Editor's Note:  In 2010, offshore drilling stocks got crushed. A lot of that had to do with the Deepwater Horizon oil spill.  But that tragedy also opened the door for investors to buy into big names like Transocean -- at a major discount -- which would later offer opportunities...
The water dilemma around fracking in the oil patch is valued in the billions. And entrepreneurs are quickly developing a suite of technologies to solve it. The issue is both the quality of water — residents near oil and gas wells want 100% comfort that fracking does not contaminate their groundwater...
New accounting rules in Canada are looser than before, making it harder for investors in oil and gas to understand their investments, and also more of a pain for Canadian companies to raise money in the United States. That's the conclusion I've come to after interviewing industry executives and national...
by Cory Mitchell, CMT The Horizon BetaPro NYMEX Natural Gas Bull+ ETF (TSX: HNU) has been one of, if not THE most profitable trades in natural gas for the last four years, yet my sense is retail investors have missed it completely. Why? The reason is simple—you...
The investor trend towards yield could have a big impact on the US junior oil and gas market, a new report by brokerage firm Raymond James suggests. Energy Analyst Kevin Smith says the stocks of Upstream Master Limited Partnerships, or MLPs, are worth almost double their regular corporate counterparts (called...
I asked Cory Mitchell to explain two scenarios that could play out in the global energy markets, and what it means for energy investors. Here's Part 1 of his story. - Keith The Macro Dilemma by Cory Mitchell, CMT Energy investors need to be aware there are two massive macro forces in our...
Last week we brought to your attention a world-class emerging shale play happening in Argentina's Neuquén Basin. The potential here for unconventional oil & gas development is enormous by any measure. A number of companies are well positioned to grow and prosper, including a few junior companies with significant land...
I asked my good friend Dave Blais, who trades gold and silver stocks full time, to provide an update on what he sees happening in the gold market, in follow up to the last piece he penned for OGIB readers several weeks ago. The frustrating under-performance...