The Canadian market lists four mineral drilling companies and all of them are cheap, cheap, cheap.This is not surprising. Up until recently gold has been hated. It is only natural that the drillers, which all trade with the gold price (even though they drill for all the metals), would be dirt-cheap.What IS surprising is...
There are some very high yielding US mortgage REITs and mortgage originators that I wonder about…because I think it’s a good chance their mid-teen yields are sustainable with the new US stimulus package helping out.Mortgage REITs suffered some of the worst losses of any sector in March and the...
The Green Trade got up off the floor in the last two weeks. After a very hyped 2020 through early 2021, this has been a dead zone for investors. But from hydrogen to RNG--Renewable Natural Gas--alternative energy stocks came to life in a big way.High oil and gas prices--especially...
Yes it’s true. Ensign Energy Services ESI-TSX has an official dividend of 24 cents per year—6 cents paid quarterly. And the stock trades for 24 cents. Ensign is a Canadian-listed drilling company, but is one of the most international stories, with oil and gas rigs around the world. Only about...
Is the energy sector under-reporting oil demand? Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd).
For oil bulls, that's not enough right now to sway oil prices. But it could mean the market is tighter than everyone thinks.
And that wouldn’t...
Small caps are getting some life!!
It's been tough making money for the past two years, but since the Market turned as interest rates peaked in late October, good companies have seen their stocks make some big moves.
Here in oil-and-gas land, the steady to winning stocks have been
1. TENAZ Energy...
US energy stocks outperformed Canadian ones last year—but in the last few months, E&P equities in the Great White North have soared. Why? The low Canadian dollar has a lot to do with it, adding an extra 6-10% to the Canadian oil price—which of course is ALL profit.
The second...
One of the top emerging gold plays in Canada is almost fully consolidated now—and the strategy behind this play is a big lesson for investors looking for 10-20 bagger investments.On Tuesday last week, Northern Superior (SUP-TSXv) bought out Royal Fox Gold (FOXG-TSXv) in the Chibougamau gold play in south-central Quebec for CAD$17 million—a...
