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      I bought a lot of solar stocks back in January. I see solar as the big energy play of 2023, not hydrocarbons. Junior solar developers are REALLY cheap--but not because of cash flow multiples. Multiples are much higher than oil & gas. But the take-out value of solar projects--because of...
    Folks, a lot of the small banks in the US are--for now anyway—technically insolvent. That sounds scary.  And it could be.  But only maybe.  Because on the other hand the banks aren’t actually insolvent. Not in real life.  Most of them, any ways.  But The Street isn’t exactly sure which ones are...
The Problem Is – Markets Don't AlwaysAnticipate The Downside  Right now the Dow Jones Index doesn't look that bad--in the last few few months there have been higher lows, and an investor could reasonably think the market could break out, not break down. But sentiment--and a lot of economic data--is quite...
    Talk about poor timing! GFL Environmental (GFL – TSX/GFL-NYSE) saw its IPO debut on March 3rd, 2020.   Smack dab in the middle of COVID and a big plunge in the stock market.It made for a rough start for the stock.  But after falling from an IPO price of C$25 to a...
    My deep dive into solar has been a good news story.   I am finding companies growing revenue and generating cash.Solar has tremendous growth ahead of it.  The Inflation Reduction Act (IRA) will great a boom for years to come.But not every stock has been a tempting buy.If the story...
    Late last summer we published two blogs outlining the case for copper and copper stocks (here, and here).What we said was: Yes, it is hard to buy copper stocks when they are down big (they were at the time) but… It is always hard to buy commodity stocks at the time you should be buying them. We...
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...
Solar stocks have the potential be No-Brainer investments.  In Canada, provincial governments are giving them incredible tax breaks so they start to spit out Free Cash Flow very early in their 20-25 year project life.And that’s just to mostly—but not all the way—catch up to how many big tax breaks the US is...