There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this...
2016 Themes When I look back on 2016, what were the Big Themes?  For me, the #1 theme was the same as 2015--Nobody Knows where the oil price was going.  We all guessed how much US production would drop (Market was about right), how tight credit would be (much looser...
I found the Holy Grail of Energy Stocks. No more volatility.  No more ups and downs.  No more trading. Just a secure, certain dividend stream that I think will grow every year--for the next 14 years. In fact, it might even get increased a couple times a year. How do I know this? ...
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...
Oil went from $8-$147 per barrel between 1998-2008.  Then it crashed to $32.  Then it rocketed to $105 for five years.  Then it crashed to $27. Notice a pattern at all? Ever wonder why management of senior oil companies don't notice this same pattern?  How can that be so when the...
When will Ithaca's production growth start to get priced into its stock? This junior North Sea oil producer is set to double production to 10,000 bopd late 2011, when its Athena project (Ithaca 22%, and operator) will come onstream. I would expect some speculative premium to start developing in the stock...
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...
In Part One of this series I introduced readers to “Kurt’s Bible” a great piece of energy stock investing wisdom written by Canadian energy analyst Kurt Molnar of Raymond James. In Part Two here, I want to warn energy stock investors of a huge risk that they are taking if...