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It has been a rough couple of months for the shareholders of the big four frac sand suppliers. At the start of 2017 everyone--including me--was buying into the bullish story for these companies based on the industry trend of sand, sand and more sand.  Sand has been the #1 efficiency...
Great Investors Share One Trait – They Wait For The Fat Pitch (Exactly Like This One) If you want to be a really good investor, you need to be able to do one thing really well: Sit on your hands and do nothing. It sounds easy, but it is the hardest thing...
By Bill Powers "Insanity: doing the same thing over and over again and expecting different results." - Albert Einstein Therefore, energy investors in North America are insane. Cheap money (low interest rates) and high oil prices encouraged the drilling of many marginal plays from 2010-2014--causing a huge amount of energy bankruptcies after...
What’s the most un-sustainable part of the global energy complex? Maybe you would say co-ordinated OPEC production cuts. Or perhaps you would bring up high growth rates of shale producers. If you talked about the lack of free cash flow among shale producers you would be getting warm… But for me, when I...
I found the Holy Grail of Energy Stocks. No more volatility.  No more ups and downs.  No more trading. Just a secure, certain dividend stream that I think will grow every year--for the next 14 years. In fact, it might even get increased a couple times a year. How do I know this? ...
Poseidon Concepts executive Kostelecky Is Criminally Charged Editors Note:  Calgary's Poseidon Concepts was a market darling in 2011-2012, rising from $2.65 - $16 on the Toronto Stock Exchange.  The company proclaimed it was so profitable making and selling frac water tanks, it started a dividend.  But doubts in the Market...
2016 Themes When I look back on 2016, what were the Big Themes?  For me, the #1 theme was the same as 2015--Nobody Knows where the oil price was going.  We all guessed how much US production would drop (Market was about right), how tight credit would be (much looser...
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...