Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets.  RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks. They are what I call The Zombie Stocks—The Walking Dead. ...
When I saw this energy company, I couldn’t believe it.  Here is a company with: no long term debt $30 million cash growing EBITDA (cash flow) When I rushed out to buy the stock, it was paying me a double digit yield. That’s right—over 10%--on a payout ratio of under 60%. And trading at just...
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...
Part 2:  How To Position Yourself for High-Risk, High-Reward International Plays How do you find – and play - the junior oil exploration stocks that can be 10-baggers for investors? These are the companies that are drilling high-impact wells that can produce thousands of barrels a day – and their success...
How to Find and Play the 10-Baggers Abroad - Part 1 What were the oil stocks that made me the biggest profits in 2010? It was junior oil stocks with international plays.  Companies like Xcite Energy (XEL-TSXv) that went from 62 cents to $6 last year with a heavy oil play...
Why "Time Is on Their Side" in 2011 PART 1 OF A 2 PART SERIES... What mergers and acquisitions will happen in the Cardium oil play in 2011? In the last half of 2009 and the first half of 2010 the Cardium was the hottest play in Canada.  Valuations moved up quickly...
Apache’s new High Alpine discovery on the SW edges of the Permian Basin is one of the three most important inflection points in the North American energy market in the last decade. (The other two are the rise of the oily Bakken play in North Dakota and the gassy Marcellus...
The Offshore Oil Business Is Crippled And It May Never Recover How badly do oil producers want to transition out of the deepwater and focus on shale? And guess what that means for the global oil price? Exxon Mobil (NYSE:XOM) just paid Seadrill (NYSE:SDRL) $125 million in cash to get out of its commitment to...