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The lowest cost producer in any commodity always wins.  It really is that simple.And that’s why I’m long 150,000 shares of Christina Lake Cannabis—CLC-TSXv/CLCFF-PINK.I’m about to explain to you how much I like management, the business model, the upcoming catalysts and yes, even the Canadian cannabis industry – but after...
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 and the...
      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...
There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for awhile.  The Market gives and takes—it’s just hard to figure out how much time each swing will be. I’ve made a lot of money over the last 15 years following Nathan Weiss of Unit Economics, out...
I know that everybody hates coal. But… Consol Coal Resources LP (CCR) currently sports a massive dividend yield of 15.4%... and analysts think it’s sustainable. I know what you’re thinking—they get paid good money to say things like that. But I’ve taken a look into the numbers and I agree.  Even though spot...
Meet the Energy CEO's—for FREE—in Toronto on Saturday, March 5 One of the most difficult jobs of the year is selecting the companies to present at the Subscriber Investment Summit (SIS).  It’s because we want the best companies possible there. Companies like Canamax, which was bought out for a near double...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
The Set-Up:  In February 2014 I wrote a story on how the US arm of brokerage Raymond James saw a lot of negatives for Canadian natural gas.  Longer term that could be true but in this article OGIB guest writer Shaun Polczer—who was formerly an energy writer at the Calgary...