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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...
Here is a question that I found myself pondering recently…. “What would owning a monopoly on legal cann-abis in a country the size of Mexico be worth?” Mexico is a big country. With a population of 130 million it is more than 3 times larger than Canada——a country where cann-abis...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets.  RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks. They are what I call The Zombie Stocks—The Walking Dead. ...
Everyone thinks energy stocks are doing really poorly.  But look at the charts of these energy companies—they’re at 52 week highs: They’re kind of similar aren’t they?  That’s because they belong to the same energy sub-sector. There are three main sub-sectors in energy: Upstream – the oil and gas producers and service...
An entirely new—and highly profitable—industry is being borne out in 2020—TeleHealth. CloudMD (DOC-CSE) is my favourite way to play Tele-Health.  It’s growing quickly with over 100,000 patients registered on its app and over 3000 doctors in 8 provinces in its Electronic Medical Records—EMR system. It has MULTIPLE revenue...
by +Keith Schaefer Last week I looked at breaking developments that suggest the Duvernay shale may be the most profitable play in Canadian history. Consider just two points on the play—hot off the press at a tight-knit gathering of Duvernay insiders put on by TD Securities in Toronto a few weeks ago: Well...
  Prime Mining Corp. (PRYM:TSXV, PRMNF:OTC) has a very rare mine plan – they believe they can achieve a 6-8 month payback on their gold mine in Mexico.Folks, I rarely find oil wells with that fast a payback.  When I find them, I buy them.It’s a low capex...
Financial markets have an impressive ability to discount (or predict) major events days in advance. For example, think of the market declines leading up to 9/11--the S&P 500 declined 7.79% over the ten trading days prior.  NOW, over the past five trading days, the S&P 500 has declined...