Eating, breathing, sleeping and investing in the oil & gas markets is my life’s work.
Since I’ve opened my portfolio to subscribers in 2009 I have…
Had 49 trades with triple digit gains.
Closed 148 trades for profits (and counting).
Made $1.8 million in net profits from trading
Now invest over $2 Million of...
As energy prices hit 6 year lows in January 2015, energy producers across North America cut their budgets, and reduced growth expectations—often to zero.
But not one Montney producer.
So far, newly-listed and highly-regarded Seven Generations Energy (VII-TSX) is standing by their 2015 spend of $1.6 billion in the very liquids rich gas...
There’s a race going on in the oilpatch now to the bitter end—the end of the year.
And it’s not being driven by economics. It’s being driven by the REAL currency in the oilpatch:
Reputation.
The energy market is cyclical and all the veteran producers and bankers of the oilpatch know this.
Each...
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...
Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer?
On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career.
That decision is documented in this e-mail that I sent to my subscriber...
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...
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...
Free cash flow in the North American energy sector is about to soar, and that trend should continue for the next 5-10 years—even with declining oil and gas prices—says US brokerage firm Raymond James (RJ).
For investors, it could (should?) mean higher multiples as energy producers turn into more sustainable...