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The small cap market is on the move—finally.  Green shoots are everywhere—junior public companies are now being rewarded for achievements/milestones/improvements in their business. Since the peak in interest rates in late October, small caps have been on a fairy-tale run, with a rising tide lifting all boats.  But those companies...
In one sense, this makes NO sense:  Aveda Transport and Energy Services (AVE-TSX) hit record revenue (US$52 million) and record positive cash flow (just over $5 million) this last quarter, Q2 17. I mean, all this company does is move drill rigs; nothing else.  And there are just HALF the...
    Late last summer we published two blogs outlining the case for copper and copper stocks (here, and here).What we said was: Yes, it is hard to buy copper stocks when they are down big (they were at the time) but… It is always hard to buy commodity stocks at the time you should be buying them. We...
Trading Symbols:                                     NEO Share Price Today:                                   $15.50 Shares Outstanding:                                37.6 Million Market Capitalization:                              $580 million Net Debt:                                                  -$75 million Enterprise Value:                                     $507 million Note: NEO reports in USD but I am using CAD in this report Electric vehicle (EV) stocks have gone through the roof. Everything EV is flying.   Car companies that have never sold a car are worth billions.  There are LiDAR companies with...
Compelling Geology. Proven Team.RECON-ENERGY (RECO-TSXV; LGDOF-PINK) Can Be Play-of-the-Year There is not a single doubt in my mind. Reconnaissance Energy Africa (RECO:TSX.V/LGDOF-PINK) is the single most exciting oil stock to watch in 2020. This 60 cent stock is drilling a well that could create more than 100x times its value—yes, in just one...
If you think interest rates don't have much farther to fall (after a fast 20% jump in TLT-NYSE), have a look at the last decade of REAL interest rates in this chart: REAL interest rates are as high as they have ever been--even after the Street has started pricing in lower...
The latest table pounding buy for the oil sector was issued last week. It came from the most unlikely (and highly credentialed) source. The single greatest fund manager in history said in a Barron's interview last week: “Oil, energy services, and natural gas can provide triples……” He named no other sector, this is...
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...