2016 Themes
When I look back on 2016, what were the Big Themes? For me, the #1 theme was the same as 2015--Nobody Knows where the oil price was going. We all guessed how much US production would drop (Market was about right), how tight credit would be (much looser...
Shell has a 7 percent plus dividend yield and believes it can generate three times as much free cash flow at $60 oil going forward than it did at $90 oil from 2013 through 2015.
If true, that has the makings of a company that you want to own.
Those are...
In the current age of low interest rates you aren’t supposed to be able to get a decent yield from a blue chip stock.
With a $0.94 per quarter dividend each Shell (RDS.A: NYSE) American Depositary Receipt today yields almost seven percent. That is a very good yield.
Maybe a little...
by Elizabeth Lappin, P.Geo
Elizabeth is the Geothermal Ambassador Coordinator at CanGEA, and the Founder of Castle Rock Consulting Ltd.
In Part 1 of this series on geothermal energy, I outlined the potential of it for both the oil and gas industry and consumers. It’s a feel-good story, that can get a lot...
The core strategists of OPEC are brilliant.
In a nutshell, they’ve done TWO incredibly smart things.
One is that by timing their much publicized production cuts to start in January 2017—when oil demand starts a steep rise—they really don’t have to cut at all.
As you can see on the chart, oil...
Talk about being on a roll! Everything is now coming up aces for Canadian oil producers.
Christmas has come early this year.
I'll tell you Three Good Things that have happened for these companies.
And perhaps more importantly The One Thing that hasn’t happened.
Early Christmas Present #1 – A Donald Trump Victory
No...
Oil stocks traded REALLY well yesterday. You could just say ‘DUH!’ but there’s more to it than that.
Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running. Most closed at or near their highs.
The Biggest Gains were reserved for those stocks that had...
by Elizabeth Lappin, P.Geo
Elizabeth is the Geothermal Ambassador Coordinator at CanGEA, and the Founder of Castle Rock Consulting Ltd.
Alberta’s oil and gas wells produce thousands of barrels of water each day. This water is considered a waste by the oil patch, and operators pay to send it away by...
