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...
No industry on earth has an existential problem like smoking. They make billions of dollars (like, it’s getting close to $1 trillion) but kill millions of people. The industry of course doesn’t want to kill the goose that lays the golden eggs—their customers—so they are always trying to find new...
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...
European natgas prices are starting to rip higher once again. They had settled a bit after going ballistic on news of the Russian invasion of Ukraine in February.
In February it was The War News that caused the price spike. This time Euro gas prices are surging because supply is...
This guy has my vote for Fund Manager of the Year.2022 is one of the worst years in history for stocks—yet Rob Mullin continued his winning ways for investors in his Marathon Advisors hedge fund.Mullin’s fund--it’s called the RAEIF, which stands for Real Asset Equity Income Fund—had a phenomenal year (3rd year in a row) and...
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...
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...
ESG stands for Environmental Social and Governance, and it means investing money in sustainable ways.
But can resource extraction companies be ESG compliant when they are removing huge amounts of rock—like open pit mines—or bringing billions of barrels of hydro-CARBONs to the surface?
