Pipeline behemoth Kinder Morgan (KMI-NYSE) cut its dividend last night by 75%--ending a three year string of getting their money for nothing and your dividends for free (with apologies to the band Dire Straits).
This issue is causing investors to give all North American pipeline stocks a higher discount rate--and...
North American oil prices could have a sharp--but short term—drop in December 2015.
I outline the signs—in the physical market, and the financial market--that oil storage is becoming full in the US.
There is a simple and easy way for investors to profit from this.
I outline this low-risk trading opportunity...
Oil bulls are hoping every shale play in the US pulls--"An Eagle Ford"
But it hasn't worked out that way--so far, the Eagle Ford is unique. What I mean by that is..it's the only Big Shale Formation in the US where oil production really is collapsing like The Market expected.
By...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets. RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks.
They are what I call The Zombie Stocks—The Walking Dead. ...
To me, the Market (Dow/S&P 500) is a bit of a binary trade right now. It’s pretty clear to me that the Market is determined to retest its late August lows. If it bounces, I think I can safely buy stocks and likely add to my biggest position again...
RICK RULE INTERVIEW PART II
Keith: Rick, in the first part of our interview we talked about the state of the energy market now, and what some of the opportunities are.
But let’s talk details for a second—you’re aiming to come in somewhat as a lender of last resort in a...
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...
How many energy stocks are seeing their profit margins increase in this environment?
That’s exactly what I expect to happen when my favourite company announces their next quarterly in mid-August.
That’s right—the main product group for this company will almost certainly see a higher top line and bottom line in 2015.
Profit...
