Dropping energy prices—for both oil and natural gas—has investors and analysts checking to see what the break-even price is for oil production in each play in North America.
This is a moving target, and it’s going lower all the time.
And I’m going to tell you The Next Phase of increasing...
Heavy oil stocks will be The Top Investment in Energy if oil keeps gaining past the $45/barrel mark.
The secret is in the numbers. Let me show you how and why using Baytex Energy (BTE-NYSE/TSX) as a perfect example—because they have both light shale oil in the Eagle Ford and...
One question investors should be asking about new dividend-focused E&P companies in the Canadian oil patch is:
How will they pay their taxes?
Deferring income tax payments is a major part of the business strategy for most junior E&Ps—one that investors don’t realize. Investors have become so used to junior producers (almost) never...
Oil is up. Consensus has changed from a supply glut to a more balanced market by the end of this year—but the Market is in full swing pricing that in now.
Energy producers across the board have had a good run in the last month, and it could continue—both Brent and...
Last week, Encana Corp. (TSX-ECA) came out and revealed itself as the huge mystery buyer of Duvernay rights in Alberta, spending $300 million on land acquisition in the first quarter alone.
It’s a big number considering there are only two published drill holes into the Duvernay – and neither one...
Last week we brought to your attention a world-class emerging shale play happening in Argentina's Neuquén Basin.
The potential here for unconventional oil & gas development is enormous by any measure. A number of companies are well positioned to grow and prosper, including a few junior companies with significant land...
The recent buyout of Reece Energy (RXR-TSX) by PennWest is a good example of the issues facing junior producers of oil AND gas right now.
Reece had great exploration success, started slow, built up production and showed they were good operators as well as explorationists...kept their share structure clean, were...
Here’s a GREAT oil and gas stock: It has
A pristine balance sheet
An ultra-safe 5% dividend yield (represents only a 15% payout ratio)
A price to earnings ratio of only 2.5 times
Sound too good to be true? But it does exist. Just not in North America.
The company I’m talking about is...