Oil bulls are hoping every shale play in the US pulls--"An Eagle Ford"
But it hasn't worked out that way--so far, the Eagle Ford is unique. What I mean by that is..it's the only Big Shale Formation in the US where oil production really is collapsing like The Market expected.
By...
By: Bill Powers
Valuing public companies is a black art.
Analysts use many metrics, and when delivering a final price target on a stock, use the average of several methods—cash flow multiple, Net Asset Value and the esoteric “management premium”.
But I want to suggest to investors that right now, one of...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets. RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks.
They are what I call The Zombie Stocks—The Walking Dead. ...
The Biggest Wins in the Market either come from
a) buying the leaders in an industry and staying with them
b) turn-around stocks--typically broken companies on the mend – and unique, high-growth small-cap stocks.
There’s another newsletter that specializes in this—very successfully. It’s Fabrice Taylor’s President’s Club. For the last five years,...
The Coming Energy Infrastructure Overcapacity Glut
October 1, 2015
By: Bill Powers
When free money is thrown at any part of the energy industry for a long enough length of time, the natural boom bust cycle can be taken to extremes and massive distortions can develop.
Due to unprecedented access to all forms...
