The Energy Sector is having a RED day; a down day as oil prices re-trench.  Oil is supposed to do that at this time of year--the shoulder season between summer driving season and winter heating. But it always makes me re-think my investing strategies.  So right NOW--if I had to--where...
In Part One of this series I introduced readers to “Kurt’s Bible” a great piece of energy stock investing wisdom written by Canadian energy analyst Kurt Molnar of Raymond James. In Part Two here, I want to warn energy stock investors of a huge risk that they are taking if...
Ever wonder why the stock of an energy company you love doesn’t go up? You’ve analyzed it and you think it’s undervalued. But the stock doesn’t go up. Well, I just finished reading one of the best explanations of why that happens. It’s a November 2013 report from oil and...
Free cash flow in the North American energy sector is about to soar, and that trend should continue for the next 5-10 years—even with declining oil and gas prices—says US brokerage firm Raymond James (RJ). For investors, it could (should?) mean higher multiples as energy producers turn into more sustainable...
The 49th parallel isn't just a border between Canada and the United States. It also represents an important line for the amount of debt investors are willing to tolerate in their energy producers. Investors and CEOs have both learned the hard way. Canadian producers with more than 2X debt to...
How do you invest in the weather? When it comes to weather, what’s bad for natural gas is good for ethanol.  These two commodities are almost exactly opposite trades each summer.Hot weather--especially on the populated east coast--makes for lots of air conditioning demand in North America, which increases natural...
What are The Pros doing in the Market? Each quarter I like to interview with a fund manager who I think has his pulse on what’s happening in the energy markets. Today I’m sharing an interview with Martin Pelletier, one of the principals at TriVest Wealth Counsel in Calgary.  I...
OGIB BULLETIN # 143  DECEMBER 3 2013PACIFIC ETHANOL – PEIX-NASD COMPANY ANALYSIS - Part two Below is Part II of my full OGIB Subscriber Report on Pacific Ethanol (PEIX-NASD).  Part 1 was published Saturday, which you can read HERE.  My goal is to help Free Alert Readers understand the level of research I put...