Macquarie Equities Research maintained its OUTPERFORM rating for Bellatrix Exploration (BXE:TSX) but reduced its target share price to $6.25 from $7.00.
The last few months have seen a flurry of E&Ps announcing changes to their business strategy, moving from a growth-through-drilling focus toward an income-and-dividend model.
These companies realize things are changing in the oil patch. Commodity price forecasts are down and investor euphoria over billion-barrel resource plays is fading.
The stocks...
by +Keith Schaefer
There’s always a bull market in energy—you just have to know which sub-sector to buy.
So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context...
In Q3 2103, oil producers in North America were the place to be, as...
I’m all about making money for subscribers.
I don’t spend a lot of time mulling over macro stuff. I want to know the macro basics and then research and discover which companies will profit.
There are a lot of guys MUCH smarter than me when it comes to figuring out where...
The Cline Shale in Texas is one of the hottest new shale plays in the USA. Devon Energy (DVN-NYSE) is suggesting it’s a huge play, pervasive over a very large area on the eastern shelf of the Permian Basin.
In fact, the Permian is bursting with new resource plays—what’s old...
It has been two years since I was earnestly combing through junior oil producers to find the best investment. But now that oil prices have moved up from $26-$46/barrel since mid-February, there are—believe it or not—a (very) few junior producers who can grow production within cash flow at these...
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...
Oil went from $8-$147 per barrel between 1998-2008. Then it crashed to $32. Then it rocketed to $105 for five years. Then it crashed to $27.
Notice a pattern at all?
Ever wonder why management of senior oil companies don't notice this same pattern? How can that be so when the...
