Many of the leading Canadian natgas/condensate producers have exciting (bullish) short term stock charts—just at a time when one fundamental natgas chart looks ominously bearish. The Big Play for natgas in Canada is the liquids-rich Montney formation on the BC-Alberta border.
It is the Eagle Ford of Canada, with very...
My annual Vancouver conference is less than one month away--Thursday October 8. Besides meeting the CEOs of some of the best junior producers in Canada, I have TWO speakers I'm very excited about:
1. VIVIAN KRAUSE
Ms. Krause follows the money like nobody else in the resource sector--except she's not following...
When I saw this energy company, I couldn’t believe it. Here is a company with:
no long term debt
$30 million cash
growing EBITDA (cash flow)
When I rushed out to buy the stock, it was paying me a double digit yield.
That’s right—over 10%--on a payout ratio of under 60%.
And trading at just...
If Natgas Production is Falling, Why Aren’t Natgas Stocks Rising?
Has U.S. shale gas production finally stopped growing? According to the EIA’s August Monthly Drilling Productivity Reports (DPR) the answer is yes—even the monster Marcellus play in Pennslvania is rolling over in production--and that should be bullish for natgas stocks...
This week the EIA released the first look at its new method for reporting United States crude oil production.
It revealed two things.
First, the EIA’s prior method had been significantly overstating U.S. oil production so far in 2015.
Second, U.S. production appears to have started declining back in April. This is...
By: Bill Powers
Sanford Bernstein is a boutique brokerage firm that the Market considers "smart money". But I have hard time believing their May 4th call that Marcellus/Utica gas production will jump a net 10 bcf/d by 2018.
My main doubt comes from Chesapeake (CHK-NYSE) as they are in the process...
How many energy stocks are seeing their profit margins increase in this environment?
That’s exactly what I expect to happen when my favourite company announces their next quarterly in mid-August.
That’s right—the main product group for this company will almost certainly see a higher top line and bottom line in 2015.
Profit...
The Obvious Trade That The Entire Market Has Missed
It is as plain as the nose on your face but it has been missed by virtually everyone, especially the analyst community. Yesterday (Monday) was the first time I saw an energy analyst on TV talking about this issue.
There is a...
