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...
Where should you drill for oil?
How about right beside a deposit that has produced 850 million barrels so far?
And what if you had one of the most successful teams in the history of junior energy drilling it—a team that has built and sold juniors before and already made hundreds...
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...
Every year the stock market gives me new lessons to learn, and I’ll share a few from 2010.
When it comes to the junior and intermediate North American oil and gas plays, I want to buy expensive stocks. I rarely buy cheap stocks. That sounds counter-intuitive, but it makes sense.
When...
Why are producers spending ANY money right now? I’ll tell you why—you can’t shrink yourself to greatness. But there is one very good reason to stop spending completely—Mergers and Acquisitions.
Now, nobody knows how long sub-$50 oil will last (and always remember that producers get $5-$10 less than WTI). Morgan...
