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Solar stocks are flying – especially those that make & sell inverters, like Enphase (ENPH-NASD) and SolarEdge (SEDG-NASD). Quick refresher: inverters  are devices that try convert power from DC (solar panels) to AC (what your home uses).  There are lots of inverters out there, with slightly different technologies, but all...
Private capital is POURING into midstream stocks in energy (think pipelines/infrastructure). Since the start of 2018 private equity or pension fund backed midstream and infrastructure transactions total almost $10 billion. The list of transactions includes: Wolf Midstream’s purchase from MEG Energy (MEG-TSX), KKR buying from Meritage Midstream, SCV acquiring Paramount’s (POU-TSX)...
A PEA-sized Company with a Huge Natural Gas Vision What do you make of a $70 million company developing a $10 billion project? Well that is exactly what we have in the case of tiny, Calgary based Pieridae – trading under symbol PEA-TSXv. Its an uphill battle, but I have to admit...
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...
Oil stocks traded REALLY well yesterday.  You could just say ‘DUH!’ but there’s more to it than that. Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running.  Most closed at or near their highs. The Biggest Gains were reserved for those stocks that had...
Who is saying “America First” when it comes to oil? OPEC is!  And it means US oil stocks—especially in the Permian Basin in Texas--should have a great run in the coming months. It’s so simple—let me explain. The rising oil price is now pricing in a production cut of 1 million barrels...
It’s quite plausible that The Biggest Winner in Donald Trump’s America First energy plan is--Canadian heavy oil producers. In Trump’s “An America First Energy Plan” he laid out his vision for the country’s energy policies going forward.  This plan had seven key points: Make America energy independent, create millions of new...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...