My annual Vancouver conference is less than one month away--Thursday October 8. Besides meeting the CEOs of some of the best junior producers in Canada, I have TWO speakers I'm very excited about:
1. VIVIAN KRAUSE
Ms. Krause follows the money like nobody else in the resource sector--except she's not following...
One of the most beaten-down names in the entire oil services sector is Paragon Offshore (PGN-NYSE). A spinoff from the deepwater-focused Noble Corp (NE-NYSE), this “standard spec” offshore driller ended its first day of regular trading at $11 on August 4, 2014.
The stock has continued on an almost uninterrupted...
A Blueprint For Small Cap Oil and Gas Investment Success – Part 1
You only make Big Money on mis-understood investments.
And now that the oil price has collapsed to the point where there is almost no meaningful cash flow, mis-understood investments are easier to find.
That’s because the Market has divided...
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...
