WHAT DOES AN INVESTOR DO? This stock is not an OGIB portfolio stock.   But I did enough research on it I didn't want to think those hours had gone to waste.... I want to tell you a story about two investors I know really well.  One is a chartist, and loves technical analysis. ...
Even before Tuesday's big jump in natural gas prices, I was intrigued to see some of the leading natgas stocks in the US hold up or go up on days natgas was down this week, like EQT, Southwestern, and Rice Energy, (which my colleague Bill Powers profiled at $9.47/share on...
Dear OGIB Reader, There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now. In both 2011 and 2012, the TSX Energy Index peaked out the first week of February. In 2010 it was the first week of January. Each of the last...
I asked my good friend Dave Blais, who trades gold and silver stocks full time, to provide an update on what he sees happening in the gold market, in follow up to the last piece he penned for OGIB readers several weeks ago. The frustrating under-performance...
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...
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...
The Brexit side has won.  The British people, the nation (not the politicians) have voted to leave the European Union, and become as Norway and Switzerland are—in Europe but out of the EU. This is not a binding vote; it’s only a referendum.  And it was a very narrow margin—basically...