The Permian is the fastest growing oil play in the world – by far.  That can create big logistical problems, like a scarcity of pipeline space and deep discounts to other US oil hub prices. Or like higher service costs. How does a small operator navigate these issues, and what opportunities...
Canopy Rivers (RIV:TSXv; CNPOF:OTC) is the marijuana stock that has what billions of dollars of institutional money are desperately searching for… That is – RAPIDLY GROWING FREE CASH FLOW!!! Predictable and growing cash flow is what the institutions want. They have been searching for marijuana stocks with real business fundamentals and traditional valuations. By...
Every month I get asked to start a newsletter covering marijuana stocks. I always say no. I mean, I get it – this will be the fastest growing sector in 2019 – possibly in the whole world. One of The Big Catalysts will likely come from the US – it’s The Big Dog...
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...
In this short video, I tell you where I think the oil price is going in 2019, and three factors that could make oil have a big swing in price – either up or down. Click on my picture below to hear my thoughts (and sign up for my YouTube channel!),...
On December 13, 2018 Pioneer Resources (PXD:NYSE) announced a whopper of a share buyback program – $2 billion, up from the existing program that covered re-purchases of up to only $100 million. Great news for shareholders right? I’m not so sure. I’m feeling feisty this Christmas. In fact I’m going to play a...
If free cash flow is King – then you can hand Canadian Natural Resources (CNQ-NYSE/TSX) the crown. Generating free cash flow in the oil and gas production business is very difficult. Canadian Natural makes it look incredibly easy. Let me be clear on what I’m talking about when I say free cash flow. This...
There is a hard bounce coming for the share prices of oil producers. Of that I’m sure. The smaller the company, the bigger the bounce. On October 3rd WTI oil prices hit a four year high of $76 per barrel. Then 15 months of a slow upward move in oil prices disappeared. It took...