Latest Reports

Top Left Corner of the Front Page

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)...
Low prices, high discounts and high condensate prices are conspiring to make this The Week From Hell for Canadian heavy oil producers.  Heavy oil prices are now at the bottom of the barrel. And not to sound like a traitor, but there is a very simple way for investors to...
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...
Solar stocks have taken a beating this year. The Invesco Solar ETF (TAN – NYSE) is down over 35% from its peak. Source: Stockcharts.com Some of the worst performers have been former market darlings like Enphase (ENPH - NASDAQ) and SolarEdge (SEDG - NASDAQ). Both sit at 52-week lows.  Enphase is down 60% since the beginning of...
It’s a bear market.  That means that picking stocks just got a whole lot harder.Bull markets are forgiving.  The trend of the market is up.  Most individual names will go up too.Just stay away from the duds and in a bull market you can see your picks lifted along...
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...
Just how cheap have Canadian natural gas stocks gotten? Let me give you an idea. Painted Pony (PONY-TSX) just sold 4% of their landholdings in the liquid-rich Montney play on the Alberta/BC border for 50% of their market cap.
Gold and I, we have a love/hate relationship.  From mid 2019 - to mid 2020 -- I loved it.  Since then, it has been a lot more hate than love.Over 30 years, I’ve stuck with gold through good times and bad (apart from stop losses that is).I have tried...