In a bull market when energy stocks are flying and everybody is making money—like the first eight months of 2014—investors don’t care about what I’m going to tell you now.
It would have been a waste of my time to write this story in January 2014.
But now it’s different; everybody...
The 50% oil price drop is headline news. In the media it has been called a plummet, free fall, dive and every other sensationalistic word for large decline you can think of.
It has been impressive, but for some even better fireworks you really need to look at stock prices...
This is the worst time of year for world oil prices to hit a five year low for North American energy producers.
That’s because they typically evaluate their reserves at fiscal year-end—and that usually matches the calendar year. That means reserve evaluations are done with the current price "deck" looking...
There’s a race going on in the oilpatch now to the bitter end—the end of the year.
And it’s not being driven by economics. It’s being driven by the REAL currency in the oilpatch:
Reputation.
The energy market is cyclical and all the veteran producers and bankers of the oilpatch know this.
Each...
There’s just one stock that interests me at this time of year.
This is The Most Wonderfully Inefficient Time of the Year for the stock market. It’s tax-loss-selling season.
But I’m not running out buying any big basket of energy stocks. The selling may be overdone, but it can stay overdone for a...
by Donald DonyThe major decline in oil prices over the past five months has placed many securities into a freefall. The commodity-rich SPX/TSX, for example, has fallen 10.00% since September, putting into a bear market (Chart 1).
Chart 1The TSX Energy sector has declined even further, cratering almost 40% bringing...
Alberta Gas - All Dressed Up and No Place to Go?
By Chris James, CFA
Canadian natural gas prices could drop by well over half in 2015 as new pipelines allow very cheap Marcellus gas to flood North America says a November 4 report by Canadian brokerage firm Macquarie Securities.
The report--titled...
Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer?
On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career.
That decision is documented in this e-mail that I sent to my subscriber...
