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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...
Everyone thinks Facebook is a great stock—and it is; the 10 year chart says so. But investors are forgetting that Facebook stock stumbled badly after its IPO, losing almost 2/3rds of its opening day high of $45.  It took roughly 18 months for the stock to hit new highs—and then...
African Gold Group (AGG:TSXv AGGFF:OTCQB) is the soon-to-be junior gold producer that will be churning out millions in cash flow, as their Koboda Gold Mine ramps up to 50,000 oz per year, then 100,000 oz per year. I can’t believe the stock is still trading for pennies – 40 of...
A few weeks back I laid out the case for copper.Yes, we are probably going into recession.  Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...
The Last Big Revolution in Energy in the 2000s was underground—The Shale Revolution. The Next Big Revolution in Energy is above ground—The Smart Grid, and the Internet of Things (IoT). What is a Revolution? It’s where disruptive change comes into a market, creating Big New Winners. And that’s happening now with the...
I love cheap stocks.  I love them even more if there is a good runway for growth.Nothing is more exciting than finding a high-growth gem with a single-digit multiple. But the truth is, those are rare.  If you want to own growth, you are going to have to pay up.This...
As I wrote last month, solar stocks have been on a tear. (HERE) Since early April project developers like Vivint (VSLR-NYSE) and SunPower (SPWR-NSDQ) are up 50% and 100% respectively.  Producers of solar inverters, such as Enphase (ENPH-NYSE) and SolarEdge (SEDG-NYSE), have performed even better. The moves in these names really...
Uber’s losses keep growing… and this tiny company is sucking up all that cash Uber lost $5.2 billion last quarter — and the CEO says they may NEVER make money. Uber’s main competitor, Lyft, is also losing money.  In fact, NONE of the major rideshare brands—in Asia, Europe or the Americas—make...