Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer? On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career. That decision is documented in this e-mail that I sent to my subscriber...
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...
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...
Free cash flow in the North American energy sector is about to soar, and that trend should continue for the next 5-10 years—even with declining oil and gas prices—says US brokerage firm Raymond James (RJ). For investors, it could (should?) mean higher multiples as energy producers turn into more sustainable...
What are The Pros doing in the Market? Each quarter I like to interview with a fund manager who I think has his pulse on what’s happening in the energy markets. Today I’m sharing an interview with Martin Pelletier, one of the principals at TriVest Wealth Counsel in Calgary.  I...
Free-Alert readers often ask me for an example of a full company report that I prepare for my subscribers onOGIB portfolio stocks.  So here is one that I did late last year on a stock that turned out to be my biggest win so far of 2014--Pacific Ethanol, symbol PEIX-NASD.Retail investors didn't understand ethanol in early 2013 when...
Canadian energy stocks are playing serious catch up to their American cousins this year. And I think that should continue through 2014—Canada is the Best to Invest in energy for the first time in 2-3 years. Last year, everybody’s money was going into US stocks—in almost all industries. Energy...
WHAT DOES AN INVESTOR DO? This stock is not an OGIB portfolio stock.   But I did enough research on it I didn't want to think those hours had gone to waste.... I want to tell you a story about two investors I know really well.  One is a chartist, and loves technical analysis. ...