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...
by Shaun Polczer
Smart money isn’t making big investments in natural gas. It’s making HUGE investments.
One of the industry's most fiscally conservative -- and notoriously cheap -- operators, CNRL (CNQ-NYSE/TSX; $36) reportedly bought Devon Canada’s entire conventional oil and gas—but mainly gas—assets for $3.1 billion; reportedly sight unseen. It didn't even wait...
Natural gas prices have been soaring on both sides of the US-Canada border all through January—but just the leading natural gas stocks are breaking out--tepidly, and only after an extended stretch of very cold weather across the entire continent.
That’s the Market saying it believes that once this cold winter...
With so much excitement over U.S. shale plays lately, it’s hard to justify why investors should be looking anywhere else in the oil and gas space.
After all, what other sub-sector offers the kind of big production and returns enjoyed by unconventional shale drillers?
But there’s a fundamental shift in value...
by +Keith Schaefer
In part one I wrote about the 3 oil patch sub-sectors I'm most bullish on, and how I'm trading them: refineries, oilfield services, and heavy oil producers.
Today, my outlook for the remaining oil and gas sub-sectors—from best to worst...
LIGHT OIL PRODUCERS
Here's the dilemma with them: improvements in fracking...
The Duvernay code has been cracked, and Canadian analysts are racing to update their financial models. It’s one of the biggest plays in Canada, and in a very short time it has gone from a very expensive science experiment to a money making play.
Recent results from Chevron (CVX-NYSE) and...
In an exclusive interview, OGIB asks noted author Bill Powers: have investors and the general public been grossly misled about America’s energy future?
Something about America’s shale gas renaissance—and its gilded promise of previously-unthinkable U.S. energy independence—never made sense to Bill Powers.
As the author of the shale-challenging new book “Cold,...
I’m all about making money for subscribers.
I don’t spend a lot of time mulling over macro stuff. I want to know the macro basics and then research and discover which companies will profit.
There are a lot of guys MUCH smarter than me when it comes to figuring out where...