by +Keith Schaefer
There’s always a bull market in energy—you just have to know which sub-sector to buy.
So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context...
In Q3 2103, oil producers in North America were the place to be, as...
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...
North Dakota did it again. July oil production numbers for the state was another record high—and it was a BIG one.
Monthly stats from the EIA (US Energy Information Administration) showed North Dakota production jumping by a whopping 55,000 barrels per day in July to reach nearly 875,000 barrels per...
There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this...
In early 2013 the junior energy market turned on a dime—it went from rewarding growth, to rewarding sustainability—companies that grow within cash flow.
Few companies can do this—and the smaller you are, the more difficult it is. But one of the smallest doing this successfully is Brian Schmidt’s Tamarack Valley...
How do investors play the LNG boom that is still in the early stages in Canada?
Many investors believe the opportunity is far off. After all, most of the projects are still in the application phase—it will be years before they get built and start selling cargos.
But National Bank energy...
Editor's Note: Today's OGIB is my interview with fund manager Chris Theal...
The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers.
Driving these two themes are:
1. Liquid Natural Gas (LNG) in North America
2. The huge growth in...