Part 2 of a 3-part Series: The new “tight”or “unconventional” oil and gas plays being discovered all over the world are so different from conventional production that independent reserve evaluators face new challenges when calculating reserves. That was one of the findings that came out of a conversation I had with...
Dear OGIB Reader, Over the next few weeks, oil and gas companies are going through a special sort of reporting period… and it’s going to have some important ramifications for stock prices — especially for junior gas producers. Here’s why: At the end of each calendar year, every single junior energy producer...
It's strange but true – some of the best performing energy stocks in Canada have been the junior GAS stocks. And there is also an argument that the future may be brighter than previously thought for a select few gas stocks. All these stocks have three things in common: 1.      They have...
Dear OGIB Reader, Following is a story my research team put together on the oil field service sector, including what it is that's driving the positive numbers... and two ways to play the momentum. Enjoy, -...
Understanding the future—not just the present—is very important to ETF returns. And this is where the two basic questions for investors get answered. What is the timeline of the trade? The real question here is, how many times does the ETF have to “roll” its futures contracts between now and that trade date? Use oil as...
*Editor's Note: The following is a report I developed for Oil & Gas Investor magazine, published in its December 2010 edition. Part 1 of the story is re-printed below with their permission. Exchange-traded funds have been on a roll. Here’s how to find the one with the best fit, and...
Every year the stock market gives me new lessons to learn, and I’ll share a few from 2010. When it comes to the junior and intermediate North American oil and gas plays, I want to buy expensive stocks.  I rarely buy cheap stocks.  That sounds counter-intuitive, but it makes sense. When...
Part 2:  How To Position Yourself for High-Risk, High-Reward International Plays How do you find – and play - the junior oil exploration stocks that can be 10-baggers for investors? These are the companies that are drilling high-impact wells that can produce thousands of barrels a day – and their success...