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...
By: Bill Powers Sanford Bernstein is a boutique brokerage firm that the Market considers "smart money".  But I have hard time believing their May 4th call that Marcellus/Utica gas production will jump a net 10 bcf/d by 2018. My main doubt comes from Chesapeake (CHK-NYSE) as they are in the process...
In Part 1 (The Race To Supply LNG), I explained how the Japanese will most likely solve its power shortage, now that there are NO nuclear plants running. One of the biggest answers is LNG—Liquid Natural Gas—and an emerging LNG technology that is growing around the world... and could be...
The chase for yield has investors asking lots of questions about MLPs -- Master Limited Partnerships. Today's editorial is an 8-point checklist every investor should know before adding MLPs to their portfolios, and comes from guest editor Brian O’Connell. by +Keith Schaefer Can you afford to miss out on an investment opportunity...
Investing in Condensate, Part I  explained what this hot new commodity is; Part II outlined the bullish case for Canadian condensate demand, and in this third and final article on condensate, I review American efforts to move their glut of condensate north. Condensate is making uneconomic gas wells profitable for producers in the...
THE ONLY JUNIOR LITHIUM PRODUCER IN THE WORLD: OROCOBRE LIMITED (ORL-TSX) I’ve been studying lithium all through 2016.  Lithium and lead are the key to renewable energy like wind and solar.  These “clean” power sources need enough power density in battery storage to make them economic on a large scale—and that...
Here’s a GREAT oil and gas stock: It has A pristine balance sheet An ultra-safe 5% dividend yield (represents only a 15% payout ratio) A price to earnings ratio of only 2.5 times Sound too good to be true? But it does exist. Just not in North America. The company I’m talking about is...
By Donald Dony, Editor www.technicalspeculator.com Energy sector swings to performance As the bull market starts its 6th year and the 3rd longest advance since 1920, we see several signals that are common to the later phase of a mature market. The first is the relative performance shift out typical bull market sectors...