Rig productivity increases dramatically as the rig count in an area decreases—data from the EIA show productivity increases as much as 50%!
It means US oil production will not follow anywhere close to the same trajectory the rig count has (i.e. falling off a cliff), and it also means the...
Everyone thinks energy stocks are doing really poorly. But look at the charts of these energy companies—they’re at 52 week highs:
They’re kind of similar aren’t they? That’s because they belong to the same energy sub-sector.
There are three main sub-sectors in energy:
Upstream – the oil and gas producers and service...
One of the most beaten-down names in the entire oil services sector is Paragon Offshore (PGN-NYSE). A spinoff from the deepwater-focused Noble Corp (NE-NYSE), this “standard spec” offshore driller ended its first day of regular trading at $11 on August 4, 2014.
The stock has continued on an almost uninterrupted...
A Blueprint For Small Cap Oil and Gas Investment Success – Part 1
You only make Big Money on mis-understood investments.
And now that the oil price has collapsed to the point where there is almost no meaningful cash flow, mis-understood investments are easier to find.
That’s because the Market has divided...
Bakken oil production has already declined in 2015. There is compelling evidence that this decline is going to accelerate significantly in the next couple of months.
If that happens the recovery we have seen in oil prices in recent weeks is also going accelerate.
Being as the market likes the fact...
Psychology has changed in oil stocks. Huge cash inflows are returning to the sector. And that means one very large group of oil stocks is poised to win significant gains.
It’s NOT the leaders—the very best companies. They didn’t dip as much in December-January, and they have already run. The Early...
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...
What do you do if a respected friend gives you a stock tip?
Stock tips should be avoided at all costs—nothing replaces old fashioned research.
And with oil stocks, 10-15 minutes of research can tell you almost all you need to know—if you’re looking for the right data points.
In my six years...