Zeke Zeringue is a man with a plan. But the new CEO of Calgary based GasFrac (GFS-TSX) says shareholders need to understand it’s a long-term plan. Zeringue took over as CEO of GasFrac in October 2011, 14 months after it went public on the Toronto Stock Exchange. GasFrac is unique in...
By Michael Campbell I hate getting junk mail so let me start by saying that if you’re not interested in taking advantage of the most successful investment strategy I personally use then don’t read another word – and please forgive the interruption. If you are still reading then let me help...
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...
The investor trend towards yield could have a big impact on the US junior oil and gas market, a new report by brokerage firm Raymond James suggests. Energy Analyst Kevin Smith says the stocks of Upstream Master Limited Partnerships, or MLPs, are worth almost double their regular corporate counterparts (called...
THE MACRO DILEMMA - PART 2 By Cory Mitchell, CMT Part 1 suggested the macro force of “peak oil” which will constrain global oil supplies, will push the price of oil higher.  Yet if peak oil occurs, it implies peak debt and GDP. Without GDP growth, a stagnant economy implies...
In the last few days, I took profits in some of my gold stocks, and used the proceeds to increase my holdings of quality silver stocks. This shift in my portfolio puts me heavily overweight silver stocks. The reason I went overweight silver stocks is simple – the quality...
Drilling equipment provider Trinidad Drilling Ltd. (TDG:TSX) recently released its 3Q11 results, which indicated that EBITDA for the period was C$69 million, slightly above the consensus estimate of C$67 million.
Estrella International Energy Services' (EEN:TSXV) mixed operational results caused Canadian brokerage Canaccord Genuity to reduce its 3Q11 EBITDA forecast for the firm to C$2.04 million from C$2.62 million and its 4Q11 earnings prediction to C$3.1 million from C$3.36 million.