Energy Companies And Share Buybacks – A Lesson In Capital MismanagementThe job of the men and women at the top of Big Oil is to help manage capital through the volatile cycles of this business.For that they are handsomely rewarded with big salaries and stock options.These are experienced people...
Where will energy investors make money in 2019?  I think the answer will surprise you.  Click on the short video below as I outline a couple sub-sectors which should prove fruitful this year--and FIVE stocks within those that I think will do great. A rough transcript is below the video...
On the surface, Turkey has everything going for it in oil and gas. Onshore, it’s under-explored with one of the top international shale plays—the Dadas Shale—about to get tested for the first time with new technology. Offshore there is talk of a Black Sea bonanza.  The country has good governance,...
Original Thinkers--that's whom you want to read.  Here in Part 2 of Tocqueville Asset Management's Rob Mullin's article, he outlines why small-cap oil stocks could play catch up very quickly now. by Robert Mullin, Tocqueville Asset Management Despite extreme pessimism regarding the production cuts of a year ago, both OPEC and non-OPEC have...
Natural gas companies are now trying to market themselves as “liquid rich” or “wet gas” producers whenever possible.That's because these “wet gases,” or NGLs (natural gas liquids), are worth a lot more money than straight-up dry gas – which is methane. Angle Energy (NGL-TSX) has what I...
The junior lithium sector got a new valuation benchmark at the end of May when Aussie-listed Galaxy Resources (GXY-ASX) sold some grassroots lithium assets in northern Argentina to POSCO, a Korean conglomerate. The ground was in the northern basin at Sal de Vida, in northern Argentina, and Galaxy received US$280...
WHAT DOES AN INVESTOR DO? This stock is not an OGIB portfolio stock.   But I did enough research on it I didn't want to think those hours had gone to waste.... I want to tell you a story about two investors I know really well.  One is a chartist, and loves technical analysis. ...
My experience is that in the stock market, wealth is built in steps. My portfolio is flat for 12-18 months, and then a Big Win comes.  Flat again, then Big Win.  Repeat. (The hard part of investing is keeping that money, during the flat times.) Big Wins actually come along regularly; every...