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...
EDITORS NOTE: On November 15 2012, one of the hottest Canadian energy stocks called Poseidon Concepts announced horrible quarterly results that cut the stock from $13.25 that day to open at $6.  I sold it right away that next day as there is never just one cockroach.  It would...
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...
How quickly could US shale production grow again if the oil price keeps rising? I suggest there has been a fundamental change—a bullish change—that will prevent US oil production from rising quickly. It certainly won’t grow as fast as it did from 2010-2015. That’s because US production was able to grow so...
   Guest Post Hi, this is Keith Schaefer—even though you don’t recognize the logo above.  Since oil crashed back in the fall of 2014 we have had a few false starts at an oil price recovery. Is this rally real--or another tease? I’ve helped the editor at Hedge Fund Insiders http://www.hedgefundinsiders.com/, Reece Morgan, start a brilliant investment...
Energy services company Key Energy Services Inc. (KEG:NYSE) has a bullish outlook for next year in part because because of strong land fundamentals in the U.S., according to investment bank Raymond James.
Pipeline behemoth Kinder Morgan (KMI-NYSE) cut its dividend last night by 75%--ending a three year string of getting their money for nothing and your dividends for free (with apologies to the band Dire Straits). This issue is causing investors to give all North American pipeline stocks a higher discount rate--and...
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product. It’s creating huge profits for the lucky few natural gas producers who have large condensate volumes in their production stream.Condensate is both a heavy Natural Gas Liquid (NGL), and a super light...