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...
The recent bounce in oil prices has opened the "equity window" for energy companies to raise capital. It's the first time this window has opened since October. But should investors be buying?
In the last three weeks, three Canadian energy companies raised equity capital; two juniors in Rock Energy (RE-TSX)...
When I saw this energy company, I couldn’t believe it. Here is a company with:
no long term debt
$30 million cash
growing EBITDA (cash flow)
When I rushed out to buy the stock, it was paying me a double digit yield.
That’s right—over 10%--on a payout ratio of under 60%.
And trading at just...
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...
As I explained in Part 1: Atlantic Canada Oil Shale Projects, we're seeing a shale revolution all over the world right now… from the juniors to the seniors.
And we're seeing this increasingly in all-but-forgotten plays. Take the Green Point play, for example. The management team at Shoal Point...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets. RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks.
They are what I call The Zombie Stocks—The Walking Dead. ...
What are the Fathers of the Shale Revolution doing now?
You would be surprised—I sure was. The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
Everyone knows that Iraq is an important oil producing country. But Iraq is more than just important, it is critical.
Iraq is so important that in October of 2012 the International Energy Agency (IEA) released a report called “World Energy Special Outlook On Iraq”.
In that report the IEA concluded that in 2035 oil prices would be...