Just how cheap have Canadian natural gas stocks gotten? Let me give you an idea. Painted Pony (PONY-TSX) just sold 4% of their landholdings in the liquid-rich Montney play on the Alberta/BC border for 50% of their market cap.
What is the #1 rule of real estate? Location, location, location. How about your smart phone? What is the most valuable real estate on your (and hundreds of millions of other's) smart phone? It's the home-screen of course; the one you see as soon as your phone boots up. Second question.  Who owns...
The big news out this last week was that Philadelphia Energy Solutions (PES) will permanently shut its South Philadelphia refinery in the next month. Whether “permanent” means permanent, well, we’ll see.  But at the very least, the refinery isn’t coming back any time soon. I’ve been watching the refiners closely for...
Roscan Gold is the stock that I think will be The Next Big Discovery in the mining world. And it couldn't have come at a better time, with gold breaking out above 5 year highs. As I explain how CEO Greg Isenor and Director Dave Mosher have discovered over 10 million...
Have you ever had a stock go up 1000%--or 10x--in just one year? It’s exhilarating--and a bit nerve wracking. The best place to find these Huge Wins is in junior mining stocks.  And I expect to see A LOT more now that the gold price has broken out to 5 year...
These are dark days for the ethanol industry.  It's very much a different story from 2013-2015, when Green Plains (GPRE-NASD) was a great investment, and one of my biggest wins.  It went from $4-$48 in two years, and I caught the run from $9-$30. Ethanol is gasoline made from corn,...
Paul Andreola is one very patient--and very successful--investor.  In the 20 years that I have known him, he has been a stockbroker, a CEO of a public company, a company founder, and a full time investor.  He has looked at the investing  game from every angle. And last week he...
Shipping has not been a great industry--for management teams or investors--for several years now. I warned readers to avoid the sector like the plague back in 2016 with this story here: http://bit.ly/tankersoversupplied The sector is capital-intensive, has no product differentiation (ie. one ship is the same as the next), and frankly,...