I’m all about making money for subscribers.
I don’t spend a lot of time mulling over macro stuff. I want to know the macro basics and then research and discover which companies will profit.
There are a lot of guys MUCH smarter than me when it comes to figuring out where...
One man’s junk is another man’s treasure. One company’s natural gas headache is another company’s opportunity.
George Fink and his Pine Cliff Energy (PNE-TSXv) are the aspirin for other natural gas producers. George wants to buy natural gas assets now while the price is low, and asset valuations are even...
Editor's Note: Today's OGIB is my interview with fund manager Chris Theal...
The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers.
Driving these two themes are:
1. Liquid Natural Gas (LNG) in North America
2. The huge growth in...
Natural gas is the only commodity in North America where the US dollar is not the key factor affecting prices, says technical analyst and newsletter writer Donald Dony. He adds that the greenback sets the backdrop for oil, copper and other commodity prices.
North American natural gas, however, is a...
Dear OGIB Reader,
There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now.
In both 2011 and 2012, the TSX Energy Index peaked out the first week of February. In 2010 it was the first week of January.
Each of the last...
Investing in Condensate, Part I explained what this hot new commodity is; Part II outlined the bullish case for Canadian condensate demand, and in this third and final article on condensate, I review American efforts to move their glut of condensate north.
Condensate is making uneconomic gas wells profitable for producers in the...
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product.
It’s creating huge profits for the lucky few natural gas producers who have large condensate volumes in their production stream.Condensate is both a heavy Natural Gas Liquid (NGL), and a super light...
The chase for yield has investors asking lots of questions about MLPs -- Master Limited Partnerships. Today's editorial is an 8-point checklist every investor should know before adding MLPs to their portfolios, and comes from guest editor Brian O’Connell.
by +Keith Schaefer
Can you afford to miss out on an investment opportunity...
