Sometimes you write a story.  Sometimes a story writes itself. In the next three sentences I’m going to give you everything you need to know. One… With more oil and gas producers in financial distress than aren’t, this has to be an historic opportunity to be buying oil and gas assets (especially...
- Dave Forest Contributing Editor to Oil and Gas Investments Bulletin Buying on the margins sets prices in commodities markets.The margin is the very highest someone is willing to stretch up and pay to get that supply. The last barrel of oil; the final pound of copper. Everyone pays what the marginal buyer will pay. The U.S....
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...
It's strange but true – some of the best performing energy stocks in Canada have been the junior GAS stocks. And there is also an argument that the future may be brighter than previously thought for a select few gas stocks. All these stocks have three things in common: 1.      They have...
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...
...Let me tell you what that means By Donald Dony Sector rotation is the normal evolution of different industry groups to a recovering and expanding economy.  It is also affected by investors trying to anticipation this expansion. Chart 1 illustrates the usual rise and fall of different key industry groups.   In a bear...
The North American oil market is going through a fundamental change that will affect the price of oil for the rest of this decade—fast-rising shale oil supplies from North Dakota and Texas. (Other shale oil plays will contribute as well, but none will come close to the revolution happening in...
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...