGrid is here to redefine how we generate, deliver, and pay for electricity—and that will be a big opportunity for energy investors in 2016.
The SmartGrid will help utilities reduce demand among their customer base during the very expensive peak periods, and cost-effectively increase their use of renewable energy.
The...
The Canadian dollar has dropped 25% against the US dollar in the last 18 months, going from 94 cents to 71 cents. That's horrible news for Canadian drivers, as the lower loonie (as Canada's dollar is affectionately nicknamed) has almost completely eliminated any savings at the pump, while oil...
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...
