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...
We all know that solar is a big deal. It is a big industry and it's going to get bigger. Solar will see huge growth for the next 30+ years. It is close to inevitable.
Source: Next Era Energy Investor PresentationThe percentage of the electric grid produced by wind and...
Halliburton (HAL – NYSE) released their third quarter results on Tuesday night and boy were they ever bullish on oil field services (OFS).Right out of the gate CEO Jeff Miller put it bluntly – “our outlook is strong”. He followed it up by saying why: “oil and gas supply ...
I have a hard time saying this sometimes—but The Big Money in energy is still in renewables. I mean, oil especially but also gas stocks are (across the board) cash cows right now—like never before in modern energy history—and they’re so CHEAP—like, 2-4x cash flow. That’s half to one-third...
The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT, HOT, HOT. In response, markets did exactly what you would have expected: they full-on collapsed – well, for about 90 minutes anyway.The CPI print came in at 8.2%. Consensus had expected 8.1%. The...
