Oil stocks traded REALLY well yesterday.  You could just say ‘DUH!’ but there’s more to it than that. Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running.  Most closed at or near their highs. The Biggest Gains were reserved for those stocks that had...
Peabody Coal (BTUUQ-NYSE) is a CRAZY, HIGH-RISK trade.  This stock was up 600% this week at one point on Friday.  But it could literally be worth almost zeroon Wednesday morning, after they report their quarterly. But it could also be on the way to $43, as I'll explain. Peabody Coal’s stock is already...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream.  That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money. Other examples include small oil and gas trusts, small...
It’s clear from comments on Q2 conference calls in the last week that North American producers ARE getting more efficient—lowering costs—in producing tight oil, or shale oil.  And they don’t think they’ve hit their limits yet. The high tech reason for these improvements? Simple sand.  It is stunning to me...
I can’t decide it Cobalt International (CIE:NYSE) is one announcement way from being a five-bagger or one news release away from being a disaster. If a person knew which way this was going to go--there are some Big Fast Easy Capital Gains to be made. But I just don't know...
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...
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...
Whenever I can, I invest for the long term. The reality is, oil and gas and ethanol markets are not only cyclical, but volatile within cycles. So when I find a company that is a)      Debt free b)     Can be so profitable it can increase its dividend TWICE in 2016 so far c)      Gives me exposure to...