Shell has a 7 percent plus dividend yield and believes it can generate three times as much free cash flow at $60 oil going forward than it did at $90 oil from 2013 through 2015. If true, that has the makings of a company that you want to own. Those are...
In the current age of low interest rates you aren’t supposed to be able to get a decent yield from a blue chip stock. With a $0.94 per quarter dividend each Shell (RDS.A: NYSE) American Depositary Receipt today yields almost seven percent.  That is a very good yield. Maybe a little...
Peabody Coal (BTUUQ-NYSE) is a CRAZY, HIGH-RISK trade.  This stock was up 600% this week at one point on Friday.  But it could literally be worth almost zeroon Wednesday morning, after they report their quarterly. But it could also be on the way to $43, as I'll explain. Peabody Coal’s stock is already...
The hottest oil play in the western world is the Delaware sub-basin of the Permian in SW Texas.  Producers are seeing huge increases in flow rates as they figure out proper fracking techniques.  Rates are doubling from 1500-3,000 boepd!  And payout times for wells are now as low as...
It’s clear from comments on Q2 conference calls in the last week that North American producers ARE getting more efficient—lowering costs—in producing tight oil, or shale oil.  And they don’t think they’ve hit their limits yet. The high tech reason for these improvements? Simple sand.  It is stunning to me...
I can’t decide it Cobalt International (CIE:NYSE) is one announcement way from being a five-bagger or one news release away from being a disaster. If a person knew which way this was going to go--there are some Big Fast Easy Capital Gains to be made. But I just don't know...
I want to show you the true lowest cost natural gas producer in North America. I’m not exaggerating. I’m not guessing. The financial statements make it absolutely clear--this company has the best piece of land on the continent. That isn’t opinion; the hard data tells me that it is so. I’m going to run...
Imagine if you will a street on which there are three identical houses. I’m not talking about similar houses. Not houses that look kind of the same. I’m talking about identical houses. Built the same year, in the same condition, with the same design and square footage.  Even the colors are the same. If...