Alternative Energy & Shale Gas
Cymor Stock Picks – Tethys Petroleum Limited-TSX
Whats-Hot-or-Not Periodically we publish our picks. Stocks that we like are “Hot” and listed below. Stocks not considered hot are removed. Whats-Hot-or-Not Buy Tethys Petroleum Limited $0.75 (TPL on the TSX) Tethys Petroleum (TPL) This is a company that is listed on the Toronto Stock Exchange, yet it has no operations in North America. Its [...]
The Dismal Future of Natural Gas Exports & Gas Liquefication – III
The Canadian Oil Sands In our last article we discussed the dismal future of the Oil Sands and of the companies that extract oil from the Oil Sands. Because producers in the Oil Sands can’t get world prices for their oil, and can’t ship the oil in sufficient quantities to the USA, the newest schemes [...]
The Changing Values of Energy Stocks – Be Safe or Be Sorry – Part II
The Changing Values of Energy Stocks – Be Safe or Be Sorry – Part II In our previous blog, we discussed how energy companies have risen in importance to the investing public and how almost every portfolio has stocks of these natural gas and oil producers. We discussed how the price of energy rose after [...]
Gas and Oil Prices Will Weaken – follow up to June 27/12 blog
Cheap Energy and Higher Productivity In our June 27, 2012 Blog, we discussed how abundant newly recoverable supplies of shale gas, increased reserves in the ground in North America, and the retreat of the ice cap, would all contribute to a permanent lessening of energy prices. We further commented that lower energy prices would produce [...]
Is Oil Overvalued? Or are we just seeing temporary weakness in the Price of Oil. The Economic Fallout
Canadian Oil Sands Prices as an Indicator In recent months there has been an anomaly between world oil prices and the price of oil coming out of the Canadian Oil Sands. Because of transportation issues Canadian heavy oil has been receiving less value than the world price of oil. They say that this is a [...]
Stubborn Beliefs That Devastate Portfolios
Stubborn Beliefs That Devastate Portfolios Having heard so many diverse opinions at the NY Hard Asset Show, it occurs to me that there are some supposed “universal truths” held by investors that could affect investments. The issue is that the market over-reacts to expected events, and then over-compensates. Often, by the time investors have positioned [...]
U.S. report: Oil imports down, domestic production highest since 2003
In recent blogs, I talked about whether the common belief that oil prices have to increase could be a fallacy. The following is today’s reprint of an article in the Los Angeles Times. It seems that the world of imported oil and high prices may be about to change. U.S. report: Oil imports down, domestic [...]
Is Oil Overvalued? Could the USA become Energy Sufficient?
The Amount of Oil Used by North America In a recent blog, I talked about how shale gas is changing North America’s energy needs, and how that could change the way that the world works. The effect is starting to be felt. A quote from “MISH’S Global Economic Trend Analysis” Another Plunge in 3-Month Rolling [...]
The Rapid Changing World of Investments – the Flow of Oil Money to the Middle East
The Changing World of Investment In my last blog, I talked about how rapidly investments can change in scope and importance. I talked about the bountiful supply of shale gas coming on stream, and the profits of large equipment manufacturers. The essential point was that investors could never simply “Buy and Hold”, but had to [...]
Investing Reliance on Outdated Theories Including the Peak Oil Theory
Last blog talked about the speed of change in today’s world, and being aware of theories that no longer apply. As an example, the Peak Oil Theory was discussed from a different vantage point. The US reliance on oil imports may be about to change, and about to change quite dramatically. Oil imports in the [...]
The Life Cycle of Securities & The Peak Oil Theory
President Obama Says in a Speech this Week That the US Recovery is Being Throttled by the Rising Cost of Gas at the Pumps. Apparently the cost of a gallon of gas has risen from $3.17 to $3.40 from the start to end of 2011. Some say that he is setting the stage for bashing [...]
Think and Act Big. The Energy Crisis, Are junior Resource Stocks Safe?
Think and Act Big I was reading an article by Jim Carroll in his regular “Netwatch” column of April 2011. I will quote some of his comments. “We are in the era of Big Thinking, yet a lot of people have a small outlook.” “Pursue big math.” ”Think big in scope.” “Align strategies to the [...]
Oil – The Only Way is UP *** Vacation Time – Blogs start again in March ***
Oil is a Barometer of Economic Times as is Gold Standard & Poor’s downgraded Japan’s sovereign debt rating last week. It was the first cut in Japan’s rating in nine years. Japan now joins Greece, Ireland, Portugal, Spain — all of which have been downgraded. Everyone is also looking toward the U.S. fiscal situation, given [...]
Investing in Renewable Energy – The Incredible Bumbling of the Liberal Government of Ontario, Canada
Renewable Energy A recent phenomenon of political correctness and social responsibility of the Liberal Government of Ontario, Canada points out just how ridiculously inefficient the actions of government can be. In their rush to be environmentally correct, the Liberal government of Ontario brought in a number of the most ridiculous rules and regulations. One of [...]
