In World War II, when the Allied countries laid out their first strategic bombing plans--the first target they selected was easy to agree on. It was the German electrical grid.  The Allies knew that without electricity the Germans couldn’t do anything. If Germany had been attacking the United States it would...
There are a lot of options for your hard earned capital and no shortage of folks wanting to tell you how to use it. Recent trends have been very profitable in different sectors. On the other hand, energy has displayed a horrendous previous 52 weeks. So here are 5 reasons not...
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...
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...
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...
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...
Macquarie Equities Research maintained its OUTPERFORM rating for Bellatrix Exploration (BXE:TSX) but reduced its target share price to $6.25 from $7.00.
Dear OGIB subscriber, I don’t often write my readers with this level of urgency. But recently I came across a situation so profitable and so pressing… I did 2 things right away. 1. I put $400,000 of my own money on the line in this single investment idea. 2. I dropped everything at once...