By Donald Dony, Editor www.technicalspeculator.com
Energy sector swings to performance
As the bull market starts its 6th year and the 3rd longest advance since 1920, we see several signals that are common to the later phase of a mature market.
The first is the relative performance shift out typical bull market sectors...
Elephant hunting for huge international oil plays usually means going into (very) politically risky areas. That’s what makes junior Petromanas (PMI-TSXv) stand out from the crowd.
They’re chasing a potential 500-800 million barrel target in Europe—Albania to be exact. Lots of energy investors are familiar with Bankers Petroleum and their...
We’ve seen in the first parts of this series there’s a revolution underway in offshore oil drilling.
Techniques like directional drilling and multi-stage fracking—perfected as part of the onshore shale revolution—are yielding some of the highest returns on capital anywhere in the world.
That’s because of new technologies like “logging-while-drilling” applications....
Last week I looked at the phenomenal success of a new breed of offshore explorers who are using unconventional drilling (read: horizontal drilling and fracking) to unlock billions of barrels of bypassed oil in places like the shallow-water U.S. Gulf of Mexico.
Offshore producers are now getting returns as good...
With so much excitement over U.S. shale plays lately, it’s hard to justify why investors should be looking anywhere else in the oil and gas space.
After all, what other sub-sector offers the kind of big production and returns enjoyed by unconventional shale drillers?
But there’s a fundamental shift in value...
by +Keith Schaefer
In part one I wrote about the 3 oil patch sub-sectors I'm most bullish on, and how I'm trading them: refineries, oilfield services, and heavy oil producers.
Today, my outlook for the remaining oil and gas sub-sectors—from best to worst...
LIGHT OIL PRODUCERS
Here's the dilemma with them: improvements in fracking...
by +Keith Schaefer
Last week I looked at breaking developments that suggest the Duvernay shale may be the most profitable play in Canadian history.
Consider just two points on the play—hot off the press at a tight-knit gathering of Duvernay insiders put on by TD Securities in Toronto a few weeks ago:
Well...
