The hottest oil play in the western world is the Delaware sub-basin of the Permian in SW Texas.  Producers are seeing huge increases in flow rates as they figure out proper fracking techniques.  Rates are doubling from 1500-3,000 boepd!  And payout times for wells are now as low as...
I can’t decide it Cobalt International (CIE:NYSE) is one announcement way from being a five-bagger or one news release away from being a disaster. If a person knew which way this was going to go--there are some Big Fast Easy Capital Gains to be made. But I just don't know...
To say that it is a “buyer’s market” for oil and gas properties would be an understatement. If you want to buy production or land, prices have come down by half in many areas. This is like going fishing and having the fish swim up to your boat and beg...
Three zombie stocks have come back from the dead in the Canadian oilpatch, and they all took a different route. Maybe “zombie” is an unfair term, but all three had debt problems that were hurting their valuation. And it may be an opportunity for investors paying attention, as—arguably—the  Market has yet...
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...
Who said Chinese commodity demand was dead? Through the first three months of 2016 China imported 75.2 million gallons of ethanol from the United States.  That is more ethanol than the 70.5 million gallons China imported from the US for all of 2015!  Ethanol is used around the world as...
What is “optionality”? In investing, it’s having a lot of upside with very little downside.  I would also call that an asymmetrical trade. At $45-$50 per barrel oil, most producers no optionality.  They can’t grow—or if they can, it’s only by a small amount, like 5-10%. But I found The Company—with enormous...
Heavy oil stocks will be The Top Investment in Energy if oil keeps gaining past the $45/barrel mark. The secret is in the numbers.  Let me show you how and why using Baytex Energy (BTE-NYSE/TSX) as a perfect example—because they have both light shale oil in the Eagle Ford and...