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...
Have you had trouble wrapping your head around this market? I know I have. The economic data is ugly. 10%+ unemployment is not a good place to be, no matter how you frame it. A second wave of the virus means a slowdown and a W-shaped recovery even if there is no...
Canadian energy stocks are playing serious catch up to their American cousins this year. And I think that should continue through 2014—Canada is the Best to Invest in energy for the first time in 2-3 years. Last year, everybody’s money was going into US stocks—in almost all industries. Energy...
Australia-based research firm Macquarie Equities Research reaffirmed its OUTPERFORM rating for Gran Tierra (GTE:TSX) and left its target price of $9.50 per share unchanged.
When will Ithaca's production growth start to get priced into its stock? This junior North Sea oil producer is set to double production to 10,000 bopd late 2011, when its Athena project (Ithaca 22%, and operator) will come onstream. I would expect some speculative premium to start developing in the stock...
RICK RULE INTERVIEW PART II Keith:    Rick, in the first part of our interview we talked about the state of the energy market now, and what some of the opportunities are. But let’s talk details for a second—you’re aiming to come in somewhat as a lender of last resort in a...
Is it time for investors to load up on oil shares--or time to sell?  The answer is--it depends what metric you're looking at.  On a cash flow basis, they're expensive.  But based on Net Asset Valuations (NAV), they're cheap.  How can oil stocks be both expensive and cheap?  I'll...
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...