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,...
Part 2 of a 3-part Series: The new “tight”or “unconventional” oil and gas plays being discovered all over the world are so different from conventional production that independent reserve evaluators face new challenges when calculating reserves. That was one of the findings that came out of a conversation I had with...
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...
Something Doesn’t Add Up In North Dakota’s November Production Report If you want to find buried treasure, you have to dig. And even then you may find the treasure chest is empty. That’s what happened to me this last two weeks as I realized one bit of oil data made NO sense...
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...
Is it time for investors to load up on oil shares--or time to sell?  The answer is--it depends what metric you're looking at.  On a cash flow basis, they're expensive.  But based on Net Asset Valuations (NAV), they're cheap.  How can oil stocks be both expensive and cheap?  I'll...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil. I want to be clear...I'm not a perma-bull on oil.  Far from it.  I'm an investor, and a trader, looking for a trend.  Energy...
The energy sector is such a typical American-Canadian contrast.  It's like the Americans love to shoot guns, and the Canadians love to dodge bullets.
 In the USA, the Shale Revolution has turned the American energy industry upside down with huge new supplies of natural gas and light oil. 
 
 They have reversed...