It has been two years since I was earnestly combing through junior oil producers to find the best investment. But now that oil prices have moved up from $26-$46/barrel since mid-February, there are—believe it or not—a (very) few junior producers who can grow production within cash flow at these...
I’ve been following one management team in the oilpatch for years, because I know they are among the best in the business. They have built and sold junior producers before—in fact, there was a bidding war for their last one. They are the types of serial entrepreneurs that I love to...
Heavy oil stocks will be The Top Investment in Energy if oil keeps gaining past the $45/barrel mark. The secret is in the numbers.  Let me show you how and why using Baytex Energy (BTE-NYSE/TSX) as a perfect example—because they have both light shale oil in the Eagle Ford and...
We are now into Round 2 of the Global Oil War—where the Saudis maximize their revenue, and keep US shale producers—and their lenders—under the Saudi thumb. But there are a few very smart men—and I’ll tell you about a few of them in a minute—who think the price war will...
How do you get a golf ball out of a Coke bottle? It’s a puzzle that Ken Gerbino and his team at Titan Oil Recovery solved years ago, but have yet to commercialize on a grand scale. He’s hoping a new business model will find some entrepreneurs willing to fund this...
The Saudis want control of the oil market back, and they are lowering prices to weed out the high cost producers. But I found a western producer with even lower costs per barrel than the Saudis. That’s right—someone who beat them at their own game.  Just like the Saudis, this company...
Even before Tuesday's big jump in natural gas prices, I was intrigued to see some of the leading natgas stocks in the US hold up or go up on days natgas was down this week, like EQT, Southwestern, and Rice Energy, (which my colleague Bill Powers profiled at $9.47/share on...
INTRODUCTION Short Tesla (TSLA-NASD: $250).  Target Price = $12.  Twelve Dollars.  That would be a 95% drop from its share price today.  There is a lot of emotion and hype around the company and stock right now, with its cheap electric car model, the Tesla 3, getting banner headlines every day...