INTRODUCTION
Short Tesla (TSLA-NASD: $250). Target Price = $12. Twelve Dollars. That would be a 95% drop from its share price today. There is a lot of emotion and hype around the company and stock right now, with its cheap electric car model, the Tesla 3, getting banner headlines every day...
When you talk to management teams of public companies directly, you get a lot more colour on the company...and of course, on who the CEO is as a person. It helps you decide if the company and stock are a good fit for you. Institutions get that luxury all...
I want to show you one of the most powerful charts I see in energy right now.
This chart doesn’t show where stocks are going, or where commodities are going.
It shows how energy is being used, and will be used in the coming years—and what is driving that growth.
And it’s...
Energy Companies And Share Buybacks – A Lesson In Capital MismanagementThe job of the men and women at the top of Big Oil is to help manage capital through the volatile cycles of this business.For that they are handsomely rewarded with big salaries and stock options.These are experienced people...
In World War II, when the Allied countries laid out their first strategic bombing plans--the first target they selected was easy to agree on.
It was the German electrical grid. The Allies knew that without electricity the Germans couldn’t do anything.
If Germany had been attacking the United States it would...
Sometimes you write a story. Sometimes a story writes itself.
In the next three sentences I’m going to give you everything you need to know.
One…
With more oil and gas producers in financial distress than aren’t, this has to be an historic opportunity to be buying oil and gas assets (especially...
A Texas court case this Friday, February 26 will set a precedent that will either see all US pipeline and “midstream” stocks have a monster rally—or get crushed (even more!).
That’s when Crestwood Partners (CEQP-NYSE) will defend its fee structure in transporting the natural gas of defunct Quicksilver (formerly KWK-NYSE)...
My experience is that in the stock market, wealth is built in steps.
My portfolio is flat for 12-18 months, and then a Big Win comes. Flat again, then Big Win. Repeat.
(The hard part of investing is keeping that money, during the flat times.)
Big Wins actually come along regularly; every...