The Biggest Wins in the Market either come from a) buying the leaders in an industry and staying with them b) turn-around stocks--typically broken companies on the mend – and unique, high-growth small-cap stocks. There’s another newsletter that specializes in this—very successfully.  It’s Fabrice Taylor’s President’s Club.  For the last five years,...
What do you do if a respected friend gives  you a stock tip? Stock tips should be avoided at all costs—nothing replaces old fashioned research. And with oil stocks, 10-15 minutes of research can tell you almost all you need to know—if you’re looking for the right data points. In my six years...
The Brexit side has won.  The British people, the nation (not the politicians) have voted to leave the European Union, and become as Norway and Switzerland are—in Europe but out of the EU. This is not a binding vote; it’s only a referendum.  And it was a very narrow margin—basically...
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...
Interview was conducted on June 19th by the Butler Radio Show out of Atlanta. Full audio clip is here. Interviewer 1: On the phone with us now is Keith Schaefer, publisher of Oil and Gas Investments Bulletin. For more information, www.oilandgas-investments.com. Keith, you called the rise in natural gas. Hats off to...
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...
This isn’t a situation where there is a question of if; in fact there isn’t even a question of when. The BIG TRADE of 2015 is happening now. Right now there is a group of companies that are generating huge windfall-like cash flows every day—due to low WTI oil prices in the US.  The longer oil prices stay low the more...
RICK RULE INTERVIEW PART II Keith:    Rick, in the first part of our interview we talked about the state of the energy market now, and what some of the opportunities are. But let’s talk details for a second—you’re aiming to come in somewhat as a lender of last resort in a...