Dear OGIB Reader, The leading Canadian junior oil companies are doing whatever they can to create value for their shareholders. Three of the top junior oil companies in Canada are turning away from high growth and into dividend plays this morning. These are all well-respected, leading junior management teams. One was...
Is The Bakken oil play dead in this low price environment? Continental Resources (CLR:NYSE) and EOG Resources (EOG:NYSE) were two of The Bakken pioneers.  These companies were early movers in the play and amassed big, core land positions--and today have significant production. The Bakken is what initially put these companies on...
There’s just one stock that interests me at this time of year. This is The Most Wonderfully Inefficient Time of the Year for the stock market.  It’s tax-loss-selling season. But I’m not running out buying any big basket of energy stocks.  The selling may be overdone, but it can stay overdone for a...
Can shale oil and gas carry the U.S. to energy independence? The short answer is no, says Credit Suisse (CS) in a September 7 report, but North America as a whole could be energy self-sufficient. CS hangs their thesis on 4 key pegs: 1. Flow rates from oil wells about 25% higher than now,...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream.  That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money. Other examples include small oil and gas trusts, small...
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...
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,...
Ever wonder why the stock of an energy company you love doesn’t go up? You’ve analyzed it and you think it’s undervalued. But the stock doesn’t go up. Well, I just finished reading one of the best explanations of why that happens. It’s a November 2013 report from oil and...