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...
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...
By: Bill Powers Valuing public companies is a black art. Analysts use many metrics, and when delivering a final price target on a stock, use the average of several methods—cash flow multiple, Net Asset Value and the esoteric “management premium”. But I want to suggest to investors that right now, one of...
Natural gas supply and demand fundamentals have changed in a major way.  In March there was way too much gas.  By November there may not be enough...at least at these low prices. NOW is the time to position yourself to profit from it…..BEFORE the money starts flowing into natural gas...
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...
Look at this chart!  This kind of visual makes an oil and gas CEO proud when addressing his Board of Directors or shareholders. Source: Southwestern Energy Corporate Presentation But despite this beautiful production growth chart--this company has COST investors BUCKETS of money over the past two years. I’ll explain to you what happened--and how you as an investor...
Here’s a current chart of the oil price you probably don’t recognize: This is a custom built chart of Canadian heavy oil prices (Western Canada Select--WCS)—in Canadian dollars. (Canadian dollar charts are hard to find!).  This chart takes into account the lower Canadian dollar against the greenback.  It shows that...
It’s hard to believe how North America’s oil and gas industry—a conservative bastion—has been turned upside down in such a short period of time. And it’s all because of the Shale Revolution. Look at pipelines. They cost billions, take years to plan, get approvals, sign up committed customers with take-or-pay...