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IMO 2020 was potentially a big trade in 2019, and is still potentially a big trade in 2020—though I confess I struggle to find any BIG WIN potential.IMO 2020 stands for the International Marine Organization, a UN body.  They have mandated that ships switch to much cleaner and more...
One of the strangest junior energy stories listed in Canada may become one of the best in late 2019. Newport Explorations (NWX-TSXv) holds a 2.5% gross overriding royalty on several oil and gas permits in Australia, that are operated by Beach Energy and Santos Ltd.; both are major Aussie oil...
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...
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...
Will Occidental Petroleum’s $2 Billion Permian Be Any Better Than The Company’s Disaster In The Bakken? Occidental Petroleum (OXY-NYSE) just paid the highest price per acre in Permian Basin history at $50,000 per acre to get into that play—and that’s after backing out production. Shareholders had better hope that turns out...
Testing Is MORE Important as We Start to GatherSimple Seamless & Safe Even with MANY vaccines, people will have to get up-to-date COVID testing for YEARS.People will still be concerned for a LONG time—there are several COVID-19 variants already. Vaccines will have to keep up (the good news is that...
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...
Trading Symbols:                                     NEO Share Price Today:                                   $15.50 Shares Outstanding:                                37.6 Million Market Capitalization:                              $580 million Net Debt:                                                  -$75 million Enterprise Value:                                     $507 million Note: NEO reports in USD but I am using CAD in this report Electric vehicle (EV) stocks have gone through the roof. Everything EV is flying.   Car companies that have never sold a car are worth billions.  There are LiDAR companies with...