Energy has been left out of the bull market so far.Yes, oil and oil stocks have recovered from the depths of the crisis, but are still down on the year. The price is firmly above zero now – which is saying something, I guess.But will we ever have another...
By Nathan Weiss and Keith Schaefer
Where is all the oil coming from?
Oil inventories continue to surge, but U.S. production has flatlined for weeks—even months.
I mean really—look at these simple facts that have been staring the Market in the face for months:
Year-to-date (YTD) production in 2015 in the U.S. is...
Top Energy and Mining CEOs on Hot Seat March 5 in Toronto. Investors, Here's Your Free Invite
Hedge fund activist investor Zach George of FrontFour Capital will deliver the keynote address at the Subscriber Investment Summit on March 5, 2016 at the Hilton Toronto. Photo: Colleen De Neve / Calgary Herald (Source)
Contrary to popular...
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...
North American drivers are now competing with global drivers — and global industry — for cheap American crude.
I went on FOX National Business News to explain why that is (click the link at the end to watch the interview.)
For starters, keep in mind that driving gasoline is 50% higher...
In Part 1, I explained how LNG shippers will be one of the best investments—and THE best way to play cheap natural gas—right through to 2015. A combination of fast-rising demand from Asia and almost no new ships before the end of 2015 will keep cash flows and stock...
What’s the biggest lesson retail investors need to learn to increase profits in these markets?
It’s knowing how and when to trade volatility.
The professionals say trading volatility really is the only way to make money in a flat to down market, which the energy sector (especially the juniors!) has gone through since...
