Guest Post
Hi, this is Keith Schaefer—even though you don’t recognize the logo above. Since oil crashed back in the fall of 2014 we have had a few false starts at an oil price recovery.
Is this rally real--or another tease?
I’ve helped the editor at Hedge Fund Insiders http://www.hedgefundinsiders.com/, Reece Morgan, start a brilliant investment...
A Texas court case this Friday, February 26 will set a precedent that will either see all US pipeline and “midstream” stocks have a monster rally—or get crushed (even more!).
That’s when Crestwood Partners (CEQP-NYSE) will defend its fee structure in transporting the natural gas of defunct Quicksilver (formerly KWK-NYSE)...
What did Chevron accomplish in 2015 by outspending cash flow by $19 billion?
Increase production a paltry 2%. Barely replace reserves--107% of production.
That is what Chevron managed to achieve in 2015 by spending $31 billion while generating just $19 billion of cash flow. And that is actually incredibly bullish, despite...
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...
There are very few business models that work in the energy patch right now—especially upstream, where the producers are. The industry produces too much oil globally and too much natural gas in North America—that oversupply has driven prices into the ground.
Even in the downstream markets—where the refineries are—they have...
The SmartGrid is here to redefine how we generate, deliver, and pay for electricity—and that will be a big opportunity for energy investors in 2016.
The SmartGrid will help utilities reduce demand among their customer base during the very expensive peak periods, and cost-effectively increase their use of renewable energy.
The...
Trading mistakes. Looking back on 2015, I made the same ones! (Visual—bang head against wall repeatedly). I’m going to tell you what I did wrong and what I did right in 2015, and where I see The Big Money being made in energy in 2016.
The key to investing of...
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...