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I'm about to open a small window into the arcane world of oil producers' hedging.  There are lots of industry terms you've never heard of....but the bottom line is this:Oil producers routinely write WAY out of the money hedges and pocket a small premium on a situation...
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...
The first realizations I had after studying Tele-Health all of last week were: This industry was booming BEFORE the Coronavirus pandemic hit. The low-cost scale up of patients and doctors can happen VERY quickly It’s much more profitable than bricks-and-mortar health care EVERYBODY WINS.  Patients can “see” a doctor same day. Doctors set...
There are some very high yielding US mortgage REITs and mortgage originators that I wonder about…because I think it’s a good chance their mid-teen yields are sustainable with the new US stimulus package helping out.Mortgage REITs suffered some of the worst losses of any sector in March...
Gold hit a 7.5 year high of US$1742.60/oz on June Comex futures on April 7. Gold has definitely been one of the best performing asset classes during the COVID-19 financial scare.  With QE Infiniti now in place to replenish the world economy, I see a strong future for gold. Gold...
This is not a time for investors to sit on the sidelines and suck their thumbs. Now is the time to act. Now is the time to buy, buy, buy! Why? Because the U.S. Federal Reserve just released the biggest fiscal monetary policy BAZOOKA in history. The Fed has completely taken all...
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. ...
Oil is rocking up today, but the social fallout of the very low oil price in western Canada could deep, and for a long time.  If a lot of wells get shut in--I’m not sure people really understand what that means for rural communities.Oftentimes, the largest two...