American oil production is set for a fast pullback, says Chris Theal, founder and CEO of Canadian energy fund Kootenay Capital. And that has two important implications America is now the swing producer in the global oil market. If the bottom in oil prices wasn’t set Nov. 5, it’s very, very close. “We...

Here’s a current chart of the oil price you probably don’t recognize: This is a custom built chart of Canadian heavy oil prices (Western Canada Select--WCS)—in Canadian dollars. (Canadian dollar charts are hard to find!).  This chart takes into account the lower Canadian dollar against the greenback.  It shows that...

Is this downturn in oil prices going to be different for investors?  I think it might.  In fact, I think North American energy companies have a good chance of withstanding this downfall in prices than any other downturn of the last 40 years. You wouldn’t know it by looking at...

Natural gas bulls point to fast increasing exports of cheap US natgas to Mexico to bolster their thesis. Even I was guilty of this last year, when I ran a two part series on this in July 2013.But now I’ve learned this is simply not going to happen—at least...

The Energy Sector is having a RED day; a down day as oil prices re-trench.  Oil is supposed to do that at this time of year--the shoulder season between summer driving season and winter heating. But it always makes me re-think my investing strategies.  So right NOW--if I had to--where...

In Part One of this series I introduced readers to “Kurt’s Bible” a great piece of energy stock investing wisdom written by Canadian energy analyst Kurt Molnar of Raymond James. In Part Two here, I want to warn energy stock investors of a huge risk that they are taking if...

Ever wonder why the stock of an energy company you love doesn’t go up? You’ve analyzed it and you think it’s undervalued. But the stock doesn’t go up. Well, I just finished reading one of the best explanations of why that happens. It’s a November 2013 report from oil and...

The 49th parallel isn't just a border between Canada and the United States. It also represents an important line for the amount of debt investors are willing to tolerate in their energy producers. Investors and CEOs have both learned the hard way. Canadian producers with more than 2X debt to...