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...
Top Energy and Mining CEOs on Hot Seat March 5 in Toronto. Investors, Here's Your Free Invite Hedge fund activist investor Zach George of FrontFour Capital will deliver the keynote address at the Subscriber Investment Summit on March 5, 2016 at the Hilton Toronto. Photo: Colleen De Neve / Calgary Herald (Source) Contrary to popular...
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...
August is often one of the best months to buy natural gas stocks; gas prices and the commodities stocks overall are at a low.  There is often (but not last year!) a run up in gas prices in the fall – and stocks follow – as...
Tanker stocks around the globe were crushed on Thursday as the TeeKay group--with six US listed equities and bonds--reduced their dividend to shore up their balance sheet. That was my oppotunity--and for OGIB subscribers. I've been following another tanker group--Golar (GLNG-NASD) and Golar Partners (GMLP-NASD) for years.  I knew the companies, I had...
What was the best investment niche in the U.S. energy sector the first half of this year? Master Limited Partnerships, or MLPs. Consider one key benchmark, the Alerian MLP Index (AMZ). Since December 31, 2007, the index has returned 66.6% for investors, with about 32% of that from capital gains. Compare...
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...
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...